Free Resource

Operational Systems Audit Checklist

A practical guide to identify reporting bottlenecks, spreadsheet dependencies, and data silos in your business.

Self-Service Audit

Prefer to evaluate your own systems first? Use this checklist as a practical conversation guide for your team.

Want expert eyes on your workflow? Discuss your operational challenges directly with our lead engineers.

A sample of the questions covered in the full download.

Are key operational reports generated automatically, or do they require manual CSV exports?
Is there a single source of truth for critical KPIs, or are they scattered across multiple spreadsheets?
Do executives have real-time access to operational data, or is it typically 3-5 days old?

Does your field operations software automatically sync with your central ERP or CRM?
Are your teams doing double data entry because two systems don't natively integrate?
Do you rely on fragile Zapier or Make.com automations for mission-critical data transfers?

Are routine approval processes handled automatically by a rules engine, or via email chains?
When a critical error occurs, is the relevant team notified instantly via an automated alert?
Are you currently scaling headcount just to handle administrative or data-entry workload?