Case Studies

Real, hands-on work with small and medium businesses: the problem, what we did, and what changed. Filter by business type or search by sector, service, or challenge.

4 case studies

Professional ServicesResidential Property Management · 10 June 2026

When Hiring Another Coordinator Still Doesn't Keep Up: AI Workflow Strategy for Property Management Companies

A UK property management company came to us because maintenance operations could not keep pace with portfolio growth, not because they wanted AI. We mapped the full repair lifecycle, scored automation opportunities, evaluated vendors, and designed a digital operations model that improves response without losing human judgement.

12-stage lifecycle mapped end to end, from tenant report to job closed

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Professional ServicesRecruitment & Talent Acquisition · 3 June 2026

When Admin Eats the Day: AI Workflow Strategy for a Growing Recruitment Agency

A UK recruitment agency came to us because consultants were drowning in administration, not because they wanted AI. We mapped the full placement lifecycle, scored automation opportunities, evaluated vendors, and designed a digital operations model that returns recruiters to relationship work.

12-stage lifecycle mapped end to end, from job received to aftercare

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Professional ServicesAccountancy · 20 May 2026

When Winning New Clients Means Hiring More Administrators: AI Workflow Strategy for Accountancy Practices

A growing UK accountancy practice came to us because client onboarding was limiting growth, not because they wanted AI. We mapped the full intake journey, redesigned workflows, evaluated vendors, and planned selective automation that keeps partners and compliance in control.

16-stage journey mapped end to end, from enquiry to onboarding complete

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Professional ServicesMortgage Advisory · 18 March 2026

When Advisers Chase Documents Instead of Advising Clients: AI and Operating Model Strategy for Mortgage Brokers

Like many mortgage brokers, advisers were spending more time chasing documents and re-keying case data than advising clients. We mapped the full mortgage journey, decided where AI could help without touching regulated advice, and redesigned how the firm operates from first enquiry to completion.

12-stage journey mapped end to end, from first enquiry to completion

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