Process Audit for an Architectural Firm

 

CLIENT CONTEXT & PROBLEM

A well-established architectural consulting firm, operating for over two decades and earning a strong reputation in residential, commercial, and urban planning projects. With a compact team and a history of organic growth, the firm had reached a critical point—its leadership envisioned scaling to the next level with a clear revenue milestone in sight.

However, there was limited visibility into operational metrics, financial performance, and project execution efficiency. The leadership team recognized the need for an expert partner to assess the current maturity of their processes and design a strategic roadmap for growth.

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APPROACH & SOLUTION

Our consulting team engaged with the firm through a structured audit path, designed to diagnose current systems, identify performance gaps, and recommend growth-oriented interventions.

1. Discovery Phase

• Conducted one-on-one and group sessions with key stakeholders across departments

• Mapped workflows for project execution, finance, and HR operations

• Assessed the availability and usability of data from existing manual and digital systems

2. Assessment & Analysis

• Evaluated project management practices, including timelines, handovers, and approvals

• Reviewed financial records to assess revenue flow, billing practices, and cost allocations

• Analysed HR processes around recruitment, performance evaluation, and resource planning

• Measured process maturity and functional effectiveness

3. Reporting & Recommendations

• Developed a comprehensive report highlighting:

  • Process strengths and inefficiencies

  • Financial visibility gaps and planning challenges

  • Opportunities to build a structure for scale

• Delivered strategic recommendations covering:​

  • Project monitoring systems with KPIs and dashboards

  • Financial controls and budgeting discipline

  • Team development through structured HR systems

 

BUSINESS RESULTS

The actionable insights and recommendations provided by the Consoul team enabled the client to achieve significant operational improvements, including:

• Enhanced System Integration: Improved integration between engineering, procurement, and finance functions, leading to smoother workflows and reduced project delays.

• Process Standardization: The introduction of SOPs ensured consistent, repeatable processes across all functions, improving efficiency, communication, and project execution timelines.

By suggesting a structured and digitally integrated function process design, Consoul Associates helped the client achieve operational excellence in their projects, ensuring future scalability and efficiency.