66
The Code 66
AI • Software • Digital Auditing
Governance | Risk | Assurance | Transformation
Interactive corporate advisory catalogue

Find What Is Holding Your Business Back

Explore 45 advisory services designed to improve governance, controls, visibility and performance.

45Corporate Services
8Advisory Families
6Recommended Packages
Built for BoardsOwnersCEOsCFOsAudit CommitteesCIOsGovernance-ledEvidence-basedExecution-focused
Recommended starting point

Not sure where to start?

Begin with Business Health Check™

Before investing in systems, people, restructuring or transformation, get a clear view of business health, hidden risks, control gaps, profit leakage and quick wins.

Identify hidden risksGovernance, control and execution gaps.
Detect profit leakageCost, margin, payroll, procurement and stock exposure.
Prioritize actionQuick wins, ownership and leadership rhythm.
Build a 90-day planPractical roadmap before a larger engagement.

Why this catalogue feels different

It is designed as a self-guided business diagnostic journey, not a static services list.

Issue-led: visitors start from the business problem they recognize.
Outcome-led: every family connects services to leadership value.
Conversion-led: the flagship diagnostic and download CTA create a clear next step.
Mobile-led: cards, filters and CTAs remain easy to scan on phones and tablets.
Start Here

What do you want to improve?

Choose a business problem and the page will guide you to the right advisory area.

This turns the catalogue into a self-guided diagnostic journey instead of a static services list.

Flagship starting point

Business Health Check™

A complete check-up of your business before you invest in systems, people, restructuring or transformation.

Business Health Check™ gives owners, boards and executive teams a clear view of the organization's real condition and where leadership should act first.

Financial HealthMargins, cash, reporting, receivables and leakage.
Operational HealthProcesses, delays, assets, procurement and inventory.
Governance & ControlsAuthority, approvals, risk, compliance and policy discipline.
People & PerformanceRoles, KPIs, accountability, structure and execution rhythm.
Technology & DataERP readiness, dashboards, data quality and cybersecurity.
Growth ReadinessTransformation priorities and 90-day executive roadmap.
Catalogue Structure

8 advisory families for corporate transformation

Explore by business area, then reveal the specific services when needed.

The family cards provide fast executive scanning. Each family links to detailed services, scope and outputs.

Smart service explorer

Explore services by leadership need

Use quick filters to highlight the services most relevant to owners, boards, CEOs, CFOs, operations teams and digital transformation leaders.

Filter:
01 / Advisory Family

Corporate Diagnostics

Business, performance and improvement diagnostics.

These services help leadership understand the real condition of the organization before starting restructuring, investment, ERP implementation, expansion or transformation.

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01

Business Health Check™

A full diagnostic of the company’s business condition, designed for owners, boards and executive teams.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Financial, operational, governance, people, technology and growth readiness review
  • Hidden risks, control weaknesses, inefficiencies and growth barriers
  • Executive findings report and 90-day improvement roadmap
02

Performance Health Check™

A diagnostic of departments, teams, KPIs, productivity, accountability and service delivery performance.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Department performance, KPI achievement and staff productivity review
  • Workload balance, turnaround time and follow-up discipline assessment
  • Department scorecards and performance improvement roadmap
03

Cost Leakage & Profit Protection Review

A practical review to identify where profit, cash, margin or value may be leaking from the business.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Expense, procurement, inventory, payroll, discount and margin leakage review
  • Duplicate payments, unapproved spending and operational waste indicators
  • Cost-saving opportunities and profit protection action plan
04

Strategic Planning & Execution Framework

Helping leadership convert strategy into structured priorities, targets, actions and review rhythm.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Strategic priorities, OKRs, departmental goals and action plans
  • Quarterly business review structure and execution dashboard
  • Leadership follow-up cadence and benefits tracking
02 / Advisory Family

Governance, Risk & Controls

Governance structures, internal controls and risk management.

These services create the discipline needed for growing companies, family businesses, groups, regulated entities and owner-led organizations moving toward professional management.

