What it is
An Operations Audit. We study how your operation actually runs - across locations, systems, and people - and deliver a written report on where control is being lost and what to change first. You can act on it with us, another vendor, or your own team.
What the audit covers
- How work actually moves between branches, teams, and systems - not how the process document says it does
- Where numbers are re-entered, reconciled by hand, or calculated differently by different people
- Which systems are business-critical, and what happens when one fails
- Where leadership is deciding without current data
- What needs a process fix, what needs a system, and what to leave alone
- A prioritized plan with effort and impact for every recommendation
Who it's for
Organizations that know something is costing them - stock that doesn't add up, reports nobody trusts, a new market or format on the way - but haven't pinned down where. Also teams about to buy or build a system who want the requirements grounded in how the operation really works before they spend.
What you get at the end
A written report within two weeks, with findings, the evidence behind them, and a prioritized plan. Fixed fee, with acceptance criteria agreed in writing before we start - you pay the balance when the report meets them. The report is yours to use however you choose.
Where this has worked
- Retail, during the pandemic. When walk-in retail shut down, we proposed turning Sunnies' website into an appointment platform with protected time slots and safe-visit procedures. Sunnies took the idea further into Specs on Wheels, a mobile optical shop - running on the same Umbra systems with almost no new build.
- An AI product finding its market. Alongside building Nudgyt's platform, we advised on its pricing and business model.
- Construction materials. A Philippine construction company was over-ordering materials. We proposed a job order app that built the company's own estimating formulas into one system for every engineer. It showed engineers had been using different formulas for the same calculation - the first time the business could see where the over-ordering came from.

