Sample audit report
This is the shape of the report you receive at the end of an audit. The company, its figures and its tools are fictional: they show the level of detail to expect, not a real case.
Updated
The company (fictional)
- Company
- Ormelys Hydraulics, hydraulic cylinders
- Staff
- 85
- Part numbers
- 1,250
- Sales through distributors
- 40% of turnover
- ERP
- Sage 200
- CRM
- None
- Website
- 2017 brochure site, PDF catalogue
The audit took eight working days: two half-days of interviews (directors, sales office, sales), a review of the website and its analytics, and twenty orders followed from receipt to dispatch.
What we measured
| Finding | Measurement | Consequence |
|---|---|---|
| Orders are keyed in by hand | 6 orders in 10 arrive by email or PDF; 6 minutes of entry each, 140 a week | 14 hours of sales office time a week, and one wrong part number among the twenty orders followed |
| The catalogue exists only as a PDF | 212 pages, no page per part number | The site does not appear in searches for a part number; a buyer cannot filter or ask for a price on one product |
| The sales office answers order tracking | 38 calls or emails a week asking where an order is | The answer is in Sage 200, but only three desks can see it |
| The site is slow on a phone | Home page displayed in 4.8 seconds | One visitor in two comes from a phone, according to the site’s analytics |
| A single contact form | No part number or quantity asked for | Every price request needs one more exchange before it can be quoted |
Priorities and price ranges
| Order | System | Why now | Price range | Duration |
|---|---|---|---|---|
| 1 | Sales order entry automated | The gain is immediate and measurable, without touching the website | £3,400 to £4,200 ex VAT | 3 weeks |
| 2 | Online catalogue connected to Sage 200 | It makes the 1,250 part numbers findable and opens price requests per product | £9,600 to £11,500 ex VAT | 8 weeks |
| 3 | Customer portal: tracking and documents | It takes tracking requests off the sales office, once product data is clean | £10,500 to £12,500 ex VAT | 10 weeks |
Each line is a project on its own. Its firm price is fixed at the end of its specification, before the build; the specification is included in that price. You can order just one.
What we advise against
- A bespoke CRM. The sales cycle is simple: a standard CRM, set up and wired to the website, is enough.
- A full website redesign straight away. The online catalogue fixes what matters; the rest of the site can wait a year.
- An online shop. Prices are negotiated per customer and the volumes do not justify it yet.
What you receive
- A report of fifteen to twenty pages: findings, measurements and priorities.
- The data behind each finding, so you can check it.
- A one-hour presentation to the people concerned.
- A price range and a duration for each system. The firm price is fixed at the end of the specification, before the build.
Start with a fixed-price audit
In one to two weeks you know what to build, in what order and in what price range. The audit fee is deducted from the first project we build for you.
£1,650 ex VAT 1 to 2 weeks See a sample report