This is a sample audit of a made-up firm. Want yours?Sample audit. Want yours?
FS
Fernhill
Year 12 · Oct 2025 to Sep 2026
OverviewClients and partnersBack officeWhere time goesJobs6Team6Hand-offsWhat waitsProjects
Jobs
Supplier orders188 hSite visit desk151 hQuote drafts122 hInvoice reminders97 hPermit checks64 hClient update46 h
Sample audit
Where time goes
Whole team · hours of email a year

Where the time goes

Hours are estimated from each email read or written, then added up by area. 13% of the email the team sends goes out before 8, after 6 or on a weekend.

When the team writes

19,880 emails sent, by weekday and hour
12a3a6a9a12p3p6p9pMonTueWedThuFriSatSun
FewerMoreBusiest: Friday 10 am, 519 emails

Who brings the work

21,522 emails received from people, by who wrote them
Clients · mostly operations, sales, collections6,466
Suppliers and trades · mostly purchasing, scheduling, finance5,844
Staff · mostly operations, scheduling, purchasing5,803
Others · mostly marketing, industry and peers, IT and systems2,269
The city and inspectors · mostly tax and compliance, scheduling1,140

Where the time goes

hours a year
Operations862 h
Purchasing411 h
Scheduling350 h
Sales200 h
Finance170 h
Tax and compliance156 h
Marketing108 h
Collections92 h
People and HR75 h
IT and systems67 h
Automated and bulk58 h
Facilities44 h
Customer service42 h
Payroll36 h
Legal33 h
4 smaller areas75 h

What the systems send

Notifications, platforms and calendar traffic, and the work hidden inside them
01

The accounting system already knows which invoices are late.

97 hon invoice reminders52 hcould run on their own

Overdue notices arrive by email every morning, and Iris turns each one into a reminder by hand.

What could change. Let the overdue notice start the reminder, for Iris to approve.
02

Supplier newsletters are a fifth of the system mail.

1 in 5system emails is a newsletter

Promotions and catalogues from suppliers arrive in four mailboxes each. Nobody acts on most of them.

What could change. Send supplier marketing to one shared folder that Theo checks once a week.
03

Calendar invites and updates are the biggest single source of system mail.

27,372system emails a year

Each site visit change sends an update to everyone on the invite, and each acceptance comes back as an email.

What could change. Keep site visits on one shared calendar and turn off acceptance emails.