Training, Automation & Business Advisory
What's included?
- Team training on the tools you already pay for
- Automation of recurring manual tasks
- Tool integration so systems stop being islands
- Business advisory on structure and growth
- Handover documentation, so it survives us
Who is it for?
Teams repeating the same manual task every week, and businesses whose tools do not talk to each other.
How does it work?
We find the tasks that cost the most hours for the least judgement, automate those first, and train your team to run and adjust them. The goal is that you do not need us to keep it working.
How long does it take?
- Weeks 1–2Audit: which tasks cost the most hours for the least judgement, scored and ranked.
- Weeks 3–5First automations built on the top of that list, where the payback is clearest.
- Week 6Training: your team learns to run, monitor and adjust what was built.
- Month 3 onwardsNext tier automated, and handover so it keeps working without us.
What do you actually receive?
- A scored inventory of automatable tasks, with hours saved per candidate
- The automations themselves, on tools you already pay for wherever possible
- Documentation of what each one does and what to check when it breaks
- Training sessions with your team, recorded so new joiners can catch up
- Monitoring and alerts, so a silent failure does not run for a month
- An exit plan: everything is yours to run, with no dependency on us
The goal is that you do not need us to keep it working. An automation nobody on your team understands is a liability disguised as an improvement: it saves hours right up until the day it breaks quietly, and then it costs more than the manual process ever did.
Which is why the first output is not a build, it is a scored list. Not everything worth automating should be automated first, and some things should not be automated at all — a task that runs twice a month and takes ten minutes is not worth the maintenance.
How candidates get scored
- Frequency times duration: the actual hours the task consumes in a month.
- How much judgement it needs. High-judgement work gets assisted, not replaced.
- How stable the inputs are. A process whose rules change monthly will break faster than it pays back.
- Cost of failing silently, which is what decides whether it needs monitoring or just a checklist.
What sets the size of the engagement
The number of automations matters less than how stable their inputs are and how many exceptions the rules have to cover. A report that assembles the same four fields every Monday is a week of work. An approval flow with nine exception paths is mostly a negotiation about what the rules actually are, and that conversation is the project.
What gets reported
- Hours saved per month per automation, measured rather than estimated.
- Failure and exception rate, so a fragile automation gets fixed instead of trusted.
- How many of your team can operate each one without us, which is the handover metric.
- Remaining candidates on the scored list, so the next decision is already framed.
What we need from you
Someone on your team who will own each automation after we leave, present during the build rather than trained afterwards. And a decision on the exception rules — that conversation is usually the slow part, and nobody outside your business can have it for you.
- One owner per automation, available during the build.
- Access to the tools involved, with permission to connect them.
- Answers on the exception cases: what should happen when the rule does not fit.
We help companies grow through team training, process automation and business advisory designed to improve performance, structure and long-term growth.
Questions about this service
How long does it take to automate a process?
Two to five weeks per process for most cases, including the audit that decides it is worth doing. The build is rarely the slow part; agreeing the rules for the exceptions usually is.
Which tasks should we automate first?
The ones that are frequent, take real time, need little judgement, and have stable inputs. Inbox routing, report generation, data entry between systems and invoice follow-up are the usual first four.
What happens if an automation breaks after you leave?
Each one ships with documentation, monitoring and a trained owner on your team. That is the point of the training phase — an automation only you can fix is a dependency, not a saving.
Want results like these?
Tell us where your business is stuck. We respond within 24 hours and schedule a no-pressure discovery call.
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