FREE TOOL · 3 MINUTES

How well ordered is your operation?

Ten questions, a 0 to 100 score by area and the three gaps most worth addressing, with a concrete step for each. The result appears instantly and you can download it as a PDF. We do not ask for your email to see it.

Express audit of your operation

Pick the option that looks most like your company today. There are no good or bad answers: honesty is what makes the result useful.

01 ProcessesAre your main processes written down, and could a new hire follow them?
02 ProcessesHow many times is the same data entered in different systems or spreadsheets?
03 DataHow long does it take to get the month-end close or the leadership report?
04 DataIs there a single source of truth for customers, collections or inventory?
05 SystemsDo your systems talk to each other, or does someone copy and paste between them?
06 SystemsIf the person who maintains your spreadsheets or system left tomorrow, what would happen?
07 SecurityWho has access to what, and is it reviewed when someone leaves the company?
08 SecurityDo you have tested backups (not just configured) of your critical information?
09 PeopleHow many hours a week go to repetitive tasks nobody wants to do?
10 PeopleDoes your team already use AI tools, with clear rules on what data they can use?
/ ASSUMPTIONS

How we calculate this

  1. Each answer is worth 0 to 3 points. The score is the sum of the ten answers divided by 30, times 100.
  2. Questions are grouped into five areas (processes, data, systems, security and people, two questions each). Each bar is the sum of its two questions divided by 6.
  3. Bands: under 40 points, Early; 40 to 74, In order; 75 or more, Solid. These are HAXOR thresholds to give a reading, not a standard.
  4. The three gaps are the answers with the fewest points. On a tie, the higher weight wins: security, data, systems, processes, people.
  5. The steps for each gap are fixed texts we wrote for each question and the level you marked. No AI generates them and they are not compared with other companies: we have no industry average and do not make one up.

What it does not include: a formal audit, a certification or a comparison with other companies in your industry. It is a quick reading, built from your own answers.

If you answer differently, the result changes instantly, and this page’s address saves your answers so you can share it with a partner or with leadership.

Let’s go over your result together.

In thirty minutes we review your answers and tell you what to address first. If you are already well on your way, we tell you that too.

/ CONTACT

Let us listen.

We will find the areas of opportunity and propose better processes, automations or custom-built solutions. Thirty minutes, no sales deck: you leave with a concrete read on your operation, whether or not you work with us. And if we are not the right firm, we will tell you right there.

Read by a person, not a sales system. Your data is handled under our privacy notice.

BOOK A CALL (opens in a new tab)

Thirty minutes, at a time that suits you.

REPLY

Within one business day.

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