Processes & automation
Business Systems Automation Consultant
I help you untangle messy processes and cut out the manual jobs with simple, reliable automation built around your team, so everyone gets time back for the work that matters.
Stage 1
Untangling
“Our processes haven’t kept pace as the business has grown. Most have stayed the same for years, and we add a new one whenever something comes up instead of reviewing and adapting what we already have.”
What Helena offers
A relaxed, honest look at how things are getting done day to day, mapping each step, spotting where time is being lost, and reviewing and adapting your existing processes to fit the business you are now.
“We’re all doing the same manual jobs over and over, copying and pasting between systems.”
What Helena offers
A clear, ranked list of quick wins and bigger opportunities, so you know exactly where to start.
Stage 2
Streamlining
“Our admin is messy and inconsistent, everyone does it their own way, and too much still runs on paper, emails and spreadsheets. We know we should be digitalising, but we don’t know what to tackle first.”
What Helena offers
A practical digitalisation roadmap that picks the manual, paper-based processes worth moving online first, then builds simple, clear processes, digital workflows and bespoke templates that everyone can follow, so the work gets done the same way every time.
“Our spreadsheets and reporting have become hard to manage, and with everyone keeping their own version and no single source of truth, we don’t fully trust the numbers.”
What Helena offers
Tidier spreadsheets and cleaner data, with one single source of truth and clear, dependable reporting you can rely on.
Stage 3
Automating
“We know a lot of this could be automated with low-code tools like Power Automate, but we wouldn’t know where to begin.”
What Helena offers
Practical workflow automation across your existing applications, software and systems, using Power Automate and VBA.
“We tried automating something before, but it was built around the software rather than our people, and it broke as soon as anything changed.”
What Helena offers
Sturdy, well-documented automation that works around the human rather than replacing them, with training and handover guides so it keeps working and your team understands how it all fits together.
Stage 4
Evolving
“Our automation works, but nobody owns it, and it needs fixing or tweaking every time a system or requirement changes.”
What Helena offers
Ongoing retainer support to monitor, maintain and extend your automation as your systems and needs change, so it keeps earning its keep.
“We’d love a clear picture of how the business is doing, but we have no proper dashboards.”
What Helena offers
Bespoke Excel dashboards that turn your data into a clear picture of how things are running, so decisions get easier.
Get in touch
Book a free 30-minute discovery call
We’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
Email admin@optimisedoffice.co.uk
Phone 01799 33 44 13
Where Remote across the UK, on site around Cambridge, Essex & Suffolk
Next step
Ready to find calm in the chaos?
Book a free 30-minute discovery call and we’ll talk through what’s not working, what you need and where to start, with no pressure and no jargon.
