Understand the real process
Separate conversations with the owner and team uncovered the workarounds and repeated admin.
A clearer working day for a trades business
Connecting customers, jobs and invoicing around the way the owner and team actually worked.
An anonymised consultancy example from Adam’s career record. The diagrams use fictional records and do not show the client’s actual data.
The starting pointThe work needed
The work needed
a clearer structure.
Jobs, customer details and invoices lived across disconnected spreadsheets. Duplicate entry and manual invoicing made job status difficult to see.
Discovery with the owner and team established the actual workflow. A tailored Power Apps and Power Automate solution followed, introduced in phases with hands-on training.
Make the connections useful.
Connect the useful records
A tailored solution brought customer, job and invoicing information into a more usable workflow.
Make adoption part of delivery
A phased rollout and practical training helped the team use the new system.
What changedA more practical
A more practical
way to work.
Less admin, faster invoicing and better visibility of job status. These are qualitative outcomes recorded in Adam’s career evidence; no numerical saving is claimed.
What this could mean for youA useful principle.
A useful principle.
Applied to your business.
Start with the records and the work around them. Then choose the interfaces, automation and reporting that make the next step easier for your team.
Talk about your own workflowA useful first conversationBring us the
Bring us the
messy bit.
Tell Adam what takes too long, what keeps going wrong, or what you wish your systems could do.
Let’s make sense of it adam@dicekey.co.ukSmall fixes welcome. Bigger ideas too.