Proposal • 12 November 2026

Operational Audit and AI Consulting

Prepared for: DiamondCorp
Prepared by: James Diamond

A practical review of administration and project coordination, focused on making everyday work easier for the team.

Proposed audit investmentCAD $3500 + HST
Pricing basisFixed fee; implementation separate

What We’ll Do Together

Spend time with DiamondCorp’s team to understand how administration, project coordination, and day-to-day project management work in practice. We’ll follow real tasks, see where information moves between people and systems, and identify ways to make individuals’ work easier.

The engagement covers up to four agreed workflows. It is an audit and review, not an automation build. Recommendations may involve simpler processes, training, better use of existing tools, or selective automation. Marketing work is outside the focus of this engagement.

How the Engagement Unfolds

1. Agree priorities and prepare

Confirm the workflows to review, the people to meet, and representative materials to discuss. Identify what a useful improvement would look like for each workflow.

2. Work alongside the team

Meet with staff and walk through actual tasks from start to finish. Observe handoffs, repeated data entry, follow-ups, approval steps, and the tools people use. Sessions take place in the office or remotely as appropriate.

3. Analyse and develop recommendations

Use independent working time to review the findings, research suitable approaches, and compare improvements. Consider existing tools first, alongside information sensitivity, access requirements, and the need for human review.

4. Review findings and choose next steps

Present the recommendations, discuss priorities with DiamondCorp, and identify which improvements are worth pursuing. Any implementation is scoped and approved separately before build work begins.

Approximately one working week, or four to five total working days, covers preparation, time with the team, independent research, analysis, documentation, and the findings review. This is the total effort for the audit, not a week in the office followed by additional report-writing time. Dates and the balance of office and independent work will be agreed together.

What DiamondCorp Receives

  • A clear summary of the current process and findings for each of the agreed workflows.
  • Prioritized recommendations, including practical improvements available through existing tools or changes to the process.
  • Potential benefits and suggested ways to assess whether an improvement is worthwhile.
  • Relevant dependencies, information requirements, and staff approval points.
  • An implementation roadmap with indicative effort and cost for recommended next steps.
  • A findings review to discuss the recommendations and answer questions.

DiamondCorp keeps the findings and roadmap whether or not implementation proceeds. Additional opportunities noticed during the audit can be recorded for later consideration; detailed review remains focused on the four agreed workflows.

Proposed Engagement and Investment

Operational audit and recommendationsCAD $3500 + HST
ScopeUp to four agreed workflows
Total planned effortApproximately four to five working days

The fixed fee includes the discovery and preparation work, team sessions, independent research, analysis, documentation, and findings review described above. DiamondCorp will coordinate access to relevant team members, systems, and representative materials. Work beyond the agreed scope requires separate approval.

Implementation, if you choose to proceed

Automation implementation is quoted separately, with projects starting at CAD $2500 + HST. Each project’s scope, deliverables, and fee are agreed before work begins. The audit does not commit DiamondCorp to a build or promise a particular number of automations.

If DiamondCorp proceeds with an implementation project within 60 days of audit delivery, 50% of the audit fee, up to CAD $1750, is credited toward that implementation. The credit is applied once and does not reduce the audit fee payable.

Additional advisory work is available at CAD $150 per hour + HST, with approval. Ongoing support is quoted separately.

Possible Ideas to Explore

These examples illustrate the kinds of improvements we may discuss. They are not findings about DiamondCorp’s current operations or commitments to build.

Project updates and reporting

Collect project-owner updates in a consistent format, highlight missing information, and prepare a draft status report for staff review.

Meeting actions and follow-up

Prepare an action list from approved meeting notes, assign owners for review, and make outstanding follow-ups easier to track.

Document reviews and approvals

Make it easier to see what is awaiting review, who needs to respond, and which document version is current.

Recurring project administration

Reduce repeated copying between trackers, standardize recurring checklists, or simplify reminders for routine project tasks.

Questions for Our Working Sessions

  • Can you show me a recent example of this task from start to finish?
  • Where do you spend the most time chasing, copying, checking, or reformatting information?
  • Which steps depend on another person, and where does work tend to wait?
  • Which system or document holds the approved information?
  • What exceptions make the task more difficult than it first appears?
  • What would make this work easier for you, and what must remain under your control?

Next Steps

Confirm the audit scope, nominate a team contact, and agree the working dates. We’ll then identify the participants and materials needed for the first sessions. Scheduling and payment arrangements will be confirmed before the engagement begins.