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.

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.

The audit is a fixed-price engagement, and the blueprint it produces is the basis for every build decision. Every audit starts with a 20-minute fit call:Book a free 20-min fit call →