Reporting Systems Audit
Find out what is breaking your reporting before you rebuild it.
A Reporting Systems Audit is a fixed-scope review of one workflow, reporting process, or tracking system. The goal is to identify what is manual, duplicated, fragile, or unclear, then map what a practical Microsoft 365 system would look like.
Who it is for
Small businesses that need visibility.
This audit is for small businesses that:
- Track important work in spreadsheets
- Use email as a task management system
- Manually compile weekly or monthly reports
- Have dashboards that do not match source data
- Need better visibility into workload, deadlines, or status
- Want to use Microsoft 365 more effectively
What I review
A complete look at the workflow underneath.
- Current spreadsheets
- Forms or intake methods
- Power BI reports, if any
- Manual reporting steps
- SharePoint and OneDrive file structure
- Existing Power Automate flows, if any
- Current data sources
- Staff roles and ownership
- Recurring reports
What you receive
A written plan you can act on.
- Current-state workflow summary
- Problem list
- Automation opportunities
- Recommended Microsoft 365 system design
- Suggested data structure
- Reporting and dashboard plan
- Implementation estimate
- Next-step roadmap
Pricing
$750 to $1,500
Final price depends on the number of workflows and reports reviewed.