Designing change

Automate your repetitive tasks.

• Cut your costs.Invoices paid without checks, duplicates, stock sitting idle: money leaves without anyone noticing. We find these leaks in your files and flag every gap before it costs you.Payment trackingPaymentsSupplier duplicatesDuplicatesStock forecastingStockSupplier invoices get paid without anyone checking them against the order and the delivery. We set up a systematic match that flags discrepancies before each payment, and you approve.The same invoice entered twice, or one supplier recorded under two names, and the money goes out twice. We spot these duplicates in your files and ledgers, then flag them to the person who decides.Too much stock ties up your cash; too little loses sales. We start from your sales history to suggest reorder levels that your team adjusts and approves.
• Automate admin tasks.Meeting notes, quotes, data entry: your teams spend hours retyping what already exists elsewhere. We prepare these documents from your emails and files, and a person reviews them before they go out.Meeting notes draftedMinutesQuotes from emailsQuotesCRM and ERP entryCRMMeetings, reports, client exchanges: the time spent rereading and summarising everything adds up every week. We prepare clear summaries from your documents, reviewed by the person concerned before they go out.A quote that takes days is a deal that can go to a competitor. We prepare the quote file from the client’s request and your pricing rules, and your salesperson checks it before it is sent.Client information is scattered across emails, notebooks and files, and nobody knows where each contact stands. We prepare updates to your client records from your exchanges, your team approves them, and everyone finds the history without re-keying.
• Increase productivity.Finding a document, a procedure or an answer already given wastes time every day. Your teams find the information in seconds, from your own documents.Document searchDocumentsInternal assistantAssistantEmail sortingEmailContracts, data sheets, procedures: finding the right document in its latest version costs the whole team time. We make your documents searchable, with a link back to the source so everyone can check.The same questions always land on the same person, who can no longer get on with their own work. We make your company’s know-how available by simply asking a question, based on your own documents.The inbox overflows and important requests get lost among the rest. We sort the messages and prepare draft replies, which you review before anything is sent.
• Spend less time on management.Reminders, cash-flow tracking, spreadsheets to update: management eats into the day. These tasks are prepared every morning, and the decision stays with you.Scheduled follow-upsFollow-upsCash forecastCashTender monitoringTendersChasing unpaid invoices or unanswered quotes always comes after the urgent. We prepare follow-ups at the right time and in the right tone, and you decide which ones go out.Knowing where your bank balance will be in a month means pulling together scattered figures. We bring your expected receipts and expenses into one simple view, updated without re-keying.Tenders, regulations, competitors: you cannot follow everything while running the company. We set up targeted monitoring on your topics, summarised every week in a few lines.
• Improve your margins.You don't always know which clients or channels really pay off. We bring your figures together to show where you gain and where you lose, client by client.Social media and inboxesSocialProfit per clientProfitabilityAt-risk clientsRetentionPosting regularly takes time you do not have, so your clients do not see you. We prepare your posts from your news, and you approve each one before it goes live.You know what you sell, less what each client or product really earns you. We cross-check your sales and costs to show where your margins are made and where they are lost.A client who stops ordering is often noticed too late. We spot clients whose habits are changing, so your team can get back in touch at the right time.