Business process advisory, internal audits and ERP
Internal process audits that find the gaps, process redesign that closes them, and an ERP, chosen or built, that keeps them closed.
From finding to fix
Every observation is rated, owned and dated, and the serious ones are designed out in the new ERP.
Risk-rated. Each observation is rated high, medium or low, so the board sees what matters first.
Internal audit · Procure-to-pay
- High
- 2
- Medium
- 2
- Low
- 1
- High
Vendor master changes made without a second approval
Finance controller · due 15 Nov
- High
Three-way match bypassed on 14% of purchase orders
Head of procurement · due 30 Nov
- Medium
Purchase orders raised after the invoice date
Procurement · due 30 Nov
- Medium
No goods receipt recorded for services received
Admin and stores · due 15 Dec
- Low
23 duplicate vendor records in the master
Accounts payable · due 31 Oct
ERP roadmap · Odoo
Approvals fix both high findings
Assess
Jul
Design
Aug–Sep
Build
Oct
Migrate
Nov
Go-live
1 Dec
Hypercare
Dec–Jan
Illustrative internal audit and roadmap. Statutory audits are performed by independent chartered accountant firms; this is internal and process audit work, reported to management.
What's included
Take an audit on its own, or carry it through to a new system.
Internal process audits
Procure-to-pay, order-to-cash, payroll and inventory, tested and risk-rated.
Process mapping
As-is and to-be maps that show where work, approvals and data actually flow.
Process optimisation
Fewer hand-offs, clear approvals and controls that do not slow the team down.
ERP needs assessment
Requirements and a shortlist across Tally Prime, Zoho, SAP Business One, Odoo, ERPNext and NetSuite.
Customised ERP design
Modules and workflows designed and developed where standard software does not fit.
End-to-end implementation
Configuration, data migration, training, go-live and hypercare, run as one plan.
How it works
The same sequence runs whether the end point is a fixed process or a new ERP.
Questions
How our process, internal audit and ERP work fits around your team and your auditors.
Pairs well with process advisory
- BookkeepingBooks, payables, receivables and a reconciled close every month.
- Virtual CFO functionsMIS, budgets, cash flow and runway in plain terms.
- Outsourced complianceGST, TDS, income tax and ROC papers ready before every due date.
Industries we support: ecommerce and retail, hospitality, real estate and professional services. We also support businesses in international markets, remotely from Bengaluru.
Book a free consultation and talk through where your processes leak time, money or control.