Chapter 02

The audit process: we learn your operation

Four weeks. Inputs: leadership interviews, operating documents, and system telemetry. Outputs: bottleneck map, savings model, and rollout plan.

Audit Inputs
Interviews
5 stakeholders
  • C
    CEO/COO
    1x60min · priorities + bottlenecks
  • DH
    Department heads
    4x45min · pain points across functions
  • IL
    IT Lead
    1x60min · systems + integrations
  • PL
    Procurement Lead
    1x45min · vendor + contract pain
  • HO
    HR Ops Lead
    1x45min · employee onboarding
All sessions transcribed and tagged
Documentation
5 sources ingested
  • Vendor master + procurement playbook
    SOP
  • Contract templates + redline policies
    Policy
  • IT runbooks + ITSM playbook
    Runbook
  • Employee onboarding checklist
    Checklist
  • Org chart + decision matrix
    Reference
Indexed and queryable by agents
Software
8 systems mapped
SN
ServiceNow
ITSM
W
Workday
HRIS
CP
Coupa
Procurement
IC
Ironclad
Contracts
M
Microsoft 365
Productivity
Slack
Communication
N
NetSuite
ERP
JR
Jira
Ticketing
All systems connected
8
Systems mapped
27
Cross-functional workflows
14,000+
Tickets/contracts/vendors sampled
670K
Hours of manual work / yr
Automation map
Of 670,000 manual hours / yr
How much we take off your plate
Total identified manual hours, split between what we automate and what stays human
73%
Automatable · 491,780 hrs
178,220 hrs human
Of the 491,780 automatable hours, here’s what each agent contributes
Each bar floats at the running total. Built in priority order, summing to total automated.
0K123K246K369K492K+107KP1Contract$13.6M+161KP2IT Triage$11.2M+113KP3Vendor$7.8M+61KP4Onboard$5.4M+50KP5Recon$4M492Khrs / yrTOTALAutomated$46M / yr
P1Contract Intake & Redline
80% automatable · $13.6M
P2IT Ticket Triage
75% automatable · $11.2M
P3Vendor Onboarding
70% automatable · $7.8M
P4Employee Onboarding
65% automatable · $5.4M
P5Cross-system Recon
75% automatable · $4M
Stays human · policy judgment, vendor negotiation, approvals178,220 hrs / yr remain manual
Implementation timeline20 weeks · then ongoing
Phase / Workflow
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
W13
W14
W15
W16
W17
W18
W19
W20
Audit
4 weeks
Stakeholder sessions
Workflow baseline
Savings model
Rollout approved
Build · workflows shipped in priority order
P1Contract Intake & Redline
8w
P2IT Ticket Triage
9w
P3Vendor Onboarding
10w
P4Employee Onboarding
8w
P5Cross-system Recon
6w
Operate
ongoing →
Next: Build Process