Digital presence audit
- Review website quality, speed, mobile usability, accessibility, and security
- Check Google Business Profile and online directory listings
- Assess search-engine visibility
- Review social media presence and brand consistency
For small businesses
Make each technology decision earn its place.
Understand the systems, workflows, and risks behind your day-to-day work, then turn that evidence into a practical next move.
Service 01Digital Health CheckA structured view of how your current technology supports customers, staff, operations, security, and growth—ending in an ordered improvement roadmap.
Customer experience check
- Map how customers discover, contact, buy from, and receive support from the business
- Test contact forms, booking, checkout, and payment processes
- Assess response times and communication channels
- Identify customer friction and missed conversion opportunities
Business systems review
- Inventory current software and manual processes
- Review accounting, inventory, CRM, booking, and point-of-sale systems
- Identify duplicated data entry and disconnected tools
- Find opportunities for automation
Cybersecurity and privacy check
- Review passwords, multi-factor authentication, user access, and device security
- Check backups and recovery procedures
- Review software updates and antivirus protection
- Assess customer-data handling, privacy, and staff awareness
- Create a basic incident-response plan
Data and reporting assessment
- Identify what business data is currently collected
- Check data accuracy and ownership
- Review sales, marketing, customer, and operational reporting
- Define useful performance indicators and dashboard needs
Digital marketing assessment
- Review target audiences and customer personas
- Assess SEO, email marketing, social media, advertising, and content
- Check analytics and campaign tracking
- Compare marketing effort with leads, sales, and retention
Technology infrastructure check
- Review internet reliability, devices, networks, and cloud services
- Check software licensing and unsupported technology
- Assess remote-working capability
- Identify reliability, performance, and scalability risks
Digital skills assessment
- Evaluate staff confidence with existing tools
- Identify knowledge and training gaps
- Assess ownership of digital responsibilities
- Review documentation and onboarding practices
Integration and automation review
- Map information flows between systems
- Identify repetitive administrative tasks
- Assess integration opportunities
- Prioritize low-risk automations with measurable benefits
AI readiness assessment
- Identify suitable AI use cases, such as drafting, customer support, analysis, or administration
- Check data sensitivity and accuracy risks
- Establish human-review requirements
- Define an acceptable-use policy for employees
Competitor benchmarking
- Compare the business’s digital presence with relevant competitors
- Review competitor customer journeys, online services, and marketing
- Identify capability gaps and differentiation opportunities
Improvement roadmap
- Score each area using a simple maturity scale
- Separate quick wins from strategic improvements
- Estimate cost, effort, risk, and business value
- Assign owners and target dates
- Define 30-, 60-, and 90-day actions
- Schedule the next health check
Service 02Workflow AutomationMove from a measurable business goal through process design, careful delivery, adoption, and ongoing improvement—with human judgment kept where it matters.
Discovery and goal setting
- Identify the workflow’s business objective
- Define expected outcomes such as time saved, fewer errors, faster response, or lower cost
- Identify process owners, users, and stakeholders
- Agree on scope, constraints, and success measures
Current workflow mapping
- Document each step from trigger to completion
- Record people, systems, data, decisions, approvals, and handoffs
- Measure processing time, waiting time, frequency, and workload
- Capture exceptions and alternative paths
Problem and bottleneck analysis
- Identify repetitive manual work
- Find duplicated data entry and unnecessary steps
- Locate delays, approval bottlenecks, and communication gaps
- Review common errors, rework, and compliance risks
- Determine the root causes of inefficiency
Automation opportunity assessment
- Decide which steps can be automated, simplified, removed, or standardized
- Separate rule-based tasks from tasks requiring human judgment
- Assess automation feasibility and risks
- Estimate potential time, cost, and quality improvements
Opportunity prioritization
- Score opportunities by value, effort, risk, frequency, and urgency
- Identify quick wins
- Separate standalone automations from larger transformation projects
- Create an automation backlog and phased roadmap
Future workflow design
- Design the improved end-to-end process
- Define triggers, actions, rules, conditions, and outputs
- Specify approvals and human-review points
- Design exception handling, alerts, and escalation paths
- Assign process ownership and responsibilities
Requirements definition
- Document functional and technical requirements
- Identify data fields, sources, destinations, and validation rules
- Define access permissions and security requirements
- Specify integration, reporting, audit, and retention needs
- Establish acceptance criteria
Automation solution design
- Choose an appropriate automation approach
- Define connections between existing systems
- Design workflow logic and data transformations
- Plan authentication, error handling, monitoring, and recovery
- Confirm compatibility with the business’s existing technology
Prototype or proof of concept
- Build a small version of the proposed automation
- Test the most uncertain integrations and rules
