Business Process Improvement
Work that waits, gets typed in twice or is chased by email? As your business process and operations consultant, we find the hold-ups in your workflow and fix them, so jobs, orders and bills keep moving.
- 20+ years connecting business systems
- Works with Xero, MYOB and the systems you already use
- Fixed quote after a free chat
Simplify
Where does the time go? In most businesses the work itself isn't the problem. It's the waiting in between: a purchase order sitting in someone's inbox, job details copied from one system to another, a bill keyed into Xero or MYOB by hand. We sit with your team, follow real jobs and orders through, and map where work stops (see business process mapping). Then we cut the steps that add nothing and connect your systems so the rest happens on its own. Our business process improvement services don't stop at a report: the workflow optimisation and the system changes are done by the same team. You get fewer delays, fewer errors and staff who aren't chasing paperwork.
Where AI helps. Some steps need reading or judgement, like pulling the details out of an emailed order or a supplier invoice. We can use AI for those steps, with a person approving the result, and plain rules for everything else. How we use AI in workflows.
Where Work Usually Gets Stuck
The hold-ups we see most often in growing businesses
Work Gets Stuck
Hand-Offs by Email
Typing It In Twice
Waiting on Approvals
Processes We Usually Fix
Quote to Cash
What happens now:
- Quotes take too long to go out
- Jobs finished but not invoiced
- Invoices retyped into the accounts
- Overdue accounts chased by hand
What we change:
- Quotes built from your price lists
- Invoices raised when work is done
- Invoices sent to Xero or MYOB automatically
- Automatic payment reminders
Purchasing and Bills
What happens now:
- Purchase requests on paper or email
- Approvals waiting on one person
- Bills keyed in by hand
- Bills not checked against orders
What we change:
- Simple online purchase requests
- Approvals from a phone, with limits
- Bills read and coded automatically
- Orders, deliveries and bills matched
Jobs and Projects
What happens now:
- Job details copied between systems
- Timesheets collected on paper
- Costs found out after the job
- No clear view of job status
What we change:
- Job details entered once
- Timesheets captured on the day
- Costs tracked as the job runs
- One view of every job
Month-End
What happens now:
- Waiting on data from other systems
- Spreadsheets rebuilt every month
- Reconciling by hand
- Reports late and doubted
What we change:
- Data flowing into the accounts daily
- Reports that refresh themselves
- Automatic matching and checks
- Exceptions flagged to a named person
How We Work
Map How It Works Now
What we do:
- Talk to the people who do the work
- Follow a few real jobs or orders through
- Find where work waits or is re-keyed
- Note which systems are involved
What you get:
- A simple map of today’s process
- A list of the biggest hold-ups
Design a Better Way
What we do:
- Cut steps that add nothing
- Decide who approves what
- Work out what can run automatically
- Check it with your team and accountant
What you get:
- A map of the new process
- A plan and a fixed quote
Build and Connect
What we do:
- Set up approvals and forms
- Connect your systems to Xero or MYOB
- Test with real examples
- Show your team how it works
What you get:
- Working process and connections
- Short guides for your team
Run and Improve
What we do:
- Watch for anything that gets stuck
- Fix problems quickly
- Adjust as the business changes
- Pick the next process to tackle
What you get:
- Support from the people who built it
- A list of next improvements
The Technical Side
For whoever looks after your systems: the tools we usually use. We start with what you already have.
Your Accounting System
Xero, MYOB Business, AccountRight or MYOB Advanced, making full use of what it can do before adding anything new
Examples:
- Xero
- MYOB Business / AccountRight
- MYOB Advanced
Best for: Bills, invoices and built-in approvals
Approval and Workflow Tools
Online forms, approval steps and automatic hand-offs between people
Examples:
- Microsoft Power Automate
- Zapier
- Approval apps for Xero and MYOB
Best for: Simple to medium processes
Documents and Sign-Off
Reading bills and forms automatically, and collecting signatures online
Examples:
- SharePoint
- DocuSign
- Bill capture tools
Best for: Paper-heavy processes
Custom Integrations
Connections built for you when no app does the job, linking your job, stock or CRM system to the accounts
Examples:
- Xero and MYOB APIs
- Job and field systems
- Stock and order systems
Best for: Several systems working together
Practical Help in Plain English
We're a small Australian consultancy with over 20 years of experience solving real technology problems for businesses. We won't oversell or overcomplicate things; the aim is simply work that runs more smoothly.
Want Work to Stop Getting Stuck?
Tell us which process causes the most chasing. In a free initial chat we'll talk it through, and if we can help, you get a fixed quote. No obligation.