Solutions

Organised around the work, not the technology

Every one of these starts the same way: a process your team runs regularly, built on documents, spreadsheets and the systems you already have. Pick the one that sounds like your week.

Document Automation

Information your business needs is locked inside PDFs and documents, and the only way to get it out today is for someone to read them and retype what matters. That work is slow, easy to get wrong when volumes rise, and it never stops arriving.

Inputs

PDFs, scanned documents, Word files, email attachments, document libraries.

Output

A structured spreadsheet, a database record or a file loaded into your existing system.

Where people stay involved

Anything the workflow is unsure about is flagged for a person rather than guessed at, and a reviewer signs off before the data is used.

Spreadsheet & Reporting Automation

The same report gets rebuilt every week or month: pull the files, copy the figures, reconcile the differences, write the commentary, format it. The thinking takes twenty minutes; the assembly takes a day.

Inputs

Excel and CSV files, exports from business systems, supporting documents, previous reports.

Output

A consolidated spreadsheet or a drafted report in your usual template, with figures traceable to their source.

Where people stay involved

The commentary and conclusions are reviewed and approved by the person whose name goes on the report.

Compliance & Review Workflows

Someone has to check that the evidence on file actually matches what the standard, contract or certificate requires — across dozens of documents, repeatedly, without missing the one gap that matters.

Inputs

Certificates, inspection records, test results, policies, checklists and the requirements they are measured against.

Output

A gap report showing what is present, what is missing and what needs a closer look, ready for a human decision.

Where people stay involved

The workflow never issues a pass or a fail. It prepares the evidence; a qualified person makes the call.

Quote & Tender Processing

Requirements arrive as long documents; responses come back in every format imaginable. Comparing them fairly means reading everything twice, and missing items usually surface far too late.

Inputs

Tender and specification documents, supplier quotes and submissions, pricing schedules, scopes of work.

Output

A side-by-side comparison against the requirements, with gaps, exclusions and missing items called out.

Where people stay involved

The comparison is prepared for you; selecting a supplier remains a commercial decision made by your team.

Knowledge & Information Retrieval

The answer exists — in a procedure, an old project file, a specification or someone's inbox. Finding it takes a long time, and newer staff often do not know it exists at all.

Inputs

Procedures, policies, manuals, past project documents, SharePoint and shared drives.

Output

Answers that cite the document and section they came from, so the source can be opened and checked.

Where people stay involved

Results point back to the original document. Staff confirm against the source before relying on it for anything important.

Business Process Automation

A routine that runs every week and involves moving information between email, documents, spreadsheets and a business system — predictable, rule-driven, and a poor use of anyone's afternoon.

Inputs

Incoming email, attachments, spreadsheets, forms, databases, APIs and the systems you already run.

Output

The routine completed end to end — records updated, files produced, the next person notified.

Where people stay involved

Approval points are built in wherever a step commits the business to something, such as sending or paying.

Your process may not match any of these exactly — most do not. The categories describe the shape of the work, and the review is where we look at yours specifically.
Next step

Which one sounds like your week?

Tell us about the process. We will tell you honestly whether it is a good candidate for automation, and what a first pilot would involve.