Start with one workflow
We identify who does each task, what information they need and what would count as an improvement. That gives us a useful first scope, such as capturing enquiries, assigning them to a colleague and tracking their progress.
Service / Web applications & integrations
If your team keeps entering the same data or hunting for information across emails and spreadsheets, let’s look at the workflow first. The right answer might be a small integration or a purpose-built application that runs in a browser.
We identify who does each task, what information they need and what would count as an improvement. That gives us a useful first scope, such as capturing enquiries, assigning them to a colleague and tracking their progress.
Not every problem calls for new software. Existing calendars, booking tools and other services can stay in place if they provide suitable interfaces and permissions. We check what data needs to move and how errors or connection failures should be handled.
Instead of forwarding messages, a team could see incoming requests in one shared view and assign each to the person handling it. Everyone could find the status and next step in the same place. We would also decide what data to keep, who can access it and how long it is needed.
Before we start
No. We start by checking what works well and where the process slows down. A small extension or integration may be a better fit than replacing a tool.
It depends on the data that needs to move, whether the provider offers a suitable interface and what permissions or subscription it requires.