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💼 Business Process Audit Tool

Name

*

Email

*

Company Name

*

Team Size

Industry

I agree to receive an AI-generated audit report by email based on my responses.

*

I agree to receive an AI-generated audit report by email based on my responses.

✔️ I agree

🔄 Workflow Design

1. Do you have clearly documented business processes?

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1. Do you have clearly documented business processes?

✅ Yes

❌ No

2. Are workflows standardized across your team?

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2. Are workflows standardized across your team?

✅ Yes

❌ No

3. How consistently do team members follow the same steps for recurring tasks?

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3. How consistently do team members follow the same steps for recurring tasks?

1

2

3

4

5

🔴Rarely🟢Very Often

📈 Performance & KPIs

4. Do you track performance metrics for your key processes?

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4. Do you track performance metrics for your key processes?

✅ Yes

❌ No

5. How frequently do you review process performance data?

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5. How frequently do you review process performance data?

1

2

3

4

5

🔴Rarely🟢Very Often

6. Are process KPIs linked to business goals?

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6. Are process KPIs linked to business goals?

✅ Yes

❌ No

⏱️ Bottlenecks & Delays

7. How often are approvals or decisions delayed?

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7. How often are approvals or decisions delayed?

1

2

3

4

5

🔴Rarely🟢Very Often

8. How often do tasks wait on manual intervention?

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8. How often do tasks wait on manual intervention?

1

2

3

4

5

🔴Rarely🟢Very Often

9. Are you able to easily identify process bottlenecks?

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9. Are you able to easily identify process bottlenecks?

✅ Yes

❌ No

📁 Documentation & Ownership

10. Is every process assigned an owner or accountable person?

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10. Is every process assigned an owner or accountable person?

✅ Yes

❌ No

11. Are standard operating procedures (SOPs) available to your team?

*

11. Are standard operating procedures (SOPs) available to your team?

✅ Yes

❌ No

12. How up to date is your process documentation?

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12. How up to date is your process documentation?

1

2

3

4

5

🔴Rarely updated🟢Always up to date

🤖 Automation & Tools

13. Are repetitive tasks automated using software?

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13. Are repetitive tasks automated using software?

✅ Yes

❌ No

14. How many of your tools integrate with each other?

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14. How many of your tools integrate with each other?

1

2

3

4

5

🔴Not integrated🟢Fully integrated

15. Do you use workflows, rules, or bots to reduce manual work?

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15. Do you use workflows, rules, or bots to reduce manual work?

✅ Yes

❌ No

♻️ Continuous Improvement

16. Do you regularly review and improve your processes?

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16. Do you regularly review and improve your processes?

✅ Yes

❌ No

17. Is employee feedback included in process improvement decisions?

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17. Is employee feedback included in process improvement decisions?

✅ Yes

❌ No

18. How often are your processes optimized or improved?

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18. How often are your processes optimized or improved?

1

2

3

4

5

🔴Rarely🟢Very Often

🛡️ Risk & Compliance

19. Are compliance-related processes well defined and monitored?

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19. Are compliance-related processes well defined and monitored?

✅ Yes

❌ No

20. Do you have a system in place for auditing or reviewing process risks?

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20. Do you have a system in place for auditing or reviewing process risks?

✅ Yes

❌ No