Sales-to-delivery handoffs
Review how commitments, customer details and deadlines move from an accepted proposal to the people delivering the work.
An AI process audit starts with the work your team does today. GenRev helps businesses across Ontario and beyond examine recurring effort, unclear handoffs and the information behind a process. Rather than beginning with a tool, we look at what happens, who owns it and where it gets stuck. The result is a clearer set of decisions: what to simplify, what to document and what may be suitable for automation.
Explore the approachStart your AI process audit with real work
Choose a process with a recognizable beginning and end. Recent examples, existing instructions and the people doing the work help explain how it actually runs. An AI process audit considers routine cases alongside delays and exceptions, because a neat process map can hide important differences. The recommendations should make dependencies and tradeoffs visible before implementation is discussed.
01
The current workflow
Trace the process from its initial trigger to completion, including owners, handoffs and decisions.
02
Friction and rework
Identify repeated entry, waiting, unclear responsibility and steps that regularly need correction.
03
Information and systems
Review the inputs the process depends on, where they live and whether they are consistent enough to support a change.
04
AI process audit: assess automation suitability
Separate opportunities for process simplification, clearer instructions, rule-based automation and AI-assisted work.
05
Priorities and dependencies
Compare candidate improvements by likely usefulness, implementation effort, data readiness and operational requirements.
Your AI process audit findings
An AI process audit should leave you with decisions you can use. The agreed scope can include:
- A map of the agreed process and its main handoffs.
- A findings summary with the problems, assumptions and open questions identified.
- A prioritized list of improvement opportunities with the reasoning behind each recommendation.
- A proposed next step, including scope boundaries and a way to assess whether the change helps.
Picture the
possibilities.
An AI process audit can examine these kinds of recurring work. They are illustrative starting points, not claims about completed client projects.
Document-heavy administration
Examine how incoming documents are checked, categorized and entered into other systems to identify avoidable handling.
A backlog of AI ideas
Compare several proposed workflows and choose a practical first project based on process clarity, available information and expected usefulness.
Prepare for a useful process review
For an AI process audit, access to real examples matters more than a polished presentation. Identify which records and team members can explain the workflow.
What shapes the project and cost
An audit can cover one defined process or examine several connected workflows. Scope depends on the number of participants, the availability of records and how much observation is needed to understand normal work and exceptions. A focused review can use existing documentation; undocumented handoffs may need interviews and walkthroughs. Agree on which processes will be assessed, how recommendations will be prioritized and whether implementation planning extends beyond an initial roadmap.
What we’ll need from you
- The process to review, where it begins and ends, and the people who perform or approve its main steps.
- Existing instructions, sample records and the tools used to move information between teams.
- Known bottlenecks, available workload or timing records, and the business constraints that any recommendation must respect.
How the delivery is checked
- Review the current-state process map with the responsible people and record unresolved gaps or conflicting accounts.
- Trace each recommended improvement to an observed issue, stated assumption or evidence gap in the findings.
- Receive a prioritized recommendation list showing dependencies, proposed owners and a measurable next step for the selected opportunity.
A useful reference
NIST’s AI framework provides context for evaluating risks before choosing how AI should fit into a business process.
NIST guidance on AI risk managementAI process audits questions.
What should we prepare for an AI process audit?
Start with a description of the process, the people involved and the systems it uses. Existing instructions, sample forms and representative records can help explain the work. The review scope should establish which materials are needed and how they will be shared.
Does an audit include building an automation?
The audit is an assessment and recommendation phase. It defines opportunities and next steps. Any implementation should have its own agreed scope so you know what will be built and how it will be checked.
What if AI is not the right solution?
That is a useful finding. A simpler process, a clearer SOP or an ordinary software rule may address the problem more directly. The recommendation should follow the needs of the workflow.
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How to Document a Process Before Automating It
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