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05

Internal Controls Establishment

Design and implementation of practical internal controls across finance, procurement, operations, inventory, HR, sales and IT.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Risk-control matrix, maker-checker controls and segregation of duties
  • Payment, procurement, inventory, payroll, sales and fixed asset controls
  • Control testing, improvement plan and implementation support
06

Delegation of Authority Matrix

Design of approval limits and decision rights so authority is clear and controlled.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Financial, procurement, HR, capex, sales discount and contract approval limits
  • CEO, board, management and department authority separation
  • Emergency approval rules and authority documentation
07

Enterprise Risk Management

A structured risk management system for identifying, assessing, monitoring and reporting enterprise risks.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Risk management framework, risk register and risk appetite statement
  • Department risk registers, KRIs, ownership and treatment plans
  • Risk committee structure and board/management risk reporting
08

Compliance Framework

A practical system for managing regulatory, legal, contractual and policy compliance obligations.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Compliance obligation register, calendar and reporting framework
  • Policy compliance review, non-compliance tracker and certification process
  • License, permit, contract and regulatory requirement monitoring
09

Corporate Governance Documentation

Development of governance documents for boards, committees, management forums and leadership oversight.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Board and committee charters, governance calendar and reporting templates
  • Minutes, action trackers, conflict-of-interest and related-party controls
  • Governance maturity review and improvement roadmap
10

Family Business Governance

Governance support for family-owned businesses seeking professionalization and sustainable growth.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Ownership-management separation, family council and decision rights
  • Role clarity between family members and professionals
  • Succession planning support and professionalization roadmap
11

Fraud Risk Review

A sensitive review of fraud indicators, control bypasses and red flags across high-risk business areas.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Procurement, payroll, cash, inventory, vendor and expense fraud indicators
  • Approval bypass, conflict-of-interest and manipulation red flags
  • Fraud prevention controls, whistleblowing mechanism and investigation support
12

Policy Framework Development

Development of policies that define expected behavior, control requirements and governance discipline.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Finance, procurement, HR, IT, cybersecurity, data, travel and expense policies
  • Conflict of interest, whistleblowing, vendor, risk and internal audit policies
  • Business continuity, AI usage and document control policies
03 / Advisory Family

SOPs, Process & Operating Model

Documented processes, reengineering and operating model design.

These services help companies move away from undocumented, person-dependent working methods toward controlled, scalable and measurable operating systems.

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13

SOP Writing & Process Documentation

Professional SOP writing and process documentation for departments and business functions.

Best for: COOs / Operations / Owners
Key scope / outputs
  • SOPs, department manuals, process flowcharts and work instructions
  • Approval workflows, forms, templates and process ownership matrix
  • SOP implementation training and document control system
14

Business Process Reengineering

Redesigning processes to reduce delays, duplication, manual effort, waste and control weaknesses.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Process mapping, bottleneck analysis and waste identification
  • Approval simplification, turnaround time reduction and workflow redesign
  • Automation recommendations and new process implementation support
15

Operating Model Design

Design of how the organization should operate across structure, governance, processes, roles and service delivery.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Target operating model, decision rights and process ownership
  • Centralized vs decentralized model and department interfaces
  • Service-level agreements and management reporting rhythm
16

Shared Services Setup

Setup of shared services models for groups or multi-location businesses.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Finance, HR, procurement and IT shared services design
  • Service catalog, SLA design, ticketing and workflow model
  • Chargeback model, performance KPIs and governance structure
17

Project Management Office Setup

Establishing project governance and tracking discipline for multiple initiatives and transformation programs.

Best for: COOs / Operations / Owners
Key scope / outputs
  • PMO structure, project charters, milestone tracking and dashboards
  • Risk and issue logs, steering committee reporting and prioritization model
  • Benefits tracking and implementation follow-up rhythm
18

Change Management & Transformation Support

Supporting adoption of new processes, systems, structures and transformation initiatives.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Change readiness assessment and stakeholder mapping
  • Communication plan, training plan and resistance management
  • Change champion network, adoption KPIs and post-implementation support
04 / Advisory Family

Finance, Assurance & Profit Protection

Finance process improvement, internal audit and control assurance.

These services help CFOs, owners and audit committees improve financial visibility, reduce leakage, strengthen assurance and create disciplined financial operations.

