Workflow automation
Connect the steps between an incoming request and a completed task.
From £5,000 — view Workflow automationClient Operations
Make the handover
part of the project.
Connect the work between a signed proposal and a team ready to deliver. Start with one recurring client workflow, a named owner and a result you can review.
For UK consultancies and specialist B2B agencies
A focus on firms with 10–30 people, existing business software and enough recurring handovers to make a measured improvement worthwhile.
Scope your workflowThe starting engagement
One workflow.
A defined pilot.
From £5,000
An example is accepted proposal → client inputs → delivery handover → client update. We agree which part needs work before we commit to the implementation.
The written proposal confirms systems, access, deliverables, timing and acceptance criteria. Software, third-party charges and ongoing care are separate. Applicable taxes are confirmed in the proposal.
What we define and deliver
- The process
- A map of the current handover, its volume, the repeated work and the exceptions.
- The ready check
- Agreed requirements for scope, client inputs, access, approvals and the delivery owner.
- The connections
- The agreed steps between your existing systems, subject to access and API feasibility.
- The exceptions
- A visible route for incomplete information, failed transfers and manual recovery.
- The handover
- Acceptance checks, operating instructions and guidance for the people who will use it.
We check native features and existing licences first. A simpler configuration may be enough; a pilot is useful when the remaining handover needs a defined implementation.
Agree the evidence
Measure the handover
before changing it.
Recent cases tell us more than a broad wish to automate. We use an agreed baseline and test the result against the cases and criteria in your proposal.
- Time from proposal acceptance to a ready handover.
- Staff effort spent collecting and checking inputs.
- Incomplete handovers returned for clarification.
- Age and ownership of unresolved exceptions.
The capabilities behind the work
Use the right pieces.
Keep one clear scope.
These six services support the implementation. Their prices are individual project starting points, not automatic additions to the pilot price. Your proposal confirms the combination required.
Connected business systems
Move information between your CRM, ERP, payment and operational systems.
From £6,000 — view Connected business systemsAutomated reporting
Turn recurring exports and spreadsheet work into repeatable reporting.
From £4,000 — view Automated reportingPractical AI assistants
Scope an assistant for internal information, document processing or triage.
From £10,000 — view Practical AI assistantsMicrosoft 365 operations
Bring structure to users, access, licences and day-to-day administration.
From £3,000 — view Microsoft 365 operationsMonitoring & reliability
Add service monitoring, actionable alerts and recovery procedures.
From £6,000 — view Monitoring & reliabilitySupporting capability
Managed Workplace
Microsoft 365 administration, user access and agreed service checks can support the client process. We define the tenant, permissions and configuration work separately when it is needed.
Explore Microsoft 365 operationsSupporting capability
AI Adoption
AI can help with an agreed drafting, document or triage task. We define the permitted information, review points and quality checks around that task before using it in the workflow.
Explore practical AI assistantsAfter the implementation
Care with clear boundaries.
Ongoing checks, issue triage and small improvements are available against a separate scope. Covered systems, hours, response arrangements and capacity are agreed before service begins.
Start with a recent handover.
Tell us what was agreed, what got stuck and which systems were involved. The first step is a fit and scope review.