Operations & Data Audit
Bring your real numbers and your real workflow: this page explains what the audit covers, what you receive, and when it makes sense.
Read the transcript
Imagine your business runs on seven spreadsheets, AppSheet, and QuickBooks. You ask a developer: “Replace all of it — how much?” Two days later, a quote arrives. Feels efficient. But nobody has looked at your actual work yet. That’s not a quote. That’s a guess — an expensive one. So let me show you what I check first — and what you walk away with. First: the data. When I open a spreadsheet like this, I look for the boring stuff. Same customer, twice. A column the whole team relies on — half empty. Move that into a new system blindly, and you don’t get a clean system. You get the same mess — just more expensive. So the first thing you get is a short list: what to clean, what to merge, what to check — before anyone promises you a launch date. Second: how work really moves. Approval? A group chat, Sunday night. The order gets to accounting… when someone remembers. And “someone remembers” usually means this. No tool list shows that. So you get a map of how work actually flows: who hands what to whom, and the exceptions that live only in someone’s head. A new system has to handle that — or it breaks on day one. Third — and this surprises people — not every tool is the problem. QuickBooks might be exactly what you should keep. Maybe it needs better setup. Maybe one integration. Maybe nothing at all. That’s why the audit ends with a decision, not a sales pitch. Three options. Keep and configure what already works. Replace the one workflow that’s really failing. Or build custom — only where your rules don’t exist in any product. And each one comes with a fixed scope: what’s in, what it costs, where it stops. And honestly? Sometimes the answer is: don’t build anything yet. That’s still a win — your next move is based on evidence, not a guess. If you want to start, book a free fifteen-minute fit call — the link is right below this video. Bring three things: your main spreadsheet, the handoff where work gets stuck, and the tool you suspect is failing you. Let’s look at it together.
What is an Operations & Data Audit?
A 1–2 week fixed-price discovery engagement to inspect real data structures, map edge cases, evaluate standard SaaS vs. custom build, and deliver an exact implementation blueprint before any production software is written.
What you receive (Deliverables)
You receive concrete artifacts your leadership and technical teams can evaluate directly:
- Data & Schema Diagnostic — Full inspection of current spreadsheets, AppSheet configs, or databases to identify row ceilings, schema anti-patterns, data duplication, and integrity risks.
- Process & Exception Map — Step-by-step documentation of the real workflow, edge cases, manual workarounds, and single-person dependencies.
- Build vs. Buy & Architecture Blueprint — Objective evaluation of standard SaaS vs. custom build, relational database schema diagram, API integration plan, and hosting architecture.
- Fixed-Scope Implementation Proposal — 2–3 scoped implementation options with milestones, deliverables, timelines, and fixed budgets.
When this audit makes sense
This engagement is designed for businesses experiencing real operational friction:
- 10–50 employees (typical) with core purchasing, inventory, orders, or reporting running on spreadsheets or no-code tools.
- Google Sheets or Excel hitting 50k+ row ceilings or severe multi-user latency.
- AppSheet, Make, Zapier, or AI-built prototypes failing under real transaction volume.
- You need to own your data and systems rather than renting inflexible per-seat SaaS.
- Commercial budget allocated for custom operational systems ($5k–$15k+ project range).
How the audit works
A structured, low-risk process under NDA:
- 1. Initial 20-min fit call — We confirm your bottlenecks, scope feasibility, and access requirements.
- 2. Deep-dive data & workflow inspection — Analysis of actual data exports, schemas, and interviews with key operators under mutual NDA.
- 3. Blueprint delivery & walkthrough — Written deliverable presentation with architecture recommendations and fixed-scope build options.
What the audit costs
The audit is a fixed-price, paid engagement — the exact price depends on scope and is quoted before you commit. Start by booking a 20-min fit call.