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)