Processes
How work really flows
Tasks move through inboxes, spreadsheets and habits that nobody has written down.
A mapped view of the main processes: who does what, with which tools, and where time is lost.
AI audit and roadmap
Find where AIactually helps.
A structured look at your processes, finances and operations, ending in quick wins and a prioritised plan. The audit is the way in to working with Strata: it tells you what is worth doing, and in what order, before anything is built.
Processes · finances · operations → quick wins → prioritised roadmap
01 / What the audit covers
Look at the work, not at the tools.
We start from how the business actually runs, with the people who run it. AI comes after, and only where it removes real friction.
Finances
Where time and money leak
Invoicing, reporting and follow-up take hours of manual handling.
A review of financial workflows to identify repetitive handling, and the checks that must stay with people.
Operations
What operations depend on
Operations rely on a few people and a few tools, with little documentation.
An inventory of operational tasks, data sources and dependencies, with the risks that matter.
Priorities
What to do first
A long list of ideas, and no way to choose between them.
Quick wins separated from larger projects, ranked by expected benefit, effort and risk.
02 / How the audit runs
Listen, map, prioritise.
The audit is asynchronous: written questions, shared documents and a few focused conversations. Scope and deliverables are agreed before it starts.
- 01
Frame and listen
Agree the scope, the people to involve and the questions to answer. Collect how work is actually done today.
What you receive: Agreed scope and questions - 02
Map and assess
Map the processes, finances and operations in scope. Identify repetitive handling, risks, and where AI could help or should not be used.
What you receive: Process map and findings - 03
Prioritise and plan
Separate quick wins from larger projects. Rank them by benefit, effort and risk, and propose a pilot where one is justified.
What you receive: Prioritised roadmap and recommended pilot
03 / Ground rules
Clear scope. Honest findings.
These points are agreed at the start, so the audit stays useful and credible.
Independent of tools
We recommend what fits your situation. A finding can be that AI is not the right answer for a given task.
Quick wins first
Where a small change helps now, it comes before the larger plan.
Human review stays
The roadmap names the decisions and checks that remain with people.
Your data stays yours
Access is limited to what the audit needs and agreed in advance. Sensitive data is handled according to what you authorise.
Practical questions
Is the audit a separate engagement?
Yes. It has its own scope and deliverables, and it does not commit you to a later project. If a pilot is justified, it is proposed as a separate, scoped step.
What do we need to prepare?
A short description of the business, access to the people who run the processes in scope, and examples of the tools and documents they use. We send written questions to make this easy.
Do you publish prices?
No. Scope varies with the size and complexity of the operations, so a price is proposed once the scope is clear.
What happens after the audit?
You hold a roadmap that you can run with your own team, with freelancers or with Strata. If you choose a pilot, it starts on the highest-priority item.
Other services
Start with the audit
Where does time get lost in your business?
Tell us what your teams do every week, which tools they use and what you would like to change. That is enough to scope an audit.
Discuss an auditNo technical preparation needed.