Business Process Audit

Business Process Audit

Identify automation opportunities across any business. Analyzes workflows, estimates time savings, and prioritizes which processes to automate first based on ROI.

When to Use

• Evaluating which business processes to automate
• Building a business case for AI agent deployment
• Identifying bottlenecks and manual work that costs money
• Planning digital transformation or ops optimization

How It Works

Ask the user about their business (or infer from context). Then analyze across these 8 categories:

1. Communication & Email (avg 28% of work week)

• Email triage and response
• Meeting scheduling and follow-ups
• Internal notifications and updates
• Client communication workflows

2. Data Entry & Processing (avg 19% of work week)

• Invoice processing and AP/AR
• CRM data entry and updates
• Report generation
• Form processing

3. Customer Operations (avg 15% of work week)

• Lead qualification and routing
• Onboarding workflows
• Support ticket triage
• Renewal and upsell identification

4. Document Management (avg 12% of work week)

• Contract review and extraction
• Compliance document processing
• Filing and organization
• Version control and approvals

5. Financial Operations (avg 10% of work week)

• Expense categorization
• Reconciliation
• Forecasting data prep
• Billing and collections

6. HR & People Ops (avg 8% of work week)

• Resume screening
• Onboarding checklists
• Time-off management
• Performance review prep

7. Sales & Marketing (avg 5% of work week)

• Lead research and enrichment
• Content scheduling
• Pipeline reporting
• Competitor monitoring

8. IT & Security (avg 3% of work week)

• Access provisioning
• Monitoring and alerts
• Backup verification
• Compliance checks

Output Format

Generate a structured audit report:

# Business Process Audit Report
## Company: [Name]
## Industry: [Industry]
## Team Size: [N employees]

### Executive Summary
- Total estimated hours wasted on manual work: X hrs/week
- Potential annual savings: $X
- Top 3 automation priorities (by ROI)

### Process Analysis

For each of the 8 categories:
| Process | Current State | Hours/Week | Automation Potential | Est. Savings | Priority |
|---------|--------------|------------|---------------------|-------------|----------|

Priority scoring: (hours × hourly_cost × automation_percentage) / implementation_effort

### Recommended Automation Roadmap
#### Phase 1 (Week 1-2): Quick wins — processes with >80% automation potential
#### Phase 2 (Month 1): Medium complexity — integration-dependent processes  
#### Phase 3 (Quarter 1): Complex workflows — multi-system orchestration

### ROI Summary
- Implementation cost estimate: $X
- Monthly savings estimate: $X/mo
- Payback period: X months
- 12-month net ROI: X%

Assumptions for Calculations

• Average US knowledge worker salary: $75,000/year ($36/hr fully loaded)
• Average work week: 40 hours
• Automation typically captures 60-85% of manual task time
• Implementation timeline: 1-4 weeks depending on complexity

Tips

• Be specific about the business — generic audits are worthless
• Ask about their tech stack (what tools they already use)
• Focus on processes that are repetitive, rule-based, and high-volume
• Include both time savings AND error reduction benefits
• Always quantify in dollars, not just hours