Map the real process
Follow a piece of work from request to completion. Identify duplicate entry, delays, exceptions and the decisions a person needs to make.
Workflow automation
Less chasing.
More getting done.
Connect the steps, systems and people behind repetitive work.
Discuss a workflow01
Map the real process
02
Build a focused improvement
03
Test and hand over
When it is useful
Sound
familiar?
- Your team copies the same information between systems.
- Approvals, reminders or handovers depend on someone remembering.
- Routine requests take too long to reach the right person.
The work
From the first question
to a usable result.
Build a focused improvement
Connect existing tools, automate an agreed sequence or build a small application where it is needed. Start with one workflow and a defined result.
Test and hand over
Check normal cases and failure cases with the people doing the work. Agree who owns it, how problems are spotted and what support is included.
What you receive
Something
to work with.
- 01A documented workflow and agreed acceptance criteria
- 02The working integration, automation or small application
- 03Testing with your team, operating instructions and an agreed support arrangement
An illustrative scope · not a client case study
The situation
An enquiry arrives by email. Someone retypes it into a tracker, chases missing details and asks a colleague to prepare the next document.
A possible engagement
The request creates a record, flags missing information and prepares the next step for review. A person retains the decisions and approvals you specify.
Agreeing the scope
We agree the workflow, system access, exceptions and acceptance criteria before building. Third-party licences, ongoing hosting and maintenance are identified in the proposal.
Relevant previous work
Connecting five Zoho modules into one commercial view
Founders' previous work · Explore the CRM reporting case
From a message to a consistently branded document
Founders' previous work · Explore the document automation case
A useful first conversation
Tell us what
needs to change.
Discuss a workflowStill deciding where to start? Explore the free discovery workshop