Operational audits that turn into cleaner systems, not a binder on a shelf.
I review your current operations (processes, reporting, vendor controls, and tenant workflows) and deliver practical fixes: SOPs, checklists, cadence, and owner-ready reporting.
What you get
A clear picture of what’s working, what’s breaking, and the highest-leverage improvements to reduce risk and improve performance—delivered in a format your team can actually use.
Workflow map + bottlenecks
- • End-to-end process map (PM, engineering, accounting, vendors)
- • Where things stall: approvals, handoffs, unclear ownership
- • “Fix first” recommendations ranked by impact
Controls + governance improvements
- • Vendor governance (scope clarity, SLAs/KPIs, escalation paths)
- • Approval thresholds and decision lanes
- • Tracking: WOs, proposals, projects, invoices, compliance items
SOPs + checklists that stick
- • SOPs for high-friction workflows (templates + cadence)
- • Simple checklists for recurring tasks and handoffs
- • Optional training/coaching so adoption actually happens
Owner-ready findings + roadmap
- • Findings summary: risk, cost, time, and experience impacts
- • 30/60/90-day improvement roadmap
- • Suggested KPIs and cadence to keep progress visible
How it works
1) Discovery
Align on goals, scope, and where the current pain shows up (owners, tenants, team).
2) Observe & review
Review artifacts (reports, logs, SOPs) and interview stakeholders across functions.
3) Diagnose
Identify failure points: unclear ownership, weak controls, broken handoffs, missing cadence.
4) Deliver & embed
Deliver SOPs, templates, and a roadmap—and support the first cycle to help it stick.
Typical outcomes
- • Reduced “fire drill” work through clearer roles and recurring cadence
- • Stronger vendor performance with scope clarity and measurable KPIs
- • Fewer approval delays by defining thresholds and decision lanes
- • Cleaner reporting and fewer surprises for ownership
Best fit for
Teams feeling “stretched thin”
You’re doing good work but spending too much time chasing information, reworking tasks, or getting stuck in approvals.
Portfolios needing stronger control
You want stronger governance and visibility: vendor performance, spend controls, and predictable reporting.
FAQ
Will this create more work for my team?
The goal is the opposite. We keep the audit lightweight, then deliver practical SOPs and templates that reduce rework and make expectations clearer.
Do you need access to our systems?
Not always. Many audits can be done with exports, samples, and interviews. If deeper access helps, we’ll define what’s needed and why.
What’s the typical engagement length?
Many audits take 2–5 weeks depending on portfolio size and how many workflows and stakeholders are in scope.
Want your operations to feel lighter?
If you want clearer roles, stronger controls, and fewer surprises, let’s talk.