operations-audit
npx machina-cli add skill Yarmoluk/cognify-skills/operations-audit --openclawOperations Audit
Conducts a comprehensive small business operations audit across 8 functional areas: sales, marketing, finance, HR, technology, customer service, supply chain, and leadership. Scores each area using 5 questions rated 1-5, identifies highest-leverage improvements using a prioritization matrix, and produces a 90-day action roadmap.
What This Skill Produces
- Structured, quantified deliverables with specific dollar amounts
- Industry-aware analysis with built-in benchmarks
- Actionable recommendations with prioritized next steps
Access
This skill definition is available to Cognify clients and partners.
To learn more or request access: cognify.com | LinkedIn
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Source
git clone https://github.com/Yarmoluk/cognify-skills/blob/main/.github/skills/operations-audit/SKILL.mdView on GitHub Overview
Conducts a comprehensive small business operations audit across eight functional areas: sales, marketing, finance, HR, technology, customer service, supply chain, and leadership. It scores each area using five diagnostic questions rated 1-5, identifies high-leverage improvements with a prioritization matrix, and delivers a structured 90-day action roadmap with quantified deliverables and benchmarks.
How This Skill Works
The skill runs a layered assessment across eight domains, assigns scores from five diagnostic questions (1-5) per area, aggregates results, applies a prioritization matrix to surface high-impact, quick-wins, and outputs a formal plan with phased milestones, owners, and expected dollar impact.
When to Use It
- Before a growth phase to ensure operational readiness
- During a strategic pivot or new product/service launch
- To identify bottlenecks and efficiency gaps across multiple departments
- When preparing for investor pitches or fundraising with quantified metrics
- When implementing or upgrading technology (CRM/ERP) and need a roadmap
Quick Start
- Step 1: Run the eight-domain assessment using the 5-question scoring rubric (1-5) for each area.
- Step 2: Apply the prioritization matrix to identify high-leverage improvements with clear impact and effort.
- Step 3: Compile and initiate the 90-day action roadmap with milestones, owners, and expected impact.
Best Practices
- Standardize the 5-question scoring per area for consistency across audits
- Use the prioritization matrix to focus on high impact with reasonable effort
- Anchor recommendations with dollar impact and benchmarking data
- Engage functional leads to validate findings and secure buy-in
- Deliver a clear 90-day roadmap with owners, milestones, and success criteria
Example Use Cases
- A boutique retailer uncovers revenue leakage in sales and marketing, delivering a prioritized 90-day plan with quantified savings.
- A SaaS startup reveals onboarding and tech gaps, producing stage-gated improvements with benchmark targets and cost savings.
- An SMB manufacturer identifies supply chain bottlenecks and reduces lead times through high-leverage changes and a dollar-impact roadmap.
- A professional services firm trims finance and HR frictions, presenting dollar-improved reconciliations and faster cycles.
- A multi-site retailer aligns leadership and operations via the audit, delivering an actionable roadmap with milestones and benchmarks.
