Doing a full assessment of your current-state systems and processes sounds like a daunting task, so many organizations overlook it. However, in our experience, a system audit can be done quickly, without impacting your daily operations, and it provides tremendous value. A proper audit includes an assessment of the current tech stack, integrations among systems, supporting processes, known pain points, and possible bottlenecks. The audit results in identified gaps in orchestration, integrations, skill sets, training, resources, and organizational alignment—not all problems are system problems.

An external assessment can be a great place to start. It not only provides a fresh perspective but also brings in experts who understand the technology and how best-in-class companies solve challenges like yours. A typical billing audit includes a prioritized list of recommendations, process maps, and tangible action plans tailored to your current needs and those that may develop. An experienced advisor can complete an audit in a matter of weeks, delivering a roadmap and change management plan for your business.