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The Process Audit

Find your automation goldmines in 6 simple steps

No PhD required. No consultants needed. Just you, a whiteboard, and 2 hours.

Why This Matters

Everyone's talking about AI. But where do you actually start?

Not with the technology. Not with vendors. Not with strategy decks.

You start by understanding what you actually do.

!

Most businesses have 3-5 processes that are perfect for AI automation. The problem? Nobody's mapped them. This audit fixes that.

The 6-Step Framework

Dead simple. Do it in a morning. Transform your business in months.

1

Define Your Why

What are you trying to achieve?

  • Cut costs by 20%?
  • Speed up delivery by 40%?
  • Reduce errors to near-zero?
15 mins
Tool: Sticky notes on wall
2

List Your Processes

What does your team actually do all day?

  • How do orders get processed?
  • How do you hire people?
  • How do you handle customer complaints?
30 mins
Tool: Simple spreadsheet
3

Map the Flow

Draw each process start-to-finish

  • Who does what?
  • What data moves where?
  • Where does it get stuck?
45 mins
Tool: Whiteboard or Miro
4

Score for AI Potential

Rate each process 1-10

  • Is it repetitive? (+3)
  • Is it data-heavy? (+3)
  • Is it rule-based? (+2)
  • Is it high-volume? (+2)
20 mins
Tool: Scoring matrix
5

Pick Your Quick Win

Start with ONE process

  • Highest score = best candidate
  • Start small, prove value
  • Build momentum for bigger projects
10 mins
Tool: Decision matrix
6

Build & Learn

Pilot, measure, iterate

  • Run a 2-week pilot
  • Measure against your "why"
  • Expand what works
Ongoing
Tool: Your new AI system

How BeLeaf Did It

Watch how our synthetic business ran this audit - and what they discovered.

Scene 1

The Monday Morning Meeting

Marcus Chen (CEO) gathered his leadership team in the Bristol HQ. The problem was clear: they were growing, but the cracks were showing.

Marcus:
"We're processing 200 orders a day manually. Fatima's team is drowning in data. And we just lost another customer because a shipment got stuck in our 'system'."
Priya (CTO):
"I've heard AI can help. But I don't even know where to start."
Marcus:
"That's why we're doing this audit. Two hours. No consultants. Let's figure out where we're bleeding time."
Scene 2

The Whiteboard Session

They mapped 6 core processes:

Order Processing Score: 9/10 Manual, repetitive, high volume
Inventory Alerts Score: 8/10 Rule-based, data-heavy
Customer Onboarding Score: 6/10 Semi-manual, relationship-heavy
Supplier Coordination Score: 8/10 Complex routing, lots of data
HR Recruitment Score: 7/10 Document-heavy screening
Financial Reporting Score: 6/10 Quarterly, complex judgments
Scene 3

The Decision

Marcus:
"Order Processing scored highest. But it's also our most critical. Too risky for a first experiment."
Priya:
"What about Inventory Alerts? It's high-scoring, rule-based, and if we mess it up... we just get a few extra notifications. Low risk."
Aisha (CMO):
"And if it works, it proves AI to the rest of the team. Momentum."
BeLeaf's Quick Win: Automated Inventory Alerts

2-week pilot with AI agents monitoring stock levels and auto-notifying suppliers

Scene 4

The Results

847 Hours saved in first quarter
23% Reduction in stockouts
5 Agents now running

After proving Inventory Alerts worked, BeLeaf expanded to Supplier Coordination and Order Processing. The audit took 2 hours. The transformation took 3 months.

Try It Yourself

Quick Process Scorer

Rate a process in your business right now. Just click the options that apply.

AI Potential Score: 0 / 12

Check some boxes to see your rating!

Ready to Find Your Goldmines?

I can facilitate this audit with your team - and build the first AI solution in weeks.

See BeLeaf in Action Book an Audit Session