Data and automation
Less copying between systems, fewer spreadsheet errors, and reports you can believe.
Who it is for
Teams who retype the same information into several systems, or who do not trust their own reports.
What it includes
- Cleaning and merging customer, product and sales data
- Links between the systems you already use
- Automating repetitive steps such as invoices, reminders and reports
- Dashboards built on one agreed version of the numbers
- Written notes on how it all works, so you are not tied to one person
What it does not include
- Collecting personal data without a lawful basis, or scraping sites against their terms
- Automating a decision that a person needs to take responsibility for
How it works
Tell us what slows you down
A short call or a message is enough. We ask how the work happens today and what keeps going wrong.
Look at the real data
We review a sample, then tell you what is fixable, what it will take, and whether it is worth doing.
Try it in a private preview
You get a private link to click through, with your own wording and rules. You tell us what to change before anything goes live.
Go live
We launch it, show your team how it works and keep it running under a monthly care plan.
Questions we get asked
Is it safe to share our data with you?
We agree how data is handled before we see any of it, work with the smallest sample that does the job, and keep it out of tools that do not need it.
Do we need to change our systems first?
Usually not. Most of this work connects what you have. We will tell you if one system really is the problem.
Where should we start?
With the task that eats the most hours each week and has the clearest rules. It pays back fastest and shows whether automation suits you.
Further reading
Cyber Essentials for small businesses: what it covers and why it helps
Four in ten UK businesses reported a cyber attack last year, mostly phishing. The five Cyber Essentials controls in plain English, and what to do first.
When your spreadsheet becomes a risk: lessons from real errors
Spreadsheets run a lot of small businesses, and sometimes they fail badly. What went wrong at Public Health England, the warning signs and when to move on.
UK GDPR for small businesses: the basics that actually matter
The seven data protection principles in plain English, the ICO fee, what to do in a data breach and the small changes that cover most of what you need.