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Engagement

Systems Audit

Find what's broken, unclear, or disconnected.

Best for

Diagnosing what is broken

The audit clarifies the actual system problem before implementation decisions get made.

Best for

Identifying where leverage exists

The audit clarifies the actual system problem before implementation decisions get made.

Best for

Building the implementation roadmap

The audit clarifies the actual system problem before implementation decisions get made.

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.

01

System inventory

A working view of the current acquisition, follow-up, reporting, and operations stack.

02

Findings

A diagnosis of leaks, friction points, trust gaps, and system mismatches.

03

KPI baseline

The current performance picture that future improvements can be measured against.

04

Target-state recommendation

A clearer picture of how the system should be structured instead.

05

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.

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