This is you if
- The same data gets typed into two or three systems.
- Finding out where a request stands means phoning someone.
- Enquiries go missing, and you only find out by accident.
- A new hire spends a month learning "how we do things here".
A request arrives in a messenger, a manager copies it into a spreadsheet, and someone later copies it into the CRM. Something is lost at every step, and at the end of the month nobody can say how many enquiries made it through.
In the enquiry-flow project, manual steps dropped by 70%. Complex cases still reach a person, but they arrive with the full context attached.
Related work: automating an enquiry flow →A short look at the one process that hurts most, then a pilot on it, usually 2–8 weeks. If it works, we extend to the neighbouring steps.
That is what the first conversation is for. A short look at the task, after which the next move is clear.
Describe your project