Technology Audits
Data & Analytics Audit
You're probably sitting on more useful data than you realise. The problem isn't usually the data itself - it's the plumbing. Disconnected sources, inconsistent formats, manual reporting processes, and dashboards nobody trusts. This audit assesses your entire data setup: how data moves through your organisation, where quality breaks down, what reporting gaps exist, and how mature your analytics capabilities are. Whether you're starting from spreadsheets or scaling an existing data platform, you get a clear picture of where you are and a practical plan to get where you need to be.
Overview
What this audit covers
Most businesses have more data than they can use, and less insight than they need. The gap is rarely about the volume of data - it's about the quality, connectivity, and reliability of the systems around it. This audit maps your data flows from source to dashboard, identifying where the plumbing leaks and what it's costing you in bad decisions and manual workarounds.
We start by inventorying every data source in your organisation - CRMs, ERPs, databases, spreadsheets, third-party feeds - and assessing how data flows between them. We look at pipeline reliability, transformation logic, where data quality degrades, and how your current reporting and analytics capabilities compare to what your business actually needs to know. We also assess your team's data literacy and whether your tooling matches your actual use cases.
You get an analytics maturity scorecard that places you clearly on the spectrum from "spreadsheet-driven" to "data-led organisation", a gap analysis of what reporting you need but don't have, and a practical improvement roadmap. Whether you're starting from scratch or trying to fix a data infrastructure that's grown organically, the output gives you the clarity to invest in the right things first.
Why it matters
When you need this audit
Dashboards nobody trusts
When teams stop relying on dashboards and revert to gut feel or manual spreadsheets, the data infrastructure has failed. This audit identifies why trust broke down and what it takes to rebuild it on a reliable foundation.
Can't answer basic business questions
If answering "how did we perform last quarter" takes days and involves multiple people emailing data to each other, something is structurally wrong. This audit finds the gaps between the data you have and the insights you need.
Data scattered across too many places
Businesses with CRM data in one tool, financial data in another, and operational data in a third often have no single view of anything. Mapping the full picture is the necessary first step before any centralisation or consolidation effort.
Data quality problems compounding over time
Inconsistent formats, duplicate records, missing values, and stale data don't fix themselves. They compound. Understanding where quality breaks down - and at which stage of the pipeline - determines how hard it is to fix.
Who it's for
Common scenarios
Illustrative scenarios - composites, not real clients - showing where this audit delivers the most value.
Operations Director
Three separate data sources with no consolidated view of the business
An operations director at a 35-person distribution company is pulling data by hand from their ERP, their logistics platform, and a customer portal every week to produce a single management report. It takes the best part of a day and is slightly out of date by the time it circulates. The Data & Analytics Audit maps every data source, finds that two of the three have API access nobody is using, and recommends a lightweight centralisation approach that cuts the report to under an hour.
Head of Analytics
Team maintains dashboards that the business has stopped using
A Head of Analytics at a 120-person SaaS company has a well-resourced BI function but keeps losing the adoption battle. Business teams build their own spreadsheet reports instead of using the official dashboards. The audit pins the root cause: the dashboards are built around whatever data is available rather than the questions the business is actually asking. The gap analysis sets a new requirements baseline, and the maturity scorecard helps the analytics team make the case to leadership for the tooling changes needed to close it.
CEO
Knows the company has valuable data but can't act on it
A CEO of a growing healthcare services business knows they're collecting useful data across patient interactions, scheduling, and billing - but has no real analytics capability. Everything sits in separate systems, and questions that should be easy to answer aren't. The audit treats it as a starting-from-zero situation: maps the available data sources, assesses quality and accessibility, and lays out a phased roadmap from the current state to basic business intelligence. That roadmap becomes the CEO's investment case for the board.
What we measure
Data maturity assessment
Data maturity assessment
The audit
What's included
What we assess
- Data source inventory and quality assessment
- Pipeline reliability and performance
- Reporting coverage and gap analysis
- Analytics infrastructure maturity
- Data governance and access patterns
- Dashboard and visualisation effectiveness
What you get
- Data source map with quality scores
- Pipeline health report
- Reporting gap analysis
- Analytics maturity scorecard
- Implementation proposal for priority data initiatives
Related services
What comes next
After the audit, these services can help you act on the findings.
Frequently asked questions
Common questions
Everything relevant to your business operations - CRMs, ERPs, databases, cloud storage, SaaS tools with data exports, third-party data feeds, and spreadsheets. We start with an inventory exercise to make sure nothing significant is missed.
Not necessarily. We can work from schema documentation, sample data exports, and tool walkthroughs with your team. For deeper pipeline assessments, read-only access to a staging environment is helpful, but it's not a hard requirement for the Essentials or Comprehensive tiers.
That's a completely valid starting point and one we work with regularly. The audit is just as useful for a business building their first data infrastructure as it is for one trying to fix an existing one. We give you a practical, phased roadmap rather than recommending you build everything at once.
Quick wins - consolidating data sources, fixing a pipeline that breaks regularly, adding a missing report - can often be implemented in weeks. Larger infrastructure changes take longer. We structure the roadmap with early wins clearly called out so you can demonstrate progress quickly.
It's a structured evaluation of how capable your organisation is at collecting, managing, and using data effectively. It covers tooling, process, people, and governance - and places you on a spectrum from basic data collection to data-led decision making.
Yes. We assess whether your current tools are appropriate for your use cases, whether your dashboards are well-designed and trusted by the business, and whether your visualisation choices support good decision making. Tool fit is often as much of a problem as data quality.
A data analyst works within your existing infrastructure to produce reports and analysis. This audit assesses the infrastructure itself - the quality of the data, the reliability of the pipelines, the gaps in reporting capability, and whether your current tooling is set up for success. It's a strategic input, not an ongoing analytical capability.
Ready to get clarity?
A free discovery call is the first step. We'll understand your situation and recommend the right audit scope.