Services
Every engagement starts with understanding your specific process. These are the categories of work I do, and most projects combine more than one.
Business Process Audit
Not sure where to start, or what's actually worth fixing? A process audit takes a clear-eyed look at how your business operates today: your workflows, your tools, and where the real friction is. You receive a written report with prioritised recommendations: what to change, what to automate, and in what order. The right foundation before building anything.
Workflow Automation
Replace manual, multi-step processes with automated workflows that run reliably without human intervention. Approval chains, data routing, and notifications, all handled.
System Integration
Connect the software you already use (CRMs, accounting tools, email, spreadsheets) so data flows between them automatically instead of being copied by hand.
Data Processing
Extract, transform, and load data from documents, emails, and forms. Stop re-entering information that already exists somewhere: let the system do it.
Data Enrichment
Most business records contain gaps: missing fields, outdated addresses, incomplete company data. Data enrichment automatically fills those blanks by cross-referencing your records against external sources, giving your team reliable, complete data to act on without manual research.
Reporting & Alerts
Automated reports delivered to your inbox on a schedule, and real-time alerts when something needs your attention, without you having to go looking for it.
Document Automation
Generate contracts, invoices, reports, and other documents automatically from templates, populated with the right data, every time, with no manual formatting.
Custom Tooling
When off-the-shelf tools don't fit, I build lightweight custom software: internal tools, dashboards, or scripts, that solve the specific problem without unnecessary complexity.
Training
Want the capability in-house rather than relying on outside help for every change? I'll train you or your team on the automation platforms that suit your business, with hands-on, practical sessions built around your real workflows, not generic tutorials. Walk away with the confidence to create, adjust, and extend your own automations.
Ongoing Support and Optimisation
Automations aren't set-and-forget. Platforms update, processes evolve, and new opportunities emerge. A retainer arrangement keeps me on hand to monitor your workflows, make adjustments as things change, and spot further improvements before they become problems, so your systems keep running smoothly without you having to think about it.