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19

Finance Process Improvement

Improving the finance function’s processes, reporting discipline, controls and management information.

Best for: CFOs / CEOs / Owners
Key scope / outputs
  • Month-end closing, bank reconciliation, receivables and payables improvement
  • Cash flow reporting, budgeting, expense approval and reporting packs
  • Chart of accounts review and finance department restructuring support
20

Internal Audit Services

Outsourced or co-sourced internal audit services for recurring assurance and control improvement.

Best for: CFOs / CEOs / Owners
Key scope / outputs
  • Internal audit charter, audit universe and annual audit plan
  • Department, branch, inventory, procurement, payroll, revenue and compliance audits
  • Internal audit reports and management action follow-up
21

Payroll & Attendance Controls

Review and strengthening of payroll, attendance, overtime, incentives and HR-master data controls.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Attendance system review, overtime controls and payroll reconciliation
  • Ghost employee indicators, leave balance controls and salary approval workflow
  • Incentive, commission and HR-master data control review
22

Sales, Revenue & Receivables Controls

Strengthening revenue visibility, sales discipline, credit control and collection effectiveness.

Best for: CFOs / CEOs / Owners
Key scope / outputs
  • Sales process, discount approvals, customer onboarding and sales order controls
  • Receivable aging, collection process, bad debt and sales return controls
  • Commission controls and customer profitability review
23

Contract Management Review

Improving contract governance, renewal tracking, obligations monitoring and contractual risk visibility.

Best for: CFOs / CEOs / Owners
Key scope / outputs
  • Contract register, approval workflow and repository design
  • Renewal, obligation, SLA, payment term and penalty clause tracking
  • Contractual risk review and compliance monitoring
24

Capex & Project Controls

Controls for major investments, construction, equipment, expansion and capital projects.

Best for: CFOs / CEOs / Owners
Key scope / outputs
  • Capex approval process, project budget controls and cost tracking
  • BOQ, vendor selection, milestone payment and variation order controls
  • Completion certification and capex reporting dashboard
05 / Advisory Family

People, Organization & Performance

Structure, roles, KPIs, accountability and people governance.

These services address the human and organizational side of performance: unclear roles, weak reporting lines, poor accountability, informal HR practices and unmeasured productivity.

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25

Organizational Restructuring

Redesign of organization structure, reporting lines, department design and accountability model.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Organogram review, department restructuring and span of control assessment
  • Role duplication review, shared services model and new organogram design
  • Governance and accountability model for the redesigned structure
26

Job Descriptions & Role Clarity

Clarifying what each role owns, reports, decides, delivers and is accountable for.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Job description writing, RACI matrix and responsibility mapping
  • Reporting lines, authority levels and KPI mapping to roles
  • Department responsibility charters and role duplication review
27

KPI Design & Performance Management System

Designing practical KPIs and review rhythms for company, department and employee performance.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Company, department and employee KPIs with balanced scorecards
  • KPI dashboards, target setting and ownership matrix
  • Monthly performance review templates and KPI evidence validation
28

HR Policies & People Governance

Development and improvement of HR governance, employee lifecycle controls and HR policy framework.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Recruitment, onboarding, attendance, leave, appraisal and disciplinary policies
  • Promotion, compensation, training, grievance and exit processes
  • HR compliance review and people governance improvement plan
29

Customer Service & Complaint Management

Improving customer service quality, response time, complaint handling and escalation discipline.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Complaint handling SOP, categorization and escalation matrix
  • Response time tracking, service quality review and feedback mechanism
  • Root cause analysis and service improvement roadmap
30

Training & Capacity Building

Practical training for teams implementing governance, controls, risk management and transformation improvements.

Best for: CEOs / HR / Department heads
Key scope / outputs
  • Training on SOPs, internal controls, governance and risk management
  • Internal audit, procurement, finance controls, cybersecurity and AI governance
  • KPI management, performance improvement and implementation discipline
06 / Advisory Family

Assets, Procurement & Operations

Asset tagging, inventory, procurement and operational controls.

These services are practical, evidence-based and highly relevant for factories, trading companies, schools, hospitals, warehouses, retailers, branch networks and multi-location companies.

