Propel.
The Operational Systems Audit

Before you hire another admin, check whether the workflow should be a system.

We map one expensive workflow, estimate what it is costing you today, identify what AI could safely handle, and show whether it is worth building a better system. One workflow. A real number. A clear answer.

Book an Operational Systems Audit30-min call · no obligation

Not ready to book a call? Send us your workflow and we will take a look.

What the audit looks for

The signals that a workflow has outgrown being done by hand.

A good opportunity usually shows at least one of these. The more you recognise, the more likely the workflow is worth systemising.

Repetitive admin that never really ends
Quotes and proposals that go out slowly
The same data typed into three systems
Customer updates chased and sent by hand
Disconnected tools that never talk to each other
Reporting that arrives late and is built by hand
A shared inbox or support backlog that keeps growing
Approvals and exceptions that live in one person's head
A workflow that breaks the moment a key person is off
An admin or support hire you are not sure you need
How it works

A short call first. The deeper audit only where it earns its place.

Two steps, low risk at every point. You never commit to a build to find out whether one is worth doing.

No obligation
Step 01

The 30-minute opportunity call

A short, straight conversation. The goal is not to sell you AI. It is to work out whether there is a workflow costing enough time, salary or margin to be worth turning into a system.

  • Confirm there is a real fit
  • Identify the workflow that made you book
  • Understand why it matters now
  • Decide together whether a deeper audit is worth doing
Only where fit is strong
Step 02

The Operational Systems Audit

The deeper diagnostic, run only where the first call shows a strong case. We map the workflow in detail, estimate what it costs today, and design what a better operating model would look like.

  • Map the current workflow, tools and handoffs
  • Estimate the real cost of doing it by hand
  • Outline the future-state process and where AI fits
  • Give a clear build or no-build recommendation
What you leave with

Seven concrete outputs. Not a sales deck.

Every audit answers one question: is this workflow worth turning into a system? Here is what that answer is built from.

Output 01

Workflow snapshot

What happens today, who is involved, which tools are used and where the work gets stuck.

Output 02

Current-cost view

The salary and time cost, the cost of delay and rework, and any margin quietly leaking out.

Output 03

Future-state outline

What the system could handle, what your people still own, and where approvals and escalations sit.

Output 04

Opportunity map

The AI tasks, automations, integrations and internal tools that would actually move the workflow.

Output 05

Risk and governance notes

What cannot be automated safely, where a human stays in the loop, and the audit trail you need.

Output 06

Build or no-build recommendation

Worth building now, worth exploring later, or not enough value yet. A clear, clear answer.

Output 07

The next step

Whether that is a Design & Build proposal, a proof-of-value, a retainer conversation or nothing at all.

Clear qualification

Worth your time when the manual work is already costing you.

The audit protects your budget and our credibility. If it is not a fit, we would rather tell you now than take the call.

A fit when…

  • An Owner, MD or Ops Lead is close to both the workflow and the decision
  • The workflow runs every day or every week, not once in a while
  • Several people touch the same information across different tools
  • The cost of delay, rework or a possible hire is real and understood
  • There is genuine appetite to change how the work happens, not just add a tool

Probably not, if…

  • You want a chatbot bolted onto the website and nothing more
  • There is no clear workflow pain, or nobody actually owns it
  • No decision-maker will be involved in the conversation
  • You want ideas for free with no intent to change anything
  • You expect AI to make judgement calls with no human oversight

Commercial signal

The audit makes most sense when the workflow already costs real money — in admin time, missed opportunities, delays, rework or the hire you are trying to avoid.

What happens after

The audit is the front door. It never obliges you to walk through it.

From the audit, work can move into one of three lanes — or stop, with a clear reason. You always know which one you are in and why.

Start here
Lane 01

Operational Systems Audit

Where every engagement starts. One workflow mapped, costed and given a clear build or no-build call before a penny is committed to a build.

Lane 02

Design & Build

A fixed-scope, fixed-price project. Automation, AI-enabled workflows, integrations, dashboards, portals or internal tools connected to the systems you already run.

Lane 03

Systems Partner Retainer

For business-critical systems. We stay on to monitor, improve and adapt the system as the process changes. A partner, not a support desk.

And there is a clear fourth outcome: no build. If the workflow is not expensive or repeatable enough yet, we say so and point you at what to fix first. That answer is part of the value.

Straight answers

Questions before you book.

Is the first call really free?+

Yes. The 30-minute opportunity call is no-obligation. We use it to confirm there is a real workflow worth investigating and to explain what a deeper Operational Systems Audit would cover. If there is nothing worth building, we will say so on the call.

What is the difference between the call and the audit?+

The call confirms fit and identifies the workflow that is costing you. The Operational Systems Audit is the deeper diagnostic that follows, run only where the fit is strong. It maps the workflow in detail, estimates the current cost, outlines the future-state process and gives a build or no-build recommendation.

What if there is no business case?+

Then we tell you. A workflow that is not expensive or repeatable enough to justify a build is a legitimate outcome, and we would rather say so than sell you a project. Saying “not worth building yet” is part of how we protect your budget and our own credibility.

Do you need access to our systems?+

Not for the call. For a deeper audit we look at which tools are involved, what data exists and whether there are APIs or exports to build on. We only ask for what is needed to give a clear recommendation, and access is agreed with you first.

What does the audit cost?+

The opportunity call is free. Where a deeper Operational Systems Audit is warranted, we agree the format and any cost with you before it starts. There are no surprise invoices, and any build we later propose is fixed scope and fixed price.

Will you just try to sell us AI?+

No. AI is practical infrastructure attached to a workflow, with permissions, audit trails and human approval built in where judgement or risk matters. If ordinary automation is the better answer, or if no build is the right call, that is what we will recommend.

Booking now · limited clients per month

Find the workflow that is actually worth fixing first.

Book an Operational Systems Audit. We start with a no-obligation 30-minute call, map the workflow, estimate what it is costing, and give you a clear recommendation on what to build next.

  • A clear map of where your team's time goes
  • The 2–3 workflows with the fastest payback
  • A clear recommendation on what to build next

No obligation. You leave with a clearer view of the operational opportunity either way.