Workflow map
A plain-language view of how work and information move.
Systems audit
Get a decision-ready view before a risky build.
CTM reviews the workflow, documents, systems, ownership, and support risks that shape the next useful investment.
Outputs
A small engagement with concrete artifacts
Risk notes
Known ownership, access, backup, hosting, and dependency risks.
Document review
High-friction forms, reports, labels, workbooks, and exports.
Ranked next steps
Smaller fixes, larger work, and items that should wait.
When this helps
Repeated workarounds or unclear ownership make it difficult to decide which systems investment should come first.
Deliverables and handoff
The workflow map, risk notes, document review, and ranked next steps above form the agreed audit handoff.
What shapes cost and timing
The number of workflows, stakeholder availability, documentation quality, and depth of report and dependency review.
Fees and schedule are proposed after fit and scope are confirmed; they are not fixed by this page.
Next step
Bring a description of the bottleneck and known owners; use the audit checklist to prepare.
Use the existing systems-need link on this page. Do not include credentials, regulated records, production exports, or client-sensitive material in initial intake.