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31

Fixed Asset Tagging & Asset Management

Physical asset verification, tagging, register creation and fixed asset control improvement.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Asset tagging, barcode/QR code tagging and physical verification
  • Asset register, location mapping, custodian assignment and condition assessment
  • Missing/damaged asset report, disposal controls and reconciliation with books
32

Inventory & Warehouse Controls

Review and strengthening of stock controls, warehouse processes and inventory accuracy.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Inventory count, stock reconciliation, coding and bin/location mapping
  • Goods receiving, issuance, adjustment and warehouse SOPs
  • Slow-moving/dead stock, loss/leakage review and inventory dashboard
33

Procurement & Vendor Governance

Strengthening procurement planning, vendor controls, approvals, tendering and delivery verification.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Procurement policy, vendor onboarding, evaluation and purchase order controls
  • Quotation comparison, tender process and conflict-of-interest controls
  • Delivery verification, vendor performance scorecards and leakage review
34

Branch / Outlet / Regional Office Audit

Audits and performance reviews for branches, outlets, field offices and regional operations.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Cash, stock, attendance, expense, asset and local procurement controls
  • Sales reporting, customer service and branch compliance checklist
  • Branch performance scorecards and mystery audit support
35

Vendor Due Diligence & Third-Party Risk

Review of vendor risk, onboarding discipline, outsourcing governance and third-party controls.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Vendor risk assessment, compliance checklist and financial/operational due diligence
  • Data/security risk review and contractual risk review
  • Vendor performance scorecards and outsourcing governance
36

Manufacturing Operations Review

Review of production efficiency, controls, wastage, quality, downtime and plant performance.

Best for: COOs / Operations / Owners
Key scope / outputs
  • Production process, material usage controls and wastage analysis
  • Quality control, maintenance planning, inventory flow and safety controls
  • Cost of production review and plant KPI framework
07 / Advisory Family

Digital, ERP, Data & AI

Technology readiness, reporting, cybersecurity and responsible AI.

These services connect governance with technology so systems, data, dashboards, ERP, cybersecurity and AI adoption support better decisions and stronger controls.

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37

ERP Readiness & Implementation Advisory

Preparing the business before ERP implementation and supporting governance during implementation.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • ERP readiness, business requirements documentation and process mapping
  • Chart of accounts review, data cleaning plan and user role matrix
  • Vendor evaluation, UAT support, go-live readiness and post-implementation review
38

MIS, Dashboard & Reporting Improvement

Designing better management reports and dashboards for leadership decision-making.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Finance, sales, inventory, procurement, HR, KPI and board dashboards
  • Data source mapping, report automation and data quality checks
  • Power BI advisory and management reporting pack design
39

Data Governance & Data Quality Review

Improving the reliability, ownership and control of business data used for reporting and decisions.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Data ownership matrix, data quality assessment and master data review
  • Customer/vendor/product master cleanup and duplication review
  • Data access controls, reporting reliability and data dictionary support
40

Cybersecurity & Information Security Review

Review of cybersecurity posture, IT controls, access controls and information security readiness.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Cybersecurity health check, IT governance and access control review
  • Password policy, backup, email security, endpoint and website security review
  • Incident response readiness, ISO 27001 readiness and awareness training
41

Business Continuity & Disaster Recovery

Helping organizations prepare for disruptions, technology failure, operational crises and recovery needs.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Business impact analysis, critical process identification and BCP/DRP plans
  • Recovery time objectives, recovery point objectives and backup strategy review
  • Tabletop exercises, BCP testing and crisis communication plan
42

AI Governance & Responsible AI Advisory

Supporting safe, controlled and responsible AI adoption within corporate environments.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • AI usage policy, AI risk assessment and responsible AI framework
  • Data privacy risk, bias, accountability and human review controls
  • AI use-case prioritization, adoption readiness and vendor risk review
43

Digital Transformation Roadmap

Creating a practical roadmap for automation, modernization, systems, dashboards and transformation.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • Current state assessment, digital maturity review and system gap analysis
  • ERP/CRM/HRMS recommendations and automation opportunities
  • Digital governance model and transformation prioritization roadmap
08 / Advisory Family

Sector-Specific Corporate Controls

Specialized reviews for retail, distribution, real estate and construction.