- Validate the workflow with actual users
- Refine requirements before full implementation
Automation development and configuration
- Configure triggers, rules, actions, notifications, and approvals
- Build required integrations
- Add input validation and duplicate prevention
- Configure logs, alerts, and audit trails
- Document the automation
Testing and validation
- Test normal, boundary, and failure scenarios
- Verify data accuracy and access controls
- Test exceptions, retries, alerts, and recovery
- Conduct user acceptance testing
- Compare results with agreed success criteria
Deployment and transition
- Prepare existing data and system access
- Release the automation in phases where appropriate
- Run the manual and automated processes in parallel if needed
- Create a rollback and business-continuity plan
- Obtain final approval from the process owner
Training and adoption
- Train users and administrators
- Explain responsibilities and exception handling
- Provide operating instructions and support documentation
- Gather feedback and address adoption barriers
Monitoring and optimization
- Track success measures such as time saved, error rate, completion time, and automation failures
- Review logs and unresolved exceptions
- Collect user feedback
- Improve rules and workflow performance
- Schedule periodic reviews
Service 03Software SelectionTurn business needs into evidence-based requirements, compare realistic options, understand total cost and risk, and hand over a decision ready for implementation.
01
Understand the need
Business needs discovery
- Clarify the business problem
- Define desired outcomes
- Identify stakeholders and decision-makers
- Confirm scope, budget, timeline, and constraints
- Establish success measures
Current-state assessment
- Review existing software and subscriptions
- Identify gaps, limitations, and workarounds
- Analyse software usage and adoption
- Identify duplicated or overlapping tools
- Review upcoming renewals and contractual commitments
Process and user analysis
- Map the processes the software must support
- Identify user groups, roles, and access needs
- Document common scenarios and exceptions
- Capture usability and accessibility requirements
- Estimate present and future user volumes
Requirements definition
- Separate requirements into:
- Essential requirements
- Desirable requirements
- Future requirements
- Define functional requirements
- Define security, privacy, reporting, integration, and performance requirements
- Specify hosting, device, and remote-access needs
- Establish measurable acceptance criteria
- Separate requirements into:
02
Explore the market
Market and vendor research
- Identify suitable software categories
- Research available products and vendors
- Review vendor reputation, support, stability, and product direction
- Check whether products suit the business’s location and industry
- Create an initial list of possible solutions
Initial screening
- Eliminate solutions that fail essential requirements
- Check indicative pricing and licensing models
- Review implementation complexity
- Confirm integration and data-migration feasibility
- Produce a manageable shortlist
Evaluation framework
- Define evaluation criteria and weightings
- Create a vendor scorecard
- Include functionality, usability, security, integrations, support, scalability, implementation effort, and cost
- Agree on decision rules before vendor demonstrations
Vendor demonstrations and trials
- Prepare realistic demonstration scenarios
- Ask each vendor to demonstrate the same workflows
- Arrange trials or proof-of-concept exercises
- Gather feedback from actual users
- Record limitations, assumptions, and unresolved questions
03
Validate fit and risk
Technical and security assessment
- Review architecture and deployment options
- Assess access controls, backups, encryption, and audit logs
- Review privacy and regulatory compliance
- Evaluate APIs and integration options
- Assess availability, performance, and disaster recovery
- Identify vendor lock-in and data-portability risks
Integration assessment
- Identify systems that must connect with the new software
- Verify the availability and limitations of integrations
- Assess data synchronization requirements
- Estimate integration effort and ongoing maintenance
- Identify manual workarounds where integration is unavailable
Data migration assessment
- Identify data to retain, clean, archive, or discard
- Map data from the existing system to the new system
- Assess data quality
- Plan migration testing and validation
- Define backup and rollback requirements
Total cost assessment
- Calculate licence and subscription costs
- Include implementation, configuration, migration, integration, training, and support costs
- Consider internal staff time and productivity disruption
- Estimate ongoing administration and upgrade costs
- Compare total cost of ownership over an appropriate period
Vendor due diligence
- Review financial and operational stability
- Check customer references and relevant case studies
- Review service levels, support arrangements, and escalation procedures
- Examine contract terms, renewal conditions, price increases, and exit clauses
- Confirm ownership and exportability of business data
Risk and change assessment
- Identify implementation and operational risks
- Assess the effect on employees and customers
- Evaluate training and adoption needs
- Review business-continuity requirements
- Define mitigation actions
04
Decide and hand over
Final comparison and recommendation
- Score the shortlisted solutions
- Document trade-offs and unresolved risks
- Identify the preferred solution and a backup option
- Present the recommendation to decision-makers
- Obtain approval before purchase
