Systems & automation
Business systems and automation
We replace repeated spreadsheet entry, approvals through messages and manual reporting with a controlled workflow that records who did what and what happens next.
Request a scopeA good fit when
- Approvals happen through calls, chat or email
- The same information is entered in several files
- Managers cannot see current status without asking several people
Common builds
- Approval and request workflows
- Inventory and asset records
- Staff and operations portals
- Management reports and dashboards
Included work
What can be scoped into the project.
- 01Current workflow map
- 02Forms, statuses and approval rules
- 03Work queues for each user role
- 04Notifications and reminders
- 05Dashboards and exports
- 06User guidance and handover
Delivery
How this project runs.
We document the current process, remove unnecessary steps and agree the rules before automating it. The system is introduced by workflow rather than all at once.
The proposal records the included work, exclusions, client responsibilities, review points, timing and fees before delivery starts.
Next step