Offers · Step 3 of 5
Operations Systems Audit
In 3 weeks: every department mapped, every problem ranked by what it costs you, and a fixed price on the top five.
Quotes, orders, stock and invoices live in three systems and a spreadsheet, and nobody can tell you where the time goes.
Price
C$, before GST. Credited in full to your first sprint within 30 days.
- Payment
- Half at the start, half at handoff.
- With your credit
- C$2,500 − C$495 from your First Fix = C$2,005
- Comes off your next step
- Build Sprint: C$6,000 − your C$2,500 = C$3,500, within 30 days
- Guarantee
- The map and backlog are yours whether or not you continue.
At SMT Research
You leave with the one Salesforce fix that gives your team the most time back, and exactly how to get it.
Week 1 to week 3
We sit with each department, map how work moves, and rank every problem.
- Day 1Together
A 30-minute kickoff. You give us view-only access and pick up to 6 department heads.
You holdSessions booked with each department.
- Week 1Together
One recorded session with each department head. They show us how their work moves today.
You holdA recording of each session.
- Week 2ShareCo
We draw the process map, flag every manual step and double entry, and check each one in your systems.
You holdA draft process map to correct.
- Week 3ShareCo
We rank every item by impact and effort and put a fixed price on the top five.
You holdA ranked backlog with five fixed prices.
- End of week 3Together
A 60-minute readout with your leadership team.
You holdThe map, the backlog, the prices and the recordings, yours to keep.
What you get
Each tile is a small drawing of the real document you receive.
The process map
How work moves through each department today, with every manual step flagged.
The ranked backlog
Every item scored on impact and effort. The top five carry a fixed price.
The readout
60 minutes with your leadership team: what we found and the order to fix it in.
Every session, recorded
One recording per department head, so nobody has to explain it twice.
Example documents, fictional data.
What we need from you
What we need from you
- Access
- View-only access to Salesforce and to one accounting or inventory system.
- One contact
- One project lead on your side who books the sessions.
- Your time
- About 1 hour per department head, plus 1 hour a week for your lead.
What is included
- A process map of how work moves through each department today
- Every manual step, broken step and double entry, flagged
- A ranked backlog, scored on impact and effort
- A fixed price on the top five items
- A 60-minute readout with your leadership team
Up to 6 department heads, one recorded session each. Salesforce and one accounting or inventory system looked at read-only.
Not included
- Fixing anything (that is a sprint)
- Systems other than Salesforce and one accounting or inventory system
The same work at SMT Research
Five recorded department sessions, one process map across eight teams, one ranked backlog.
Read the full caseThe numbers this moves
Measured inside your own Salesforce. SMT’s figure is shown where it was recorded.
Materials
Sales entered twice
One entry per sale. Stock and orders agree without re-keying.
How it is counted: Documents still created in the old inventory tool each month (target 0).
At SMT: before, Every sale entered twice; stock count "infinite"; after, Real counts and a record of every stock change.
See it all
Data checks on target
Numbers leadership can trust, each problem with an owner.
How it is counted: Automated data checks passing, out of all checks.
At SMT: before, 4 of 62 on target; after, 100 checks, each with an owner.
The next step
Build Sprint, C$6,000 per sprint. One priced item live, tested, your floor trained.
Next step: your C$2,500 comes back as credit on the Build Sprint within 30 days.
For your Salesforce person
The technical detail, in one place. You do not need to read this to decide.
- Read-only access to Salesforce and one accounting or inventory system.
- We review objects, automation (Flows, Apex triggers), permission sets, integrations and data quality.
- Each backlog item is scored on impact and effort, with the objects and automation it touches.
- You keep the process map, the backlog and the recordings.
Show us the one thing your team works around.
15 minutes, on us, and you leave with a plan. You see your own Salesforce, live, and get the fix that gives your team the most time back, written down and yours to keep.