Reporting & dashboards
Management and project reports your leaders read — one source of truth, built once and refreshed automatically.
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Automation
Process automation
Fewer steps, less waiting, more output — automate the work that wastes your people's time.
We find where time is lost to retyping, chasing approvals, copying data between files and rebuilding reports — then remove steps first and automate what is left. Typical builds: approval workflows, e-forms, document-control routing, automatic notifications and reminders, scheduled reports, data transfers between systems and AI-assisted sorting of e-mails and documents, on tools you already own such as Microsoft 365, Power Automate, SharePoint and Power Apps. Every automation starts with a measured baseline, so you see the hours and steps saved.
Who it is for
- Finance, HR, procurement, document-control and back-office teams that spend hours on manual routines
- Project teams that chase approvals, submittals and transmittals by e-mail
- Owners who want measurable productivity gains without a large IT programme
What you get
- A before-and-after process map with steps, hand-offs and time per case
- Working automations, documented, with owner training
- A measured saving in hours and steps per month
- A prioritised backlog of the next automation opportunities
How it works
- Map and measure
Walk the process end to end; count steps, hand-offs, waiting time and rework; pick the routines with the biggest saving.
- Simplify first
Remove steps, merge approvals and standardise inputs — there is no point automating waste.
- Automate
Build and test workflows, forms, notifications and integrations; run them alongside the manual process; secure and document them.
- Prove and sustain
Measure the hours and steps saved against the baseline; train the owners; set a backlog of the next automations.
Typical timeline
Weeks 1–2
Map and measure
Weeks 3–6
Simplify and build
Weeks 6–8
Pilot, measure, hand over
Questions we get
Will automation replace our people?
The aim is to remove repetitive work so people spend their time on judgement and customers. We design with the people who do the work, and the saving is measured in hours returned to the team.
Which tools do you use?
Mostly what you already own: Microsoft 365, Power Automate, Power Apps, SharePoint, Excel and Power BI, plus scripts or RPA where needed. We avoid locking you into tools you do not need.
Is our data safe?
Automations run inside your own environment and under your access rules. We work under an NDA, document every flow and apply least-privilege access.
Often combined with
Process X-Ray
Event-log analysis and AI-assisted pilots that show exactly where time is lost.
Learn moreWaste Scan
A 5–10 day diagnostic: your biggest losses, quantified, with a 90-day plan.
Learn moreReady to move a number?
Start with a free 45-minute conversation — no commitment. We will tell you what we would look at first.