When a process review makes sense
- Month-end close takes more than a week, or numbers change after they are reported.
- Stock, receivables or payables do not reconcile without manual adjustments.
- Approvals happen on WhatsApp or email and cannot be traced later.
- You are about to choose or change an ERP and want the requirements right first.
- Auditors, investors or a parent company have raised control observations.
What we review
We walk through each process with the people who run it, then test what they told us against a sample of real transactions. For each step we record who does it, what triggers it, which system holds the record, how long it takes, and which check, if any, prevents errors or fraud.
| Area | What we look for |
|---|---|
| Flow | Hand-offs, rework loops, duplicate entry, waiting time |
| Controls | Approvals, segregation of duties, reconciliations, access rights |
| Data | Master data quality, spreadsheets outside the system, manual journals |
| Systems | Which steps the current software supports, and which it forces offline |
| People | Single points of failure and undocumented knowledge |
Tools we use
We use recognised Lean Six Sigma tools, scaled to the size of the problem:
| Tool | What it does in a review |
|---|---|
| DMAIC | Structures the work: Define the problem, Measure the current process, Analyse root causes, Improve the design, Control it with measures and owners |
| FMEA (failure mode and effects analysis) | Lists how each step can fail, scores severity, likelihood and detectability, and ranks the risks so controls go where they matter most |
| Process mapping | Swimlane maps of current and future state, showing hand-offs between teams and systems |
| Root-cause analysis | Finds why a problem recurs, rather than fixing the symptom each month |
What you get
- Current-state map for each process reviewed.
- Issue and control-gap log, each item rated high, medium or low.
- Fix roadmap that separates quick wins, process changes and system changes, with suggested owners.
The Process Health Check covers two core processes, starts at ₹1,00,000 (SGD 1,333) and typically takes about 2 weeks. These are starting prices. The actual fee depends on scope and is agreed case by case before work starts. If you go on to redesign, the review becomes the Discover stage of our 5D method, so none of it is repeated.
Frequently asked questions
Do you use DMAIC and FMEA?
What do we get at the end of a process review?
How much of our team's time does a review need?
Can a review be done remotely?
General information only, not legal, tax or software licensing advice. Zoho features, editions and prices change, so confirm the current position with Zoho or with our team before you commit. See our disclaimer.
