The Diagnostic Sample report, fictional company: This is what you get.
Four pages from a Full Diagnostic for Southern Cross Industrial Supplies, a 32-person Melbourne wholesaler we made up. The company is fiction; the format, the scoring and the workings are the real thing.
flip through the pages below ↓
The sample report
Illustrative figures
Business Efficiency Diagnostic
Southern Cross Industrial Supplies · p. 1
Overall score
54/100
Developing
Processes exist but are not written down or enforced. Reporting is late and argued over.
- Reactive 0-39
- Developing 40-59
- Established 60-74
- Optimised 75-89
- Advanced 90-100
- Recoverable, estimated
- 119 hrs / month
- Opportunities logged
- 11
- Start with
- Automation
Business Efficiency Diagnostic
Southern Cross Industrial Supplies · p. 4
The six areas, scored
- Automation 33 Reactive
- Data and reporting 42 Developing
- Operations 48 Developing
- Technology 57 Developing
- Financial management 61 Established
- Risk and controls 82 Optimised
Sorted worst first. Each area is scored from its six questions and the evidence behind them; the overall score weights all six equally.
Business Efficiency Diagnostic
Southern Cross Industrial Supplies · p. 9
The ranked register
| # | Opportunity | I | F | P | Fe | Priority | Hrs / mo |
|---|---|---|---|---|---|---|---|
| 1 | Supplier invoice entry Automation | 5 of 5 | 5 of 5 | 4 of 5 | 4 of 5 | 400 | 46 |
| 2 | Web orders re-entered Operations | 4 of 5 | 5 of 5 | 4 of 5 | 4 of 5 | 320 | 28 |
| 3 | Stock counts reconciled by hand Operations | 4 of 5 | 4 of 5 | 4 of 5 | 4 of 5 | 256 | 22 |
| 4 | Month-end journals rebuilt Financial management | 3 of 5 | 4 of 5 | 4 of 5 | 5 of 5 | 240 | 14 |
| 5 | Timesheets re-keyed for payroll Automation | 3 of 5 | 4 of 5 | 4 of 5 | 5 of 5 | 240 | 9 |
| 6 | Quote follow-up has no owner Operations | 4 of 5 | 3 of 5 | 3 of 5 | 5 of 5 | 180 | – |
| 7 | Supplier bank changes not verified Risk and controls | 5 of 5 | 2 of 5 | 3 of 5 | 5 of 5 | 150 | – |
| 8 | Margin by customer rebuilt monthly Data and reporting | 5 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 135 | – |
| 9 | Pricing held in three places Technology | 4 of 5 | 3 of 5 | 3 of 5 | 3 of 5 | 108 | – |
| 10 | Board pack assembled by hand Data and reporting | 3 of 5 | 2 of 5 | 4 of 5 | 4 of 5 | 96 | – |
| 11 | Returns process not written down Operations | 3 of 5 | 2 of 5 | 3 of 5 | 5 of 5 | 90 | – |
Priority is impact × frequency × pain × feasibility, each rated 1–5. A small, easy fix can outrank a large, hard one. Findings that cost risk or margin rather than time carry no hours figure.
Business Efficiency Diagnostic
Southern Cross Industrial Supplies · p. 12
The roadmap
Now0–3 months
- #1 Capture and approval workflow, posted once to both.
- #2 Integrate the portal with the order book.
- #4 Recurring journal templates with a reviewer sign-off.
- #7 Call-back verification and a second approver.
Next3–6 months
- #3 Cycle counting on the top 200 SKUs, scanned in.
- #5 Digital time capture straight into payroll.
- #6 Shared pipeline with follow-up tasks.
- #8 One reporting model, refreshed nightly.
Later6–12 months
- #9 One price book, pushed to the other two.
- #10 Template the pack on the reporting model.
- #11 Document it; build it into the order system later.
Sequenced by priority and by dependency: the reporting model comes before the board pack that runs on it. Who does each fix is your call.
The whole report
Every report. Every section.
Page count and turnaround are being confirmed with our first clients. The contents are fixed: every report has every section.
- 01 Summary and overall score p. 1
- 02 How to read this report p. 2
- 03 The six areas, scored p. 4
- 04 Findings by area, with workings p. 5
- 05 The ranked register p. 9
- 06 Recommended fixes p. 11
- 07 The roadmap p. 12
- 08 Independence and disclosures p. 13
- 09 Appendix: questions and evidence p. 14
Want one for your business?
Tell us what is going on. We will tell you whether a Snapshot or the Full Diagnostic fits, or whether you need neither.