Business Process Technology Audit
This one isn’t about cutting costs — it’s about getting your time back. We look at how your team actually works day to day, find the places where people are doing work software should be doing, and show you what to change.
What We Look At
- Scheduling and appointments — how work gets booked, confirmed, and rescheduled, and how much of it is manual.
- Billing and invoicing — where payments get stuck and where time disappears into paperwork.
- Client and patient communication — reminders, follow-ups, intake, and the things that fall through the cracks.
- How your systems talk to each other — or don’t. Double entry is the most expensive habit in most small businesses.
- Where AI and automation genuinely fit — and, just as importantly, where they don’t.
You don’t have to take on all of it at once. Most businesses start with the one or two areas that hurt the most, and we scope the review around those.
What You Get
- A written findings report mapping your current workflows and where the friction is.
- Prioritized recommendations — what to fix first, what can wait, and roughly what each change is worth in hours saved.
- A review call to walk through it together.
- Straight answers about which tools are worth it and which are hype.
We’ve Done This From The Inside
This isn’t theoretical. Before Compass Apex, Bob spent three years consulting for small businesses on exactly this kind of problem. For one client — a mortgage lender — he managed a project that converted an aging in-house Windows application into a web-based system, giving every branch and every loan officer their own financials and statements. Work that had bottlenecked through one person became self-service.
That client hired him. Over the next eight years he served as lead administrator for their core operating platform, rewriting processes and business rules so the software matched how the business actually worked — instead of forcing 200 people to work around it. He also rebuilt their online application process: adoption went from 52% to 73%, with a marked improvement in accuracy and completeness over the phone-based process it replaced.
That’s what this audit looks for in your business: the places where your people are absorbing what your systems should be handling.
What It Costs
- Starting at $250 — businesses with 1 to 10 employees
- Starting at $500 — businesses with 11 to 25 employees
- 26 or more employees — we’ll scope a custom engagement together
Final pricing depends on how many processes you want reviewed. We’ll scope it with you on a short call and quote you a fixed price in writing before any work begins — you will never get an open-ended bill from us.
What We’ll Need From You
The form below asks about how you run things today. Answer in whatever detail you like — short answers are fine. This is meant to start a real conversation, not to replace one. We’ll follow up to talk it through, agree on scope, and put a price in writing before any work begins.