Start with one task
Choose one job, such as following up enquiries or approving purchases. Agree what the software needs to do and who will use it.
Approach
We look at how your team works, agree a manageable first step and help you prepare for the change.
How we work together
Show us how a task happens today, including the paper, messages and tools your team uses.
Set out what we’ll build, the cost, the timing and what needs a separate decision.
Walk through a working example with your team before committing to the full build.
Create the software and prepare any records or existing tools that need to connect.
Check the records and access rules, and let staff practise the tasks they’ll do each day.
Agree when to start, who to contact for help and the cost of ongoing support.
Choosing the size of the project
Choose one job, such as following up enquiries or approving purchases. Agree what the software needs to do and who will use it.
Plan work that involves several teams, moving existing records or connecting multiple tools. Set out the extra time, cost and checks before adding it.
Check requirements such as industry regulations or complex financial calculations before quoting. Identify where a specialist or a different approach is needed.
Clear boundaries
Whether you use paper, spreadsheets or an existing system, we’ll explain what needs to move, how staff can try it and what it will cost to keep running.
No brief or technical diagnosis required.
Tell us what's stuck