Illustrative example
Connected workflow
Challenge: Enquiries, orders, and documents are copied by hand between email, spreadsheets, and accounting tools.
Approach: Map the process, connect the tools through their APIs, and add AI-assisted classification where rules alone are not enough.
Deliverables: Documented workflow, integrations, error alerts, and a handover guide.
Metrics to observe: Manual steps per case, processing time, and error or rework rate.
Illustrative example
Marketing campaign
Challenge: A new service needs qualified enquiries, but messaging, landing page, and tracking are not yet in place.
Approach: Research the audience, define positioning, build a focused landing page, and run a measured campaign.
Deliverables: Messaging, landing page, campaign assets, tracking setup, and a review report.
Metrics to observe: Qualified enquiries, conversion rate, and cost per enquiry.
Illustrative example
Marketing-to-operations system
Challenge: Leads arrive from campaigns, but follow-up is slow and the handover to sales is inconsistent.
Approach: Connect forms to the CRM, route leads by agreed rules, and trigger relevant follow-up sequences.
Deliverables: Integrated lead flow, follow-up sequences, and a shared dashboard.
Metrics to observe: Response time, lead-to-meeting rate, and handover completeness.