Engagement
Systems Audit
Find what's broken, unclear, or disconnected.
Identifying where leverage exists
Building the implementation roadmap
Outputs
What comes out of the audit
The output is meant to be operational, not theoretical. It should create the evidence and direction needed to make the next move cleanly.
System inventory
A working view of the current acquisition, follow-up, reporting, and operations stack.
Findings
A diagnosis of leaks, friction points, trust gaps, and system mismatches.
KPI baseline
The current performance picture that future improvements can be measured against.
Target-state recommendation
A clearer picture of how the system should be structured instead.
Implementation roadmap
A sequenced plan for what to build, what to fix, and what to control next.
Method
How the audit moves
The audit is still run through the broader Formulation Method, but it concentrates on the diagnosis and architecture layers.
01
Diagnose
Map the system, find the leaks, set the baseline.
02
Architect
Design the fix and the control points.
03
Decision point
At the end of the audit, the business should know whether to build, in what order, and under what control model.
Start here
Use the audit to clarify the system
If the main problem is still diagnosis, not production capacity, the audit is the correct first move.
Apply