PROCESS AUDIT
Fix the process before you build the system.
A structured review of your workflows, gaps, and data — before any ERP configuration starts.
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Part of ERP Implementation services
Trusted by growing businesses from 5 to 500 employees.
Configuring an ERP on broken processes doesn't fix them. It locks them in.
A Process Audit gives you a clear picture of what works, what doesn't, and what needs to change — before a single module is configured.
Before an ERP implementation
Understand your gaps before committing to scope, modules, or budget.
After a failed or stalled ERP
If adoption dropped or the system isn't used correctly, start here before investing in changes.
Before a major process redesign
You can't improve what you haven't documented. Map what exists before rebuilding.
What the Process Audit covers
A structured engagement with defined deliverables — not a consulting call.
Workflow mapping
How work actually flows, not how it should.
Current state documented across the departments in scope.
Gap analysis
What's missing, duplicated, or broken.
Between your current tools and what the ERP needs to support.
Data quality review
Know what needs fixing before migration.
Where your data lives, how clean it is, and what to address first.
Integration points
Every connection that affects the ERP design.
External tools, manual handoffs, and third-party systems mapped and documented.
Bottleneck identification
The steps causing delays and workarounds.
Across sales, operations, and finance — identified and prioritized.
Recommendations report
A document your team can act on.
Findings, priorities, and a suggested path forward — delivered at the end of the engagement.
How the audit works
1
Kickoff
We define scope, departments, and key people to interview.
2
Discovery
Interviews, workflow walkthroughs, and current system review.
3
Analysis
Findings documented, gaps mapped, priorities identified.
4
Report
You receive the recommendations report with a clear path forward.
Once you implement, Emma is there from day one.
When your Odoo goes live, Emma — Binhex's built-in AI assistant — is ready in your workspace. Your team can ask questions, get guided through any workflow, and automate repetitive tasks. No tickets, no waiting.
Questions about the Process Audit
Most audits run 2 to 3 weeks from kickoff to delivery of the report, depending on the number of departments and workflows in scope.
The operations manager or project lead, plus department representatives from the areas in scope. We schedule sessions to minimize disruption to daily work.
No. The audit works with any setup — spreadsheets, a legacy system, QuickBooks, or an older Odoo version. We review what exists and what needs to change.
A structured report with documented workflows, identified gaps, data quality findings, and a prioritized path forward. A deliverable your team can act on independently — no obligation to continue with us.
Not mandatory, but strongly recommended for complex or multi-department operations. It reduces scope risk and produces a cleaner ERP implementation from day one.
ERP consulting built on 15 years of operational delivery
Binhex has audited and redesigned business processes across multiple industries in the US and Spain.
"Before the audit we thought we needed more customization. Turns out we needed better processes. The report saved us months of wrong implementation."
Ready to audit your business processes?
Start your Odoo workspace and talk to our team. We'll define scope and timeline in the first session.
Related ERP services
The audit defines the path. These are the services that typically follow.
ERP Quick Start
Audit done, scope clear, ready to move fast? Quick Start deploys up to 3 core modules in 4 to 6 weeks.
ERP Implementation
For complex operations that need a full phased deployment — milestones, configuration, and go-live support.
Data Migration
If the audit reveals data quality issues, migration handles the move into Odoo cleanly and safely.