The customer
Trace the path from inquiry to delivery. Look for delays, dropped information, and unclear handoffs.
Business Systems Audit
When the symptoms
don’t tell the whole story.
If sales, operations, and team decisions are all creating friction, we look across the business to understand what is driving it and what deserves attention first.
- Evidence-led review
- Scope agreed in advance
- Standalone engagement
One business. Three lenses.TRACE / 01
Customer lens / Inquiry
Does the first message go anywhere?
Trace a real inquiry from arrival to response. Look for missing details, delay, and an unclear next step.
Exploratory example · tap a lens and a point
How we look at the business
Follow the customer.
Follow the numbers.
Follow the owner.
The numbers
Review the available information that helps explain what’s happening. Separate evidence from assumptions.
The owner
Find the decisions, exceptions, and recurring work that still depend on you being there.
A roadmap you can act on
Know what to do now.
And what can wait.
The exact review and deliverables are agreed around your business and the information available.
- Priority findings and the evidence behind them
- Likely root causes, bottlenecks, and owner-dependence patterns
- Recommendations and a practical next-step sequence
- A Now / Next / Later roadmap
- A findings discussion and written summary
Make ownership clear.
Give new inquiries a named owner and an agreed next step.
Repair the handoff.
Carry the customer details, promise, and timing into the job record.
Connect the repeat work.
Automate the stable process once the team can rely on it.
Illustrative roadmap format. Your recommendations follow the evidence in your business.
A good fit when
- Several parts of an established business are creating problems.
- You want to understand the cause before committing to fixes.
- You can provide the relevant information and involve the right people.
Another route may fit better
- For one clear issue, a Working Session may be enough.
- For an agreed solution that needs building, consider a Sprint.
- This is not an accounting, tax, legal, or compliance audit.
Fair questions
A few things you might be wondering.
What does the Audit cost and how long does it take?
The scope depends on the company’s complexity, the systems and information involved, interviews needed, and the depth of review. We agree on the investment and timeline in advance.
Do we have to buy implementation afterward?
No. The Audit is a standalone engagement. You can use the findings with your own team or ask us to scope implementation separately.
What if the information is incomplete?
We agree on the information needed and identify limitations in what is available. Findings should distinguish supporting evidence from what still needs checking.
Does an Audit guarantee growth or a sale?
No. It gives you a clearer understanding and a prioritized path forward. Results depend on the business, the decisions made, and how the work is put into practice.
Dylan RicheyFounder, Autera
A direct line to the person doing the work
Start where you are.
You don’t need a finished brief. Bring the part of the business that takes more of you than it should. We’ll work out a useful next step together.