BizScan Framework

Simplifying Life
SDR framework to spot the needle movers
Discover (Pain & Reinvent business
Scan (ecosystem) Opportunities) with tech

Business Complexities
e.g.. multi company

Compliance requirements
Entities e.g.. physical contracts

Vulnerabilities (dependencies) Faster

Things e.g. exchange rates

Variations(not standard)
Systems e.g.. No QA
Better
Gaps
Activities e.g.. undefined paths (not happy path)

Duplications Cheaper
Documents e.g.. data entry

Roles Loopholes (internal controls) Business

e.g.. Missing approvals
continuity
Bottlenecks
KPI e.g.. work is piled

Calculations Errors
e.g.. scrap
 1.BizScan-> Biz Model Present Absent
Not
applicable Note
How profit/money is by the company
Produce
Key products or
Key customer
services
segments (Ideal Nature of business
Customer Profile) Outsource

Product Manpower
Subcontract
Compliance
Local purchase requirements
B2B

Service Machines Assemble

B2B2C imports Key competitors

Project Package
No of employees

Capital intensity
USP/ competitive B2C Rent/Hire
advantage Partners

Working capital
Sell
Local

Distribute Margins

Overseas
Agents
 2.EntityScan-> DNA Note
Not
What makes up the company Present Absent
applicable Multi company

Muti country
B2B
Customers Large no of
Own Shops Owned Call
Factory Office
centre
locations Muti currency

Franchise Sub B2C

Outsourced Multi language
Shops contractors Customers Remote
Call centre
workers

Inter company
Account Casual transactions
Repair
management Suppliers Workers/
Warehouses centre
subcontractor
s Multi
Locations
Distributors Freight
forwarders
Owner
manager/PLC/PVT

Channel
partners
 4.SystemScan-> Digital Maturity Note
Not
State of Digital maturity of the company Present Planned Absent applicable Legacy systems

XL,Email WA,SMS &

photo
Time & MS Office
Complaint IT ticket
attendance
POS ecommerce CRM management management Cloud/ On prem
Reporting
system system Facilities ticket
System
management Active Useability
Directory

Performance
Visitor
Inventory Accounting Lead Data
Payroll management Security
management Self care Document
control package warehouse Controls
system app Management
System
Availability
QR code Bar code BMS
Project
reader reader Visualization
SFA chatbot management Monitoring
platform
system

Change request
RFID HRIS
Gate pass
reader
IVR
Reporting
Customer Job
management Duplicated
ERP data entry
system

Cost
 Not Not
3.ThingScan ->Assets & Material Critical critical applicable

Where money/investment is spent Note

Network
'
Location Tracking
SKU requirements

Machines
'
Warranty Asset Life Cycle
Serialized items management
Expiry dates
requirements
Stocks

Maintenance Reconciliation
Non serial items requirements
Vehicles
Perishable

RFID/NFC/Bar
Containers code/QR code

Capacity utilization
Property/Rooms of assets

Working capital
CPE
 5.ActivityScan-> Operating Model Core Non core Not
activity activity applicable
What keeps people busy in the company
Note
Lead
Validate Compute
Local Complaints
Activity volume Data entry Errors
purchases
Quote
Stock receipt Request Approve Sub processes

Imports Check points

Reserve Enquiries
Reconcile Track Scenarios
Approvals/Control
Stock issue points
Schedule Production Happy path
Request Input/
Create
Fulfilment Update

Order Navigation logic

Not happy paths
Sub Delete S9gn
contracting
Return Waiver Non standard Parallel tasks
Remind Escalate elements
Stock transfer
QA
Invoice Tracking progress
Data entry points
Repair
Search Extract
Receipt
Handover points Bottlenecks
Packaging
Upsell/Cross Refund
Attach Store
sell/Save Compliance
6.DocScan->Controls/paper factory
Non core Not
Core Doc Doc applicable
Discovers the key controls & loop holes of the company Note
Doc management
Physical signature

Doc
collaboration/autho
LC ring
Gate pass Memo/hand written
forms
PO Invoice Doc
storage/retention
GRN
Bill of Lading
Physical checklists
Doc security/
Receipt classification

