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Workflow options

Workflow Audit

Know what to fix before you pay for a build.

The $950 Workflow Audit is a fixed-fee review of one defined process. Rookspan maps what happens today, identifies the practical gaps and risks, and gives you a written implementation plan before any build is approved.

$950 · One process · Target delivery within seven business days.

The Audit is analysis and implementation planning—not the build. Implementation is separately scoped and approved.

When it is useful

Use the Audit when
the answer is not obvious.

  • Several people, tools, approvals, or exceptions are involved in the same process.

  • The team knows there is too much chasing or rework, but not which change will fix it.

  • A build may touch permissions, business data, human review, or an existing system that should be understood first.

  • You want a defined implementation scope before deciding whether to spend more on a build.

What you receive

One process.
A practical plan.

The Audit is meant to make the next decision easier—not create a long strategy document that sits on a shelf.

01

Current process map

Document the steps, handoffs, owners, repeated follow-up, and places where the process slows down or becomes unclear.

02

Access, data, and review considerations

Identify the permissions, information, human review points, and practical boundaries that matter before changing the workflow.

03

Improvement plan

Check what your existing tools can already handle, identify the real gaps, and outline a simpler or automated approach where it makes sense.

04

Implementation scope and success measures

Define what a build would include, what stays manual, what needs approval, and how the finished workflow should be evaluated.

Clear boundary

The Audit does not commit you to implementation.

You can review the findings and proposed scope before deciding whether Rookspan should build anything. No production change is part of the $950 Audit itself.

What happens after

Review the plan.
Then choose the next step.

The Audit creates a decision point between understanding the process and paying for implementation.

  1. 01

    Review the findings.

    Walk through the process map, gaps, risks, proposed approach, implementation scope, and success measures.

  2. 02

    Approve a build only if it makes sense.

    Implementation is separately scoped and approved before work begins. The $950 Audit is credited in full toward an implementation of at least $4,000 approved within 14 calendar days.

  3. 03

    Build, test, and hand off.

    If approved, Rookspan builds the agreed scope, tests it, documents it, and hands it over. Ongoing support is optional and separately scoped.

Brandon Ruiz

Founder, Rookspan Systems

Built by an IT operations specialist

Practical help from someone
who works with business systems.

Brandon brings hands-on experience in Microsoft 365, automation, identity, and day-to-day IT operations. The focus is straightforward: make the setup reliable, understandable, and useful to the people doing the work.

Start with the process

Bring one workflow that needs a clearer plan.

The complimentary Workflow Review helps determine whether the $950 Audit is the right next step or whether a simpler setup can be scoped directly.

Book a Workflow ReviewComplimentary · 30 minutessupport@rookspan.com

No system access or confidential
customer information needed.