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, notifications — 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Most business records contain gaps — missing fields, outdated addresses, incomplete company data.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 — 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.