Case studies
Work we can describe in detail
Four projects for small businesses that were spending too many hours on admin. Each one started with a single process, a clear measure of success and a short pilot before anything went live.
- Harbourline PropertyProperty management
Tenant correspondence sorted before the office opens
Harbourline looks after about four hundred units across three towns, and every morning began with an inbox of repair requests, notices and invoices in no particular order. We added a reading step that classifies each message, pulls out the unit reference and files it against the right tenancy, with anything unclear held for the office manager.
Read the case study62 hAdmin hours saved each month1,400Messages routed per month5 weeksFrom first call to live - Ridgeway BrokersInsurance
Policy wordings read and compared in one pass
Ridgeway quotes commercial cover for trades and small manufacturers, which meant reading long policy documents by hand before every renewal. The tool now lifts limits, excesses and endorsements into a single comparison table that the broker checks and signs off before it reaches the client.
Read the case study9,200Documents processed to date18 minSaved on the average quote3Insurers compared side by side - Calder and Stone SupplyWholesale
Purchase orders entered without anyone retyping them
Calder and Stone receives orders as PDFs, spreadsheets and scanned pages from close to two hundred stockists, and two people spent their mornings keying them in. Each order is now read, matched against the product catalogue and written into the order system, with low confidence lines queued for a person to confirm.
Read the case study340Orders handled each week97%Matched without manual review11 daysFrom brief to first live order - Elmgrove Medical PracticeHealthcare
Referral letters summarised for the morning list
Elmgrove takes referrals from six local surgeries in a mix of letters, faxes and portal exports, and the reception team read every one before triage. A summary step now drafts a short structured note for each referral, which the practice team reviews and edits before it reaches a clinician.
Read the case study40 hClerical hours saved each month2,600Referrals summarised a year4 weeksFrom pilot to everyday use
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