Reporting without rebuilding
Bring submissions and records together, calculate the totals you need and send a regular update. Your team can review the information instead of copying it into another spreadsheet.
SMALL BUSINESS AUTOMATION
Business automation connects the steps your team repeats every week. SGP helps small businesses move information, send reminders and keep records up to date, so useful work gets more of your attention.
A useful automation starts with a clear process. We look at what happens now, where the delays are and which decisions still need a person. Then we agree a manageable first piece of work.
Bring submissions and records together, calculate the totals you need and send a regular update. Your team can review the information instead of copying it into another spreadsheet.
Collect details once, create the next task and tell the right person it is ready. This can help with customer enquiries, onboarding and documents that pass between teams.
Prompt someone when a task is due or a decision is waiting. Keep the record current so the team can see what needs attention without another round of emails.
Show us the task, the people involved and the tools you already use. We identify repeated steps, missing information and the points where work gets stuck.
We agree the scope and build the workflow around it. Testing includes incomplete submissions, exceptions and the handovers that still need human judgement.
You get a walkthrough and documentation for the agreed workflow. We explain how to use it and agree any ongoing support before handover.
We start with the tools you already use. What can be connected depends on their supported integrations and the access available. We explain any limits before agreeing a build.
Builds are scoped around the process, integrations and support needed. If you want to understand the opportunity first, the £50 Admin & Workflow Healthcheck reviews one process and identifies practical next steps.
Yes. A single recurring task is a useful starting point. You can see how the new process works before considering further changes.
A SIMPLE STARTING POINT · £50
The Admin & Workflow Healthcheck reviews one task and gives you practical next steps before you commit to a bigger build.