Choose the Audit
The right first build is not obvious.
- Several workflows compete for attention
- The value or feasibility is unclear
- Leadership needs a written plan before approving a build
Optional Workflow AuditFrom $500, credited in full toward your first build
Know what to build before you spend money on it.
Rank the opportunities, choose the most useful first build, and give leadership a written plan. The Audit stands on its own, and you keep every deliverable.
- About one week
- from kickoff to written readout
- Under two hours
- of total client time
- Fully remote
- with a point person and screen share
- No sensitive data
- required for the Audit
Four written deliverables
- Current workflow map
- Five ranked opportunities
- Recommended first build
- Roadmap and leadership summary
01 / FITAUDIT OR DIRECT BUILD
Pay for clarity only when you need it.
Skip to a scoped build
The first workflow and result are already clear.
- One repeated problem is already the priority
- The people and source materials are known
- You are ready to confirm scope, price, and timing
02 / DELIVERABLESYOURS TO KEEP
Four useful decisions, delivered in writing.
01
Current workflow map
See where information, decisions, delays, and repeated work sit today.
02
Five ranked opportunities
Compare the clearest improvements by value, effort, feasibility, and risk.
03
Recommended first build
Know the best starting scope, expected result, price, timeline, and required effort.
04
Roadmap and leadership summary
Share a sequenced plan in plain language without scheduling another explanation meeting.
03 / PROCESSONE WEEK
From kickoff to recommendation in three steps.
01
60-minute kickoff
Walk through how work moves, where it gets stuck, and what a useful improvement would change.
02
Mapping, scoring, and short follow-up
Turn the conversation and examples into a workflow map, compare the opportunities, and close any small information gaps.
03
Written readout and recommendation
Receive the ranked opportunities, recommended first build, sequence, and leadership summary.
04 / SAFE DISCOVERYNO SENSITIVE RECORDS REQUIRED
Safe discovery
Useful clarity without sensitive records.
The Audit works from high-level conversations, process maps, generalized examples, and redacted templates. Do not share customer, patient, case, employee, financial, credential, or similarly sensitive information during introductory discovery.
If a deeper conversation requires confidential operational detail, request a mutual NDA before the call. Regulated data stays out of scope unless the tools, permissions, and written agreements are approved first.
05 / OFFERNO OBLIGATION
Optional paid diagnostic
From $500
Buy clarity without committing to a build.
The full Audit fee is credited toward your first build. If you stop after the Audit, you still own the workflow map, scored opportunities, recommendation, roadmap, and leadership summary. There is no obligation to continue.
- Credited in full
- Everything is yours
- No obligation to build
06 / FAQFOUR QUICK ANSWERS
Audit questions
Choose the right first improvement.
Use a free 30-minute call to decide whether you need the Audit or can move directly into a scoped first build.