Do we need to know what software we want?
No. Bring a recurring problem and walk me through a real example. We can trace the people, tools and information involved before deciding what needs to change.
Do you only work with trades or field-service businesses?
Those businesses, along with light manufacturing, are a particular fit. I also work with other UK operational SMEs where similar problems occur between enquiry, quotation, scheduling, delivery, reporting and billing.
Can you work with our existing software?
That is the starting point. I check what your tools already support, how they can exchange information and where a targeted improvement would help. Integration depends on the access and capabilities your systems provide; we establish those during scoping.
Does this involve AI?
Only where it suits the task. AI might help extract details from an enquiry or draft a report for review. Many problems are better addressed with clear ownership, structured forms, straightforward automation or a direct connection between systems.
What does the Operational Workflow Review cost?
The initial 30-minute conversation is free. We first establish the problem and whether it is worth investigating further. Any paid scoping or implementation has a scope and fee agreed before it starts. There is no obligation to proceed.
Who builds and supports the improvements?
I do the scoping and implementation, working with your team and existing providers where needed. Handover, ownership and any ongoing support are agreed as part of the scope.
What access do you need?
We can start with a screen-shared walkthrough and examples of the job information. Access is limited to what the agreed work requires, with confidentiality and data handling arrangements settled before sensitive information is shared.