Strategos Audit

Scope: One function (e.g., Sales Ops, Order-to-Cash, Marketing Automation, Support)
Outcome: Root-cause analysis + a practical 14-day action plan to ship measurable wins fast.
Full lifecycle deck: This Slides pack shows the entire system journey—pre-audit discovery, the audit itself, and post-audit build/scale.
👉 View the full lifecycle overview

What this audit is

A fast, no-fluff diagnostic on a single business function. We map how work actually flows, pinpoint where time and money leak, and hand you a 14-day, owner-assigned plan with clear metrics and risks—ready to execute with us or in-house.

How we run it (10 business days)

Diagnose (Days 1–3): 3–5 stakeholder interviews, logs/metric pulls, “how it really works” capture.

Map & Measure (Days 4–5): Swimlanes, handoffs, wait times, error/rework, SLA misses, queue lengths, WIP.

Root-Cause (Days 6–7): 5 Whys, Pareto, failure modes; separate symptoms from causes (policy/process/tool/data).

Prioritise (Days 8–9): Impact × effort matrix; Now / Next / Later with success metrics and risks.

Playback (Day 10): Walkthrough; align owners, timelines, acceptance criteria.

Light execution support (Days 11–14): We stay available to help kick off, unblock, and validate early wins.

You’ll get

Current-state system map (roles, handoffs, bottlenecks)

Baseline KPIs + quick-win targets

Bottleneck & risk analysis with evidence

Defect/Delay log quantified in time/$

14-Day Action Plan (tasks, owners, deadlines, acceptance criteria)

Tooling guardrails (standards, fields, integrations)

SOP/Checklist drafts for top 1–3 workflows

ROI forecast (ranges + assumptions)

Loom walkthrough + Q&A

Bonus: Link to the full lifecycle Slides showing where the audit sits in the broader journey

Where this fits in our end-to-end journey

Your deck covers the whole lifecycle; the Strategos Audit is the “diagnose + plan” slice:

Before the audit — Discovery & scoping: Clarify outcomes, constraints, and access needs.

During the audit — Diagnose & plan (this service): Evidence-based mapping, root-cause, 14-day plan.

After the audit — Build & scale (optional):

Transformation Sprint (4–8 weeks): Implement the plan (automations, data models, integrations, SOPs).

Stabilise & Scale: QA, dashboards, training, governance.

Operate (as-needed): Light support and optimisations.

What we need from you

1–2 point people (≈1–2 hrs each)

Read-only access to relevant tools (CRM, ticketing, order system, marketing platform, spreadsheets)

Recent exports/logs (sample size is fine)

Slack/Email for quick clarifications