Finance
Invoicing, receivables, cash, margin
Work that was delivered but never invoiced. Invoices stuck in a portal. Hours billed that do not match hours worked.
Every part of your business.
Delivery and Scope
Milestones, scope, schedule
Time going to work outside the agreement. Dates that slipped without anyone telling the customer.
Legal and Contracts
Agreements, changes, obligations
Direction given in an email that never became a formal change. Terms a partner agreement is missing.
Quality
Inspections, punch lists, standards
Failed checks with no follow-up scheduled. Work marked done that does not meet your own standard.
Materials and Vendors
Orders, vendors, partners, inventory
Orders larger than the budget allows. Vendors billing past their limit. Deliveries that do not match what was approved.
Compliance
Registrations, insurance, reporting
Licenses and insurance that expire before the work is done. Required reports with nobody assigned.
Fleet and Equipment
Vehicles, equipment, inspections
Mileage that does not match what was billed. Equipment out in the field with an expired inspection.
People
Staffing, pay, certifications
The same person booked in two places at once. Certifications about to lapse. Pay out of line with the agreement.
Client Relationships
Contacts, deliverables, renewals
Customers nobody has talked to in weeks. Renewals coming up that nobody has asked about.