Approvals and SLAs
Reporting and KPIs
Onboarding new processes or clients
Problem: Approvals scattered across email, chats and PDFs. People forget who should approve what and when.
What we do:
We write your approval flow clearly (who approves what, in what order, with what time limits).
The system checks for missing steps or conflicts.
We set up or adjust approvals and reminders in your CRM / task tools so the process matches the agreed rules.
Problems: KPIs are agreed in meetings and slides, but dashboards show something else. Different teams see different numbers.
What we do:
We write your key KPIs and rules (what is “late”, what is “red/amber/green”) in one place.
The system checks for conflicts.
We bring your dashboards and alerts in line with the agreed KPI definitions.
Problems: Every new client or internal process means re‑building the same flows and automations from scratch.
What we do:
We capture the pattern once (steps, rules, KPIs).
Next time you onboard a similar client/process, we reuse that pattern and adjust only where needed.
I’m looking for a small number of organisations to run pilots with me over the next few months.