GIN SO
Checklists/ Cash
Inspection sheets
PII data
Reports
Cheques
Contract
Tickets
Approvals

Batch processing
7.RoleScan->Value generators/supporters Key user
Non key
user
Not
applicable
Wider ecosystem of the company Note
Finance Outsourced staff

Hierarchy
Local Champions
Forwarding agent Corporate Sales/CAM
Customer
Role based access 3rd parties

Field sales
Local Supplier Clearing agent Overseas Shifts/Rosters
Corporate Customer
Approval limits

Room service
Doers/checkers/
Overseas Supplier approvers
Distributor
Remote staff
Walk in
Customer Customer service
Tech savvy
No of suers
Sub contractor
Retailer
Field service
E commerce
customer Concurrent users
Access to internet

Agent
Security Dependency on key
Unions people
8.KPIScan->Visibility/Actions Critical
Not
critical
Not
applicable
What numbers are critical for the Company
Note
SLA achievement
Scrap
Low Traction Perishable
High turn over Cycle time
stock Data quality

Poor
Conversion Penalty
Productivity Funnel view
Over time Expired stock Data security

Collection
Visibility of
Digitally captured
Untraceable Rejects/scrap operations
Complaints data
stock
Churn Cycle time

Manual data
Return Accidents
Funnel Conversion Waiver Productivity

Quality Real time data

Theft/fraud
Occupancy
Collections Repair
Predictions
Errors

Refund Complexity
Compliance Anomalies
9.CalcScan->Leakage Critical
Not
critical
Not
applicable
How Profits/losses are made
Note

Note

Variables-Exchange
rates
Quote OT
Tax Refund
Reconcile

User input
Discount
Commission
Duty
Utilization
Waiver

Job costing System input

FOB

Errors
CIF
Time spent in looking for an email, document
Duplicated data entry to multiple systems
Data entry errors
Manufacturing defects
Lack of standardization in data formats
Waiting time since the person is on leave
Waiting due to bottleneck
Providing an updates/reports to multiple people (duplication)
Responding to multiple emails (task is not clear) (duplication)
Travelling time taking a document from a desk to another desk for signature
Travel to locations since there is no other way of measuring progress
Lost physical documents
Waiting time since the system is slow/down
Data lost since stored in some one’s lap top
Transfer data manually between systems due to lack of integration (duplication)
Manual data manipulation
Outdated system data (not yet entered)/No visibility of current status
Multiple legacy systems
Lack of visibility Whether returnable stock has returned
Lack of visibility Whether stock has left the warehouse
Lack of visibility of Real time productivity is not known
Lack of visibility of the progress of sub contractors
Not knowing whether remote workers have reported to work on location
Manual QA process for a label manufacturer
Health & Safety
Sorting a large no of emails
Workflow
Activities
Volume
Approvals
Pile up/bottlenecks
Paper work
Physical work
GPS location tracking
Visibility of progress
Remote Monitoring
Inbox
Dataflow
Meta data
Data table
CRUD operation
Data fields
Data type
Data validation
Data quality
Data entry
Anomalies
API data
Calculations
Reports
Serac
queries
Documentflow
SO
PO
GRN
Invoice
SRN
Receipts
Quotation
Agreement
Search
Queries
Timeflow
Cycle Time
SLA
Reminder
Escalation
Delay activity
Real time visibility
Run rate
Materialflow (Optional)
GRN
Warehouse
Issue
Return
Proof of delivery
Damage
Rejects
Scrap
Wastage
Expiry
Tracking location
Cashflow (Optional)
IoU
Spend
Settlement
Reimbursement
Bottom line
Analytics/anomaly/forecast
Cash
Sales
Stock
Energy
Network
End user
Software
Back office productivity
Asset utilization
Procurement
Recruitement
 Underutilized
Underutilized Machine Churn
Human capacity capacity

