Workflow Audit & Reporting

We dive into your firm’s processes to uncover inefficiencies that can be enhanced to improve communication effectiveness, speed up production, and lower long-term operational expenses.

The audit scrutinizes several key areas of the production process, including: data collection, material design and construction, leveraged technologies and services, review and approval requirements, and finally, distribution. We speak directly to team members who evaluate firm needs, coordinate production assignments, and assemble firm communications. This approach helps us gain a complete understanding of all business goals and production challenges that can then be evaluated against best practice standards using our own industry expertise.

Workflow Audits can be customized to focus on one aspect of your communications library, or they can be expanded to include a cursory inspection of all marketing materials. Here is just one sample of a basic audit with options for add-ons:

Sample Scope of Work

• Communication being audited
  • Chart Book Audit


• Audit results include
  • Identified strengths
  • Identified weaknesses
  • Identified constraints
  • A comprehensive summary


• Analysis report
  • Highlights pain-points and cause
  • Includes guidelines that can streamline your process, helping to avoid known and potential constraints
  • Identifies potentially beneficial technologies to leverage
  • Identifies end-of-life or dying technologies that will need to be replaced
  • Includes suggested workflow methodology


• Other add-on communication audits available
  • Pitch Books
  • White Papers
  • Fact Sheets
  • Newsletters
  • Thought Pieces
  • Websites
  • Blogs and Social Media Integration
  • Email Production
  • Video Presentations
  • Layout Aesthetics and Visual Continuity