Process Heatmap Audit – Find $250k in Annual Savings in 2 Weeks
We interview your team, map your workflows, and deliver a prioritized automation roadmap with clear EBITDA impact. No fluff. No bloated consulting decks. Just actionable insights your board can actually use.
Real Results Across Industries
Our Process Heatmap Audit has uncovered hundreds of thousands in annual savings across healthcare, logistics, wealth management, and SaaS companies.
Process Heatmap uncovered 340 hours per month lost to manual insurance verification and claim follow-up across 12 providers.
What We Found:
- Insurance verification done manually for every appointment
- Claim denial follow-up scattered across 3 different systems
- Patient intake forms re-entered manually into EHR
- No automated referral tracking or follow-up
Annual Impact: $280k in labor savings + 18% faster claim resolution
Audit revealed 420 hours per month of manual work across sales ops, order entry, and billing reconciliation.
What We Found:
- Quote-to-order workflow required 9 manual handoffs
- Carrier invoice reconciliation done in spreadsheets
- Shipment tracking updates sent manually via email
- Customer billing pulled from 4 disconnected systems
Annual Impact: $350k in labor savings + 40% faster quote turnaround
Audit revealed 280 hours per month spent on client onboarding paperwork and compliance reporting.
What We Found:
- New client onboarding took 12-16 days due to manual account opening
- Quarterly performance reports built manually in Excel for each client
- Compliance tracking scattered across email and shared drives
- Billing reconciliation required cross-referencing 3 custodian platforms
Annual Impact: $240k in labor savings + 60% faster onboarding
Identified 180 hours per month in manual customer success workflows and renewal processes.
What We Found:
- Customer onboarding required 18 manual touchpoints across 4 departments
- Renewal process relied on CSMs manually tracking contract dates in spreadsheets
- Usage reporting for enterprise clients built manually each month
- Support ticket escalation required manual Slack notifications
Annual Impact: $150k in labor savings + 25% improvement in renewal rates
What Gets Audited by Industry
We map the workflows that actually matter for your business. Here's what we typically examine in each vertical:
Healthcare & Medical Practices
- →Patient scheduling → intake → visit → billing → collections
- →Insurance verification and pre-authorization workflows
- →Claim submission → denial tracking → appeals → resubmission
- →Referral management and specialist coordination
- →Patient communications (reminders, follow-ups, recalls)
3PL & Logistics
- →Quote request → pricing → approval → order entry
- →Shipment creation → carrier selection → BOL generation
- →Tracking updates → customer notifications → exception handling
- →Carrier invoice reconciliation and dispute management
- →Customer billing → invoice generation → payment tracking
Financial & Wealth Advisors
- →Lead capture → CRM entry → initial contact → discovery meeting
- →Client onboarding → account opening → funding → portfolio setup
- →Performance reporting → review prep → client meeting → follow-up
- →Compliance tracking (ADV updates, trade blotter reviews, annual filings)
- →Billing reconciliation across multiple custodian platforms
SaaS & PE Portfolio Companies
- →Lead qualification → demo → proposal → contract → signature
- →Customer onboarding → provisioning → training → launch
- →Usage monitoring → health scoring → expansion opportunities
- →Renewal process → negotiation → expansion → signature
- →Support ticket escalation and resolution workflows
What You Get from Your Audit
No 100-page consulting deck. We deliver actionable insights your leadership team can use immediately.
Visual map of your workflows showing where time and money are being lost. Color-coded by automation opportunity (red = high waste, green = optimized).
Learn about operational debt →Quantified savings for each automation opportunity. We show annual labor savings, error reduction, and cycle time improvements your CFO will actually care about.
Specific recommendations ranked by ROI and ease of implementation. We tell you exactly what to automate first, second, and third—and why.
Board-Ready Deliverable
Your audit report is designed to be presented directly to your board or leadership team. We include:
- Executive summary (1-page, decision-ready)
- Financial projections (annual savings, ROI timeline)
- Risk assessment (what happens if you don't act)
- Implementation roadmap (next 6-12 months)
Frequently Asked Questions
Ready to Find $250k in Annual Savings?
Get a fixed-price Process Heatmap Audit. 2 weeks to completion. Board-ready deliverable within 30 days.
In our conversation, we'll explore:
- Where your biggest automation opportunities lie and their projected ROI
- How we conduct stakeholder interviews and process mapping
- What the audit deliverables look like and how to present them to leadership
No pressure, no commitment—just a straightforward conversation about automation opportunities in your operation.