DISCOVERY WORKSHOP

Business systems and software review

Are you getting bogged down in the day-to-day running of your business? Reviewing your business operations and software systems can be hard to do alone. We facilitate a holistic review of your business to widen your vision and gain insights that map your business goals with strategic software solutions.

Need to be more in control of your data?

Ideally, your CRM and other software systems will be set up to make your daily operations quick and easy, and give detailed insight into what is going on in your business – if not, you have come to the right place!

Whatever your problems might be, we can help you improve your business operations through sound strategy and the right use of the right tools. we will take the time to understand your business and your needs, looking at all your essential systems and processes.

Our holistic consultation process will clarify your crucial needs, and align cost-effective solutions to enable greater efficiency, productivity, and better management capability.

Don’t worry, we provide training and support to help create a positive shift from any negative experiences your team might be having with your current software systems.

Ready to get started?

Book a time for an introductory chat with Rob

How it works

A full day workshop analysing your current business processes while reviewing your software systems. We’ll discuss your goals and objectives to define the challenge. This will give us a strong foundation to provide a recommendation for the next steps.

1 ~ UNDERSTAND

You and your business

2 ~ MAP

Your fundamental processes and information flows

3 ~ CAPTURE

Insights informing solution ideas

4 ~ DEFINE

Your needs and goals

5 ~ DELIVER

An action plan outlining your next steps to business success

Rob LaidLaw, Principal Consultant

Rob is passionate about boosting your success through integrating software solutions that will simplify and streamline your day-to-day activities

Can you relate?…

“As your business operations consultant, my goal is to boost your success by applying strategic and technical insights that deliver greater efficiency and productivity, and support communications and customer relations”.

  • When was the last time you reviewed your business processes?
  • Could your information flow be more efficient?
  • How well do you feel your business nurtures relationships with existing customers?
  • Do all of the team follow a common process every time?
  • Are you capturing valuable insights into sales opportunities?
  • Which tasks are your team spending a lot of time doing manually?
  • Are you using the best software products for your business?
  • Are your internal communications overlapping and hard to find?
  • Is your software tailored to your specific business needs?
  • Are there features in your existing software systems you are not using because you don’t know how?