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bizgrowth toolkit
O-03 · OAvailable now

Systems Audit Checklist

Finds the manual work, duplicated effort and inconsistent processes that create drag as volume increases.

Working assessment · O-03

Systems Audit Checklist

Identify duplicated effort, undocumented process steps and information gaps that undermine repeatable delivery.

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Assessment progress0 of 10

Rate what your business actually does. If unknown, select 1. Each practice uses a five-point scale.

1Not in place / not known

2Informal or rarely done

3Partly established

4Regularly done and reliable

5Documented, reviewed and tested

Area 1 of 5

Process maps

Our main enquiry-to-cash and order-to-delivery processes are mapped end to end.

01.Our main enquiry-to-cash and order-to-delivery processes are mapped end to end.

Not establishedDocumented and tested
Core repeatable tasks have written procedures people actually use.

02.Core repeatable tasks have written procedures people actually use.

Not establishedDocumented and tested

Area 2 of 5

Data & records

Each job or customer has one authoritative record and clear update responsibility.

03.Each job or customer has one authoritative record and clear update responsibility.

Not establishedDocumented and tested
Current templates, documents and instructions can be found and distinguished from obsolete versions.

04.Current templates, documents and instructions can be found and distinguished from obsolete versions.

Not establishedDocumented and tested

Area 3 of 5

Handoffs & automation

Critical handovers have acceptance criteria and a clear receiving owner.

05.Critical handovers have acceptance criteria and a clear receiving owner.

Not establishedDocumented and tested
Repeated manual copying or re-keying has been mapped and prioritised for elimination.

06.Repeated manual copying or re-keying has been mapped and prioritised for elimination.

Not establishedDocumented and tested

Area 4 of 5

Quality & control

Errors, complaints and rework are recorded and assigned to owners for root-cause fixes.

07.Errors, complaints and rework are recorded and assigned to owners for root-cause fixes.

Not establishedDocumented and tested
Procedures and systems have named owners and periodic review dates.

08.Procedures and systems have named owners and periodic review dates.

Not establishedDocumented and tested

Area 5 of 5

Access & continuity

System access is limited by role and removed promptly when someone leaves.

09.System access is limited by role and removed promptly when someone leaves.

Not establishedDocumented and tested
Important operational records can be restored from backup or an equivalent recovery method.

10.Important operational records can be restored from backup or an equivalent recovery method.

Not establishedDocumented and tested