What happens in a Workflow Audit?
We discuss your current tools, follow a job from enquiry to invoice and identify where time and information get lost. The purpose is to understand the work and assess whether a custom system is a fit before proposing a build.
What information should I prepare?
Choose a task you want to make easier. Note who is involved, the software or spreadsheets they use and what a useful outcome would look like. An example of the current process helps make the discussion concrete.
Who should be involved?
Include the people who understand the work on site and in the office. Their roles depend on the task: a supervisor may capture a change, office staff may check the record and an owner or client may make an approval.
How do I start?
Use the guided conversation on the contact page to put your task, people, tools and desired outcome into a brief, or go straight to the enquiry form. The guided brief stays in your page until you choose to add it to the enquiry.