CRM, Accounts & Payments Chaos

Company: 25-person B2B services firm using separate systems for sales, finance, and operations.
The mess: The same customer details were being typed into the CRM, accounts package, and payment system — leading to mismatched invoices and delays.
What we delivered: Consolidated into two core platforms and built a simple two-way sync between the CRM and accounts software using Microsoft automation tools.
Result: £3,600 per year saved + 4 hours per week reclaimed permanently.

Supplier Pricing Nightmare – everything on Spreadsheets

Company: Medium-sized wholesaler managing hundreds of supplier SKUs across departments.
The mess: Pricing and stock details lived in dozens of disconnected Excel files which were updated monthly. Only one team member could quote accurately and when she was off it took several team members conserable time to work out what to quote when main supplier for a specified item was low stock
What we delivered: Centralised all supplier data into a live searchable dashboard with structured templates accessible to the whole team.
Result: 30%+ more orders processed per week and seamless integration with their CRM.

Pointless 2 Hour Weekly Status Meeting

Company: Professional services agency with project managers and support staff across departments.
Situation: A recurring two-hour “catch-up” every week for six people consumed 12 working hours and rarely produced clear actions.
What we delivered: Replaced the meeting with a shared Microsoft Teams Planner dashboard and three lightweight workflows using existing tools.
Result: 12 hours per week saved and a noticeable lift in team morale.

Quote-to-Cash Taking 9 Days

Company: Engineering contractor handling bespoke client orders.
Situation: Quotes sat in email threads, approvals happened in Teams, and invoices were issued manually through their accounts package.
What we delivered: Built a four-step workflow in Microsoft Power Automate linking CRM, Teams, and the accounts system.
Result: Quote-to-cash cycle reduced from 9 days to 18 hours, improving monthly cash flow by £9,200.

Onboarding New Clients requiring multiple Emails & Tools

Company: Telecoms reseller onboarding anything from 3 to 10 new clients per month.
Situation: The process required multiple email threads, manual forms, and file uploads spread across several systems.
What we delivered: Created a centralised onboarding portal in Microsoft SharePoint with automated notifications and file requests.
Result: Onboarding time cut from 8 hours to 75 minutes. Client drop-off rate reduced from 40% to 3%.

Project Profitability Blind Spot

Company: Construction consultancy managing multiple live projects simultaneously.
Situation: Profit margins were only reviewed quarterly, using disconnected spreadsheets from accounts and project teams.
What we delivered: Built a real-time dashboard pulling data directly from their CRM and accounts package.
Result: Identified and ended two loss-making contracts immediately. £6,800 per month profit boost.

Repetitive Data Entry Between CRM and Project Tracker

Company: IT services provider with 15 support desk staff and an admin support team.
Situation: Every new client project required duplicate entry of contact details, job info, and timelines into both the CRM and a separate Microsoft Excel tracker. It took around 20 minutes per project, often causing errors and missed updates.
What we delivered: Automated the process using Microsoft Power Automate — new projects now flow directly from the CRM into the shared tracker and Teams channel, complete with assigned owners and due dates.
Result: 7 hours per week saved in admin time, zero duplicate data, and project visibility improved company-wide.

Month End Delays, Too Little Time – Too Many Systems

Company: Multi-site professional services firm with local offices feeding into a central finance team.
Situation: Month-end was dragging on for 10+ working days due to duplication, inconsistent spreadsheets, and constant reconciliation between purchase ledger, accounts, and local office submissions. Errors were common and reports were frequently delayed.
What we delivered: Streamlined the month-end process by consolidating data entry into one centralised SharePoint workspace linked directly to the accounting package. Introduced automated data validation, approval workflows, and a single reporting view for all offices.
Result: Month-end closed in 3 days (down from 10). Accuracy improved dramatically and the finance team reclaimed 25+ hours per month.