Transform — 3 weeks
Digital Transformation Audit
Which processes to digitize, in what order, with which system — documented in a step-by-step roadmap with ROI projections.In 3 weeks we find where your operations slow down. Order flow, inventory, customer comms — bottleneck identified, automation prioritised.
We go to the field in 3 weeks, talk to process owners and produce an independent diagnosis. Which process to digitize, in which order, with what projected ROI — a clear answer. We don't sell ERP; we tell you which system to buy and in what sequence.3 weeks produces a friction map of your e-commerce operations. Orders processing but stalling? Inventory sync losing sales? Customer notifications going out manually? We open it all up. Automation — where, in what order, with what impact.
Scope
What's included?
- On-site observation of 3-5 processes (production, planning, procurement, logistics or finance) — operator and management perspectives both captured
- Structured interviews with process owners (5-10 people) — bottlenecks, expectations and implementation resistance identified
- As-is process maps: flow diagrams for each reviewed process, including handoff points and delay sources
- 3-5 pilot recommendations prioritised by ROI projection — estimated cost, timeline and efficiency gain per recommendation
- 6-month implementation roadmap (3 phases, Gantt format) — who is responsible for what and when, including approval steps
- Mapping of order flow, inventory and customer communication processes — stall points and delay sources identified
- Interviews with the operations team (3-6 people) — daily bottlenecks, manual workload and scaling blockers
- As-is operations maps: flow diagrams per process, including manual steps and system gaps
- 3-5 automation recommendations ranked by ROI projection — time saved per order and estimated annual operations saving
- 6-month implementation roadmap — which tool, when, who sets it up, contribution to growth target
Deliverables
What you get.
- 01Diagnosis report (40+ pages): as-is process maps, findings, prioritised pilot recommendations and rationale
- 02Separate spec document per pilot: scope, estimated budget, technical requirements and success criteria
- 03Roadmap Gantt chart (3 phases): responsible parties, time frames and approval steps included
- 01Diagnosis report (40+ pages): operations map, findings and prioritised automation recommendations
- 02Separate spec per recommendation: tool selection, integration requirements, estimated cost and expected impact
- 03Roadmap (3 phases): which automation comes first, which growth objective it serves
Who it's for
Who it fits.
- Manufacturing or production firm with 100-5,000 employees — knows digitisation is needed, doesn't know where to start
- Corporate SME running export or supply-chain operations — wants efficiency losses documented with data
- Industrial firm seeking an independent diagnosis before an ERP or AI investment — objective assessment before commitment
- E-commerce brand where order volume is growing but operations capacity is not — needs to ready operations before scaling further
- Commerce team seeking a clear diagnosis before OMS or WMS investment — wanting to know which tool to buy and why
- D2C or marketplace seller ready to automate manual processes — unsure where to start
FAQ
Frequently asked.
Do you recommend a specific ERP or tool?
Recommendations are made, but without any vendor tie. Which ERP, which OMS or WMS, which module and in what order — each recommendation arrives with a spec, an estimated cost and an expected impact, and the decision belongs to the client. The spec is built around the requirement rather than a named vendor. INDOLES holds no partnership or commission relationship with any software supplier.
Is this audit suitable for an AI or digital transformation project?
Yes. The audit scope covers every digital process, including AI, ranks the pilot candidates by ROI and separates out which of them actually needs AI. A finding of "AI is not suitable here" is also a valuable diagnosis, because it prevents a misplaced investment. Each recommendation ships with a spec, a tool selection and an estimated cost. If an AI-side recommendation is chosen, the AI Pilot package starts directly from that spec.
What is digital transformation, and where does this audit sit within it?
Digital transformation means making a firm's processes manageable with data — rebuilding the flow rather than buying software. The audit is the first step of that work: in three weeks it documents where order, inventory, production and customer communication stall, and which process gets digitised in what order and with which system. The output is a set of as-is maps, 3-5 pilot recommendations and a six-month roadmap. Implementation belongs to the next phase.
Is 3 weeks enough for digital transformation in an SME?
Enough for the diagnosis, not for the implementation. The three weeks go to on-site observation of 3-5 processes, structured interviews with process owners and drawing the as-is maps; order flow, inventory and customer communication sit inside that scope. In firms between 100 and 5,000 employees, the scope covers a flow chain rather than a single department. Setting up automation is not inside the window — the roadmap spans six months and sequences which tool lands first.
Who do you interview on site, and what do you need from our team?
Five to ten structured interviews are run with process owners and 3-5 processes are observed on site; a 3-6 person operations team forms the core of those interviews. What is needed from the team is an interview schedule, site and system access, and the existing process documents. One order is traced end to end — that is where the described flow and the real flow part ways. The operator view and the management view are taken separately; in most firms the two do not describe the same flow, and that gap is the most valuable part of the diagnosis.
Do you also carry out the implementation after the audit?
The audit stands on its own and completes with the report; the implementation decision belongs to the client. A separate spec is delivered per pilot, covering scope, tool selection, integration requirements, estimated budget and success criteria. Implementation can be run by an internal team, an existing vendor or INDOLES. The spec is built around the requirement rather than a particular implementer, and the roadmap already sequences which automation comes first.
What is not included in the price?
Software licences, tool subscriptions, hardware and implementation labour sit outside the price. The price covers the five scope items: on-site observation, process owner interviews, as-is maps, prioritised pilot recommendations and the six-month roadmap. The estimated budgets for the recommended tools and pilots sit in the report as estimates, not on the invoice. Moving into an implementation phase means that work is defined with its own scope and its own price.
How binding are the ROI projections in the report?
A projection is an estimate, not a commitment. Each pilot recommendation carries an estimated cost, timeline and efficiency gain; time saved per order and annual operations saving are calculated from the current state measured on site and from the figures process owners provide. The realised result is set by implementation quality and by how fast the team adopts the tool. Every assumption and the measurement behind each number are written out, so the calculation can be rerun with different figures.
Who is this audit not for?
Not for firms that have already decided. A management team set on a particular ERP or on installing a single tool and looking only for endorsement will be uncomfortable with an independent diagnosis; where one tool simply needs installing, the right work is implementation rather than diagnosis. The report also falls short where access to process owners and the operations team is withheld — the map is produced by the real flow the team describes, and observation and interviews are the core of the scope.
Is the price fixed, and what if we want an extra process reviewed?
The price is fixed and tied to a scope of 3-5 processes, with order flow, inventory and customer communication inside that scope. Adding a sixth process, a fourth area — returns management or supplier integration — or a second site means duration and price are recalculated in writing. Three weeks stays three weeks while that boundary holds; the number of observations and interviews directly sets the timeline. Software licences, tool subscriptions and implementation labour are never inside this price.
Should we take the audit first, or go straight to the AI Pilot?
If the problem is clear, the AI Pilot fits directly; if it is not, the audit comes first. The pilot puts six weeks into a single use case — cart abandonment prediction or product recommendation — and the wrong one costs those six weeks. The audit ranks 3-5 pilot candidates by ROI from data in three weeks and leaves a spec for each; the pilot then runs one of them in the field. The two packages also work back to back.
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