These services adapt The Code 66 governance and control thinking to high-risk operating environments where cash, stock, projects, sites, contractors and customer files require disciplined control.

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44

Retail & Distribution Controls

Controls and performance reviews for retail chains, outlets, distributors and sales networks.

Best for: CIOs / CEOs / Transformation teams
Key scope / outputs
  • POS, cash reconciliation, stock movement, discount and sales return controls
  • Branch stock audits, customer credit controls and distribution route controls
  • Delivery verification and outlet performance review
45

Real Estate / Construction Controls

Project governance and control reviews for developers, builders and construction companies.

Best for: Owners / CEOs / Boards
Key scope / outputs
  • Project governance, contractor/vendor controls and BOQ/variation controls
  • Material controls, site inventory, payment certification and progress reporting
  • Sales booking controls, customer file controls and project profitability review
Recommended advisory packages

Practical packages for easier executive buying decisions

Focused options for leadership teams that want a clearer starting point.

Packages combine related services into business-friendly offers for diagnosis, controls, operations, finance, organization and digital readiness.

Diagnostic Starter Package

Quick clarity before committing to a larger improvement program.

  • Business Health Check™
  • Performance Health Check™
  • Cost Leakage Review
  • 90-day improvement roadmap

Controls Implementation Package

For companies that need structure, authority, SOPs and internal controls.

  • SOP writing and policy framework
  • Internal controls establishment
  • Delegation of authority matrix
  • Risk-control matrix and implementation support

Operational Controls Package

For businesses with warehouses, assets, procurement, branches or operational leakage.

  • Fixed asset tagging and asset register
  • Inventory and warehouse controls
  • Procurement and vendor governance
  • Branch/outlet review

Finance & Assurance Package

For finance leaders who need stronger reporting, assurance and control discipline.

  • Finance process improvement
  • Internal audit support
  • Payroll, revenue and receivables controls
  • Management reporting pack

Organization & KPI Package

For companies facing role confusion, weak accountability or poor performance visibility.

  • Organization restructuring
  • Job descriptions and RACI matrix
  • KPI framework and performance management system
  • Monthly review rhythm

Digital Readiness Package

For companies preparing for ERP, dashboards, automation, cybersecurity or AI adoption.

  • ERP readiness assessment
  • Dashboard and MIS improvement
  • Data governance review
  • Cybersecurity and AI governance readiness
How to engage

Start with the right advisory conversation

Every organization has a different maturity level, urgency and complexity. The Code 66 helps leadership define the right scope before diagnosis, design, implementation or advisory support.

01

Discovery Discussion

Understand context, priorities, pain points and improvement expectations.

02

Scope Definition

Select the relevant family, diagnostic area or package.

03

Evidence-Based Review

Review documents, data, systems, controls, KPIs, assets and roles.

04

Findings & Roadmap

Present findings, priorities, ownership, timeline and next steps.

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Download the Full Corporate Advisory Catalogue

A complete guide to The Code 66's 45 advisory services, 8 advisory families and 6 implementation packages - designed for owners, boards, CEOs, CFOs and executive teams.

Recommended next step: use the PDF as a boardroom reference, but use this web page as the main client-facing experience.

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What You Receive

Clear outputs clients can understand and use.

Every The Code 66 engagement is designed to produce practical deliverables, not only advisory discussion.

Executive diagnostic report

A clear summary of what is happening, why it matters and where management should focus first.

Risk and control gap summary

Identification of weak approvals, missing controls, governance gaps and exposure areas.

Profit leakage indicators

Practical observations around cost, cash, procurement, payroll, inventory, margins and reporting.

Process and SOP weakness map

Where work is undocumented, delayed, duplicated, person-dependent or difficult to monitor.

Data, dashboard and ERP observations

Whether current systems provide reliable visibility for owners, boards and management.

90-day improvement roadmap

Prioritized quick wins, ownership, action areas and recommended implementation sequence.

Not sure which area applies to your business? Describe the problem in your own words and let The Code 66 Adviser guide you.
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