The assessment

1. 01

   Workflow and savings matrix

   Every process we looked at, ranked, with the time and cost each one is currently costing you and what could realistically come back.

2. 02

   Technical and data readiness

   What your current tools can and cannot connect to, where your data actually lives, and what would need to change before anything is built.

3. 03

   Security and governance review

   Practical guardrails for keeping client data confidential, meeting your obligations, and stopping information leaking where it should not.

4. 04

   30, 60 and 90 day plan

   The order to do things in, which tools to use, what each stage costs, and who needs to be involved. Detailed enough to hand to someone else.

1. 1

   Intake

   30 minutes of your time

   A short form and a quick call. We cover what you use, where the friction is, and what we need access to. Then we get out of your way.

2. 2

   Operations audit

   60 minutes of your time

   One focused session with you or whoever runs the day to day, mapping where the drag actually is. We do the rest of the work ourselves.

3. 3

   Roadmap and sign-off

   60 minutes of your time

   We walk you through what we found, what it is worth, and what to do about it. You keep the roadmap whatever you decide next.

• Custom software or model building. We use proven off-the-shelf tools and connect them. We don't write bespoke machine learning during an assessment.
• The build itself. The assessment gives you the plan. Building it is separate work, quoted separately.
• Rebuilding your existing IT. No infrastructure upgrades, database migrations or security remediation beyond what a specific integration needs.
• Legal sign-off. We set out GDPR and privacy good practice. That isn't legal advice or a compliance certificate.

• Roughly 10 staff or moreBelow that, there is usually not enough repeated manual work for the numbers to stack up.
• You already use digital systemsAccounts software, a CRM, shared inboxes — something for us to connect to.
• At least 10 hours a week of repetitive manual workAcross the business, not per person. This is the one that matters most.
• Someone who can make decisionsAn owner or director involved in the process, not a project passed down the chain.