Commercial negotiation and contracting
- Negotiate pricing, licence quantities, support, and implementation services
- Confirm service-level commitments
- Review data-processing and privacy terms
- Clarify termination and data-extraction arrangements
- Finalize responsibilities, deliverables, and timelines
Implementation handover
- Prepare an implementation brief
- Transfer requirements, evaluation results, and agreed scope
- Define project ownership and governance
- Establish implementation milestones
- Retain acceptance criteria for post-implementation validation
Service 04Corporate Web Site DevelopmentPlan, design, build, launch, and hand over a credible business website—with optional support kept clearly separate from the core delivery.
Discover and define
- Understand the company, services, customers, market, and website objectives
- Identify target audiences, how the site supports sales, marketing, recruitment, and customer service, primary calls to action, and measurable success criteria
- Review any existing website’s content, structure, design, performance, usability, traffic evidence, SEO, accessibility, and security
- Research competitors, industry expectations, positioning, and opportunities to stand apart
- Agree the scope, budget, timeline, stakeholders, retained content, and redirect needs
Requirements and structure
- Define the website type, required pages, features, user roles, permissions, and content-management needs
- Identify needs for forms, search, multilingual content, membership, booking, or payment
- Record integration needs and any separate subscriptions or vendor support they may require
- Create the sitemap, navigation, user journeys, URL structure, and relationships between content
- Set security, privacy, performance, accessibility, and hosting requirements
Content and brand
- Inventory reusable, missing, and outdated content and assign owners and production dates
- Develop clear messaging, readable page copy, service descriptions, and calls to action, with search needs in mind
- Plan useful supporting content such as company information, case studies, FAQs, and approved testimonials
- Plan photography, video, illustrations, documents, and other downloadable resources
- Adapt approved brand rules and create any missing web-specific assets for consistent digital use
Experience and interface design
- Map important user journeys, page flows, navigation, forms, and interactive elements
- Create wireframes and content layouts around audience needs
- Design responsive experiences for mobile, tablet, and desktop
- Define reusable components and clear states for buttons, forms, menus, and messages
- Validate priority journeys and obtain design approval before development
Technical planning and development
- Choose an appropriate technology or content-management approach for the agreed requirements
- Plan architecture, hosting, deployment, and development, testing, and production environments
- Define content-management roles, administrative access, and publishing responsibilities
- Configure the selected content-management system, reusable templates, responsive components, useful error messages, and search or filtering where required
- Plan and deliver commissioned business-system connections while identifying subscriptions, vendor support, and other external dependencies
Content, SEO and accessibility
- Add approved text, images, and documents and check presentation across devices
- Format content consistently, optimize images, and verify links and downloads
- Apply search research to metadata, headings, URLs, structured data, sitemaps, indexing rules, redirects, and separately commissioned search monitoring
- Use semantic structure, keyboard access, adequate contrast, alternative text, and clear form labels
- Test assistive-technology support against the agreed accessibility standard
Privacy, security and quality assurance
- Plan required policies, form consent, data minimization, retention, and deletion; configure cookie consent where required before nonessential tracking; have legal content confirmed by the company’s adviser
- Configure secure connections, security headers, suitable authentication, permissions, protected administration, form validation, backups, recovery, and abuse controls
- Review dependencies and any third-party components
- Test pages, links, forms, navigation, integrations, error handling, and data collection across browsers and screen sizes
- Complete user-acceptance testing against agreed usability, accessibility, performance, SEO, security, and business criteria
Launch and handover
- Complete the launch checklist, production setup, content migration, redirects, backups, rollback plan, and final approval
- Publish when commissioned, verify domain, security, and critical journeys, and submit the website for search indexing
- Check separately commissioned analytics, monitoring, forms, and integrations after release and resolve launch issues
- Train staff on publishing, administration, user roles, approvals, and support procedures
- Hand over credentials securely with technical and content documentation and confirm ownership of the site, source files, accounts, and data
Maintenance and improvement
- Offer maintenance as an optional ongoing service, separate from the core website delivery
- Apply agreed security and software updates and maintain backups
- Monitor availability, performance, and errors only when ongoing support is commissioned
- Fix defects and broken links and help keep content current
- Use agreed evidence to improve conversion, SEO, accessibility, usability, and functionality as business needs evolve
Service 05Custom Business SoftwareWe transform your business software idea into a working digital product—designed around your processes, people, and goals.
