Operational Audit

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Operational Audit

Find Where Your Business Is Losing Time, Money & Productivity.

DigitalBooth goes inside your business and follows how work actually happens — from purchasing and deliveries through to staff, stock, jobs, administration, systems, customers, invoicing and reporting.

I look at the finer details that often get missed, identify unnecessary costs, duplicated work, bottlenecks and inefficient processes, then help redesign the operation to make the business leaner, faster and more productive.

End-To-End Business Review

I Look At How The Whole Company Actually Works.

An Operational Audit goes beyond software and management reports. I spend time understanding what actually happens inside the company, speaking with the people doing the work and following products, information, jobs and customers from beginning to end.

Buy → Receive → Store → Process → Deliver → Invoice → Report

The aim is to find every point where unnecessary cost, delay, duplication or wasted staff time enters the process.

What I Review

The Finer Details That Drive Cost & Productivity.

Every company is different, so the audit follows the actual operation rather than forcing the business into a standard template.

01

Purchasing & Procurement

Review how products, materials and services are requested, approved and purchased.

Purchase requests Approvals Supplier pricing Purchase orders Emergency purchasing Supplier terms
02

Goods Coming In

Follow what happens from the moment a supplier delivery reaches the business.

Delivery checks Goods received Damaged items Paperwork System updates Storage & allocation
03

Stock & Inventory

Review whether stock levels and processes are tying up cash or wasting staff time.

Overstocking Stock shortages Dead stock Reordering Wastage Stock locations
04

Staff Roles

Understand what employees actually do rather than relying purely on job descriptions.

Responsibilities Duplicate roles Task ownership Knowledge gaps Management workload Absence cover
05

Staff Processes

Follow the actual steps staff complete when carrying out regular tasks.

Manual processes Duplicate entry Paperwork Approvals Handoffs Repeated administration
06

Time & Productivity

Identify where the process is wasting employee time.

Waiting time Searching for information Meetings Travel System delays Rework
07

Sales To Delivery

Review what happens when work passes from sales into operations.

Order handover Specifications Customer requirements Deadlines Missing information Responsibility
08

Jobs & Projects

Review how work is created, scheduled, completed and signed off.

Job creation Scheduling Staff allocation Materials Status tracking Completion
09

Administration

Identify administration that can be removed, simplified or automated.

Forms Emails Documents Printing & scanning Data entry Spreadsheets
10

Finance & Invoicing

Review the operational processes around money and cash flow.

Quotes Purchase orders Job costing Supplier invoices Customer invoices Payment chasing
11

Systems & Software

Review every system the business relies on and identify duplication.

ERP CRM Stock systems Accounting HR & payroll Spreadsheets
12

Communication

See how important information moves between teams and departments.

Email Teams / Slack WhatsApp Phone calls Meetings Verbal instructions
13

Management & Approvals

Identify where excessive approvals are slowing work without adding enough control.

Purchase approval Quotes Discounts Expenses Overtime Refunds
14

Customer Service

Review how customer issues and requests move through the business.

Calls Emails Complaints Returns Escalations Response times
15

Quality & Rework

Find work that has to be repeated because something went wrong earlier in the process.

Errors Returns Repeat visits Incorrect orders Complaints Corrections
16

Supplier Performance

Review suppliers based on total operational value, not just purchase price.

Lead times Reliability Quality Returns Delivery charges Payment terms
17

Scheduling & Capacity

Understand whether people and resources are being used efficiently.

Staff schedules Production Engineer diaries Appointments Equipment Peak demand
18

Vehicles & Fleet

Where relevant, review the operational cost and use of company vehicles.

Fuel Mileage Routing Utilisation Maintenance Downtime
19

Premises & Workflow

Review whether the physical layout of the business is adding unnecessary movement or delays.

Goods in Goods out Storage Workstations Tools & equipment Staff movement
20

Reporting & KPIs

Give management a clear view of operational performance.

Jobs outstanding Productivity Overtime Rework Lead times Profitability
21

Automation Opportunities

Simplify the process first, then identify what should happen automatically.

Notifications Approvals Data updates Documents Reporting System integrations
22

Operational Cost Review

Identify hidden costs caused by the way the operation currently works.

Overtime Waste Excess stock Rework Unused software Staff downtime
How The Audit Works

Understand It First. Then Improve It.

01
Observe See the work happening
02
Follow Track work end-to-end
03
Measure Time, cost & resource
04
Find Waste Remove unnecessary work
05
Redesign Create a better process
06
Implement Put changes into practice
07
Measure Again Prove the improvement
Reduce Cost. Improve Productivity.

Small Inefficiencies Become Big Costs At Scale.

Operational savings often come from dozens of small improvements rather than one major change.

↻

Remove Repetition

Stop staff repeatedly entering, checking or moving the same information.

£

Reduce Cost

Find avoidable spend across suppliers, stock, software, overtime and rework.

↑

Improve Productivity

Give people clearer processes and more time to do valuable work.

◎

Improve Control

Give management better information without adding unnecessary bureaucracy.

Example Process Improvement

One Delivery. One Connected Process.

Before
Stock reaches warehouse
↓
Delivery note passed to office
↓
Employee updates spreadsheet
↓
Manager checks delivery
↓
Stock entered into second system
↓
Paperwork sent to accounts
↓
Staff email asking where stock is
After
Delivery received
↓
Goods recorded once
↓
Stock automatically updated
↓
Correct department notified
↓
Purchase order matched
↓
Accounts information updated
↓
Management dashboard updates
One delivery. One data entry point. One connected process.
Questions I Ask

Why Does The Business Work This Way?

Purchasing: Why are we buying from this supplier?
Stock: Why is this much money tied up in inventory?
Staff: Why are two people completing the same task?
Process: Why does this information need entering three times?
Approvals: Does this really need three managers to approve it?
Software: Why are we paying for systems that do the same thing?
Rework: Why are jobs regularly having to be done twice?
Productivity: What is stopping staff doing more valuable work?
What You Get

A Practical Plan To Improve The Business.

Current Process Maps

A clear picture of how important processes actually operate today.

Cost & Time Waste

Identify areas where money or staff hours are being lost.

Bottleneck Report

Identify where work slows down, waits or repeatedly gets stuck.

Staff Process Review

Review responsibilities, tasks, duplication and handovers.

Systems Review

Identify systems that should be retained, integrated, changed or removed.

Procurement Review

Identify purchasing and supplier opportunities where relevant.

Automation Opportunities

Identify suitable repetitive tasks that could happen automatically.

Future Process Maps

Show how improved workflows should operate going forward.

Priority Matrix

Separate quick wins from larger projects and prioritise by impact.

Implementation Roadmap

Improve The Business In The Right Order.

FIRST 30 DAYS

Quick Wins

Remove unnecessary steps, duplicate work, obvious waste and simple process problems.

NEXT 60 DAYS

Process Improvements

Improve staff workflows, systems, purchasing, reporting and departmental handovers.

WITHIN 90 DAYS

Longer-Term Change

Implement automation, integrations, system changes and larger operational improvements.

Operational Audit

How Much Time & Money Is Being Lost Inside Your Existing Processes?

DigitalBooth can come into your business, understand how the operation actually works and identify where unnecessary cost, wasted time, duplication and bottlenecks are reducing productivity.

The goal is not to make your team work harder. It is to build better processes so the business gets more from the people, systems and resources it already has.

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