The OMNEF Operations Audit.

What the audit covers

Where the work actually happens

What systems the business runs on today, and how information currently moves — or fails to move — between them.

The repetitive work

The tasks that repeat every day or every week without needing a fresh decision each time: follow-ups, confirmations, data entry, status updates.

The exceptions

What doesn’t fit the normal pattern, how often it happens, and who currently handles it when it does.

The approval points

Where a person needs to stay involved — pricing, refunds, customer relationships, anything with real judgment or risk attached.

What the business gets

An operating assessment in plain language — what’s repetitive, what’s already well-handled, and where the friction actually sits — plus a recommendation for a first pilot: a narrow, low-risk place to start automating, with the human approval points already built in. Pricing depends entirely on scope and is discussed after the audit, never before it.

How to prepare

• Have a rough sense of the tools and software the business already runs on — nothing needs to be perfectly documented.
• Think about the tasks that happen the same way, over and over, regardless of who’s doing them.
• Note anything that currently only one person knows how to do — that’s usually where the risk sits.