JDCS
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jdcs.au · Mid North Coast, NSW

Free assessment · about 10 to 15 minutes

How automated is your business, really?

A quick, honest check across the five areas where most businesses lose hours: foundations, customer flow, back office, people and knowledge, and how joined-up your systems are. Answer as you go and you'll get a clear result, plus the three places worth looking at first.

Built for owners, managers and the teams who actually run these jobs. There are no wrong answers and nothing to study for. It's the same plain read you'd get in a first conversation, scored for you.

1

Foundations

The core systems a business runs on.

Finances run on proper accounting software (Xero, MYOB, QuickBooks)
One source of truth for customers (a CRM or proper customer list, not scattered spreadsheets)
Shared, organised file storage the whole team can find
Business email and comms set up properly
2

Customer flow

Winning and serving the work.

New enquiries are captured and sorted the moment they arrive
Quotes and proposals go out fast and consistently
Quiet leads get a follow-up without someone having to remember
Bookings or scheduling, with automatic reminders
3

Back office

The admin behind the scenes.

Invoices go out on time and chase themselves politely
Information moves between systems without manual re-keying
You can get the numbers you need quickly, without rebuilding a report
Documents and forms are handled without manual shuffling
4

People and knowledge

What your people know and how it is kept.

New staff onboarding follows a repeatable process
Key processes are written down, not just in people's heads
Staff can quickly find the right answer from company knowledge
Knowledge stays in the business when someone leaves
5

Integration and AI maturity

How joined-up and automated things are.

Your core systems actually talk to each other
Little or no manual copy-paste between tools
Some work already runs automatically in the background
You have simple AI rules or guidelines for the team
One step to your results

See your score and your top opportunities

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