Before automating a process, find the work and decisions that matter
Use real transactions to map work, waiting, data ownership and exceptions, then turn operational frustrations into a focused automation project.
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Prepare your business to serve more customers before increasing marketing
Find delivery bottlenecks, remove avoidable work and connect sales promises to real capacity before increasing the volume of customer enquiries.
Make repeat B2B orders easier without repeating old mistakes
Build a B2B reorder journey that reuses buying intent while checking current prices, products, permissions and the order that reaches your ERP.
Connect online bookings to a service your team is ready to deliver
Connect scheduling, preparation, reminders and appointment outcomes so online bookings lead to suitable conversations and well-prepared service.
Sales follow-up automation that remembers the conversation
Organise relevant sales follow-up with agreed next actions, clear stopping rules and shared context that survives replies, delays and staff absence.
Automate client onboarding from a signed agreement to a useful first result
Connect sales handover, customer preparation and internal ownership so new clients can reach a useful first result with fewer repeated requests.
Customer portals that answer real questions and make buying easier
Design a customer portal around useful tasks, understandable status and clear ownership, with connected workflows and a practical route to human help.
Does your growing business need a new ERP? Start with the evidence
Assess recurring operational limits, compare ERP replacement with targeted improvements and define a measurable first outcome for a growing business.
Connect CRM and ERP so sales can make promises operations can keep
Connect customer relationships with orders and delivery through clear data ownership, visible synchronisation and a complete first sales journey.