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IndustrySmall business & services
Ready automations for service businesses, practices, workshops and sports and leisure venues: bookings, declarations, passes, vouchers, daily takings and the owner’s morning report. For small businesses we also run a company website on subscription. Every solution describes the process before and after, a value model and an implementation plan.
Solutions
Small business & services: 49 solutions
Each card leads to a process description with a calculation. The figures are examples: we calculate them on company data before any build.
Finance & accounting
8 solutions · The whole areaTreatment packages settled to the end
A sold package is a promise, not revenue. Who in the clinic tracks how much of that promise remains?
Reduce errorsReduce riskReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winMemberships paid or paused
The membership is two months unpaid, and entry still works. Nobody noticed, because nobody compares the payments with the member list.
Reduce costReduce errorsAccelerate responseUiPath · Microsoft 365 +1View Finance & accountingQuick winInvoices chased before they turn difficult
The client pays after 40 days because nobody reminded after 14. Your cash sits in other people’s accounts, working for them.
Reduce costAccelerate responseReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winCost invoices to the accountant without the binder
On the fifth of the month the accountant asks about missing invoices. The hunt begins: inboxes, glove boxes, jacket pockets.
Save timeReduce errorsReduce costDocument processingView Finance & accountingQuick winGateway payouts matched to orders
The gateway pays out every three days, in bulk, fees deducted. Somebody has to match that to a hundred and forty orders.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Finance & accountingQuick winGift vouchers sold and reconciled
A voucher bought a year ago, printed twice, redeemed once. Probably. The register lives in three places.
Reduce costReduce errorsSave timeUiPath · Microsoft 365 +1View Finance & accountingQuick winDaily takings reconciled every morning
The till says one thing, the card terminal another, the booking system a third. The difference gets explained on Sunday evening.
Reduce errorsSave timeReduce riskUiPath · Microsoft 365 +1View Finance & accountingQuick winDoctor payouts per treatment, without the spreadsheet
A percentage per treatment minus the product, different rates for every doctor. Every month the same spreadsheet and the same discussion.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1ViewOperations & production
13 solutions · The whole areaLane bookings and declarations before entry
The corporate group stands in the lobby filling in declarations on their knees, while the lane time they paid for ticks away.
Accelerate responseIncrease capacitySave timeUiPath · Microsoft 365 +1View Operations & productionDepartmentalRentals: bookings, deposits, inspections
A customer phoned to reserve two bikes that someone else just rented out. The deposit is in a notebook, the servicing in someone’s memory.
Reduce errorsReduce costIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winVehicle check-in and repair status by text
The customer calls for the third time asking “what about my car”, and the mechanic crawls out from under the lift for the third time to check.
Save timeAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winField crews: schedules and confirmations
The crew drives forty minutes to an installation the customer forgot about. It returns, and tomorrow’s schedule is already falling apart.
Save timeIncrease capacityReduce errorsUiPath · Microsoft 365 +1View Operations & productionQuick winSupplier orders driven by sales
Orders to three wholesalers dictated at 11:15 p.m. from memory. Friday ran out of salmon, Monday threw away the rocket.
Reduce costReduce errorsSave timeUiPath · Microsoft 365 +1View Operations & productionDepartmentalAttendance and billing at the preschool
Attendance in a notebook, meal charges computed from attendance, parents’ bills assembled by hand. Every month from scratch.
Reduce errorsSave timeReduce costUiPath · Microsoft 365 +1View Operations & productionQuick winEntrance kiosk: declarations and the visit register
Saturday, 10 am: twelve walk-ins, one person at the counter and a stack of declarations to fill in by pen.
Accelerate responseIncrease capacityReduce riskPower PlatformView Operations & productionQuick winClub competitions: from entries to results
An hour before the match: three versions of the start list, two shooters unpaid, the referee asks for the score cards.
Save timeAccelerate responseIncrease capacityPower PlatformView Operations & productionQuick winKids’ birthdays: consents, deposits, schedule
Twelve eight-year-olds on Saturday at 3 pm. Three consents missing, the deposit unclear, the cake in the reception fridge.
Reduce errorsSave timeIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winAttraction faults and inspections under control
Lane three is jamming again, chalked up on the board. The technician will come once somebody finally calls.
Reduce riskSave timeIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winJunior section: attendance, fees, messages
The coach ticks attendance on his phone, the treasurer chases fees by email, and parents ask about dates in three chat groups.
Save timeReduce errorsIncrease capacityUiPath · Microsoft 365 +1View Operations & productionQuick winProduct stock: expiry dates and the fridge
An expired vial comes to light during a treatment, and the fridge warmed up over the weekend without a witness.
Reduce costReduce riskReduce errorsUiPath · Microsoft 365 +1View Operations & productionQuick winClinic reception on a tablet: check-in, details, consents
A clipboard with a form, a pen, and then reception retypes it all into the system. At every visit.
Accelerate responseIncrease capacityReduce errorsPower PlatformViewSales & marketing
8 solutions · The whole areaAppointments confirmed, empty slots refilled
The patient did not show, the room stood idle for an hour, and three people on the waiting list would have taken that slot at once.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winQuotes sent, follow-up done
The quote went out on Tuesday. The customer waited for a call that never came, and ordered from the firm that phoned.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Sales & marketingQuick winService contracts renewed before they lapse
The contract lapsed quietly three months ago. A client who paid monthly for three years just stopped, and nobody noticed.
Reduce costReduce riskSave timeUiPath · Microsoft 365 +1View Sales & marketingQuick winAvailability enquiries answered the same day
Tuesday evening’s enquiry got its answer on Thursday before noon. The guest already sleeps at another guesthouse.
Accelerate responseIncrease capacityReduce costAI & agentsView Sales & marketingQuick winCourse enrolments, contracts and instalments
September: 340 enrolments, 340 contracts, twice as many instalments to track. The school office is two people.
