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Outcomes

Anonymised outcomes

Confidential by default. Shared here as anonymised delivery snapshots.

Field service

Quote-to-cash automation for a field service business

Situation

A growing field service team balancing office coordination and on-site execution.

Problem

Enquiries, quotes, schedules, job notes/photos, and invoicing were split across tools and chat.

What we built

  • Connected enquiry capture to a single triage queue
  • Linked quote workflow with scheduling and job progression
  • Standardised job notes and photos into one record
  • Triggered invoicing and reminder workflows from job status
  • Set up operational visibility across office and field teams

Timeline

8 weeks

Outcome

Standard jobs moved toward same-day quoting, with fewer handoff gaps and clearer weekly visibility.

Handover

Workflow map, SOPs, owner-ready dashboard notes, and practical training for internal operators.

Professional services

Client onboarding + follow-up automation for a professional services firm

Situation

An advisory firm with strong demand but inconsistent intake, onboarding, and follow-up.

Problem

Manual triage and follow-up created uneven client experience and avoidable admin overhead.

What we built

  • Implemented structured intake forms and triage logic
  • Connected proposal triggers to qualified enquiry pathways
  • Built onboarding checklists with ownership by stage
  • Linked follow-up sequencing to billing and engagement status
  • Added reporting for visibility across onboarding stages

Timeline

6 weeks

Outcome

Follow-up consistency improved, and onboarding admin effort reduced after adoption.

Handover

Playbooks, templates, ownership matrix, and implementation notes for internal continuity.

Operations AI

Internal AI assistant for triage and knowledge in an ops-heavy team

Situation

An operations team handling high request volume with fragmented SOPs.

Problem

Staff were searching across documentation and chat threads, slowing first response and consistency.

What we built

  • Audited recurring triage requests and escalation paths
  • Built an internal assistant grounded in approved SOPs
  • Added confidence cues and controlled escalation behaviour
  • Connected unresolved requests to human review workflow
  • Trained team leads on maintenance and update routines

Timeline

10 weeks

Outcome

First-pass triage became faster, with less duplicate searching and clearer escalation handling.

Handover

Prompt library, governance notes, fallback process, and knowledge-source update routine.

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