Example: a mapped booking processEnquiryQuoteBookingDelivered
SOP 04Confirming a booking6 steps ยท owner: bookings team
Operations and process design
We map how the business really runs, fix what's broken and turn it into clear, repeatable processes your team can follow.
We sit with you and your team, follow how work really moves through the business, and write it down as simple step-by-step processes with a clear owner for each. Gaps and bottlenecks get fixed along the way.
- Process mapping
- Standard operating procedures
- Roles and responsibilities
Example: a team handbookSearch the handbookHandbookOpening upCash handlingSuppliersRota
Closing downLights and heating offTakings counted and loggedAlarm set
Knowledge and documentation
One central home for every process, document, price and policy, organised so people can find things in seconds.
Usually built in Notion: a searchable handbook, linked databases and onboarding guides, structured so your team can find answers and your AI tools have the context they need.
- Operations handbooks
- Document management
- Staff onboarding
Example: a booking workflowNew bookingForm submitted
Invoice sentAutomatically
Team notifiedRota updated
Automation and integrations
We connect the tools you already use and take the copying, chasing and re-typing out of the day.
Using tools like Make and Zapier, or custom code where needed, we link your systems so information is entered once and flows where it needs to go.
- Workflow automation
- Integrations
- Reporting
Example: a staff assistantWhere are the spare float bags kept?
In the office safe, top shelf. Count them back in at close.From: Cash handling, step 3
AI implementation
Practical AI built on your own documents and processes, from a company assistant your team can ask, to AI inside daily workflows.
From assistants that answer staff questions using your own handbook, to agents that draft replies, prepare reports and handle routine admin, always with a person in control where it matters.
- AI strategy
- Knowledge assistants
- AI agents
- Training and policy
Example: a tool reviewBookingsKeep
Rota spreadsheetReplace
3 chat appsMerge to 1
Unused subscriptionsCancel
Software and tooling
Independent advice on what to use, what to replace and what to stop paying for, then the migration done properly.
We review every tool you pay for, recommend what to keep, merge, replace or cancel, and handle the move so nothing gets lost.
- Tool audits
- Selection and setup
- Migrations
Websites, portals and apps
Websites, client portals, CRMs and internal tools, designed and built around how the business works.
When nothing off the shelf fits, we design and build it: websites, client portals, custom CRMs and mobile-friendly web apps.
- Websites
- Client portals
- Custom CRMs
- Internal apps
Example: a custom client portalyourbusiness.co.uk/portal
Welcome back, Hannah2 actions
EventSat 14 June
Guests120
BalanceDue 1 May
TodaySet-up 14:00Doors 18:30Supplier confirmed