Over engineered Poor collection

Cloud infra

Non user Poor controls

Bad data Duplication Frau/theftd
(data entry) friendly software

Unused
Emails task licenses
management

Non optimized
Too many/too Poor negotiation energy
long/unproducti
ve meetings Expired,
perished , too
much , too little
stock
 High cycle time

Non Too
Too
Report value Visit/ much Operato
Search Follow Rework Manual much
Waiting preparat add travel r
up time time steps movem Meeting
time time ion time activitie time
ent time
Same Sends to
report to same
On Bad hire
Bottlene No Errors & many
laptop/d people in QA person
ck tracking Defects
esktop different many
formats times
Respond Training
Physica to
Busy docl multiple
emails
Instructi
On leave email complai ons
nt

Down
time Return
Numeric
Frequency per month
No of paths involved
No of steps
No of people involved
No of business units/departments involved
No of third parties involved
No of systems. Applications involved
No of document types (formats) involved
Cycle time
Manual time
1.Inventory Waste:
1. Description: Excessive stock held “just in case,” leading to tied-up capital and storage costs.
2. Example: Overordering raw materials or finished goods that exceed demand.
3. Impact: Reduced cash flow and increased storage expenses 1.
2.Transportation Waste:
1. Description: Inefficient movement of goods between locations.
2. Example: Unnecessary back-and-forth trips, inefficient routing, or excessive handling.
3. Impact: Increased fuel costs, time wastage, and wear on vehicles 1.
3.Motion Waste:
1. Description: Unnecessary movement of people, machinery, or tools during production.
2. Example: Frequent repositioning of equipment or excessive walking.
3. Impact: Reduced productivity and increased fatigue 1.
4.Waiting Waste:
1. Description: Idle time due to delays or inefficient processes.
2. Example: Waiting for materials, approvals, or machine availability.
3. Impact: Lost productivity and extended lead times 1.
5.Overproduction Waste:
1. Description: Producing more than needed.
2. Example: Excessive batch sizes or creating goods without immediate demand.
3. Impact: Tied-up resources, storage costs, and potential obsolescence 1.
6.Overprocessing Waste:
1. Description: Performing unnecessary steps or using excessive resources.
2. Example: Overcomplicating processes or adding features beyond customer requirements.
3. Impact: Increased costs and longer production cycles 1.
7.Defects Waste:
1. Description: Producing defective or substandard products.
2. Example: Scrap, rework, or customer returns due to quality issues.
3. Impact: Increased costs, reputation damage, and customer dissatisfaction
 Form Flow
Data Upload Roles Mobile app Offline Calendar Stock
of data, work,
Input/capture, Photos, files
email, documents access & visibility widgets mode (schedule) control
validations advanced
material & money

Compute Storage Logic Location, Quota SSO

Pricing , Based flow, Inbox tacking of people. Accounting
commission etc.. Photos, files visibility control Team & individual management Single Sign On
Stocks, assets

Tables Create AI Collaboration MFA

Large data stores pdf documents, Generative & other (vendors, Track Chat Muti factor Block chain
proposals to read customers, management Authentication
to replace XL Progress of tasks
text/documents subcontractors)

Approvals Data
Loops OCR RPA
Audit trail API Cloud
integrations documents Foer read write
(Requests, checks, Encryption
approvals, security To apps On transit & AWS
opeartions
signatures) storage

Reports
Cycle time, Notification CMS
conversion,
DMS Payment
utilization, target Checklist (Reminders,
Content LMS survey
achievement, file explorer completion
escalation, GW management
anomalies, integration
ageing, errors, system
forecast SMS/emails)
 Task/
Task Travel help Mobile Travel help Document Stock
appointment Web scraping
management desk Dashboards desk management management
scheduling

Location Vendor Document

Web tracking Customer
Time sheets onboarding & approval & Survey Accounting
Dashboards portal
Off boarding storage

Employee Email
Quote onboarding Approval scanning & Integrate with Leave Reconciliation
Vendor portal task
preparation & off management HRIS management s
boarding allocation

Upload
SLA
Health & CRM & Lead Photos/Docu Integrate with Attendance
IT Help desk Management
safety audits ments to Payroll
management & ERP management
check quality
Notifications
& completion

