MortiseTalk to me

automation consultancy

An automation consultant who audits before building.

I work with established businesses that are good at what they do and held back by how it gets done. Most of them have been sold software before. What they haven't had is someone to find the one point where a small change moves a lot of weight — and then make that change.

how it works

Automation is the second step, not the first.

01

Find where the work actually sticks

Before anything gets automated, I map how work really flows — the handoffs, the double entry, the jobs that live only in one person's head. You get a plain-language picture of where time and margin leak, and a sequenced plan for stopping the leaks.

02

Automate the repeatable work

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. AI goes in where it genuinely earns its place, and stays out where a simple rule does the job better.

03

Join up the tools you already pay for

Most businesses don't need new software — they need the software they have to talk to each other. That usually removes more admin than any new subscription would.

04

Hand it over properly

The point is that it keeps working after I leave. Written how-to guides, walkthrough sessions with your team, and support while the new way beds in.

You'll get the most out of this if…

  • The business is established and the work itself is good
  • Admin has grown faster than the team
  • Key knowledge sits with one or two people
  • You'd rather fix the process than add headcount
  • You want to own what gets built, not rent it
  • You'd like a straight answer on what not to automate

Find your point of leverage.

Tell me where the business feels stuck and I'll tell you what I'd look at first.