Technology audit
Angel Milev, Coordinator EEN-Bulgaria
Applied Reserach and Comunications Fund
Technology/Business Audit
The audit is viewed as a
systematic examination of the
core technology/business
assets of the company and its
capabilities to innovate and
cooperate or do business
internationally.
Type of audits
-Technology audit/business review (TA/BR)
using internal expertise – the TA/BR is
carried out by a member of the Consultant’s
team and one or more representatives of
the company with good insight to the
production/business processes and
problems.
-During the TA/BR the technology/business
problems, capacity and potential of the
company are reviewed and discussed, and
a report is elaborated, providing
suggestions on how the company could
benefit from the services of the Consultant.
Type of audits
-TA/BR using external expertise - if the
technology/business problem is quite
specific, external expertise might be
needed to propose possible solutions.
-The Consultant undertakes to find an
external expert) and the TA/BR is carried
out by three parties – the external expert,
the company and the Consultant.
-The TA/BR ends up with the elaboration
of recommendations for handling the
reviewed problem.
Purposes
1. To collect information on the
company’s status with regards to
technological level;
2. To understand in deep the
company’s needs and
capabilities;
3. To prepare an action
plan/recommendations;
4. To offer relevant services as a
follow-up.
Stages of the audit
1. Preparatory stage
2. Implementation
Stage
3. Follow-up
Stages of the audit
1. Preparatory stage
1. Collect information about the audited client:
-
website;
Internet Search: publications, articles, public databases;
Try to collect as much as possible preliminary information on
company’s needs;
Collect information in general for the branch – trends,
opportunities, specific regulation, standards, etc.
Gathering of information from partners/other clients.
Ensure that the management is involved;
Elaboration of customised questionnaire (usually template)
Stages of the audit
2. Implementation Stage
Thorough interview of the company
representative – at least middle
management representative.
Get through all the information needed.
Get to know all the company’s:
• Processes;
• Technological equipment;
• IPR;
• Products;
• Premises;
• Litter bins 
Remember: The audit starts from the door
step!
Stages of the audit
3. Follow-up
- Prepare a report and consult it with the client;
- Prepare an agreement for collaboration and
commitment and sign it;
- After consulting the report prepare an offer for
services/improvement:
processes/technologies/practices to be
changed OR to be offered;
- Depending on the conclusions:
-
Find an external expert;
Find a technology;
Offer a technology/process, adopted by the company.
Result
The final stage of the Audit should
include a type of commitment on the part
of the company as well as on the part of
the Consultant. The involvement of the
company, after having followed a
thorough assessment by the expert and
having defined the services the company
will receive from the Consultant, is an
essential part in order to reach a specific
agreement with partners for potential
collaboration. The Consultant should
explicitly inform the company about the
long term relationship sought between
the consulting organisation and the
company. This also underlines the need
for continuous communication between
the company and the expert.
Thank you for your attention!
Dipl. Eng. Angel Milev
Coordinator Enterprise Europe Network - Bulgaria
ARC Fund
1113 Sofia, Bulgaria
5, Alexander Zhendov Str.
tel:
+359 2 9733000/344
fax: +359 2 9733588
Mobile: +359 887 194318
angel.milev@online.bg
www.enterprise-europe-network.bg