Case Study
Case Study
Business Requirements
Tech Audit
Business Requirements
Tech Audit
Business Requirements
Tech Audit
We teamed up with the client to take a deep dive into how their business was running behind the scenes. After mapping out their day-to-day systems—from how they manage their data to how they communicate with their team and their clients—we spotted where things were slowing them down and what could be improved.
The result? A clear, practical game plan to streamline their workflow, cut down on manual tasks, and help them grow with confidence.
We teamed up with the client to take a deep dive into how their business was running behind the scenes. After mapping out their day-to-day systems—from how they manage their data to how they communicate with their team and their clients—we spotted where things were slowing them down and what could be improved.
The result? A clear, practical game plan to streamline their workflow, cut down on manual tasks, and help them grow with confidence.
We teamed up with the client to take a deep dive into how their business was running behind the scenes. After mapping out their day-to-day systems—from how they manage their data to how they communicate with their team and their clients—we spotted where things were slowing them down and what could be improved.
The result? A clear, practical game plan to streamline their workflow, cut down on manual tasks, and help them grow with confidence.
Results
Results
43%
Reduction in Manual Admin Time
2.5x
Faster Reporting Turnaround
28%
Boost in Team Efficiency
The Challenge
The Challenge
The Challenge
The client was growing fast, but their internal systems weren’t keeping up. Day-to-day operations were managed through a patchwork of tools—Spreadsheets, Email, Chatting Apps, Bookkeeping Apps and more—none of which were connected. As a result, their team was stuck doing repetitive admin tasks, manually transferring data, and relying on memory or scattered messages to keep things moving. There were no dashboards, no automation, and no clear process documentation—making it hard to scale efficiently or make informed decisions.
The client was growing fast, but their internal systems weren’t keeping up. Day-to-day operations were managed through a patchwork of tools—Spreadsheets, Email, Chatting Apps, Bookkeeping Apps and more—none of which were connected. As a result, their team was stuck doing repetitive admin tasks, manually transferring data, and relying on memory or scattered messages to keep things moving. There were no dashboards, no automation, and no clear process documentation—making it hard to scale efficiently or make informed decisions.
The client was growing fast, but their internal systems weren’t keeping up. Day-to-day operations were managed through a patchwork of tools—Spreadsheets, Email, Chatting Apps, Bookkeeping Apps and more—none of which were connected. As a result, their team was stuck doing repetitive admin tasks, manually transferring data, and relying on memory or scattered messages to keep things moving. There were no dashboards, no automation, and no clear process documentation—making it hard to scale efficiently or make informed decisions.
Our Approach
Our Approach
Our Approach
We began with a full tech and process audit—mapping out how the company's team worked, what tools they used, and where the breakdowns were happening. We spoke directly with team members, traced key workflows, and reviewed the structure of their CRM. Our goal was to get a clear picture of what was working, what wasn’t, and where smarter systems could save time and reduce friction.
We began with a full tech and process audit—mapping out how the company's team worked, what tools they used, and where the breakdowns were happening. We spoke directly with team members, traced key workflows, and reviewed the structure of their CRM. Our goal was to get a clear picture of what was working, what wasn’t, and where smarter systems could save time and reduce friction.
We began with a full tech and process audit—mapping out how the company's team worked, what tools they used, and where the breakdowns were happening. We spoke directly with team members, traced key workflows, and reviewed the structure of their CRM. Our goal was to get a clear picture of what was working, what wasn’t, and where smarter systems could save time and reduce friction.
Solutions & Recommendations
Solutions & Recommendations
Solutions & Recommendations
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Automating key workflows in the company's CRM, such as rent reminders and maintenance updates
Creating dashboards for real-time visibility into tenancies, finances, and tasks
Consolidating tools to reduce complexity and eliminate duplicated work
Documenting internal processes to support training and consistency
Integrating systems via tools like Zapier or custom API setups
Planning for long-term scalability with a future CRM migration strategy and a formal ERD/FRD framework
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Automating key workflows in the company's CRM, such as rent reminders and maintenance updates
Creating dashboards for real-time visibility into tenancies, finances, and tasks
Consolidating tools to reduce complexity and eliminate duplicated work
Documenting internal processes to support training and consistency
Integrating systems via tools like Zapier or custom API setups
Planning for long-term scalability with a future CRM migration strategy and a formal ERD/FRD framework
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Automating key workflows in the company's CRM, such as rent reminders and maintenance updates
Creating dashboards for real-time visibility into tenancies, finances, and tasks
Consolidating tools to reduce complexity and eliminate duplicated work
Documenting internal processes to support training and consistency
Integrating systems via tools like Zapier or custom API setups
Planning for long-term scalability with a future CRM migration strategy and a formal ERD/FRD framework
Results & Key Findings
Results & Key Findings
Results & Key Findings
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Manual admin time reduced by 43%, thanks to automation and streamlined workflows
Reporting processes became 2.5x faster by linking data across sheets and removing manual compilation
Team efficiency improved by 28%, with clearer responsibilities, standardised processes, and fewer communication bottlenecks
Identified over 12 disconnected tools in use, many of which could be consolidated or integrated
No dashboards, templates, or audit trail were in place—until we helped introduce them
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Manual admin time reduced by 43%, thanks to automation and streamlined workflows
Reporting processes became 2.5x faster by linking data across sheets and removing manual compilation
Team efficiency improved by 28%, with clearer responsibilities, standardised processes, and fewer communication bottlenecks
Identified over 12 disconnected tools in use, many of which could be consolidated or integrated
No dashboards, templates, or audit trail were in place—until we helped introduce them
After reviewing their systems and workflows, we delivered a detailed business requirements document outlining clear, actionable improvements. Our recommendations included:
Manual admin time reduced by 43%, thanks to automation and streamlined workflows
Reporting processes became 2.5x faster by linking data across sheets and removing manual compilation
Team efficiency improved by 28%, with clearer responsibilities, standardised processes, and fewer communication bottlenecks
Identified over 12 disconnected tools in use, many of which could be consolidated or integrated
No dashboards, templates, or audit trail were in place—until we helped introduce them
Book a call
Book a 15 mins call to chat with us
Schedule a quick call to discover how our team's blend of innovative design and cutting-edge technology can transform your business.
90%
Client retention
100%
Deadlines met
150+
Projects Delivered
Book a call
Book a 15 mins call to chat with us
Schedule a quick call to discover how our team's blend of innovative design and cutting-edge technology can transform your business.
90%
Client retention
100%
Deadlines met
150+
Projects Delivered
Book a call
Book a 15 mins call to chat with us
Schedule a quick call to discover how our team's blend of innovative design and cutting-edge technology can transform your business.
90%
Client retention
100%
Deadlines met
150+
Projects Delivered
Book a call
Book a 15 mins call to chat with us
Schedule a quick call to discover how our team's blend of innovative design and cutting-edge technology can transform your business.
90%
Client retention
100%
Deadlines met
150+
Projects Delivered
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