Case Studies

Integrated project workflows, contact management, and Xero for a chartered surveying practice.

Result : Admin time reduced by 30–40%, with 90% less duplicate data entry through centralised workflows.

Bringing clarity, control and consistency to complex engineering projects.

Result : Result : 60% faster quote production, real-time visibility of project costs and margins, reduced admin and manual tracking 

Training and membership management for a national gate safety charity.

Result : Administrative workload cut by 65% and manual follow-ups reduced by 80% through workflow automation.

CRM and workflow software for a printing and packaging specialist managing complex client orders.

Result : Quoting time reduced by 50–70% and order processing accelerated by 60% with automated workflows.

Bespoke CRM for an ecological consultancy to manage project delivery and financial visibility.

Result : Quotation and approval turnaround reduced by 60%, with operational efficiency improving by 45%.

End-to-end training management for a global provider handling large delegate volumes.

Result : Scheduling workload reduced by 70% and booking errors reduced by 80% through automation.

CRM and workflow for a speech recognition software supplier managing sales and client records.

Result : Sales processes accelerated by up to 40% and administrative overhead reduced by around 30%.

Website development with a customised and integrated product and recipe database for the largest bakery brand in the UK.

A training management system that allows the English Football League (EFL) to book, track and send reminders to club representatives about training programmes.