Process mapping
Document the steps, owners, dependencies and exceptions in one recurring workflow. Remove unnecessary steps before automating the rest.
04 / Operations systems
Less chasing.
Clearer handovers.
Connect onboarding, documents, task routing and status updates so routine work follows a process your team can see.
Discuss this system
01Receive work02Check information03Route tasks04Resolve exceptions
Make the everyday
work better.
The sale is agreed, but delivery starts with another chain of emails asking for the same information. Operations systems make the next step clear and surface what is missing.
What we can build
A useful system,
from start to finish.
The final scope names the tools, actions, output limits and review points.
Client onboarding
Collect agreed information, check completeness and create the right project or customer records. Keep sensitive information out of unnecessary channels.
Document preparation
Populate approved templates from verified inputs. Contracts, regulated content and unusual conditions go to a responsible reviewer.
Task and status routing
Create tasks in the tools the team actually uses. Give each one an owner and a sensible due date, with escalation when work is blocked.
Connected records
Reduce repeated entry across the agreed systems. Decide which record is authoritative and what happens when values conflict.
Exceptions and recovery
Make failures visible, preserve context and define how to retry or hand work back to a person. Include a simple runbook.
Example, not a client result
How it could work.
After a consultancy approves a project, the system prepares onboarding questions, creates the project folder and draft task list, then flags missing client information. The delivery lead approves the schedule before it is shared.
What we measure
Track time to complete onboarding, repeated data entry, overdue handovers and exceptions requiring manual repair.
What we need from you
A process owner, real examples of recent work, approved document templates and access to the tools in scope.
How pricing works
We scope named workflows, not an entire business in one go. Complex migrations, custom portals and regulated decisions need a separate plan. Build costs, software and ongoing support are confirmed in writing.
Before we begin
A few questions.
Should every step use AI?
No. Predictable rules are usually better handled with ordinary automation. AI is useful where summarising or interpreting information adds value.
What happens if a connection fails?
The agreed design includes visible errors, retry rules where appropriate and a named manual fallback. Critical work should not depend on a silent background task.
Your next project
Make one workflow
work harder for you.
Tell us what you do today and where it slows down. We’ll help scope a practical operations system.
Let’s talk about itScope & investment
What your budget covers.
Operations system
From £1,999 + £249/month optional support
One intake-to-onboarding or fulfilment process, up to 3 tools, 2 approval checkpoints, a failure queue and manual fallback.
Data migration and additional departments separate. Support: monthly check and up to 3 hours of maintenance; tool fees extra.
Starting prices apply to the stated scope. All figures are in GBP. Your written proposal confirms the total and any applicable tax before you commit. Advertising spend, platform subscriptions, domains and usage fees are separate. Optional support is a separate choice.
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