Claims & Intelligent

Showroom Document AD integration Month end
settlements Facilities help Complaint Vendor
compliance Processing to obtain closure task
(IOUs/petty desk management evaluation
checklist (KYC & hierachy checklist
cash)
Invoices)
 Label QC Precision Employee
Intelligent
Cloud POS agriculture onboarding Task CRM & Lead
document Fuel shed ERP
& management management
processing
Offboarding
E
Manufacturing Practice
RFID shop procurement Month end
Real time Buik email
Warehouse status & quality Complaince Vendor management Field service
processing checklist
monitoring checklist onboarding & platform
offboarding

Wi-Fi control Sub Fleet

system with
WAN traffic Recovery
contractor Vendor
campaigns &
Tracking analyzer & Travel desk
IT help desk management
management
system optimizer evaluation
analytics

Student Omni
Sawing QC Gatepass Video Management emlployee Facilities channel
analytics Petty cash
System for onboarding help desk Inbox
universities

ATM /Branch
Shop floor Cash Clearing API
machine Digital Opex/Capex NOC Gateway/ES
optimization & company VR based
health monitoring human approvals B
automation training
 Manufacturin Breath Monitor Omni channel
g Execution Analyzer Insurance Remote
Telco billing Potein vibrations in contact
System claim cancer
analysis construction centre on
management treatment sites cloud
Digital Workplace
Open source Machine Distributor Taxi booking
maintenance
UV customer safety apposing DDoS
Network OS Mnagement AR to notify of
app disinfectors onboarding System protection
hazards
for Banks

Telco &
App based Refrigirated Navigation Health & towerco
interactive cargo tracker LMS Garment fit Social fitness
aid for ships safety audit network
AR process app intteliegence

STEM
Fitness education Interview E commerce
AI based fibre
Dgital twin Fine Gaming planning &
tracker kits for automation platform drawing app implementation
schools

Tracking Provisioning
Project Open day green & activation
IoT Gateway Work force
Seeding Drone managemen Retail SFA scheduling energy automation
planning app
t platform sources with for Yelcos &
blockchain enterprises
 Data acquisition & Manipulation Movement of Stocks Staff & 3rdparty collaboration

No staff, Departments, 3rd parties

No of fields, Manual input, batch input, duplicated
No of SKUs, Perishable/expiry Access to device/internet, Literacy
entry, Calculations, OCR,RFID/NFC/IoT based capture

Flow of Documents Movement of Money Flow of work

No of Doc types (PO, invoice) /formats, No of Transactions, No of steps, No of paths, % on

Digital/physical, muti language, hand written, Transaction count/value, happy path, bottlenecks, loop holes, errors, requests,
physical/digital signature Cash, cheque, online approvals, cycle time, manual effort

Reporting & visibility Health of Assets Connectivity with Applications

No of reports, Cycle time, funnel view,

Anomalies, trending, forecast, Target vs Actual,
Tracking, value, ageing, downtime. No of applications, Manual, API
Real time/ D-1,No of users, Report usage
warranty
1.Data capture & manipulation
 No of data fields
 Input from other systems
 Output to be written to other systems
 Duplicated data entry/Manual data entry
 OCR input/Bar code scan input/QR code scan input/RFID inputs/NFCS inputs
 Manual/XL based calculations

2.Documentation
 No of document types/formats
 Physical paper/Memo (loss of documents, time spent in finding)
 Hand written forms/physical signature
 Soft copy documents or photos (loss of documents, time spent in finding)
 Muti language

3.Reporting
 Key KPIs
 Lack of visibility of progress
 A lot of time is spent in proving same reports to different people indifferent formats
 Lack of visibility of cycle time
 Out put to other systems (No APIs)
4.Flow of work/work collaboration
• No of steps
• No of paths/scenarios
• Work order creation
• Use of google sheets
• shared files
• Use of email
• Requests & approvals
• Physical visits/transport(documents/material Time & cost)/GPS tracking of location

