Platform Audits
Discover how a tailored platform audit can optimize your setup, align with your goals, and drive better outcomes for your team.
Every organization has unique goals, workflows, and technical experience, so your platform audit should be just as unique.
We begin by understanding your existing systems, workflows and objectives, identifying areas where improvements can be made. Then, we tailor our audit process to ensure we provide actionable insights and practical recommendations.
How We Make It Work
A proven, step-by-step process tailored to your goals — built for clarity, performance, and long-term success.
01. Discovery
We meet with your team to understand your structure, setup, and goals. Setting the stage for a tailored solution.
02. Strategy
We craft a custom plan that fits your needs. From onboarding flows to training paths or audit priorities.
03. Execution
Our experts deliver live sessions, audits, or walkthroughs using your real platform and workflows.
04. Support
We leave you with documentation, recordings, and support options to keep the momentum going.
What’s included in every platform audit:
We design audits around your specific setup. Here’s what you can expect from our thorough, customized approach:
- We assess your platform's configurations, integrations and usage against industry best practices.
- Our audits provide clear steps for optimization, aligning your platform with your broader business goals.
- You’ll get personalised recommendations and support for implementation, making sure you can act on the audit findings immediately.
- Along with the audit report, you’ll receive training resources and optional follow-up sessions to ensure your team has the knowledge to carry out improvements.
Here’s what teams usually ask us before getting started.
We focus on enablement, not just delivery. That means everything we do is designed to give your team the confidence and clarity to manage Optimizely independently, not rely on us forever.
Absolutely. Whether you’re onboarding new users or adopting the platform for the first time, we meet you where you are and build from there.
That’s often the best time to work with us. We help you optimise what’s in place, spot gaps and empower your team to take ownership of the platform moving forward.
Not at all. We work with digital teams of all sizes, from startups to global brands – and tailor everything to your capacity, tools, and pace.
Yes. We offer flexible post-delivery options including Q&A sessions, documentation packages and booster training to keep your team sharp and self-sufficient.