Task inventory
A two-week log of recurring admin across the team: what is done, how often, by whom, and what it is for. Most clients find 20–30% of it is duplication.
What it covers
Three parts, one output.
Automation shortlist
Where a rule can replace a manual step, we name the rule and the tool you already own that can enforce it. No new licence is assumed.
Template pack
Editable SOP templates for the recurring routines: onboarding paperwork, supplier checks, weekly reporting, document filing and approvals.
In practice
The difference between a template and a custom process
A template pack is a starting point: the structure, the fields and the order of work that most small businesses need. It is included in the engagement and it is yours to edit.
Where your operation genuinely differs — a regulated hand-off, a two-stage approval, a client-specific report — we adapt the template rather than hand you a generic file. The boundary is stated in the scope: what is standard, what is adapted, and what would need a separate piece of work.
How it runs
Four stages over a short cycle.
Two-week admin log
A simple log the team fills in; we analyse where time actually goes.
Waste review
Duplication, double entry, approvals with no decision, and reports nobody reads.
Template build
SOP templates written in your language and your tool stack, tested on live work.
Routine reset
A new weekly rhythm, agreed with the team, with a one-page calendar of who does what.
Deliverables
What leaves the engagement with you.
- Admin task inventory
- Automation shortlist with owners
- SOP template pack (editable)
- Weekly admin calendar
- Filing and naming convention
- Hand-over session
Scope boundary
Automation recommendations are limited to tools you already licence or free options you can adopt without a procurement cycle. We do not resell software, take commission, or implement IT infrastructure.
Related
Services that usually run alongside this one.
Process planning
Map how work actually moves through your business, then design the shortest reliable path.
Read the serviceCX improvement
Review the touchpoints where customers wait, repeat themselves or give up.
Read the serviceEfficiency review
Measure where the working week actually goes, and what the bottlenecks cost you.
Read the serviceNext step
Talk through your admin optimisation.
Tell us how the work runs today. We will reply with a short view of fit and a fixed fee for a diagnostic.