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Case study · Property

Connecting workflows in a property business

A property business brought scattered information and manual follow-up into a connected system for tracking work, reminders, reporting and publishing approved information.

Project view

01

The challenge

Business information was spread across spreadsheets and manual processes, making it harder to track progress and keep information up to date.

02

What we did

Mapped the workflow, organised the underlying information and built shared working views, reminders and reporting. Connected approved information to website publishing with a human review step.

03

The shift

Reduced manual tracking and follow-up

The situation

The challenge

Business information was spread across spreadsheets and manual processes, making it harder to track progress and keep information up to date.

The response

What we did

Mapped the workflow, organised the underlying information and built shared working views, reminders and reporting. Connected approved information to website publishing with a human review step.

Implementation included workflow mapping, a shared operational system, reminders, reporting, training and a reviewed publishing process.

The shift

What changed or became possible

  1. 01

    Reduced manual tracking and follow-up

  2. 02

    Improved visibility across work in progress

  3. 03

    Made operational information easier to access and maintain

  4. 04

    Created a controlled path from approved information to website publishing

Work included

  • Workflow and systems review
  • Operational system design
  • Automation and implementation

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