32%
Reduction in Operational Costs
18hrs
Saved Per Week
23%
Increase in Repeat Purchases
4.2x
ROI in First Year

What We Were Solving

A 12-person team spent over 60 percent of working hours on manual operational tasks. Order reconciliation required cross-referencing Shopify, their warehouse system and Xero, taking three hours daily. Stock monitoring was a spreadsheet updated twice daily, causing overselling. Customer follow-ups were sent individually. Abandoned cart recovery was done by a part-time staff member copying emails from Shopify into Mailchimp. At 40 percent year-on-year growth, manual overhead would have required doubling the team within 18 months, an unsustainable 180K GBP annual increase.

Our Strategic Approach

We mapped every manual workflow and built a priority matrix ranking by time cost versus automation complexity. Automated in impact order: intelligent inventory reorder triggers with supplier API integration, automated order status notifications across the entire lifecycle, a multi-touch abandoned cart recovery sequence that outperformed their manual efforts by 340 percent, and automated financial reconciliation to Xero. All automations included exception handling, manual override and a central control dashboard.

Deliverables

  • Inventory reorder automation with real-time stock monitoring
  • Order lifecycle notification engine for dispatch, delivery, delay and returns
  • Multi-touch abandoned cart recovery with email and SMS
  • Customer win-back campaigns based on purchase recency scoring
  • Financial reconciliation pipeline to Xero automated weekly
  • Automation control dashboard with override and scheduling
  • Exception alerting system for edge cases needing review

Project Timeline

Week 1

Workflow Mapping

Full audit of all manual processes across 12 team members. Priority matrix ranked by time cost and automation ROI.

Week 2-4

Core Automations

Inventory reorder, order notifications and financial export pipeline. Highest impact, lowest complexity first.

Week 5-6

Customer Journey Automations

Abandoned cart recovery, win-back campaigns and customer satisfaction scoring with post-purchase follow-ups.

Week 7

Dashboard and Go-Live

Automation control dashboard, exception alerting, team training and 30-day monitored launch.

Measurable Results

32%
Reduction in Operational Costs
18hrs
Saved Per Week
23%
Increase in Repeat Purchases
4.2x
ROI in First Year

Want Results Like These?

Tell us about your project. We'll look at the fit and put together a focused proposal after a 30-minute strategy call.

Start a Similar Project

More Case Studies

See how we've helped businesses in other sectors and with different challenges.

Financial Services

From 8-Second Load Times to Sub-Second Performance

Complete infrastructure rebuild for a payment processing platform handling 50,000+ daily transactions, eliminating critical bottlenecks and achieving 99.97% uptime.

89%
Faster Page Load Time
47%
Increase in Checkout Conversions
$320K
Additional Annual Revenue
99.97%
Platform Uptime

Financial Services

12x Lead Generation Improvement with Conversion-First Architecture

Engineering a conversion-focused website for a wealth management firm that transformed their digital presence from a brochure into their primary source of qualified leads.

12x
Increase in Qualified Leads
100
Core Web Vitals Score
31%
Bounce Rate (Down from 78%)
3
Page 1 Rankings for Target Keywords

Financial Services

6 Person-Days of Monthly Billing Reduced to Fully Automated Overnight Run

Automating the entire billing cycle for a 120-client commercial insurance brokerage, eliminating manual reconciliation and reducing late payments from 28% to under 4%.

6
Person-Days Eliminated Per Month
4%
Late Payment Rate (Down from 28%)
$68K
Annual Labour Cost Saved
0
Billing Errors Since Launch

Financial Services

Month-End Processing Cut from Five Days to One

Building a secure client portal for a 60-person accountancy practice that eliminated email-based document exchange and achieved full compliance with professional body requirements.

100%
Professional Body Compliance
5 to 1
Day Month-End Processing
400+
Clients Using Secure Portal
0
Compliance Flags Since Launch

Financial Services

Sub-200ms Data Processing for 500,000 Daily Market Events

Re-architecting a proprietary trading platform backend to process real-time market data feeds with sub-200ms latency, enabling the firm to compete on execution speed.

200ms
Event Processing Latency (Was 1.8s)
500K
Daily Events Processed
100%
FCA Audit Compliance
$420K
Estimated Recovered Opportunity

Financial Services

73% of Members Moved to Self-Service Within 90 Days

Building a secure member portal and automated loan processing system for a regional credit union, reducing branch visit dependency and cutting loan approval time from 5 days to same-day.

73%
Members on Self-Service in 90 Days
5 to 1
Day Loan Approval (Same-Day)
$14K
Annual Postal Statement Savings
92%
Member Satisfaction Score

Facing a similar challenge?

Tell Us About Your Project.

We'll look at your brief and let you know if there's a good fit. Honestly and without pressure.

Schedule a Consultation