Find the right place to start.
Map a working day, understand the manual hand-offs and get a ranked plan for what is worth automating.
Plan an auditOwners who know administration is taking too much time but need a clear view of what to improve first.
A defined result
for your business.
- A process map showing how a typical job moves through your business
- A baseline of task volumes and staff time
- Automation opportunities ranked by potential time saved, implementation cost and privacy risk
- A note of what is not worth automating
- A fixed-price proposal for the recommended build
Find the right starting point.
- 01
Follow the work
Trace real tasks from the first enquiry to the final record and identify repeated data entry.
- 02
Record the baseline
Document volumes, staff time, software dependencies and the information each step handles.
- 03
Prioritise the next step
Review the opportunities and receive a defined proposal before deciding whether to build.
Clear terms and limits.
- Payment on report delivery.
- No obligation to commission a build.
- Final scope and terms are agreed before work begins.
Scope boundaries
- Network and general security issues are referred to your IT provider.
- No legal, accounting or tax advice.
Your questions,
answered.
Does an audit commit me to a build?
No. You receive the report and a build proposal, then decide whether to proceed. The audit is useful as a decision in its own right.
Will I have to replace my software?
The approach starts with the tools you already use. The audit checks which connections are suitable and what access or licences would be required.
What if a task is not worth automating?
That belongs in the report too. The aim is a useful decision about the work, including tasks best left as they are.
Make the next step a clear one.
Describe the task, the tools you use and what you would like to make easier.