Discover & design
A business process audit that tells you what to build — and what not to
Most failed software projects were lost before the first line of code: the wrong process was automated, the requirements were guessed, or the architecture could not carry the business two years later. AutoProbaho's business process audit sits at the start of every engagement. We observe how work really flows, quantify where time and data are lost, map the automation opportunities, write the ERP or CRM requirements in your language, and hand you a solution architecture and phased roadmap you can act on — with us or without us.
You know something is slow. You do not yet know exactly what, or what it costs
In a growing company the pain is felt everywhere and located nowhere. Orders take longer than they should. Approvals wait on one person's phone. The same numbers are typed into a register, a spreadsheet and an accounting tool. Everyone has a theory about the bottleneck, and each department is sure it is another department. Without a structured picture, software decisions get made on the loudest opinion or the most persuasive vendor demo.
The result is familiar: an ERP bought for features nobody uses, a CRM the sales team ignores, or a WhatsApp-and-Excel workaround that quietly becomes the real system. A process audit replaces opinion with an evidence-based map — who does what, in which tool, how often, with what hand-offs — so the next investment fixes a real problem in the right order.
Who this is for
- Owners and managing directors planning an ERP, CRM or automation investment and wanting an independent view first
- Companies with 20–500 staff running on Excel, paper registers, WhatsApp approvals and disconnected software
- Businesses that have been burned by a software project that did not fit and want the requirements right this time
- Bangladeshi manufacturers, distributors and service companies — and German Mittelstand firms — preparing a digitalisation roadmap
Current pain points
Nobody sees the whole process
Sales, warehouse and accounts each know their part. Hand-offs between them — where delays and errors actually live — are invisible.
Requirements are guessed
Vendor demos drive the shopping list. Six months later the tool has features nobody needs and lacks the one report the owner actually wanted.
Automation starts in the wrong place
Teams automate what is easy or visible instead of what is expensive. The biggest manual burden stays untouched.
Software choices are made in isolation
A CRM is bought without asking how it will talk to the ERP, accounting or WhatsApp — and integration becomes an afterthought that costs more than the licence.
No shared roadmap
Owners, department heads and IT do not agree on what comes first, so every project restarts the debate.
What AutoProbaho builds
As-is process map
Every core process — order-to-cash, purchase-to-pay, production, HR, reporting — documented as it really runs, with owners, tools, volumes and hand-offs.
Automation opportunity map
A ranked list of manual, repetitive and error-prone steps, scored by effort saved, risk and implementation cost — the input for any automation plan.
ERP / CRM requirements specification
A written, prioritised requirements document (must / should / later) that vendors or developers can quote against, free of vendor bias.
Solution architecture
A target picture showing which systems stay, which go, what gets built, and how they connect — including data ownership, hosting and integration paths.
Phased roadmap with quick wins
What to do in the first 90 days, the first year and beyond, with dependencies and indicative effort — plus two or three fixes you can start immediately.
Modules & capabilities
Process discovery workshops
Structured sessions per department; we interview the people who do the work, not only their managers, and observe on the floor where possible.
Data & tool inventory
Every spreadsheet, register, chat group and application catalogued: what it holds, who owns it, how it is updated, where it duplicates another.
Volume & effort baseline
How many orders, invoices, approvals and re-entries per week, and how long each takes — a counted baseline your team can verify.
Automation opportunity mapping
Each manual step assessed for rule-based automation, integration, or AI-assisted handling; grouped into candidate workflows.
ERP / CRM requirements analysis
Functional and non-functional requirements by role, including Bengali/German interface needs, offline capture, VAT/DATEV constraints and reporting.
Solution architecture design
Target system landscape, integration map, data model outline, hosting and security approach; build-versus-buy recommendation per component.
Risk & change assessment
Where adoption will be hard, which roles need training, what a works council or compliance auditor will ask, and how to sequence change.
Roadmap & business case
Phased plan with priorities, dependencies and indicative delivery ranges, presented to owners and department heads in one session.
Interactive demonstration
Example workflows
Order-to-cash review
- 1Trace one real order from customer enquiry to payment
- 2Log every tool touched and every re-entry
- 3Time the waits: quotation, approval, dispatch, invoicing
- 4Identify which steps can be automated or merged
- 5Record the target flow and its requirements
Approval bottleneck analysis
- 1List all approvals that currently travel by phone or chat
- 2Capture who approves, thresholds and typical waiting time
- 3Group them into approval workflow patterns
- 4Define rules, delegates and escalation for each
- 5Feed the patterns into the ERP/CRM requirements
Reporting gap analysis
- 1Collect the reports management actually reads each week and month
- 2Trace where each number comes from and who assembles it
- 3Mark the numbers that are late, manual or disputed
- 4Define the KPIs and sources for an automated dashboard
- 5Add the data requirements to the solution architecture
Integrations
- Existing ERP / accounting systems (Tally, QuickBooks, Xero, DATEV, lexoffice, sevDesk)
- Excel, Google Sheets and paper registers
- WhatsApp Business, email and chat groups
- Google Workspace / Microsoft 365
- E-commerce and marketplace channels (Shopify, WooCommerce, Daraz)
- Payment gateways and banks (bKash, Nagad, SSLCommerz, SEPA)
- Attendance devices, barcode scanners and factory equipment data
- n8n and other automation platforms already in use
Implementation process
- 01
Scoping call
We agree which processes, sites and departments are in scope and what decision the audit must support.
