A map of the work
The steps, systems, owners, and handoffs within the agreed scope.
BUSINESS SYSTEMS REVIEW
Understand the work.
Plan the next step.
A scoped assessment of your processes, software, and handoffs—with a practical plan for improvement.
BUSINESS SYSTEMS REVIEWEXAMPLE / SALES → ONBOARDING
CURRENT PROCESS
01Enquiry
02CRM
03Delivery
A handoff to examine
Who owns the next step when a lead becomes a customer?
POSSIBLE NEXT STEPS
- 01Clarify the handoff owner
- 02Connect the customer records
- 03Define the onboarding checklist
Process → Findings → Options → PlanIllustrative assessment
START WITH A DEFINED SCOPE
One workflow
A recurring process or difficult handoff.
One department
The tools and responsibilities within a team.
Connected systems
A specified set of applications and records.
WHAT YOU RECEIVE
A review you can act on.
Clear outputs.
An agreed boundary for the work.
Prioritised findings
What is slowing the process down, with evidence and dependencies.
Implementation options
Practical changes, trade-offs, and indicative effort with assumptions.
A plan for the next step
Recommended sequence, responsibilities, and decisions to make.
THE ASSESSMENT
From the current setup.
To a clear next step.
Agree the boundary
Identify the workflow, people, systems, and information included in the review.
Review how work happens
Use walkthroughs and agreed evidence to trace steps, handoffs, and exceptions.
Discuss the options
Review findings together and agree priorities, trade-offs, and next decisions.
BEFORE WE START
Practical questions.
What should we bring?
Bring the process you want to improve, the tools involved, and the people who understand the work. Existing documentation, example records, and known problems help. A completed specification is not required.
How are price and timing agreed?
We define the departments, workflows, systems, access, and stakeholders included in the review. The proposal confirms the fee, schedule, deliverables, and assumptions before the assessment begins.
Does the review include implementation?
The review produces findings and recommendations. Implementation is a separate scope. Your team can use the outputs to make changes internally, compare vendors, or discuss a delivery project with Hostwire.
How do you handle access to our systems?
We agree the information and access needed for the assessment. Where possible, the review can use walkthroughs, documentation, and sample records. Any direct access and handling of sensitive information is agreed before work starts.
YOUR STARTING POINT
Which process needs attention?
Tell us what slows the work down and the systems involved.