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Services · Process assessment

Fix the process first, then the system.

Putting a broken process into a new ERP just makes it fail faster. We look at how work actually flows between your teams, find the delays and double entry, and redesign the process so the system can support it.

What’s covered

Where we usually find the gains.

Order to cash

Quotes, approvals, delivery, invoicing and collections, and where they stall.

Procure to pay

Requests, approvals, purchase orders, receipts and supplier payments.

Month-end close

The manual steps, reconciliations and spreadsheets that slow the close down.

Approvals

Approval chains that are too long, unclear, or run over email and WhatsApp.

Hand-offs between teams

Information retyped between sales, operations and finance.

Reporting

Reports built by hand each week that could come straight from the system.

How we deliver it

How we approach it.

01

Observe

Sit with the teams doing the work and follow real transactions end to end.

02

Measure

Capture cycle times, rework and the number of hand-offs.

03

Redesign

Agree a simpler target process with the people who will run it.

04

Implement

Configure the system and automations to support the new way of working.

Customer story · Cleaning & laundry

FAB Master

Bookings from WhatsApp, crew rosters in spreadsheets and laundry tracked on paper now run on one operations platform built on Zoho Creator.

100%
digital bookings
Real-time
crew tracking
Questions

What clients ask before they start.

Not always. Many improvements come from configuring your current system better or adding a small automation. We will tell you if new software is really needed.

Usually the ones closest to cash: order to cash, procure to pay and month-end close. They have the biggest impact and are the easiest to measure.

We agree a few simple measures at the start, such as days to close or approval time, and track them after the change.

Less so when they help design them. We involve the people who do the work from the first workshop.