- 02
Discovery
Interviews, floor observation and tool inventory over one to three weeks depending on size; remote or on site in Bangladesh and Germany.
- 03
Analysis
As-is maps, effort baseline, automation opportunity scoring and requirements drafting; we validate findings with the people interviewed.
- 04
Design
Target architecture, build-versus-buy per component and phased roadmap, reviewed with you before finalising.
- 05
Presentation & hand-over
One working session with owners and department heads; you receive every document and can proceed with any partner.
Expected business outcomes
Clarity on the real bottlenecks
A shared, evidence-based picture replaces departmental opinion.
Requirements you can quote against
Vendors and developers price the same specification; comparisons become meaningful.
Automation in the right order
The first workflow tackled is the one that costs the most manual effort.
A roadmap the whole team backs
Owners, department heads and IT leave the final session with the same plan.
Security & ownership
Confidentiality first
NDA before discovery; interview notes and data samples are stored in a project space you can access and we delete on request.
Minimal data access
We work with read-only exports and anonymised samples wherever possible; no production credentials are required for an audit.
Compliance-aware findings
GDPR/DSGVO, GoBD, VAT (Mushak) and buyer-compliance requirements are captured as constraints in the architecture, not discovered later.
Frequently asked questions
Typically two to four weeks for a single-site company and four to six weeks for multiple sites or departments. The scoping call fixes the range before we start.
No. The deliverables are vendor-neutral and belong to you. Many clients continue with us; others use the specification to brief another provider or their internal team.
Largely yes — interviews, tool inventory and document review work well remotely. For factories and warehouses we recommend at least one on-site day, which we arrange in Bangladesh or Germany.
Then the audit focuses on how it is used, where people work around it, and which integrations or automations would recover the value. Replacing it is rarely the first recommendation.
Access to the people who do the work, sample documents (orders, invoices, registers, reports) and a clear description of what slows you down. We handle the rest.
Related solutions
Solution · Digital transformation for Bangladesh
Business Digitalization in Bangladesh
AutoProbaho, a business digitalization company in Bangladesh, takes SMEs from paper registers, Excel and WhatsApp to connected systems — step by step.
Solution for businesses that have outgrown spreadsheets
Excel to ERP Migration
Excel to ERP migration in stages: we map your spreadsheets, clean and import the data, build the ERP modules that replace them and keep the business running.
Solution · Automation for Bangladesh
Business Automation in Bangladesh
Business and workflow automation for Bangladeshi companies: approvals, WhatsApp updates, invoices, bKash reconciliation and reports connected with n8n and APIs.
Solution · ERP for Bangladesh
ERP Software in Bangladesh
Evaluating ERP software in Bangladesh? AutoProbaho helps Dhaka, Chattogram and Gazipur businesses compare packaged and custom ERP and builds the one that fits.
Related services
Discover & design
Digital Transformation
AutoProbaho plans and delivers digital transformation for growing companies — a phased roadmap from paper, Excel and WhatsApp to connected systems.
Build the core system
Custom ERP Development
AutoProbaho designs and builds custom ERP systems — inventory, production, purchasing, sales, finance and HR in one connected platform you own.
Build the core system
Custom CRM Development
AutoProbaho builds custom CRM systems around your real sales process — leads, pipeline, quotes, follow-ups and after-sales in one system your team uses.
Automate & add intelligence
Workflow Automation
AutoProbaho designs and runs workflow automation that connects your tools — orders, approvals, notifications and follow-ups move on their own, reliably.
Related industries
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SMEs & Growing Businesses
For growing SMEs in Bangladesh and beyond: a practical path from Excel, WhatsApp and paper to connected systems — audit first, then one module at a time.
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Manufacturing
Custom ERP for manufacturers: BOM and MRP, work orders, shop-floor tracking, raw material stores, quality and costing — built around your production line.
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Garments & Textiles
Custom ERP and automation for garments and textile factories: order-to-shipment tracking, cutting-to-packing production, fabric store and buyer compliance.
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Professional Services
Custom CRM, client portals, project and billing systems for consultancies, law and accounting firms, agencies and engineers — proposal to invoice in one place.
Case Studies
Illustrative scenario
Garments factory: from Excel stock to a live ERP
Illustrative scenario: how a woven garments factory in Gazipur could move fabric, trims, production and shipment tracking from Excel into one custom ERP.
Illustrative scenario
Distributor: depot stock, field orders and outlets in one system
Illustrative scenario: how a distributor with several depots and field sales could replace phone orders and registers with one inventory and CRM system.
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See your business the way a system designer sees it
Book a free scoping call. We will tell you what an audit would cover for your company, how long it would take and what you would receive at the end.