How it works.

The four steps

1. 1

   We talk.

   I interview the people who do the work and watch how it really gets done.

   Me: Walk me through your Friday report.

   Your team: I copy figures from three spreadsheets into one. It takes most of the afternoon.

   Me: Every week?

   Your team: Every week.

   Noted The Friday report is done by hand.

   Play again
2. 2

   I find what's slow.

   Work that's slow, done twice, or paid for and barely used. You get a plain list, most important first.

   What I found

   • The Friday report is copied by hand from three spreadsheets.Slow
   • Client details are typed into three different places.Done twice
   • The project app charges for 12 people. Three use it.Barely used

   Play again
3. 3

   We fix it, your way.

   A simpler way of working, better use of what you have, a small tool, or AI where it pays. Always something you can run without outside help.

   Fixing the Friday report

   • A simpler way of working
   • Better use of what you have
   • A small tool you ownPicked
   • AI where it pays

   Now, one button builds the report.

   It runs in your accounts. No outside help needed.

   Play again
4. 4

   You own it.

   I hand it over with a plain-English guide and teach your team to use it, change it and fix it.

   Handed over

   • It runs in your own accounts
   • A plain-English guide
   • Your team can change it
   • Your team can fix it

   Yours.

   Play again

The conversations and findings above are made up.