Accelerate responseReduce errorsReduce costDocument processingView Sales & marketingQuick winShooting course: from sign-up to certificate
The course starts on Saturday. The sign-ups sit in emails, the payments in the bank statement, the certificates in a word processor.
Accelerate responseReduce errorsIncrease capacityDocument processingView Sales & marketingQuick winCorporate events: quote, contract, deposit
A company asks about shooting for twenty people. The quote went out three days later; the group is already having fun elsewhere.
Accelerate responseReduce costReduce errorsAI & agentsView Sales & marketingQuick winTreatment series reminded on time
The third session of the series was due in March. It is June, and nobody has called.
Increase capacityAccelerate responseSave timeUiPath · Microsoft 365 +1ViewCustomer service
7 solutions · The whole areaVaccination reminders straight from the records
The records know the vaccination lapses on Tuesday. The dog’s owner does not, and reception never got round to calling.
Increase capacityReduce costSave timeUiPath · Microsoft 365 +1View Customer serviceQuick winService tickets from drop-off to pickup
Taken in on Monday, promised for Wednesday, found on a shelf on Thursday. The customer called twice.
Accelerate responseReduce errorsSave timeUiPath · Microsoft 365 +1View Customer serviceDepartmentalOne inbox instead of four channels
Email, Messenger, phone and a form. Four places where the customer could ask the same question, and four where it could vanish.
Accelerate responseReduce errorsIncrease capacityAI & agentsView Customer serviceQuick winGoogle reviews collected after every visit
The happy leave in silence. The unhappy one writes on Sunday at 11:40 p.m. After three years, the profile tells an untruth about you.
Increase capacityReduce costAccelerate responseUiPath · Microsoft 365 +1View Customer serviceQuick winMissed calls called back
He called three times during opening hours. He booked where someone picked up.
Reduce costAccelerate responseIncrease capacityUiPath · Microsoft 365 +1View Customer serviceQuick winPre-treatment questionnaire and preparation
The patient learns in the chair that there were pre-treatment instructions nobody told her about. The slot is lost.
Increase capacitySave timeReduce errorsUiPath · Microsoft 365 +1View Customer serviceQuick winAftercare and the follow-up visit
The aftercare sheet vanishes into a handbag, and the patient remembers the check-up only when something worries her.
Reduce riskAccelerate responseIncrease capacityUiPath · Microsoft 365 +1ViewHR & people
3 solutions · The whole areaRoom schedules and cover without phone calls
Sick leave at 6:40 a.m., patients from 8:00, and the manager hunts for cover with a phone chain from a decade ago.
Save timeReduce errorsAccelerate responseUiPath · Microsoft 365 +1View HR & peopleQuick winInstructor payouts without the spreadsheet
Three rates, four contract forms, hours written down from memory. Payday ends in a discussion every month.
Save timeReduce errorsReduce costUiPath · Microsoft 365 +1View HR & peopleQuick winEmployee onboarding in a small firm
The new person starts on Monday. Account, access, equipment, check-ups, training: which of it will be ready? Nobody knows for sure.
Save timeReduce errorsAccelerate responseUiPath · Microsoft 365 +1ViewLegal & compliance
7 solutions · The whole areaTreatment consents complete before the procedure
The patient is in the chair, the procedure minutes away, and one signed page is missing from the file. Again.
Reduce riskSave timeReduce errorsDocument processingView Legal & complianceQuick winRange ammunition records without the notebook
Only one person can read the notebook at the counter, stock is counted quarterly, and questions about the records arrive unannounced.
Reduce riskReduce errorsSave timeDocument processingView Legal & complianceQuick winMember licences and certificates under control
The licence expired in March, and the member shot in April. Who at the club was supposed to catch that, and when exactly?
Reduce riskSave timeReduce errorsDocument processingView Legal & complianceQuick winCompany deadlines watched: policies, inspections, check-ups
The autoclave, the extinguishers, the liability policy and staff check-ups expire in different calendars. Most of them, truthfully, in none.
Reduce riskReduce costSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winRange guns: rounds, cleaning, inspections
Which guns are freshly cleaned and which one is due an inspection? One employee knows. He is off today.
Reduce riskReduce errorsSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winBefore-and-after photos in the record, not on a phone
Patient photos sit in a phone gallery next to holidays and shopping. Whose phone is a separate question.
Reduce riskReduce errorsSave timeUiPath · Microsoft 365 +1View Legal & complianceQuick winProduct batches linked to each treatment
The manufacturer issues a notice about a batch. Who received it? The answer sits in a hundred paper records.
Reduce riskReduce errorsSave timeDocument processingViewManagement & planning
3 solutions · The whole areaUtilisation of lanes, rooms and studios, weekly
Evenings burst at the seams, mornings stand empty, and the price list has been one for years. How hard does your infrastructure really work?
Increase capacityReduce costSave timePower PlatformView Management & planningQuick winThe owner’s morning report in one message
Yesterday’s takings, today’s staffing, overdue payments and the balance. One message at 7:00 instead of four logins and three calls.
Save timeAccelerate responseReduce riskPower PlatformView Management & planningQuick winThe clinic’s finance agent in Teams
How much did we make on toxin in September after product cost? Today that is a question for the accountant, answered next week.
Accelerate responseSave timeReduce riskAI & agentsViewCase studies and AI agents
The same processes in other industries
We describe these processes in other industries. Case studies are client projects.
One of ten processes automated for FMCG clients.
See the case study Case studySmooth payment-term changesOne of ten processes automated for FMCG clients.
See the case study AI agentThe receivables agent: cash comes back soonerIt prioritises, writes, escalates and proposes decisions. You just approve.
See the agentHow we deliver this
Services
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