Default first paid product

This is a paid analysis of one selected service workflow. It is not a free diagnosis and not a system implementation.

Who is it for?

Primarily for the owner of a service company, the service manager, a coordinator or dispatcher, and the person responsible for service quality and on-time delivery.

Process audit

HVAC / Renewables service process audit

A paid analysis of one selected service workflow

This is a limited analysis of one specific workflow for HVAC, renewables, installation companies and technical field service teams. It ends with change recommendations and the scope of a possible pilot.

The audit is used to verify how one process really works: from the moment a case is received to its closure, including roles, statuses, documentation, exceptions and settlement conditions.

Discuss a service workflow audit Run the service chaos scanner Back to the HVAC / Renewables track

Which workflow do we analyse?

The audit covers one specific process or workflow, for example a breakdown ticket, complaint, inspection, warranty repair or service-job settlement.

  • the flow of the case from intake to closure,
  • roles, ownership and decisions along the way,
  • statuses and handoff points,
  • data, photos, documents and reports needed for handling,
  • exceptions, delays and manual workarounds,
  • communication with the customer,
  • conditions for settlement readiness and closure.

Important scope limit

The audit does not cover every process in the company at once. The goal is to understand one selected workflow in detail and decide whether it is worth developing further as a pilot.

How does the audit work?

1. Selecting the workflow and collecting materials We agree which workflow will be analysed and which materials best show its real flow.
2. Interviews with people involved in the workflow We speak with the people who receive cases, coordinate work, perform the service jobs or are responsible for delivery quality and timeliness.
3. Analysis of the current flow and risk points We organise statuses, roles, exceptions, data, documentation and the points where the process loses control or depends on manual arrangements.
4. Review of recommendations and a possible pilot scope At the end, we review the recommendations, priorities and whether it makes sense to run a limited pilot of one workflow.

What does the client receive?

  • current workflow map,
  • list of problems, exceptions and risks,
  • identification of gaps in information or ownership,
  • proposed target workflow,
  • prioritised changes,
  • recommended scope of one pilot,
  • basic pilot evaluation criteria.

What is not included in the audit?

The audit is not a system implementation or an analysis of every process in the company. It does not yet include application development, integrations, data migration or production automation. Their scope can only be defined after the selected workflow has been analysed.

Scanner vs audit

The scanner provides an initial indication of risk areas. The audit uses interviews, materials and an analysis of the actual flow of one selected workflow.

How does the audit lead into a pilot?

After the audit, the client can decide whether it is worth running a limited pilot of one workflow. The audit does not commit the client to further implementation.

Start with one workflow decision

If you want to discuss an audit of one service workflow, contact us directly. If you first need an initial self-assessment, you can start with the service chaos scanner. The demonstrator remains an optional explanatory material.

Discuss a service workflow audit Run the service chaos scanner See the service request demonstrator