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Automation & integrations

Internal tools and workflow automation

Internal tools and workflow automation replace repetitive manual work with something purpose-built: a dashboard, a report, or a tool that turns messy inputs into the output your team actually needs. It suits businesses running critical processes through fragile spreadsheets and copy-paste.

When this helps

Problems this solves

  • A spreadsheet that one person maintains and nobody else understands.
  • Reports rebuilt by hand every week from the same sources.
  • Orders processed manually into production or picking lists.
  • Data spread across systems, so no one has a single view.

Scope

What's included

Every quote lists the deliverables in writing, so there is no ambiguity about what you receive.

Deliverables

  • Process mapping of how the work is done today, with the time cost identified.
  • A defined target outcome: what the tool must produce and for whom.
  • A scoped tool or dashboard, built and tested against real data.
  • Reporting views aggregating the sources that matter.
  • Access control appropriate to who should see what.
  • Documentation and training for the people who will use it daily.

Not included as standard

  • Savings are not quantified in advance unless you supply the baseline figures.
  • Automation depends on the source systems allowing access.
  • Regulated or sensitive data needs your own compliance review.

Anything here can be added to the scope and priced separately.

Defined starting point

Workflow discovery and prototype

Fixed price after scoping

Typically includes

  • Mapping of the current process
  • Definition of the required result
  • Review of system access and limitations
  • An agreed working prototype on real sample data
  • Documented route to production
  • Recommendation on what to automate next
Price this work

Process

How the work runs

  1. Step 1

    Map

    Watch and document how the work is done now, including exceptions.

  2. Step 2

    Define

    Agree the output, users and boundaries of the tool.

  3. Step 3

    Prototype

    Build something usable on real data, quickly.

  4. Step 4

    Harden

    Add access control, validation and documentation for daily use.

What I need from you

  • Time with the person who currently does the work.
  • Sample data, including the awkward exceptions.
  • A decision on who should be able to see and change what.

What changes the price

  • Number of steps automated and exception cases handled.
  • Data sources and their accessibility.
  • Number of users and roles.
  • Prototype versus production-hardened tool.

Experience

Relevant background

Relevant experience includes a bespoke WooCommerce Subscriptions application that aggregated recurring food orders into weekly production and ingredient requirements.

Questions

Frequently asked questions

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Get a fixed cost for internal tools & workflow automation.

Share a little about your website, your goals and what is getting in the way. I'll use that to work out the right scope and next step.