Skip to content
FortisBusiness Advisory

Drowning in admin and spreadsheets?

If your week is admin, the business is running you

Most owners lose a day a week to work that a well-designed system would do for them. We have built those systems for our own businesses and we build them for clients.

Sound familiar?

  • The same information is typed into three different places
  • Quotes, job sheets and invoices live in spreadsheets and inboxes
  • Nobody can answer a customer without asking you
  • Software you pay for fits half of what you do

What we would do

The plan, in order

  1. 01

    Map the work

    We follow a job from enquiry to invoice and document every hand-off, re-key and workaround. The map alone usually surprises people.

  2. 02

    Configure, automate, build

    What should be set up in tools you already have, what should be automated between them, and what genuinely needs a custom build.

  3. 03

    AI where it pays

    Drafting, triage, data extraction and staff Q&A on your own knowledge base, with the controls to keep data safe.

  4. 04

    Train and support

    Your team uses it because it was built around how they work. We support and improve it as the business changes.

The first step

What to send us

Describe one process that drives you mad. We will map it with you on a call and show you what it could look like.

Get in touch

Let’s fix it.

A thirty-minute conversation, no charge and no pitch. Tell us where the business is and where you want it to be, and we will tell you honestly whether we can help.