Free Process Audit
Identify the Business Processes You Can Outsource and How to Transition Them
Tell us about up to three processes. We will review how each is currently managed and send you a written audit covering outsourcing suitability, the present cost baseline and the steps required for transition. No need to book a call.
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What gets delivered in your inbox:
- A fit label or category for the process showing outsource now, fix first, or keep in-house.
- A cost baseline including the hours required and current total cost of running the process.
- A transition outline that shows what needs documenting, what access to set up, and how training and ramp run.
- A scope and price range only for processes that are suitable for outsourcing.
Request Your Free Process Audit
A short brief in, a written audit back. No pitch attached.
Free. Written audit within three business days. No commitment, no drip sequence.
Four Checks
What The Audit Looks At
Four key factors determine whether a process is suitable for outsourcing. We score each process across all four to get a clear answer.
01
Process Definition
Is the process written down or does it just live in an individual’s head? We check whether the steps, inputs, handoffs and exceptions exist as an SOP or workflow map that a trained specialist could follow.
02
Volume and Variability
How many hours does the process take and is that number steady enough? Volume decides whether it needs a dedicated specialist, a shared seat or a few hours of someone’s day. Variability decides how much backup coverage the plan needs.
03
Systems and Access
The tools or system, access requirements and the type of data necessary to handle the process. We identify the sensitive information (customer PII, health records, payment data) and the role-based access and NDA coverage the transition would require.
04
Cost Baseline
The current cost of running your process. We estimate the cost from your brief using weekly hours, labor costs, backlog, rework and overtime. We can give you a suggestion based on the baseline and how much you can save from outsourcing it.
When one of the four scores is weak, the audit tells you what needs to be fixed first. A process that fails on definition is not a sales opportunity for us. It is a documentation job for you, and the audit will tell you what needs to be documented.
WHAT HAPPENS NEXT
From Brief To Written Audit In Three Business Days
STEP 01
We Read The Brief (Day One)
An operations lead reviews what you wrote. If something is unclear, you get an email with a couple of questions instead of a calendar link.
Step 02
Written Audit Back
Receive a written report to share with your finance lead or partner. It includes each fit verdict, the cost baseline, transition outline, and a price range for processes suitable for outsourcing.
Step 03
You Decide
Read it, take the walkthrough call or skip it. If you decide to move forward, the audit stands in for the discovery and requirements step of onboarding. However, if you don’t, the audit still remains yours.
Fit Check
Who Should Send A Brief
A Good Fit
A repetitive back-office or front-office process that takes ten or more hours a week. A team not satisfied with their outsourcing results. An owner comparing outsourcing vs. hiring a staff.
Not A Fit
A process that is still in the planning stage, a project, or a one-time job. For example, a software integration job. We will also provide you useful directions in such cases.
3
Business days to a written audit
35
Business functions we staff
$0
Cost and no contract
What You Need to Know
It is a written audit. We send a document after you give us a brief. You can ask for a walkthrough call, but if you don’t want to, you will still receive the document. If a process is not suitable for outsourcing, we say it directly without offering a quote for it.
A few lines about the process: who does it, how many hours it takes, which tools are necessary for it and what is going wrong. If you have an SOP or a process map, attach it. If you do not, that is useful information in itself. Do not send logins, customer records or anything covered by a compliance obligation. We do not need them for the audit.
An automation audit looks for tasks that can be handled with software and technology. A quality or compliance process audit checks whether a process meets specific standards or compliance requirements. This audit answers whether a process can be handled by an external team, what it would cost against your current baseline and what fixes are necessary before transition.
Any of the functions listed on our business process outsourcing services page: sales support, call center and customer support, back-office processing, finance and accounting support, HR support, marketing support, IT helpdesk and after-hours coverage. If yours is not on the list, send it anyway. The four checks work the same way.
Useful Links
