Project Information System Audits
Something isn’t working. Let’s find out exactly what.
Maybe your projects are running in spreadsheets and email threads. Maybe you’ve invested in tools your team isn’t using consistently. Maybe you’re not sure what you have or whether any of it is working. That’s exactly where an audit starts.
Your projects deserve the right foundation.
Project information lives somewhere in every organization. Sometimes it’s a purpose-built tool like Asana, Monday.com, or Smartsheet. Sometimes it’s a spreadsheet that’s grown beyond what any spreadsheet was designed to handle. Sometimes it’s scattered across email chains, chat threads, and shared drives with no single source of truth.
None of those situations are unusual. All of them have a cost: missed deadlines, inconsistent delivery, leadership with no visibility into what’s actually happening, and teams spending more time managing information than managing work.
The question isn’t whether you have the right system. The question is whether your current approach (whatever it looks like) is actually serving your projects. That’s what we find out.
WHO WE WORK WITH
Who this is for
Organizations with no formal system
You’re managing projects in spreadsheets, email, or shared documents. It works until it doesn’t. An audit gives you a clear picture of where you are and what the right next step looks like without overcomplicating it.
Organizations with tools they aren’t using well
You’ve invested in a project management platform. Adoption is inconsistent, the data isn’t reliable, and you’re not getting the value you expected. An audit identifies why and gives you a practical path to fix it.
Organizations preparing to scale
You’re growing and you want to build the right foundation before adding more people, more projects, and more complexity. An audit ensures you’re building on solid ground rather than fixing problems you inherit.
If you’re considering a PMO but aren’t sure where to start, an audit is often the right first step. It gives you the current-state picture you need before committing to anything larger.
What we do and how we do it
A project information system audit isn’t an IT audit. It’s a people, process, and tools review that looks at how project information flows through your organization and where it breaks down. Here’s how it works:
PHASE 1
Discovery
We start with structured conversations with key stakeholders across your organization. We want to understand how projects are initiated, tracked, communicated, and closed. We also want to capture where you think the gaps are and understand frustrations. We look at what tools exist, how they’re being used, and how project information moves from one person or team to the next.
PHASE 2
GAP Analysis
We compare your current state against project management best practices and what your organization actually needs given its size, complexity, and goals. The GAP analysis is honest and specific. It’s not a checklist of every possible improvement. It’s a clear-eyed look at where the real gaps are and which ones matter most..
PHASE 3
Recommendations Report
You receive a prioritized, practical set of recommendations based on the GAP analysis. Not a wish list. Not a 50-page document nobody reads. A clear view of what will have the most impact, what a realistic path forward looks like, and what the trade-offs are. Some recommendations will be quick wins. Others may point toward a longer-term engagement.
PHASE 4
Debrief
We walk through the findings together. The report doesn’t land in your inbox without context. We explain the reasoning behind every recommendation, answer your questions, and make sure you leave the engagement with a clear understanding of what to do next and why.
One thing worth saying plainly
We are not affiliated with any project management tool or platform. We don’t earn referral fees. We don’t have a preferred vendor.
That means our recommendations reflect what actually fits your organization – not what benefits us to recommend. If your current tools are the right ones and the problem is adoption or process, we’ll tell you that. If you need something different, we’ll tell you that too.
Independent advice is part of what you’re paying for.
What you walk away with
At the end of an audit engagement you’ll have a clear, honest picture of your current state. No more guessing about what’s working and what isn’t. You’ll have a prioritized roadmap that tells you exactly what to address and in what order.
You’ll know which tools to keep, which to sunset, and whether new tools are actually necessary. And you’ll have a foundation for whatever comes next, whether that’s implementing recommendations internally or engaging OVRdrive for ongoing support.
Most importantly, you’ll have the information you need to make confident decisions about how your organization manages projects going forward.
Not sure if you need an audit or a PMO?
That’s a common question and a reasonable one. An audit is the right starting point if you’re not sure what’s broken or if you need a clear picture of your current state before committing to a larger engagement. A PMO engagement makes sense when you’re ready to build lasting infrastructure and you have a general sense of what’s missing.
If you’re not sure which applies to you, start with a conversation. We’ll help you figure it out.
Not sure what’s broken? That’s exactly where we start.
Most audit engagements begin with a simple conversation about what’s not working. No pitch. No pressure. Just an honest look at where you are and what would actually help.