Operational systems audit checklist
A quick review to identify repetitive work, disconnected data, weak visibility, and the best first workflow to improve.
Workflow
- List repeated manual tasks
- Identify approvals that stall in chat
- Mark every repeated data entry
- Name the owner of each step
Data and visibility
- List spreadsheets and data sources
- Check where records conflict
- Define management KPIs
- Note reports that take hours to prepare
Readiness
- Choose one stable high-value process
- Define users and permissions
- Agree on the desired output
- Set a realistic launch window