01
Workflow inventory
The audit's scope, made concrete: the relevant work, systems, hand-offs, owners, volumes and recurring exceptions documented in one view.
02
Measured baseline
The readiness evidence: available data on time, delay, error, control exposure or decision friction, with assumptions stated where measurement is incomplete.
03
Prioritised roadmap
The audit's ranking: opportunities ordered by value, feasibility, risk, dependency and the strength of the available evidence.
04
Control design
The governance layer: required human review, ownership, access boundaries, exception routes and acceptance criteria for viable changes.
05
Build recommendations
The audit's conclusion: the simplest suitable approach for each priority, including fixed-price Clerq build recommendations where a build is justified.
06
Decision walkthrough
The findings presented: a 60-minute management walkthrough of the evidence, recommendations, dependencies and proposed next steps.