The Leverage Audit. Where the plan comes from.
A roughly two-week independent diagnostic. We find where expert value is buried under administrative work, rank the highest-value automation and integration opportunities, and design the target-state architecture you build from.
The audit is its own engagement. The Integration Build is separate, and you decide on it later.
What you receive
Four standalone documents you own. They map where expert value is buried and design the path to interoperability.
Workflow Evidence Map
Where the work moves and where it stalls. Every handoff gap and friction point documented from structured discovery and workflow review.
See the evidence map
Opportunity Matrix
Every improvement opportunity ranked by business value, implementation effort, and organizational readiness. Prioritized, not just listed.
View ranked opportunities
Integration Blueprint
The target-state systems architecture and the phased path to interoperability, with dependencies and success indicators. Specific enough to build from, whether we build it or your team does.
Preview the blueprint
Next-Steps Memo
A decision memo with paths forward, trade-offs for each option, and a clear recommended next action. You choose the path.
Read the decision memoHow the engagement unfolds
Six stages from first conversation to plan in hand. Evidence at every step.
Common questions
What exactly are we buying?
Four deliverables packaged into an independent planning document: Workflow Evidence Map, Opportunity Matrix, Integration Blueprint, and Next-Steps Memo. The package is fully portable. You own it and can use it however you choose: build internally, hand it to another team, or bring us in for the Integration Build.
Can we use the audit without hiring you for the build?
Yes. That is the entire point. The audit and the build are separate engagements. The deliverables are portable, so you can build with another vendor, your internal team, or us. No lock-in, no dependency.
How long does it usually take?
From kickoff to plan delivery, the engagement typically takes about two weeks. The exact timeline depends on scope and your team's availability. We confirm the schedule in the statement of work before anything starts.
Do you sign NDAs?
Yes, as standard practice. We detail data-handling requirements in the SOW before any work begins.
Request a Leverage Audit
Tell us about your firm and we will follow up with scope and next steps.
The audit stands on its own. The Integration Build is a separate engagement.
Start with the Leverage Audit.
Four deliverables you own, and a clear decision about what to build. Whether you build with us or not.
Request a Leverage AuditQuestions? hello@marginshift.tech