Data & Systems Audit

See how it all
connects before
you change it.

A fixed-scope review of your product data, integrations and operations, checked against how you actually sell. You come away knowing what's working, what isn't, and what to fix first.

Book your auditSee the work it leads to

Choose “Data & Systems Audit” as your topic on the contact form.

Price
$7,500, fixed scope
Timeline
2–3 weeks
You get
Prioritized findings + plan

What we look at

Your store, and
everything around it.

Shopify is rarely the system of record. The audit follows your data from where it starts to where customers see it.

  • 01

    Product data

    Catalog structure, variants, metafields and the attributes customers filter and buy on. Where the data starts, and where it gets lost or re-keyed.

    VariantsMetafieldsFeeds
  • 02

    ERP & integrations

    How orders, inventory, pricing and customers move between Shopify and your system of record, and which hand-offs still depend on a person.

    NetSuiteDynamicsCustom ERP
  • 03

    Fulfillment & logistics

    3PL and WMS connections, stock levels and tracking. The gaps between what the warehouse knows and what the store shows.

    3PLWMSInventory
  • 04

    Apps & theme

    Every installed app checked: is it actually in use, is it switched on in the live theme, and what does it cost. Plus the theme code those apps touch.

    AppsApp embedsTheme code
  • 05

    B2B & wholesale

    If you also sell to businesses: company accounts, price lists and terms, and whether they match how you already sell offline.

    Price listsNet terms
  • 06

    Operations & reporting

    The day-to-day work around the store: who touches what, where spreadsheets fill the gaps, and whether the store, ERP and finance agree on the numbers.

    WorkflowsReporting

How it runs

Two to three weeks,
start to finish.

We look; we don't change anything in your store while the audit runs.

  1. 01 · week 1

    Kickoff

    A working session with the people who run the store, and access to Shopify and the systems connected to it.

    Goals + access

  2. 02 · weeks 1–2

    Review

    Product data, orders and inventory traced through every system they touch. Apps and theme checked against what's actually live.

    Working notes

  3. 03 · weeks 2–3

    Findings

    Easy lifts separated from hard ones, each with a rough effort and the order we'd take them in.

    Prioritized findings

  4. 04 · end of week 3

    Walkthrough

    We take your team through the findings and the plan, and answer questions before anyone commits to a build.

    A plan you can act on

What you get

Clear answers,
in writing.

  • Prioritized findings

    What's wrong, why it matters and how hard it is to fix, ordered so the easy lifts come first.

  • A plan you can act on

    A recommended order of work with rough effort for each item, written so your team or any partner can pick it up.

  • A picture of your systems

    How Shopify, your ERP, fulfillment and apps connect today, and where data stops flowing between them.

  • App and cost inventory

    Every installed app, whether it's in use, and what it costs, so you can see what you're paying for and what you're not using.

Questions

Before you
book.

Talk to a solutions architect
01 What does the audit cost?

$7,500. The scope is fixed and agreed before we start, so the price doesn't move once the work begins.

02 How long does it take?

Two to three weeks from kickoff. The biggest variable is how quickly we can get access to your store and the systems connected to it.

03 What do you need from us?

Collaborator access to Shopify, access to the systems it connects to, and some time with the people who run the store day to day. We'll send a short list at kickoff.

04 Will you change anything in our store?

No. The audit is observation only. Nothing is uninstalled, reconfigured or published while we're looking.

05 What happens after the audit?

That's your call. If you want us to do the work, the next step is architecture: every field mapped and every system named before anyone opens an editor, then a build in 2–4 billed milestones. If you'd rather hand the plan to your own team, it's written so you can.

06 Do we need to be on Shopify, or on Shopify Plus?

The audit is built around Shopify and the systems connected to it, on any plan. Plus isn't required. If you're on another platform or weighing a move, tell us and we'll say plainly whether an audit is the right place to start.

07 How does the audit fit with a larger project?

Most of our engagements start here, because it's cheaper to find problems on paper than in code. If a project follows, we'll be clear up front about how the audit fits into its budget.

Clarity before code.

Book your Data & Systems Audit.

$7,500

Two to three weeks, a fixed scope, and a prioritized plan you can act on. Tell us a little about your store and we'll set up a time to talk.

Book your audit

Systems× People× Possibilities