1. EXPLORE
We start by immersing ourselves in your world. By mapping your current workflows end-to-end to understand the core value your business delivers. Whether you manufacture products, deliver critical services like telecommunications and infrastructure, provide tailored solutions such as compliance or building audits, or operate as a managed service provider, our goal is the same: uncover how work truly gets done.
Through collaborative sessions with your team, we:
- Identify bottlenecks, handoff issues, and manual tasks ripe for automation.
- Surface hidden dependencies and process risks.
- Highlight opportunities to streamline, standardise, and optimise.
Most importantly, we ensure your people can focus on their strengths. When specialists are freed from repetitive process work, they deliver more value, faster. Explore is where we reveal those opportunities so your operations become simpler, more innovative, and measurably more efficient.
2. IDENTIFY COMMONALITY AND DEPENDENCIES
In this phase, we elevate from individual tasks to the bigger picture. We analyse your workflows to spot patterns, repetitive activities, duplicated effort, and recurring bottlenecks. We map the dependencies that control how work flows across teams, systems, and tools.
What we do:
- Surface common tasks: Group similar activities across teams and functions to reveal where standardization or automation can deliver outsized returns.
- Map dependencies: Identify upstream/downstream inputs, approvals, systems, and data sources that determine pace and quality.
- Highlight bottlenecks: Pinpoint handoffs, rework loops, and manual checkpoints that slow execution.
- Assess impact vs. effort: Build a birds‑eye view of your processes to prioritize the changes that unlock the biggest gains first.
Outcomes:
- A clear catalog of repeatable tasks ready for streamlining or automation.
- Dependency maps that reduce risk and make cross‑team coordination predictable.
- A prioritized roadmap focused on the highest‑impact improvements.
By visualizing the end‑to‑end flow and its dependencies, we reveal where targeted improvements will accelerate productivity, reduce errors, and free your teams to focus on higher‑value work.
3. SORT AND CATEGORISE
This is where we move from patterns to precision. We break down each workflow into its component steps, classifying what’s happening, who is involved, the required effort, the systems touched, and how handoffs occur. It’s the “devil’s in the detail” stage that turns insights into actionable plans.
What we do:
- Classify each step
- Resource type: roles/teams, skills required, ownership.
- Effort type: manual vs. automated, frequency, duration, variability.
- Task type: data entry, review/approval, transformation, integration, escalation.
- System touchpoints: apps, modules, integrations, data sources.
- Define the “why” and “how we’ll know”
- Requirements: functional and non‑functional needs, constraints.
- Objectives: what success looks like for each step and end‑to‑end.
- Measures: clear KPIs/OKRs (time saved, error rate, throughput, SLA adherence).
- Assess complexity and solution shape
- Is this a quick process tweak, standardisation, or training?
- Is it an automation candidate (workflow automation/RPA/integration)?
- Does it warrant an application, module, or reusable component?
- Prioritise with intent
- Score by value, effort, risk, and time‑to‑impact.
- Sequence into quick wins, medium lifts, and strategic builds.
- Validate alignment with your vision, roadmap, and capacity.
Outcomes:
- A structured catalogue of steps with owners, effort profiles, and system dependencies.
- Clear requirements, objectives, and metrics for each improvement.
- A prioritised, value‑led backlog that balances quick wins with strategic initiatives.
By sorting and categorising at this level, we remove ambiguity, right‑size the solution (from simple fixes to modular builds), and ensure every improvement is measurable and aligned with where you want the business to go.
4. DESIGN AND ARCHITECTURE
This is where ideas turn into a practical plan. Using everything we’ve learned about your business, we design the best way to improve how work gets done. It could mean new tools, minor process tweaks, clearer responsibilities, or simple automation.
What this looks like in practice
- Clarify the future state
- Define how the process should work from start to finish.
- Show who does what, when, and with which information.
- Choose the right kind of solution.
- Quick wins include small changes, better handovers, clearer templates, or checklists.
- Intelligent automation: remove repetitive steps and reduce manual effort.
- New enablers: simple tools, integrations, or lightweight modules that add real value.
- Make it easy for people to succeed
- Clear roles and responsibilities.
- Simple, practical procedures and guides.
- Training and support are built into the rollout.
- Keep it measurable and aligned.
- Define what “good” looks like (time saved, fewer errors, faster turnaround).
- Prioritise changes that deliver the most significant impact as soon as possible.
- Ensure every improvement supports your vision and goals.
What you stand to gain
- A clear blueprint of the improved process and how it will work day-to-day.
- A straightforward plan – what we’ll change, in what order, and why.
- Practical materials for your team (playbooks, templates, simple guides).
- Confidence that we’re solving the correct problems with the right level of investment.
The outcome:
A realistic, people-friendly design that reduces friction, saves time, and lifts quality – whether the answer is a better way of working, a small automation, or a targeted tool.
5. THE GREAT BUILD
This is where the plan becomes real. With the workflow design agreed and the right solutions selected, we lock in the approach and get to work – building the systems, shaping the processes, and preparing your team for success.
What you can expect
- Clear agreement up front
- We confirm the scope, goals, and how success will be measured.
- You’ll know exactly what’s being built and why.
- Build with visibility
- Regular check-ins and show‑and‑tell sessions so you can see progress.
- Early demonstrations to confirm we’re still aligned with your vision.
- Room for minor refinements as we learn together – without losing momentum.
- Not just software – better ways of working
- We set up the supporting workflows, templates, and procedures.
- Documentation and simple guides are created as we build.
- Training is planned early, so adoption is smooth.
How we keep you involved
- Frequent updates in plain language – what’s done, what’s next, and any decisions needed.
- Short feedback loops to catch improvements early.
- Visible milestones so everyone knows where we are in the journey.
What we deliver along the way
- Working components you can try and respond to.
- Updated process maps and simple instructions for your team.
- Checklists, templates, and handover materials that make day‑to‑day work easier.
Why this approach works
- Less surprise, more confidence: you see the solution take shape.
- Better outcomes: regular feedback keeps us aligned with your goals.
- Measurable success: from day one, we build with your success criteria in mind (time saved, fewer errors, faster turnaround, better visibility).
The result: A solution that fits your business, backed by transparent processes and practical guidance – built with you, not for you.
6. DEPLOYMENT
Time to press the big green button—carefully.
Change can feel like swapping wings mid‑flight, so we make it smooth, supported, and well‑rehearsed. Together, we test what’s going live, agree on the best rollout style (small, steady steps or a confident leap), and ensure everyone is informed about the process and its rationale.
How do we make it painless?
- Test together, not in a vacuum: You see it, try it, and sign off before anything moves.
- Choose your rollout: Iterative (quick wins that build momentum) or larger releases (when a clean break makes more sense).
- People first: Clear comms, simple guides, and friendly support so your team can hit the ground running.
How do we know it’s working?
- We measure what matters: time saved, fewer handoffs, fewer errors, faster turnaround – whatever success looks like for you.
- We compare before and after, revisiting those original goals and pain points to demonstrate the impact.
- We fine‑tune once the dust settles: minor adjustments to keep everything humming.
What you’ll experience
- Confidence instead of surprises.
- A team that feels supported, not steamrolled.
- Tangible results you can point to and say, “That made a difference.”
This isn’t just “go‑live” – it’s the moment your new way of working takes flight. And yes, we’ll be right there with snacks, checklists, and victory gifs.
