APG Software · Business Operations Audit

OmniDerm

other · Audit started 23 Mar 2026
Audit in progress — process map under review.
THE AI MOMENT

Any process done on a computer will be
40–80% quicker in the next two years.

This is your blueprint for not getting left behind.

📈
The Excel Analogy

AI is what Excel was in the early 2000s — a skill every competitive business had to learn. The ones that adopted it early outcompeted those that didn’t. The same shift is happening now with AI, and it’s moving significantly faster.

Amplification, not replacement

Same team. Same knowledge. Dramatically more output.

0 100% 170% 100% Today +70% With AI Output per team member. Same headcount.
What a plugin actually is

Your data, connected to AI, placed directly into your team’s workflow.

YOUR TOOL data Claude AI reads & reasons output STAFF WORKFLOW Data in. Actionable output out.
1. Your data is read from the tools you already use — no manual entry needed
2. AI reasons about your data, applying your business rules and context
3. Actionable output lands in your staff’s workflow — ready to use
Data as the unlock

Every recommendation in this report traces back to making your data accessible.

Accessible AI AI can help vs Siloed AI AI can’t reach
WHY DATA CENTRALISATION MATTERS

AI can’t work across information locked in separate silos. When your data is connected, AI becomes exponentially more powerful.

TODAY: DATA IN SILOS CRM Email Spreadsheets Invoicing Scheduling × × AI blocked Data locked in separate tools AI has no way to connect the dots AFTER: DATA CONNECTED CRM Sheets Email Invoicing Scheduling AI All data flows through one AI brain Insights span your entire operation
AUDIT PROGRESS

Your Audit Journey

Track every stage of the audit as we move through your business together.

Session 1 ✓ Complete
23 Mar 2026
Session 1
Sales team (4 BDMs, down from 7) resist logging activity in HubSpot; Paul spent a full weekend manually auditing 150 lea...
Lead Management Sales Activity & CRM Logging Order Fulfilment
Session 2 ✓ Complete
30 Mar 2026
Session 2
Full tech stack enumerated (15+ tools). Contradiction on active account count: 250 vs 150. Qualified Leads NZ confirmed ...
Lead Management Sales Activity & CRM Logging Client Onboarding Account Retention & Support
Session 3 ✓ Complete
01 Apr 2026
Session 3
Dean (GM, 5 months) walked through weekly reporting cadence, meta-lead checklist, and 4-system cross-reference burden (O...
Lead Management Sales Activity & CRM Logging Order Fulfilment Account Retention & Support
Session 4 ✓ Complete
21 Apr 2026
Session 4
Laura (admin, 6 years) fills reporting, BDM support, and marketing roles simultaneously. WordPress-HubSpot integration c...
Lead Management Sales Activity & CRM Logging Order Fulfilment
Session 5 ✓ Complete
22 Apr 2026
Session 5
Annette (office manager, 7 years) detailed order processing across 3 channels (phone, email, portal), credit card paymen...
Order Fulfilment Client Onboarding
Session 6 ✓ Complete
28 Apr 2026
Session 6
Gary Marsden (8-year Warehouse Manager) walked through the end-to-end fulfilment workflow: order receipt, pick-pack, inv...
Order Fulfilment
HOW YOU WORK

How You Work Today

A full map of how your business operates today — every step, every handoff, every tool.

SESSION SUMMARY

What We Discussed

HIDDEN COSTS

Hidden Costs Uncovered

AI BLUEPRINT

Your AI Roadmap

YOUR DELIVERABLES

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