Services
Data & Automation Audits
Before you build, understand what you have. We conduct comprehensive assessments of your data stack, automation maturity, and operational workflows — then deliver specific, prioritized recommendations your team can act on.
Key Takeaways
A data and automation audit evaluates your current data infrastructure, manual processes, and automation opportunities to create a prioritized improvement roadmap. We identify quick wins and long-term optimizations that deliver measurable efficiency gains.
- Full inventory of current data flows, manual processes, and pain points
- Prioritized list of automation opportunities ranked by effort vs. impact
- Gap analysis between current capabilities and industry best practices
- Specific tool and technology recommendations for your environment
- 90-day action plan with quick wins that demonstrate immediate value
Know before you build
Before you invest in new tools, hire a data team, or launch a transformation initiative, you need a clear picture of where you stand today. A data audit gives you that picture — an honest, structured assessment of your data stack, processes, tools, and costs.
The most expensive data projects are the ones built on assumptions. A two-week audit can save months of rework by identifying the real problems — not the symptoms.
What we audit
Data Architecture Review
We map your current data infrastructure — source systems, warehouses, pipelines, and integrations. We identify redundancies, single points of failure, and bottlenecks that slow your team down.
Automation Maturity Assessment
We evaluate your current automation capabilities and identify the highest-impact opportunities. Where are you doing manually what should be automated? What automations are running but fragile?
Tool & Technology Audit
We review your tech stack for fit, utilization, and cost efficiency. Are you paying for tools nobody uses? Are you using the right tools for the wrong jobs? We give you an unbiased assessment.
Process & Workflow Analysis
We map your data workflows from source to decision. Where does data get stuck? Where do manual steps introduce errors or delays? We document the current state and recommend improvements.
Data Quality Assessment
We evaluate data accuracy, completeness, freshness, and consistency across your key data sources. If your team doesn't trust the numbers, this step tells you exactly why.
Actionable Roadmap
We deliver a prioritized plan — quick wins you can implement immediately, plus long-term investments that build lasting capability. Every recommendation includes effort estimates, expected impact, and dependencies.
Who should get an audit
A data audit is most valuable when you're at a decision point:
- ✓Before a major investment. You're considering a new BI platform, data warehouse, or AI initiative. An audit ensures you're building on a solid foundation.
- ✓After an acquisition. You've inherited systems, tools, and data from another organization. An audit maps the combined landscape and identifies consolidation opportunities.
- ✓When trust is broken. Different departments report different numbers. Reports take too long. Nobody's confident in the data. An audit finds the root cause.
- ✓When costs feel too high. You're paying for multiple tools, overlapping licenses, and manual processes that should be automated. An audit quantifies the waste and shows where to cut.
- ✓When you're stuck. You've invested in data but aren't seeing the return. Projects stall. Dashboards go unused. An audit tells you why — and what to fix first.
Frequently Asked Questions
How long does a data audit take?
A focused audit typically takes 2-3 weeks: one week for discovery and stakeholder interviews, one week for technical assessment, and a final week for analysis and roadmap delivery. Larger organizations with more complex data landscapes may take 4-5 weeks.
What does the deliverable look like?
You receive a comprehensive report covering: inventory of your data systems and tools, architecture diagram showing how data flows, data quality scorecard, automation maturity rating, tool utilization and cost analysis, and a prioritized roadmap with quick wins and strategic investments.
Is this the same as a data maturity assessment?
A data maturity assessment focuses on your organization's overall data capabilities — strategy, governance, culture, and technology. A data audit is more tactical — it's a detailed inspection of your actual data infrastructure, tools, and processes. Many clients do both: the audit tells you what you have, the maturity assessment tells you where you need to go.
Do you audit our vendor contracts and costs?
Yes. We review your tool and platform spend for utilization, duplication, and cost efficiency. We've found unused licenses, overlapping tools, and overpaid contracts in nearly every audit we've conducted. The cost savings alone often pay for the audit.
What happens after the audit?
You'll have a prioritized roadmap with clear next steps. Some organizations implement the recommendations with their internal team. Others engage us for the implementation — either as a focused project or through a Data Team as a Service model. The audit gives you a vendor-neutral plan either way.
Related reading
6 Signs Your Data Strategy Isn't Working — if you're seeing these symptoms, an audit can diagnose the root cause.
How to Build a Data Strategy: A Practical Guide — an audit is often the first step in building or rebuilding a data strategy.
See This Service in Action
Unified Business Intelligence for a Multi-Region Healthcare Organization
A behavioral health organization with 90+ locations consolidated three disconnected systems into unified analytics, projecting $736,920/year in savings from automating 5 manual reporting processes.
Consolidating 15+ Systems into a Modern BI Platform for a $7B Real Estate Firm
How VisionWrights helped a $7B real estate company move from retrospective reporting to real-time visibility by consolidating more than 15 systems into a centralized analytics platform.
Redesigning Data Infrastructure for a Multi-Asset Real Estate Portfolio
How VisionWrights helped a real estate investment firm decouple ingestion from BI — reducing infrastructure costs while gaining flexibility and scalability.
Insights on Data & Automation Audits
Data Strategy
Data Strategy for Healthcare: Building Analytics Without Compromising Compliance
Healthcare organizations sit on vast, complex data — but regulatory constraints and system fragmentation make it hard to use. A practical guide to building a healthcare data strategy that serves clinical, operational, and financial teams.
Data Strategy
6 Signs Your Data Strategy Isn't Working
Dashboards nobody uses? Metrics that don't match? Here are six signs your data strategy isn't delivering — and what to do about each one.
Industries We Serve
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Start With a Clear Picture
A structured audit gives you the facts before you invest.