1. Business health analysis
- Definition of the scope of the internal audit
- Analysis of the latest income statements and identification of areas for improvement
- Review of the company’s information systems (CRM, accounting / commercial software, etc.)
2. Inflow analysis
Financials inflows
- Turnover
- Direct costs
- Overheads
- Treasury
- Cost of labor
- Gross and Net margin
- Debt collection
Internals / Externals inflows
- Employee performance
- Customer satisfaction
- Commercial performance
- Resource use efficiency
- Internal process
- Quality
- Supply Chain
3. KPIs set up
- Definition of areas of improvement
- Definition of working capital requirement
- Cash flow analysis
- Investment advice
- Introduction to asset diversification (shares, crypto-currencies)
4. Implementation of corrective solutions
- KPIs review and proposal of adapted solutions
- Creation of dashboards (income statements, cost analysis, turnover distribution, etc.)
- Calculation of ratios (profitability, sales, performance, etc.)
- Implementation of corrective actions
5. Performance improvement monitoring
- Weekly / monthly post correction performance review
- Dashboard training
- KPIs review
Loic Laforest 