The Discovery Audit
A focused, two-week engagement that turns guesswork into a blueprint. Compulsory before any implementation begins.
STEP 1
Call Path Documentation
We map every inbound and outbound call flow, department by department, exactly as it happens today.
STEP 2
API & Gap Analysis
We audit your CRM, M365 tenant and line-of-business tools to find where automation and AI can plug in.
STEP 3
Future State Blueprint
A concrete rollout plan: seat tiers, integrations, AI modules, timeline and investment, delivered in writing.
100% of your Discovery Audit fee applies directly to a 36-month contract implementation. If you move forward with UCSTAK, the audit essentially pays for itself.
Ready to map your workflows?
Book a Discovery Audit and get a Future State Blueprint in two weeks.
Book Your Workflow AuditWhy We Require a Workflow Audit First
Most phone system vendors skip straight to a quote based on seat count. We’ve found that approach guesses wrong often enough to cause real problems after go-live — routing that doesn’t match how a department actually answers calls, or an integration nobody scoped properly. A workflow audit removes that guesswork before a contract exists.
The process borrows from standard business process mapping practice, adapted specifically to phone systems: document the current state, find the gaps, then design the future state around what we actually found instead of assumptions.
Because the fee applies in full to your eventual contract, a workflow audit only costs you something if you decide not to move forward — and even then, you keep the Future State Blueprint either way, along with a clear picture of where your current setup actually stands.