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Workflow automation app

Thanks to a custom app built around their workflow, this business was able to automate a significant chunk of manual tasks and dramatically lower their operating costs

Lowered operating costs of a professional services firm by 40%

How were the operating costs slashed by 40%?


We often see professional service firms have incoherent workflows and disconnected systems requiring a lot of manual effort to manage. Messy workflows can potentially harm various aspects of the business so we focussed on first to reduce the mess. It was a priority to build an interconnected system which was very easy for all staff to use and was tailored specifically to the workflows of this business (not an off the shelf product). The result saved the dreary manual hours spent by staff with manual management and got rid of the mess. 30 minutes turned into one click!


Revenue goes up


When the mess was out of the way, the firm's staff were able to efficiently onboard new clients and spend their time on delivering those services in an effective manner, rather than drown in admin tasks. The business grew and the staff felt better.


Structured, organised and profitable


The custom app brought in clear structure and organisation, allowing business leadership to monitor business processes in real-time. All heavy lifting is now done by the app while the staff are focussed on delivering higher profitability.

What the client had to say

"Getting rid of the draining operating costs on expensive CRM's was such a relief." Head of Finance


"It is so much easier to manage the business, even remotely. I'm very happy with the work and will definitely recommend any professional services companies to look into implementing something similar." CEO

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