Making business
processes simpler.
I help small and mid-sized businesses take unnecessary manual work out of their processes. I don’t just advise, I implement it myself, until your team is working with it.
Arrange an initial callAn enquiry is captured and checked automatically. In the standard case it goes straight into the system. If something deviates, a person decides, and then the case continues.
Standard case
- Enquiry (system)
- Capture (automated)
- Check (automated)
- System
Exception
- Enquiry (system)
- Capture (automated)
- Check (automated): deviation detected
- Decision (human)
- System
01 Reality
Digital is not automatically simple.
The systems are in place. In between, people work by hand.
The same process in two states. Today the case passes to an employee five times: open, read, check, copy, enter. Better: the routine runs automatically, and a person decides only when there is an exception.
Today
- Email (system)
- open (human)
- PDF (system)
- read (human)
- check (human)
- copy (human)
- Excel (system)
- enter (human)
- Order (system)
Better
- Email (system)
- Capture (automated)
- Check (automated)
- Order (system)
- Only for exceptions: decision (human), then order
Automate the routine. Leave responsibility with people where it is needed.
02 Principle
Process first.
Technology second.
Start with the tool, and you often automate the detour as well.
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Understand
Where does the effort come from?
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Simplify
What can go?
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Automate
What is routine?
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Measure
What has changed?
03 Processes
Where work becomes needlessly manual.
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Customer enquiries
The enquiry arrives by email.
Someone reads it, retypes the details, creates a case and forwards it to the person responsible. All over again for every enquiry.
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Documents & data
A PDF comes in.
Invoices, delivery notes and order confirmations are opened, the values looked up, transferred into the system by hand and filed.
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Quotes
Every quote starts with searching.
Prices, old quotes and customer data sit in different places. They are pieced together, calculated and sent off for approval. Then someone still has to remember to follow up.
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Connecting systems
The data is already there. Just in the wrong system.
Customer data, orders and status updates are copied from one program and entered into another. The same information, captured by hand several times.
04 Viability
It has to pay off.
Not everything that can be automated should be automated.
If your existing system can already solve the problem, you do not need a new tool.
05 Experience
Almost 20 years in digital.
I have developed digital products, advised on them and been responsible for them, from several perspectives. Today, that experience comes together.
10+ years agency
UX, concept and strategy for digital products
Leadership & advisory
Led teams, advised clients on strategy
Co-founder
tallycore: own software, own company
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People
UX & user understanding
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Processes
Concept & workflows
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Business
Strategy, leadership & entrepreneurship
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Delivery
Digital products & software
Get in touch
Which process is costing you unnecessary time?
Show me how it runs. Together we work out whether a change is worth it.