Operational Systems & Workflow Audit (Cost + Time + Compliance)
Starting at
$
750
About this service
Summary
FAQs
What if I’m using niche or outdated software?
My expertise is in system logic, not one tool. I map how data moves today and either optimize your current stack or recommend modern, cost‑effective alternatives.
How much time will this require from my team?
Typically a 60‑minute discovery call and a list of your tools. I handle the mapping, analysis, and recommendations so your team can stay focused on their work.
Will you actually build the automations for me?
This offer delivers the roadmap. Your team can implement it, or you can retain me separately to lead implementation and ensure data integrity.
Is my data secure during this process?
Yes. I never need personal passwords. We use secure viewer access or live screen‑shares, and my healthcare background means I treat privacy as non‑negotiable.
What's included
Visual System Architecture Map
A before‑and‑after diagram of how data moves through your org, exposing manual bottlenecks and showing a streamlined, automated future state.
Software Redundancy & Cost Report
An itemized view of overlapping tools and wasted spend, plus specific recommendations to consolidate and recover budget.
Step-by-Step Implementation Roadmap
A prioritized 30–90 day plan showing which automations and process changes to implement first to reclaim 10+ staff hours per week.
Security & Compliance Checklist
A review of data handling and access practices so your systems stay aligned with HIPAA/donor‑privacy or similar requirements.
Duration
1 week
Skills and tools
Industries