What we do
Many established businesses lose hours each week to work that could be automated, such as copying data between systems, chasing the same updates and re-keying customer details. Business process automation removes that work, so your team can focus on the tasks that need their expertise.
Integration is how we connect that automation to the systems you already use, from your website and CRM to your finance and operations software, so a change made in one place is reflected everywhere it's needed. Automation only saves time if it's properly integrated with your existing data and day-to-day tools, which is why we deliver the two together.
Recent work
Modality's patients used to book through a widget embedded from its practice-management system, and some lost their booking at the last step. To prevent this from happening, we built booking and payment automations into Modality's own site and connected them to its practice-management system.
A direct integration with Semble, Modality's practice-management system, built on its GraphQL API.
The booking, patient record and invoice are only created in Semble once Stripe confirms the payment, so an abandoned checkout never holds a slot.
Patients only see the options for the service they came for, and the form fills in the location from the page they arrived on.
If someone starts a booking and doesn't finish it, they get an email reminding them of the unfinished booking.
Process
We automate the routine digital tasks your team carries out by hand, such as moving data between systems, sending updates, qualifying enquiries and generating documents, so they run reliably in the background.
Not every task should be automated. The best candidates for automation include tasks which happen often, follow the same steps each time, and cost your business when they go wrong. We work with you from the outset to establish where your team's time is actually going, and start with the processes that will give the most time back.
We map each process as it runs today, from the first step to the last, including every hand-off between people and systems. This gives us a clear specification of what the automation needs to do before anything is built.
We build the workflow so it runs the same way every time, with a member of your team signing off any step that needs human judgement.
We connect the automation to your CRM, your data and the tools you already use, in line with the ISO standards we're accredited to.
We document every integration so it's secure and can be maintained over the long term, whether by us or by your own team.
We explain our reasoning at every stage, so you understand what's being built and why.
What we build
We map the processes that your teams regularly use and rebuild them as an automated workflow so that it runs the same way every time, and the hours go back to your team.
Common examples include onboarding a new client, processing invoices through to your accounts team, routing an enquiry to the right person as soon as it arrives, and compiling a weekly report from your data.
We build AI into automated workflows where it adds value, such as reading and sorting incoming emails, pulling key details out of documents, or drafting a first reply for someone to approve.
AI works best on clearly defined tasks that can be checked. We set clear limits on what it can and cannot do, and a member of your team signs off any step that needs judgement.
We automate the operational side of your marketing efforts, so enquiries from your website land straight in your CRM, follow-ups are sent on time and customer details stay in sync across your tools, meaning fewer leads slip through the gaps between systems.
Our lead generation strategies are tailored specifically to the requirements of your business, and sit within our lead generation service arm of the business.
We connect your CRM to the other systems your business relies on, including your website, your finance and accounting software, and your operations or HR tools, so that enquiries and customer data flow seamlessly between each platform.
The result is one accurate record with no double entry or reconciliation efforts. This ensures that any updates applied to customer or invoice data in one area are automatically reflected everywhere that it needs to be.
Where two systems have no ready-made connection, we build an API integration that links them, so your tools exchange data automatically. A common example is connecting a payment gateway so payments reconcile without manual entry.
Every integration is documented and in line with the ISO accreditations that we're accountable for, so it's secure and can be maintained over the long term.
When the same data sits in several systems, it can drift over time through different applications, out-of-date values, and gaps. Data integration brings it together so it's consistent, accurate and usable across your business.
Where an AI tool would help, we integrate it into your setup with the same standards and checks as the rest of our work, so it works safely with your real data.
How we work
We're accredited to ISO 9001 for quality, ISO 27001 for information security and ISO 42001 for AI management. ISO 9001 means the work is planned, documented and repeatable. ISO 27001 means your systems and data are handled securely while we work in them. ISO 42001 covers how we manage the AI we use, so the automation is built responsibly and with oversight. Together they represent the management systems behind every job we deliver.
Our accreditations underpin how we work, and they don't make your business accredited, certified or compliant. What it gives you is the assurance that your systems are in safe and accredited hands.