Process Automation
Automation works best after you understand who does what and where handoffs stall. We start with people and the flow of work, then connect the systems you already use to reducing manual work and helping your team focus on the work that matters. We customise small, safe increments with clear owners, alerts and rollbacks. We implement the right automations, so work moves on its own (with less). Your team gets hours back, handoffs are clear, data is concurrent and there is a new sense of momentum.
Approvals and handoffs
Turn email chases into clear triggers, service levels and owners.
Document and e-signature flows
Generate, sign and file with the right version every time.
Data sync for a single source of truth
Keep the same key fields aligned across CRM, finance and ops.
What’s included
This is hands-on change, not report packs. We work with action-based and task-oriented teams to make the work simpler and more consistent.
Shared understanding
- A focus-group session with all-stakeholders to map how work really happens.
- Written outputs turned into a clean process map and simple
- Agreed boundaries and challenges together with named owners for each step.
Data and tools aligned
- Priority data points catalogued (what fields matter, where they live, who maintains them).
- Review of your systems and the changes needed to support today and future growth.
- First connections configured and tested (e.g., CRM ↔ documents/e-sign, CRM ↔ finance where relevant).
- Tech stack organised for the flow we’re improving (no tool swaps unless agreed).
System adoption, not just implementation
- Pipeline configuration, key properties, and required fields set up as required by all teams involved.
- Digitisation of offline processes and data, ensuring one source-of-truth.
- System(s) setup and aligned to your unique business process and workflows.
- Short show-and-tell sessions for the team; quick guides in plain English.
- A local point person per team with a simple checklist.
Real-time business insights and reporting
- A focus-group session with all-stakeholders to map how work really happens.
- A set of live views (e.g., current revenue, forecast, pipeline status) to support day-to-day decisions.
- No more manual excel reports, with time-delays and questions as to where the data comes from.
- 90-day run plan: next actions, owners, and check-ins.
Check ins
- Short Q&A sessions (weekly or fortnightly as needed) to remove blockers and refine.
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Ad-hoc insight reviews only when useful — no standing monthly report pack by default.
Xcelerate Insights
Clear thinking on operations, systems, and scale. We share practical content drawn from real work with real teams, offering frameworks, comparisons, and guidance you can use.
How the process works
Discover
Short interviews + a longer focus-group session to map the work.
Design
Prioritise fixes, agree boundaries and owners, cost the first steps.
Deliver
Connect the first flows, set up the pipeline and intake, run short sessions, start check-ins.
Common questions we’re asked
Do we need to change our tools?
Not usually. We try to improve flows first. If a change is needed, we explain why and give options.
How do you keep data safe?
We use least-privilege access, log changes, and agree retention rules. We document what data moves and why.
What happens if an automation fails?
Each automation has alerts, a rollback step and a human owner. The runbook explains exactly what to do.
How long does this take?
Simple flows can go live in weeks. Larger changes are phased. Timelines are agreed after discovery.
Reduce resource hours
We will confirm scope, timeline and targets after discovery.