All the ways I can help your business
Here is an extensive overview of the consulting, digitalisation and automation services I can provide to professional practices, local businesses and small/mid-sized companies.
Initial audit & process mapping
A deep dive into how work actually happens today: workflows, bottlenecks, tools in use, roles and responsibilities. I deliver a clear map of your key processes and a prioritised list of pain points to address.
Workflow design & execution roadmap
Based on the audit, we design how your firm or business should work: who does what, using which tools and in what sequence. I define a pragmatic step-by-step roadmap with timelines and expected impact.
Business & practice digitalisation
Selection and integration of tools for email, documents, case management, tasks and calendars. The goal is to minimise scattered files, endless chats and duplication, creating a simple, central operating system for your work.
Task management & shared scheduling
Implementation of systems to manage tasks, deadlines and team schedules in a clear way: who owns what, what is urgent, what is late. Ideal for law firms, accountants, appointment-based businesses and distributed teams.
Operational automations & integrations
Tailored automations to reduce repetitive work: automatic emails, client reminders, synchronisation between practice management tools, CRM, calendar, invoicing and shared files. Typical stack: Linux / LAMP plus cloud services.
KPIs, dashboards & decision reporting
Definition of key indicators (leads, conversions, response time, backlog, revenue per client, team load) and creation of simple dashboards, automatically updated and actually useful to decide where to intervene.
Client management & customer journey
I optimise the path from first contact to recurring client: how enquiries arrive, how they are picked up, who calls back, when and with which messages. The goal is to close the leaks in your funnel and increase repeat business.
Operating manuals & SOPs
Turning the new processes into clear, step-by-step procedures, so that your team knows what to do even when you are not there. Useful for onboarding new people and reducing dependence on a few “key heroes” in the company.
Practical training & team enablement
Hands-on sessions with your team to use the new tools and operating habits: no abstract theory, but real cases from your firm or business, until the new way of working becomes natural.
Ongoing programmes & fractional COO
For businesses that want ongoing support: regular check-ins, numbers review, adjustments to processes and automations, decision support. Essentially, a part-time “operational lead” who stays at your side over time.
Not sure where to start? We can figure it out together in a short introductory call.