Discover and validate
- Understand the software idea, business problem, intended users, expected outcome, and affected systems
- Confirm the idea addresses a genuine business need and assess whether it is practical
- Test important assumptions and identify risks, constraints, and dependencies
- Consider whether custom software is the right approach before committing to build
- Define the expected business value and an initial project boundary
Outcomes and process
- Define measurable outcomes for time, cost, accuracy, service, or productivity
- Agree what is inside and outside the initial scope
- Map the current process, users, responsibilities, decisions, approvals, and systems
- Identify delays, manual work, errors, bottlenecks, exceptions, and unusual scenarios
- Design the improved process the software should support
Product concept and requirements
- Turn the idea into a clear product concept for its main users and daily operations
- Define core features, primary user journeys, workflows, and business rules
- Specify user roles, access permissions, notifications, approvals, dashboards, and reports
- Identify data needs and any connections required with existing business systems
- Create measurable acceptance criteria for the agreed product scope
MVP and experience
- Define the smallest useful first release and separate essential features from future enhancements
- Prioritize features by business value and create a phased product roadmap
- Assess delivery effort, cost, and schedule before the release scope is approved
- Map navigation and screens and create wireframes for important forms, dashboards, and workflows
- Consider mobile, tablet, and desktop use and validate the proposed experience with the client
Prototype and technical design
- Create a clickable prototype that demonstrates the key user journeys
- Collect stakeholder and user feedback, refine the concept and requirements, and obtain approval to proceed
- Choose a suitable technical approach and design the application and data structure
- Define hosting and deployment arrangements only where they form part of the engagement
- Plan integrations only when included in scope, alongside security, privacy, backup, recovery, growth, and maintainability
Development and quality
- Build the approved features, business rules, workflows, accounts, roles, dashboards, reports, alerts, and notifications
- Build connections to other systems only when they are included in the agreed scope
- Demonstrate progress regularly and incorporate agreed feedback
- Test features, end-to-end processes, calculations, permissions, and rules, plus agreed integrations and data transfers
- Check usability, relevant devices, performance, security, and accessibility and resolve identified defects
Acceptance and data readiness
- Demonstrate the completed product and let selected client users test it
- Validate the product against the acceptance criteria, resolve acceptance issues, and obtain launch approval
- Plan data migration only when existing business data is part of the agreed scope
- When migration is agreed, identify, clean, prepare, and map required legacy data into the new structure
- When migration is agreed, test it, verify accuracy and completeness, and complete the final migration safely
Launch, adoption and handover
- Prepare the live environment and configure security, backups, and monitoring only where commissioned
- Deploy when agreed, test critical functions, introduce the product to users, and resolve early launch issues
- Train users and administrators and provide practical instructions and supporting materials
- Help the business transition from the previous process, gather feedback, and address adoption challenges
- Hand over documentation and credentials securely and clarify ownership of the software, data, source code, and support responsibilities
Optional support and improvement
- Offer ongoing support as a separate recurring service rather than part of the core delivery
- Monitor product performance only when ongoing support is commissioned
- When ongoing support is commissioned, fix agreed defects, apply security and software updates, and support users
- Review usage and business results with the client
- Prioritize improvements and new features for future product releases
Service 06Software & Hardware SetupWe install, configure, test, and securely connect the software and hardware your business needs—ensuring everything is ready for your team to use.
