Paid review · £750

Workflow & Systems Review

A focused one-week review of one or two repetitive business processes. I map how the work happens now, identify where time and money are being lost, and recommend the smallest practical fix.

It is a paid piece of work, not a sales call with a report attached. You keep the review whatever you decide to do next, and the full £750 comes off any implementation you commission within 60 days.

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In short

The Workflow & Systems Review is a £750 one-week review of one or two repetitive processes. It produces a current-state workflow map, an estimate of where time and money are going based on your own figures, ranked recommendations separating what to automate, where AI fits and what should stay human, and a scoped proposal for anything worth building. The fee is credited against an implementation commissioned within 60 days.

What the review produces

One written document covering one or two defined processes, plus a call to talk it through.

A current-state workflow map

How the process actually runs today, step by step, including the parts that only happen when something goes wrong.

Where the work is going

The repeated manual steps, the waiting, the re-keying and the points where things get dropped or chased.

A grounded cost estimate

Built from your own numbers: how often it happens, who does it, how long it takes and what you already pay others to do.

Ranked recommendations

Ordered by what would make the biggest difference for the least effort, not by what is most interesting to build.

Automate, AI or human

A clear split: what a plain rule should handle, where AI genuinely earns its place, and what should stay a person's judgement.

Recommended tools or system shape

Whether that is your existing tools connected properly, something off the shelf, or a small custom build.

How the week runs

Delivered within one week of receiving the information needed. Most of your team's involvement is one session.

Step 1

Agree the scope

We pick one or two processes worth reviewing and agree what information I need from you.

Step 2

Map and question

A working session with the people who actually do the work, plus a look at the tools and records involved.

Step 3

Analyse

I put frequency, staff time and outsourced costs against each step, and test where the real friction sits.

Step 4

Deliver and talk it through

You get the written review and a call to go through it. Any implementation worth doing comes with its own scoped proposal.

A good fit when

Several people touch the same enquiries, quotes, bookings or documents.

The process runs on email, phone calls and spreadsheets that have grown over time.

You suspect a lot of time goes into it but have never put a number on it.

You want to know whether to buy something, connect what you have, or build.

Probably not worth it when

You already know exactly what you want built. Skip the review and get a scoped proposal instead.

The process is about to change anyway. Review it once it has settled.

You are looking for a free audit. This is a paid piece of work with a written deliverable.

£750for one or two defined processes

Credited in full against an implementation commissioned within 60 days. If you decide to build nothing, or to build it elsewhere, the review is still yours and there is nothing further to pay.

I will not put a headline “hours saved” figure on the front of a review. Any number in it comes from your own frequency, staff time and outsourced costs, and it is shown with the working so you can argue with it.

Implementation is priced separately. See typical starting points for what a build usually costs. Final price depends on scope, integrations, user roles, security requirements and third-party services. It is agreed in writing before development starts.

Funding this review

HIE's Digital Specialist Advice Grant can fund up to £5,000 of advice and feasibility work like this. Applicants need three quotes and I am happy to be one of them, and to scope the review so it fits what the grant covers. Availability changes, so check the current position with HIE before you commit.

Where it usually leads

Websites & search Portals & internal tools AI & automation Business automation

Workflow & Systems Review FAQs

£750. That covers a review of one or two defined processes and the written recommendations that come out of it. If you go on to commission an implementation within 60 days, the full £750 comes off that project.

Because it is real work with a real deliverable. A free audit is usually a sales call with a template attached. This is a week of mapping, questioning and analysis, and you own the result whether or not you build anything with me afterwards.

It is delivered within one week of receiving the information needed, which usually means one working session with the people who do the job and access to a few examples or records. If getting that information takes longer, the clock starts when it arrives.

From your own figures: how often the process runs, who is involved, roughly how long each step takes and what you currently pay third parties. I do not use a generic calculator or an industry average, and I will not put a number on something you cannot evidence.

No. Quite often the honest answer is a plain rule, a setting in software you already pay for, or an off-the-shelf tool. Where that is the case, the review says so. The point is to find the smallest practical fix, not the biggest project.

You get the written review and a call to go through it. If something in it is worth building, it comes with a scoped proposal you can accept, defer or take elsewhere. There is no obligation to do anything.

Which process would you put through it?

Tell me the one you repeat most and enjoy least, and roughly how often it happens. If a review is not the right next step, I will say so.

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