Portfolio
Below are some high level example solutions to illustrate the potential of relatively simple tools. They are not intended as standalone products, rather a demonstration of the underlying logic in digitising processes.
Low Code Helpdesk Tool
An example of how a low code solution can be used to automate a CRE process. Combines online data submission with automation flows to improve data capture and quality so that teams can concentrate on resolution rather than manual data tasks.
Marketing Tracking App
Move from a semi structured Excel workbook to an app to track interested parties and offers received. Auto generate key update information for client calls enabling you to provide concise, quantifiable client updates
Reporting Automation
Quickly and easily create regular standardised reports from database exports. Apply pre-defined data transformations, customisation and formatting at the click of a button.
Document Automation
**DETAILS COMING SOON**
Expands functionality on the MS Office Mailmerge function to create customised documents from a data source, create, save, PDF and email all at volume. c. 6 seconds per document from start to finish.
Process Playbook
**DETAILS COMING SOON**
Generate template email requests to a range of people or teams in one go. Helps execute a consistent, reliable process to ensure nothing is missed off (and that can be continually improved based on collaboration and best practice).
Please contact me if you think I could be of value to your team.
Automation is achievable using mainstream and accessible software. However, to maximise benefits, it requires thorough analysis, planning and colleague engagement to make digital initiatives a success.