Audit prep automation
Senior managers spending 9 hrs/week chasing PBC lists across email and Sharepoint.
Power Automate flows + portal status board. Clients upload, managers approve, exceptions only.
One real engagement, anonymised. Quote-to-cash in a 60-person reseller. We mapped it on day three, redesigned it on day five, shipped it in week four.
Most "process consultancies" sell you a Visio diagram and disappear. We map only as much as we need to redesign, and we redesign only when an automation will actually run it. The deliverable is the workflow live in your stack - not the picture of it.
Senior managers spending 9 hrs/week chasing PBC lists across email and Sharepoint.
Power Automate flows + portal status board. Clients upload, managers approve, exceptions only.
11-step onboarding spread across Bullhorn, email, DocuSign, Excel. 3-day average to placement.
n8n orchestration with conditional branches, AI document checks, write-back to Bullhorn.
Advisers writing suitability letters from scratch. Compliance bottleneck on every issue.
Templated workflow with policy-checked content, evidence pack auto-built per case.
We are not a Power Automate shop. We are not an n8n shop. We pick the platform that fits the process - and we say so in the scoping call.
Three engagement shapes. Most clients start with an audit, then commission a redesign for the one process where the maths is obvious.
The map is week one. By week six the workflow runs without you.
Every process project ships the same kit. The diagram is the smallest of them.
"They scoped what we were trying to do in 40 minutes. The previous shop took six weeks and got it wrong."
"They gave us a fixed scope and a fixed timeline, then hit both. Live in production in eight weeks, doing exactly what we needed."
"Honest, technical, on time. They told us not to do half the things we asked. That's why we trust them."
When the redesigned process needs document understanding, classification or extraction. RAG, agents, evals.
ExploreWhen the redesign is so different the right answer is a small product, not an automation. 6–10 weeks to live.
ExploreWe keep the automation running. UK engineers, sub-30-minute response, fixed monthly fee.
ExploreEight of the questions clients ask before commissioning a process redesign.
With a £6k audit. One week. We map 1–3 candidate processes, return a costed shortlist with payback maths, and recommend the one (if any) worth redesigning. About one in five audits ends with us saying 'don't bother'.