Our Process
We follow an approach that produces a working solution that is both pragmatic and dictated by the existing business work flow. Like a tailored suit, we build software that does not change your process but works with it. Our process involves a detailed analysis of your current work flow. We allow you to correct our assumptions and shape our understanding before creating a simple product or tool to eliminate one point of concern. From there we collaboratively build and grow the product, progressively eliminating your business' challenges.
Projects
View some of our project and prior achievements.
MS Power BI to Automated BI Dashboard
Automated the retrieval, calculation, generation, and distribution of financial data for 130 franchised clients—saving the team a combined five days of repetitive work every month. Clients could access their financial insights instantly via a website, replacing hours of manual Power BI report exports and emails. This shift also made reporting fully scalable, enabling easy access to historical and current data, along with the flexibility to introduce new visualisations and enhanced business analytics over time.
PDF Bank Statement conversion to CSV With Trial Balance
An accounting firm no longer needs to chase clients for CSV files or wrestle with capturing Capitec Bank PDF statements, and can eliminate manual line-by-line mapping of transactions to the trial balance —saving hours every month and days during annual statement imports into accounting software such as Sage and Xero.
Automated Document Filing
Automated the filing, password removal, and intelligent renaming of email attachments such as statements, invoices, and notifications. For individuals, this removes the hassle of manually saving documents for tax season. For businesses, it can automatically generate job cards or trigger the start of a production workflow—saving time and streamlining operations.
Digital Customer Onboarding
A digital onboarding app that replaces paper-based application processes with a fast, secure, and fully online experience. Built for small businesses, medical practices, and property agents, it streamlines data capture, document uploads, and approvals—reducing admin time while improving accuracy and customer experience.
The ways I can help you
Business Data Consolidation
We understand messy business data and turn it into simple, reliable, effortless systems.
Custom Reporting Dashboards
Replace Excel chaos, pull data from different departments, reducing the friction of sharing business intelligent data with stakeholders.
Internal Administration Systems
Manage patient data, customer information or team learning resources with audit trails securely.
Manual Tasks Become Automated Workflows
If you export a CSV, clean it and email it every week, we can build automated tools that just does it for you ... without you telling it to.
Error-Free Import Systems
Manually digitizing documents? We create tools to handle it so that you don't have to. Saving time and removing tedious tasks.
Internal Knowledge Hubs
Keeping a knowledge centralized can prevent domain or industry knowledge from leaving your business. We can explore ways to ensure knowledge is retained when the unexpected happens.
We value our relationships
Businesses we have worked for
A few things clients
normally ask me
