What can a business automation review look at?
We can look at the route from an enquiry to a quote, booking or sale; reminders and follow-ups; task allocation; routine reporting; or handovers between teams and systems. The work is chosen around a real problem in your business.
An integration is only useful when it connects the right information and handles exceptions. Before changing anything, we identify who owns the process, what the systems allow and which approvals are needed.
- Enquiry ownership and follow-up reminders.
- Repeated data entry and disconnected records.
- Scheduling, task allocation and handovers.
- Recurring summaries and management information.
Simplify before automating
We walk through a real example from start to finish. If the underlying process is unclear, we address that first. Automating a confusing process can simply repeat the confusion more quickly.
A useful first trial has a defined input, a clear output and someone responsible for checking it. We agree how to deal with missing data, duplicate records, failed connections and work that needs a human decision.
Measure the benefit and the full cost
We establish how often the task happens and roughly how long it takes, then compare the trial with that baseline. We also look at accuracy, customer experience and whether the change creates work elsewhere.
Setup, licences, support and maintenance belong in the calculation. Hours released are recorded as capacity unless there is evidence of an actual cash saving. A small task with low volume may not justify a bespoke build.
Build, test and hand over
Agreed implementation can include configuring approved tools, connecting supported systems and showing the team how to use the new process. Where specialist coding or sector expertise is needed, we identify that separately.
Before a live change, we agree authorisation, suitable backups, test cases and a rollback or manual fallback. Handover should explain ownership, running costs, exceptions and the level of support included.
A sensible first engagement
A free call establishes the problem and whether a scoped review would help. Paid work is calculated at £600 per agreed day, with fixed quotes where the scope permits. VAT is not currently added to consultancy fees.
A review and action plan can be commissioned without committing to implementation. Any ongoing maintenance or specialist costs are agreed explicitly; they are not assumed to be included indefinitely.
Your questions, answered
Is automation the same as AI?
No. A rule-based reminder or system connection may not use AI at all. AI can assist tasks such as drafting or interpreting information, but it introduces different review and reliability considerations.
Will we have to replace all our software?
Not necessarily. The review starts with your current process and tools. Replacement is only considered where the evidence, requirements and costs justify it.
Does saving time mean reducing staff?
Not automatically. Released time may support more work, faster responses or less pressure on the owner. Payroll savings should only be claimed when a real, supported change in cash costs occurs.