Our Approach
We delivered an audit over five structured phases, designed to provide insight with minimal disruption:
Phase 1: Onboarding & Discovery
- We reviewed client-provided documentation and recent activity to establish a baseline understanding of marketing outputs and internal processes.
Phase 2: Staff Survey
- We deployed a custom-built survey to all key departments, gathering input on:
- What marketing each team does
- How outputs are created and approved
- Tools used and time taken
- Friction points, frustrations, and opportunities
Phase 3: Follow-Ups & Clarifications
- Light-touch follow-ups were used selectively to verify detail and deepen understanding in areas like platform use, roles, and duplication.
Phase 4: Analysis
We mapped:
- Tool usage by department
- Workflow timelines and chokepoints
- Duplication across platforms
- Common process inefficiencies
- We then conducted a high-level cost and time-saving analysis, including platform rationalisation opportunities and rework reduction.
Phase 5: Reporting & Recommendations
A comprehensive audit report and board-level presentation were delivered, outlining:
- Current-state findings
- Department-specific analysis
- Key risks and inefficiencies
- Quick wins
- Strategic improvement roadmap
- Projected savings (resource & software)