SMB (Small and medium busines) Digital & Operational Health Audit
Find Where Your Business Is Leaking Money, Time & Control — Before You Spend More
Founder-led audit to identify process gaps, revenue leakage, people dependency, and wrong tech usage in MSMEs.
Built for Indian SMB realities, not textbook consulting.
If You Are an SMB Owner, This Will Sound Familiar
- You’re working harder, but profits aren’t clear
- Excel + WhatsApp run critical operations
- Software exists, but reports aren’t trusted
- One or two people “hold the business together”
- Hiring more staff hasn’t solved the problem
- You feel the business cannot scale without stress
This is not a growth problem. It’s a system problem.
What Is an SMB Digital & Operational Health Audit?
A practical diagnostic of how your business actually runs—across processes, people, data, and technology—to uncover:
- Revenue & margin leakage
- Operational inefficiencies
- Wrong or underused software
- Dependency risks
- Scalability bottlenecks
Think of it as:
“A full-body check-up for your business systems.”
- No software selling.
- No generic gyaan.
- No junior consultants.
What We Audit (SMB-Focused)
Order-to-Cash / Lead-to-Revenue
- Sales → billing → collections flow
- Missed billing & pricing issues
- Credit control gaps
- Manual rework & delays
Purchase, Inventory & Vendor Payments
- Stock mismatches & shrinkage
- Manual approvals
- Cash flow visibility
- Vendor dependency risks
Processes & People Dependency
- Single-point dependency on key staff
- Informal processes
- Approval chaos
- Founder-in-the-loop issues
Software, Tools & Digital Usage
- ERP, billing, CRM, accounting tools
- Excel / WhatsApp workarounds
- Underused features
- Duplicate data & manual entries
Data, MIS & Decision Visibility
- Can you trust your reports?
- Profit by product / service / customer
- Daily, weekly, monthly visibility
- Audit trail gaps
Scale & Future Readiness
- Can you grow 2× without chaos?
- Automation readiness
- Multi-branch readiness
- AI & digital roadmap (simple, realistic)
What You Get (Clear Business Outcomes)
Instead of a heavy report, you get clarity and direction.
- SMB Digital Health Score (0–100)
- Revenue Leakage & Risk Heat Map
- Top 10 Fixes with Business Impact
- Tool Rationalization Plan
- 90-Day Action Roadmap
- Build vs Buy vs Automate Guidance
You’ll know what to fix first, what to stop, and where not to waste money.
Who This Is For
- SBM Owners & Founders
- Manufacturing, Trading, Services, Healthcare SMBs
- Businesses planning growth or expansion
- SMBs planning ERP / CRM / automation
- Founder-led & family-run businesses
Why Founder-Led Audit Matters
Most SMB audits are done by:
- Software vendors
- Fresh consultants
- Tool-first advisors
This audit is led by: A former CTO
- 25+ years in technology & business
- Deep SMB & healthcare exposure
- Business-first, tech-second approach
You deal directly with someone who understands Indian SMB reality.
Engagement Model
Audit Duration
🕒 5–15 working days (based on business size)
Investment
₹50,000 – ₹2,00,000
(depending on scope & complexity)
Note
Audit fee can be adjusted against future implementation.
How the Engagement Starts
1️⃣ 30-minute exploratory discussion
2️⃣ Scope finalization
3️⃣ Onsite / remote audit
4️⃣ Findings walkthrough with owner
5️⃣ 90-day action roadmap
No long-term commitment. Complete confidentiality.
Ask Yourself This
If you step away for 30 days, will your business run smoothly—or struggle?
If you want clarity, control, and confidence before scaling or investing further, this audit is the right first step.
