Automation Review
Find out what’s actually worth automating — and the best way to do it.
The review, in short:
- Starts with your business, not software
- Independent — not tied to any product
- Ends with a practical roadmap
- No obligation afterwards
Why start here
Good automation starts with understanding — not with a product demo.
An Automation Review isn’t a precursor to selling you custom development. It’s independent business advice about where technology could help, and the most sensible way to get there.
- 01
Independent advice
We’re not tied to any platform or provider, so recommendations are based on what suits your business — including the software you already own.
- 02
Avoid buying — or building — the wrong thing
Plenty of businesses pay for software that never quite fits, or commission something bespoke that already existed. Understanding the process first prevents both.
- 03
Prioritise by impact
Not every opportunity is worth pursuing. We rank them by the time they free up, how often they occur and how complex they are to change.
How it works
A structured look at how work really moves through your business.
What we look for
- Repetitive administration
- Duplicated work
- Manual data entry
- Disconnected software
- Slow handovers
- Missed follow-ups
- Unnecessary document creation
- Reporting bottlenecks
- Repeated customer communication
- Tasks that follow predictable rules
- 01
Introductory conversation
We talk through how your business operates, what’s frustrating your team and what you’d like to be different.
- 02
Process walkthroughs
We look at how work actually happens — following enquiries, jobs and paperwork through the people and systems involved.
- 03
Mapping and analysis
We map the key workflows and highlight duplication, delays, manual effort and the places where things get missed.
- 04
Assessing the options
For each opportunity we look at how it could be solved: better use of existing software, connecting systems, an existing platform or provider, a change to the workflow — or, where justified, a custom build.
- 05
Your automation roadmap
You receive a practical, prioritised roadmap in plain English — what to change, why, the options worth considering and what’s involved.
- 06
Findings and next steps
We walk you through the recommendations. What happens next is your decision — act on it yourselves, work with a provider we’ve suggested, or ask us to help implement it.
What you receive
A practical roadmap you can act on.
Not a sales proposal for our own work. A clear, prioritised set of recommendations showing where the effort is worth it, where it isn’t, and whether an existing solution or something custom makes most sense.
- 01The process or problem identified
- 02Why it’s inefficient
- 03What could be improved
- 04A potential automation approach
- 05Existing solutions worth considering
- 06Whether custom development may be appropriate
- 07Likely complexity
- 08Recommended priority
- 09Suggested next steps
Is it right for you?
An Automation Review is usually worthwhile if…
- Your business is growing and the admin is growing with it
- Capable people spend hours moving information between systems
- Enquiries, follow-ups or approvals occasionally fall through the gaps
- You suspect AI could help, but aren’t sure where to start
- You’re not sure whether you need new software at all
- You want advice that isn’t tied to selling a particular product
Questions
About the review.
Will you only recommend your own services?
No. If the best option is better use of software you already own, an existing product or a specialist provider, that’s what we’ll recommend. We only suggest custom development when it creates a genuine advantage over an existing solution.
How long does an Automation Review take?
It depends on the size of the business and how many processes are involved. We agree the scope and timings with you before we start, so there are no surprises.
How much of our team’s time does it need?
We keep it proportionate. Typically we need an initial conversation with the decision-maker and some time with the people who carry out the processes day to day — they know where the friction is.
Are we committed to anything afterwards?
No. The roadmap is yours to act on however you choose — with us, with another provider, or with your own team.
Do we need to prepare anything?
Nothing formal. It helps to know which software you use and which tasks people complain about most, but we’ll ask the right questions as we go.
Book a review
Tell us about your business.
Share a little about how things work today. We’ll be in touch to arrange an introductory conversation.