Common problems we can help fix
Not software packages. The places where we most often put a control in, and what it tends to be made of.
Revenue Capture
Stop enquiries and opportunities quietly disappearing.
Possible controls:
- lead capture
- ownership
- response deadlines
- follow-up
- escalation
- outcome tracking
Commercial Follow-through
Keep quotations, jobs, invoices and payments moving.
Possible controls:
- quotation status
- next-action dates
- job handoffs
- invoice follow-up
- overdue alerts
- management exceptions
Owner Decision Control
Reduce unnecessary questions and approvals.
Possible controls:
- authority limits
- decision rules
- approval routes
- knowledge capture
- exception escalation
Daily Business Pulse
Know what needs attention without chasing people.
Possible controls:
- exceptions
- overdue actions
- important enquiries
- unresolved decisions
- payment issues
- selected performance indicators
Where AI fits
AI can be extremely useful when the business process is already clear.
It can help:
- read conversations
- summarise information
- draft responses
- classify enquiries
- search company knowledge
- identify exceptions
- prepare reports
- spot patterns
Putting AI into a broken process usually gives you a faster broken process.
HLT defines the control first, then chooses the technology.
Automation should enforce good work.
Automation is useful when the rule is already clear.
- assign a new enquiry
- remind somebody of a deadline
- check whether something happened
- escalate an overdue action
- update a record
- prepare a daily summary
It should not hide a poor process beneath more software.
Start with the problem, not the software.
If something in the business keeps being chased, forgotten, delayed or brought back to you, we can start by understanding why.
20 minutes, to see whether it's worth looking properly.
Or, if a call is easier to arrange by message: