Examples of our work

Processes we've redesigned
and automated for clients

These are the kinds of processes we redesign and automate for our clients.

Enquiry to Booking

Enquiries are captured and followed up automatically instead of getting buried in an inbox.

Customer sends enquiry Sits in inbox No alert or tracking Seen in time? No Enquiry lost Yes Manual reply sent Hours or days later Follow-up sent? No Customer lost Yes Maybe booked
Customer enquiry submitted Logged in CRM Enquiry recorded Confirmation sent Sent to customer Team notified Member assigned Job booked? No Follow-up triggered Automatic reminders Yes Job confirmed – actions triggered Job record created CRM updated Appointment set Date and time set Booking confirmed Sent to customer Job complete

Supplier Invoice Processing

Invoices move from receipt to approval automatically instead of someone keying the data into a system.

Invoice arrives by email Someone downloads it When they get round to it Data entered manually Into accounting system Approved? No Sits waiting Yes Payment sent manually Often late Late payment penalties
Invoice received Data extracted automatically Supplier, amount, date Matches PO? No Flagged for review Team notified Yes Routed to approver Based on approval hierarchy Approved? No Reminder sent Yes Payment scheduled Status tracked throughout

Recurring Reporting

Key reports are generated automatically so teams don't have to pull data together manually every time.

End of week or month arrives Data pulled from systems CRM, finance, email, tools Numbers copied into spreadsheet Manually, every time Manual formatting and checks Takes hours Report sent by email Hoping the numbers are right Errors found? Yes Start again No Report accepted
Report triggered automatically Weekly or monthly CRM data pulled Automatically Finance data pulled Automatically Other systems Automatically Numbers compiled and formatted No manual input Report generated and sent Delivered on schedule Always up to date