5.People
• No of people involved
• No of business units/departments involved
• No of third parties (customers, suppliers, sub contractors consultants)
• Hierarchy
• User roles & role based access
• Compliance issues/loop holes
• Need to wait if the person is on leave/busy
• Errors due to Manual checking/QA
6.Material
• Movement of Money-Cash/cheque/Online payment (visibility)
• Movement of Stocks & visibility of stocks (Tracking)
• Movement of Assets

7.Systems
• No of systems
• Type of systems
• Cloud/on prem
• Data flows from/to systems
 Customer & If there are B2B
Employee Digital maturity Financials Asset
competitor customers

Employee Online presence Capital intensity-

Ideal customer Average ticket
satisfaction & (compared with Revenue growth Man to machine
profile size
Turnover competition) substitution

Employee Core systems Asset capacity Paying

Customer Profitability &
productivity availability & Utilization or customers &
Satisfaction cost structure
interconnectivity occupancy new customers

Value Employee
Use of paper/ Asset up time & Recurrent
proposition to readiness to Liquidity
automation ageing revenue (ARR)s
Customers adopt digital

Front office/Back
Market share & office, While collar Availability & Solvency (debt Trackability of
/Blue collar, to equity) Sales win rate
opportunities Use of Data/gut assets
Office/remote/hybrid

Connectivity Return on Sales cycle time

Differentiation Levels of Stock
with vendors & Capital & pipeline
with competitors hierarchy movement
subcontractors velocity
Strategic/Corporate planning
We can develop 3-5 year strategic plan by analysing opportunities and threats in the external environment the organization operates
and the internal strengths and weaknesses. We will identify the key strategic levers (e.g. developing new products, expanding in to
new markets, possible partnerships/M&A , improving operational efficiencies, customer experience) and what initiatives need to be
undertaken at corporate and functional level to bridge the gap. We also provide KPI tracking service and required automation if
necessary

Business audit
We can conduct 360 degree scan/health check of the business to identify top pain points, opportunities for improvement and growth.
Using research, observation and historical data. We examine from both Outside in as well as inside out view with respect to customer
(satisfaction, value proposition) , competitor (differentiation compared with top competitors), employee (satisfaction, productivity) ,
asset (utilization, ROI), digital (On line presence, core systems, use of data, paper) & financial (Profitability, liquidity) perspectives

Process improvement/Reengineering
Process redesign to address the top pain points such as cycle time, poor quality out pot, non compliance etc.. Examples include
addressing long cycle time in resolving customer complaints in a call centre environment , Low sales conversion rate for a B2B SaaS
company. High scrap rate in a manufacturing set up, duplication of data entry effort in an insurance back office, high % of non
performing loans in a bank or high cost due to transport costs, paper in addressing to faults in a telecommunication network. We will
also provide recommendations for automation opportunities and if required we ca undertake the delivery as well

Analytics
Identify how data can be used effectively to improve the actions and the decision making process. Examples include providing the
real time visibility of production for an apparel company, Detecting anomalies in payments to suppliers, Sales forecasting for a FMCG
retail, analysis of slow moving stocks for a fashion retail company, analysis of aged Complaints for a call centre. We will also provide
recommendations for automation opportunities and if required we ca undertake the delivery as well
 Business Transformation Canvass

Customer Value Proposition Weak Medium Strong

Differentiation with Competitors Weak Medium Strong

Profitability
Liquidity

Utilization of Assets

Sales effectiveness

After sales support

Front office to back office

Capital-intensive (Man to Machine)

 Business Transformation Canvass

On line presence None FB Website SEO

Recording of transaction Cash register POS Accounting ERP

Processing of salaries XL payroll HRIS

Flow of work paper email Google sheet App/Workflow
Storing of documents File Desktop/laptop Shared folder DMS
Employee readiness (Access to) Access to PC Access to internet Access to mobile
apps
Make decisions Gut feeling XL Power BI Data warehouse/data
lake/AI/ML
Tracking of assets No Barcode NFC RFID
Handle customer complaints Staff Call centre/IVR Ticketing system Chatbot
Handle repetitive computer task Manual XL Macro RPA
Thank You