Common workflows we streamline
These are the starting points. Every business has its own version of these problems.
Where the hours go — and come back
Client onboarding
Structured checklist, automated folder creation in SharePoint, task assignment and progress visibility — from a single form submission.
Typical saving: 2–3 hours per client onboardedInvoice chasing
Automated payment reminders at configurable intervals, finance tracker updates and escalation alerts to the right person — no manual chasing.
Typical saving: 4–6 hours per week in finance teamsAdmin request desk
A single Power App for all internal requests. Ownership assigned, SLAs tracked, Teams notifications sent automatically.
Replaces the bulk of internal request email volumeDocument approvals
Approval routing to the right people, full audit trail, version control and stakeholder notifications — without email chains.
Typical saving: days shaved off each approval cycleInternal knowledge agent
An AI assistant grounded on your approved policies, SOPs and templates — answers questions instantly without pulling colleagues away from work.
Cuts repetitive policy & process queries dramaticallyManagement reporting
Automated data collection, exception summaries and simple dashboards — so management reports write themselves instead of taking half a Friday.
Typical saving: 3–5 hours per reporting cycleSame job, manual steps removed
- Welcome email drafted by hand, every time
- Folders and checklists copied from the last client
- Who's done what? Ask around
- Steps missed when it gets busy
- One form kicks off the whole sequence
- SharePoint folders + tasks created automatically
- Live progress board, owner per step
- Nothing skipped — the flow won't allow it
- Aged-debtor list checked by hand
- Each reminder drafted and sent individually
- Spreadsheet updated... when someone remembers
- Follow-ups missed, cash delayed
- Power Automate watches the tracker
- Staged reminders send themselves, on schedule
- Every step logged automatically
- Overdue accounts escalate to the right person
- Requests scattered across inboxes and chats
- No owner, no deadline, no audit trail
- "Did anyone pick that up?"
- Things fall through the cracks
- One intake — every request logged
- Owner + SLA assigned automatically
- Teams pings at every handoff
- Full audit trail, zero chasing
A worked example
Finance chases every invoice by hand
Someone checks the aged-debtor list, drafts each reminder, sends it, notes it in a spreadsheet, then remembers to follow up. Things get missed.
Reminders send themselves, on schedule
Power Automate watches the finance tracker, sends staged reminders automatically, logs every step and escalates overdue accounts to the right person.
Illustrative example: 3.5 hours/week saved at a loaded staff cost of £25/hour. Your discovery sprint produces numbers specific to your business — that's the point of it.
The admin is costing you more than you think.
Most clients are surprised by how much time the first discovery session finds. Let’s find yours.