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Process & Workflow Audit

My process and workflow audit service is an evaluation of your business’s existing workflows and processes to identify inefficiencies, bottlenecks, and areas for improvement. The goal is to streamline operations, enhance productivity, and reduce waste.

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Who this service is for:

 

  1. With limited resources available to small-to-medium enterprises it’s critical to prioritize efficiency and streamline operations, to ensure growth without introducing unnecessary complexity..

  2. Large corporations often have complex structures often result in inefficiencies or redundant processes. Regular audits can ensure alignment across multiple departments and geographies.

  3. Often operating with ad hoc processes that need formalization, startups (early state companies) need formalization to maintain agility while growing., without adding extra staff.

FEE:  in $CDN + GST – the pricing model for this service is either project or retainer-based, depending on the Client provided specifics

FORMAT:  Microsoft Word doc and PDF

 

What you can expect:

 

I’ll work hand-in-hand with you to improve existing processes, which will include a review of steps and tasks, resource utilization, communication and collaboration, and systems with each process mapped out, and analyzed for its effectiveness. This may involve speaking with staff or management, and can include the following:

 

  • Facility maintenance coordination with vendors and stakeholders

  • Insurance claims and insurance documentation

  • Daily Operations, expense reports and attendance tracking

  • Creating new hire setup and exit checklists

  • Calendar, event and appointment planning and scheduling

  • Access control, managing key cards, parkade or passwords for secure areas

  • Confidential document handling

  • Workspace allocation, and equipment distribution

  • Expense tracking, accounts payable and receivable / sub-invoicing

  • Internal announcements and email management

  • Policy documentation, records management

  • Office supplies management

 

You’ll also get:

 

You will receive a report with my findings and recommendations. The cost will vary depending on your budget, with a straightforward findings report being more affordable than a comprehensive report that includes actionable insights, visualizations, and detailed implementation road maps.​​

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