Discover and assess
- Understand what must be installed, its business purpose, expected outcome, users, devices, and locations
- Confirm stakeholders, responsible contacts, environmental constraints, scope, schedule, and acceptable downtime
- Review current devices, systems, networks, operating systems, software versions, capacity, and connectivity
- Identify compatibility concerns and outdated or unsupported technology
- Record the current configuration, access needs, dependencies, and installation constraints
Plan and verify
- Define the installation approach, order, dependencies, interruptions, recovery, and rollback steps, scheduling work to reduce disruption
- Verify client-supplied hardware condition and specifications and identify incorrect, damaged, or unsuitable items
- Confirm access to required client-supplied licences and subscriptions without implying they are included
- Record serial numbers, asset details, and available warranty or vendor-support information
- Identify missing items; procurement and purchasing are not included and require a separate agreement
Prepare the site
- Check power, cabling, internet access, network readiness, ports, and Wi-Fi coverage
- Confirm suitable equipment locations, ventilation, workspace access, and physical security
- Prepare required user, administrator, service, and vendor accounts
- Confirm that suitable backups exist before changes begin
- Resolve site-readiness issues or agree how they will be handled before installation
Install hardware and systems
- Install agreed computers, peripherals, printers, point-of-sale devices, or other supplied business equipment
- Install network, security, server, or storage equipment only when it is part of the agreed scope
- Connect, label, and record cables, devices, and assets
- Install or update operating systems, drivers, storage settings, regional settings, time, and input preferences
- Secure default administrator accounts, apply company security policies and updates, remove unnecessary software or services, and add agreed settings
Configure software and connectivity
- Install approved business applications and activate client-supplied licences or subscriptions
- Configure application settings, users, roles, permissions, updates, and compatibility
- Configure wired and wireless networks, device names, secure internet access, shared resources, and document important network settings
- Set up agreed email, calendars, contacts, shared mailboxes, signatures, collaboration tools, file access, and synchronization
- Configure remote access only when separately commissioned and its security requirements are agreed
Secure, back up and integrate
- Apply agreed encryption, endpoint protection, firewall settings, multi-factor authentication, permissions, locks, and password controls
- Configure backups and recovery only when commissioned, including agreed data, frequency, retention, and destinations
- When backup setup is commissioned, verify it, test recovery, document it, and clarify who monitors it
- Connect existing systems or supported third-party services only when integrations are included in scope
- Test agreed integrations and document permissions, dependencies, limitations, and recovery needs
Transfer, customize and test
- When migration is agreed, transfer files, profiles, browser data, email, and settings from a backup, verify completeness, and securely retain or dispose of old data as agreed
- Treat complex application or database migration as a separate project rather than standard installation
- Apply agreed business settings, preferences, templates, folders, print and scan defaults, notifications, branding, and device standards
- Test startup, performance, software functionality and licence activation, networks, peripherals, email, files, security, backups, and agreed integrations
- Run important business tasks, record issues, and resolve or schedule outstanding work
Accept, orient and hand over
- Demonstrate the completed setup, support user testing, confirm agreed requirements, and obtain acceptance
- Provide basic orientation on access, devices, software, storage, security, and reporting problems
- Treat detailed application training as a separate service rather than standard installation
- Hand over an inventory plus licence, renewal, warranty, network, and important configuration records
- Provide user and administrator instructions and credentials securely and clarify ownership, vendor, backup, and support responsibilities
Optional support and improvement
- Offer post-installation support as a separate recurring service rather than part of the core setup
- Monitor devices, systems, and backups only when ongoing monitoring is commissioned
- When support is commissioned, resolve agreed issues, apply updates, and help manage device and user access
- Maintain configuration and asset records and coordinate vendor or warranty support only within the agreed scope
- Plan upgrades, replacements, licence changes, or procurement through separate approval and purchasing arrangements
Choose the smallest useful next step
Start with the business problem.
Tell us what is slowing the business down. We will help you identify the most useful place to begin.