Resources for Medium Enterprises

Use these resources to understand your current risks and identify high-impact opportunities. Before you commit to a project, start with a free scorecard or diagnostic to locate the fundamental gaps.

Free tools, diagnostics and automation insight.

main tools you can donwload!

SME Automation Readiness

Scorecard

This scorecard helps SMEs determine whether their business foundations are stable enough for automation or if fixing fundamentals must come first. It assesses Process Stability, Information & Document Control, System Reality, and Control & Accountability, and provides a readiness score (0–16) indicating whether automation will succeed or amplify existing chaos.

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Document Chaos & Compliance Diagnostic

This diagnostic identifies where document workflows are exposing businesses to compliance risk. It addresses the reality that most compliance failures stem from document chaos—multiple versions scattered across systems, informal approvals with no audit trail, and last-minute fire-fighting during audits. The tool provides a risk profile across four dimensions to help prioritise fixes before incidents occur.

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Strategy & Ops Readiness Scorecard

A structured scorecard that evaluates how prepared a business’s strategy and operations are to support growth, efficiency, and execution.

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Cash Flow Forecast Template

A straightforward forecasting template that helps businesses anticipate cash inflows and outflows, improving planning and decision-making.

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Payroll Risk Rating Tool

A diagnostic tool that identifies payroll-related risks, including compliance, accuracy, and process weaknesses, to help prevent errors and disputes.

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Tender Readiness Checklist

A checklist that ensures businesses are fully prepared to submit compliant, competitive tenders by confirming all financial, operational, and compliance requirements are in place.

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Integration Gap Diagnostic

This diagnostic helps businesses identify where system fragmentation is costing time, money, and decision confidence. It focuses on the reality that most inefficiencies stem from systems that don't share a common truth—leading to duplicate data capture, manual reconciliation, and disputed reports. The tool delivers an integration risk profile that prioritises where integration will provide the greatest return.

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Director’s One-Page Financial Summary

A concise, executive-level financial overview that gives directors instant visibility into business performance, cash position, and key risks.

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Accounting Workflow Efficiency Audit

This audit helps accounting firms identify where time, effort, and margin are leaking through inefficient workflows that have quietly become "normal." It evaluates Client Onboarding, Processing & Reconciliations, Review & Exception Handling, and Reporting & Delivery, providing a workflow efficiency profile that highlights where automation and process redesign will deliver immediate improvement.

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Shift Payroll Risk Scorecard

A specialized scorecard for assessing payroll risks associated with shift-based work, including overtime, allowances, and scheduling complexity.

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Job Costing & Profit Leakage

Calculator

This calculator helps project-based businesses identify where profit is quietly leaking through cost overruns, uncosted variations, and scope creep discovered too late to recover. It assesses Cost Capture, Variations Management, Progress Tracking, and Profitability Visibility, delivering an exposure score that highlights where live job costing can protect margins while corrective action is still possible.

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Compliance Workflow Readiness Framework

This framework helps businesses assess whether compliance is accidental or designed, and how resilient workflows are under pressure. It defines three maturity levels (Reactive, Managed, Embedded). It helps organisations identify their current position and the gaps needed to move toward a resilient, automated, and auditable compliance model rather than a fragile, dependent one reliant on individual heroics.

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Medical Practice Compliance Checklist

A compliance checklist tailored for medical practices, covering regulatory, payroll, and financial obligations to reduce risk and ensure smooth operations.

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Monthly Performance Dashboard Template

A ready-to-use dashboard template that presents monthly financial and operational performance in a clear, visual format.

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Call Centre Performance Diagnostic

This diagnostic helps call centres and BPOs identify where effort and money are being lost in workflows, particularly in excessive after-call work, retyping across systems, manual QA, and delayed reporting. It evaluates Call Handling, After-Call Work, Quality Assurance, and Performance Visibility, providing a profile that identifies where workflow automation will reduce cost per call and improve results.

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Consulting Cash Flow Forecast Template

A cash flow forecasting template specifically designed for consulting firms, helping manage uneven billing cycles and project-based income.

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Choose Your Plan

Affordable Financial Stability for Your Peace of Mind

Basic

Package

R1200

Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Standard

Package

R2800

3 Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Premium

Package

R5000

Year

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.