Solutions
Workflow automation for operations teams. We take on the preparation, coordination and follow-through that keep commercial workflows moving, with practical changes that hand the time back to the people doing it, and the possibilities that time opens up.
01 · Service operations
“A query arrives without a reference, and the history sits across three systems and one person’s memory.”
Interpret the request, recover the relevant history, prepare a response and coordinate follow-up. A person is brought in when the case needs judgement.
Time backthe digging, not the conversation.
Request
Why hasn’t the update arrived? Can we still make the 14 October deadline?
Context recovered
Summary
Revised ETA is two days after the agreed deadline. No customer update since 12 Sep.
3 sources · CRM, case system, supplier email
Draft reply from approved context
Agreed actions
Follow-through
02 · Approvals
“A decision pack that takes half a day to assemble and ten minutes to read.”
Assemble the supporting information, check requirements and prepare the pack. Approval authority stays with the appropriate person.
Time backthe half day, not the ten minutes.
Requested
£48,200
Policy
Above £25k needs finance director approval
Assembled from 5 sources · every figure linked to its document
03 · Suppliers
“Updates that arrive incomplete, and a chase list nobody owns.”
Review incoming updates, identify what is missing, prepare the follow-up and make unresolved issues visible to the right person.
Time backthe chasing, not the relationship.
| Partner | Update | Missing | Status |
|---|---|---|---|
| Packaging supplier | Dispatch note | Batch code | Chased today |
| Haulier | Delivery slot | — | Complete |
| Ingredients supplier | Invoice | PO number | Needs owner |
| Maintenance contractor | Job sheet | Sign-off | Due Thursday |
Follow-ups prepared for 2 partners · unresolved issues assigned to named owners
04 · Reporting
“A report finished the day before it is needed, leaving no time for the analysis it was meant to support.”
Prepare the recurring analysis, highlight exceptions and bring together the context behind the numbers, ready for review.
Time backthe assembly, not the analysis.
Requests
1,284
Resolved first time
82%
Exceptions
3
Week 1Week 12
Site 2 volume up 18% in week 10, following the promotion. Context attached for the analyst.
One request, today and with a connected workflow. Illustrative, not a reported customer result.
The request
A customer asks why an update hasn’t arrived, and whether an agreed deadline can still be met.
A colleague reads the email thread, checks the case history, finds the latest update and asks another team what has changed. They compare the position with the original commitment, prepare a response and keep chasing until they have an answer.
The workflow brings together the request, the history and the latest activity. It identifies what’s missing, prepares a summary and drafts a response from approved context. Agreed follow-up runs automatically. Conflicting information, stalled progress or a proposed change to the commitment is raised for review.
Request
Why hasn’t the update arrived? Can we still make the 14 October deadline?
Context recovered
Summary
Revised ETA is two days after the agreed deadline. No customer update since 12 Sep.
3 sources · CRM, case system, supplier email
Draft reply from approved context
Agreed actions
Follow-through
The decision stays with your team
A person reviews the situation, decides what can be promised and handles the customer relationship. They begin with the relevant context and a prepared next step, rather than rebuilding the case from the beginning.
Less time recovering the context. More time resolving the issue.
Illustrative applications, scoped to your systems and agreed controls.
Accounts requested, equipment ordered, documents collected and the first week prepared, with a person checking what matters.
Triaged, routed and followed through, with service levels tracked and the unusual ones sent to someone who can help.
The monthly, weekly and daily tasks that follow a familiar pattern, handled in the background and checked at the end.
Where these workflows show up, and what we’d look at first.
All industries
Bring one real workflow to a free conversation, thirty to forty-five minutes. Or describe it to the assistant on the homepage and see it sketched.