Audit
We look at what you already have: exports, spreadsheets, the systems you use and who knows what. You get a written review of what is reliable, what is missing and what to build first.
How we work
Trust the data first. Automate second.
Every engagement runs the same four steps, so the work is documented and nothing is automated before the data can be trusted.
The steps
Audit, build, review, then automate
Build
We standardise and connect the data, then build the first useful output (a dashboard, a report or a tool) with its sources and checks in view.
Review
We use it together on a regular cadence. Anything uncertain is flagged, and the decisions stay with you.
Automate
Only then do the repeatable parts get automated, with an approval step for anything that matters.
- Each stroke is a record
- Blue: checked and in use
- Mauve: held for a person
Your customers' data stays in your systems, or in a private workspace set up for your business alone.
Watch a run
One workflow, three weeks
A made-up café's weekly supplier order, drawn the way we hand it over. Pick a week and watch the run: every step lights as it passes, and nothing reaches the supplier until a person approves.
Note: A clean week
- Every count passes its check
- The order is drafted from par levels and prices
- A person approves it, then the email goes
- Stock sheetPassed
- Check the countsPassed
- Draft the orderPassed
- A person approvesPassed
- Email the supplierPassed
Made-up café, made-up steps. Tool names are examples, not a record of any client's system.
Try a check
Change the stock sheet. Watch the checks and the order.
A made-up café's weekly stock sheet. Change a count, clear a price or type a minus number: the checks flag what a person should look at, and the draft order only includes rows that pass.
Stock sheet
| Item | Par | Count | Price each (£) | Check |
|---|---|---|---|---|
| Whole milk litres | 40 | Passes | ||
| Oat milk litres | 24 | Passes | ||
| Coffee beans kg | 12 | Passes | ||
| Eggs trays | 10 | Passes | ||
| Butter kg | 8 | No price | ||
| Flour bags | 6 | Count below zero |
Draft order
- 18 litres whole milk£19.80
- 15 litres oat milk£28.50
- 5 kg coffee beans£90.00
- 6 trays eggs£39.00
Order total£177.30
Held for a person: Butter, Flour
Waits on a person: nothing is sent before approval.
Made-up café, made-up figures. Everything runs in your browser; nothing you type is kept or sent.
The system
From your sources to an approved action
Scroll, or pick a stage: the same records move from loose exports into checked rows, run through your rules, gather into a few decisions, and end as one approved action, drawn here as our mark.
A drawing on made-up records, not a client's data.
Tell us what you're working on
Email is the best way to reach us. A few lines on the problem and the systems involved are plenty to start with.