Case study · Property
Connecting workflows in a property business
A property business moved a 35-step workflow from the owner's head and spreadsheets into a shared system for tracking work, reminders, reporting and approved publishing.
Project view
The challenge
The owner was managing the work through personal knowledge and spreadsheets. The end-to-end process depended on them remembering the steps and keeping track of progress.
What we did
Worked through the process with the owner, identified 35 steps from end to end and mapped all 35 into the shared system. Organised the underlying information and built shared working views, reminders and reporting, with human review before approved information was published to the website.
The shift
All 35 workflow steps mapped into one shared system
The situation
The challenge
The owner was managing the work through personal knowledge and spreadsheets. The end-to-end process depended on them remembering the steps and keeping track of progress.
The response
What we did
Worked through the process with the owner, identified 35 steps from end to end and mapped all 35 into the shared system. Organised the underlying information and built shared working views, reminders and reporting, with human review before approved information was published to the website.
Implementation included workflow mapping, a shared operational system, reminders, reporting, training and a reviewed publishing process.
The shift
What changed or became possible
- 01
All 35 workflow steps mapped into one shared system
- 02
Operational knowledge made visible beyond the owner's memory
- 03
Improved visibility across work in progress
- 04
Created a controlled path from approved information to website publishing
Work included
- Workflow and systems review
- Operational system design
- Automation and implementation
Connected offer
The offer connected to this case study
Use AI to Improve One Part of Your Business
Choose one process in your business that takes too long, creates repetitive admin or depends too heavily on people remembering what happens next. We map how it works now, identify what can be simplified, decide where AI or automation can genuinely help, and test the improved workflow in real work.
Stronger internal AI capability and better ways of working, with people able to use generative AI confidently in real tasks and workflows redesigned around the right mix of human judgement, AI, automation and systems.
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