Solutions
Find your function. See the bottleneck and the system that removes it.
Each solution names the manual work a function does today, the workflows we install, the controls that stay with people, and the metrics we baseline in week one.
Finance and accounting operations
The bottleneck. A senior finance person reads every supplier invoice, matches remittances by eye, and chases approvals in the inbox because nothing moves without them.
What we build. We install the workflow that pulls invoices and remittances in, matches them against the purchase order and the ledger, and holds the payment run for a named approver.
Customer support and service desk
The bottleneck. Tickets arrive through email, phone notes and chat, and an experienced person triages all of them because the routing rules only exist in their head.
What we build. We install intake that reads every ticket, attaches the account history and the SLA clock, routes it to the right queue, and holds any customer-facing commitment for a person.
Sales operations and inbound handling
The bottleneck. Inbound enquiries land in an inbox and a form, and a senior person qualifies, enriches and chases each one by hand while the CRM falls behind reality.
What we build. We install the workflow that captures every enquiry, enriches and qualifies it against your written criteria, drafts the quote, and holds the send for the owner.
Marketing operations and reporting
The bottleneck. Marketing reporting is rebuilt by hand each period, ad accounts are checked when somebody remembers, and publishing depends on one person holding the calendar.
What we build. We install the reporting, account checking and repurposing workflow, where every publish and every spend change waits for a person.
Claims, policy and case administration
The bottleneck. Claim forms, policy documents and case files arrive as attachments, and an experienced administrator reads each one, keys it in, and chases the missing pieces.
What we build. We install intake that reads each document, checks it against the file and the policy, and holds every decision and customer-facing letter for a named person.
Logistics and supply chain operations
The bottleneck. Bookings, purchase orders and proofs of delivery move by email and spreadsheet, and one coordinator holds the real status of every load in their head.
What we build. We install the workflow that captures each booking confirmation, purchase order and proof of delivery, reconciles them, and raises exceptions while they can still be fixed.
Deployment
Four stages, the same for every function.
- 01
Discover
We follow the function’s recurring work from trigger to finish and record where it waits and who carries it.
Fit Review - 02
Design
The first workflow is written as an Operating Map with its acceptance test and approval rules.
Operating Map - 03
Deploy
Built inside your systems, run under review on real items, then granted narrow authority.
Production Install - 04
Operate
Monitored, exceptions worked, rules tuned, measured against the baseline.
Managed or handed over
A note on results.
We do not publish third-party benchmark figures or client percentages on these pages. Every install is measured against the baseline recorded in your own systems before launch, and the build records show what has actually been built.
Start here
Show us the workflow.
Tell us what starts it, who owns the result, which tools carry it, and where it stalls. We will tell you whether it is ready to map.
The workflow repeats
One person owns the result
The records exist
Several tools carry the work