business systems · automation · 2026
A small change in the right place moves a lot of weight.
Mortise works with established businesses that are good at what they do and held back by how it gets done. The job is finding that point — then building it.
What I do
(a) servicesSystems audit & roadmap
An honest look at where the work sticks — and a costed plan for what to fix first.
AI & automation build
Quotes, reports, scheduling, follow-up, record-keeping. The repeatable work gets a system, so your people spend their time on the parts that need judgement.
Client-facing systems
Capability presentations, proposals and tender responses built as a reusable format — so the next big meeting is an edit, not a scramble.
Handover & support
Written down, walked through, supported while it beds in — then it's yours.
The method
(b) processFour passes. Each one turns a vague sense that something's slowing you down into something specific you can fix.
Listen
Time with your people, following the work as it really flows.
Frame
A short plan: what to fix first, what it costs, what it returns.
Ship
Small pieces first, in use quickly, adjusted with real feedback.
Hand over
Your team owns it. I stay only as long as that takes.
Selected work
(c) outcomesPurkelly Bros Ltd · Foundations & subsidence
A 55-year specialist, finally presented like one
A capability presentation built for their review with Sedgwick UK — fifty-five years of piling and underpinning expertise turned into something a claim handler can follow in twenty minutes, and reuse for the next meeting.
The people
(d) founderJoshua Heath
Founder