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Great Automations
How we work

We fix the process first, then build the system around it

Most implementations recreate legacy processes in a new platform. You end up with the same problems in a nicer interface. We take the time to understand and improve how work flows, so what we build actually changes how your business runs.

In short

Our delivery method has seven steps: discovery, current state analysis, business process analysis, target state design, optimised implementation, training and handover, and ongoing support. The key difference is that we redesign the process before we configure any software.

The method

Seven steps from first conversation to ongoing improvement

  1. 01

    Discovery

    We get to know your business, your goals and what is getting in the way.

  2. 02

    Current state analysis

    We map how work really flows today, including the workarounds and side spreadsheets.

  3. 03

    Business process analysis

    We find the double handling, delays and key-person risk, and quantify what they cost.

  4. 04

    Target state design

    We design a better way of working, then the system and automations to support it.

  5. 05

    Optimised implementation

    We build in phases, so you see progress early and the new process is what gets built.

  6. 06

    Training & handover

    Each team is trained on what matters to them, and your admins know how to look after it.

  7. 07

    Ongoing support

    We stay on to refine and extend, on a rolling monthly basis with no lock-in.

Why it matters

Lift and shift moves the mess. We remove it.

When a business moves to a new platform, the easy path is to copy every existing step across. The spreadsheets become boards, the email chains become updates, and the workarounds come too.

We start by asking why each step exists. Some are essential, some are habits, and some only exist because two systems don't talk to each other. Removing those before we build is where most of the time savings come from.

What to expect

Working with us

  • A clear scope before you commit

    Every project is scoped with you after discovery, with phases, deliverables and investment agreed up front.

  • Early, visible progress

    We deliver in phases, so you see working results in weeks rather than waiting months for a big reveal.

  • We do the heavy lifting

    Mapping, design, build, data migration and documentation are on us. We ask for focused time from the right people.

  • Your team brought along

    We involve the people who do the work, and train each role on what matters to them, so the system is adopted.

  • Honest advice

    If a quick fix or a tool you already own will do the job, we will tell you.

  • No lock-in

    Ongoing support is rolling monthly. You can cancel any time with 30 days' notice.

“We give every client 100%. If we haven't done something before, we learn it or bring in the right specialist, so the gap is never yours to worry about.”

Let's find the hours your team is losing

Book a free 30-minute discovery call. We'll talk through what's not working and give you an honest view of where to start.

Send us a message