Robert Burborough
Partner
Systems consultancy and process review
Helping you to improve your processes and invest in the right software
We work with clients of varying size and complexity across many industries. Whether it is accounting, operational, or sales/ CRM software that you use, or are looking to introduce, we can help.
We specialise in integrating the various systems you have within the business, introducing automation where possible and creating one joined up, seamless process.
The result, greater accuracy, improved efficiency and better insight across your organisation.
Why is it important to review your systems and processes?
Regularly reviewing your systems and processes is essential to running an efficient, adaptable business.
Strong systems and processes provide a solid foundation for scaling operations. They can improve plant availability, reduce downtime, align service plans and resource allocation, and increase stock turnover. All of which contribute directly to profitability and overall business value.
Modern software and automation tools have made real-time reporting and process optimisation accessible to businesses of all sizes, and with the right setup, management teams can make faster decisions based on accurate, up-to-date information.
Never has so much information and insight been available so easily – helping businesses stay competitive and avoid falling behind. Automation can significantly reduce the hours spent on manual tasks. Rather than replacing people, it allows teams to focus on higher-value work, including analysis and interpretation to appraise performance – supporting business growth and improvement.
When to consider a systems and process review?
A review may be beneficial if you are experiencing any of the following:
- Requests from the finance team for additional resource beyond forecast hires.
- Lack of reliable or timely reporting, or delays in completing year-end accounts.
- Limited performance analysis or insight beyond basic reporting.
- Multiple systems performing single functions, with poor integration or manual workarounds.
- Weak governance or audit trails, making approval routes difficult to follow.
- Senior leadership feeling disconnected from key KPIs or performance data.
- Processing delays caused by staff absences or resource gaps.
- Needing more detailed or refined reporting by project, fund, or department.
- Data processing regularly falling behind schedule.
- Software costs exceeding expectations or not delivering value.
- Concerns about team effectiveness or capability.
- Limited visibility of performance across the wider business.
Our systems review approach
Discover
Our first port of call is to run a scoping meeting with the senior team to understand your challengers, goals and priorities.
Audit
We speak with key stakeholders and department heads to review your current systems, processes, integrations and resourcing requirements and staff experience and capabilities.
Review
We carry out reviews onsite, virtually or a blend of both, depending on your team’s availability and preferences. This flexible approach reduces disruption and allows us to gather a complete view of your processes.
Analyse
We create process maps for your existing processes, carry out gap analysis and review how your systems interact.
Recommend
We deliver a clear roadmap, sequencing plan and business case for improvements.
Deliverables
You will receive a proposed new process map, a log of pain points, a systems roadmap, a list of development opportunities and a cost and benefit outline clearly detailing a return on expenditure whether that be in cost savings or capacity increase.
Procure
We offer vendor analysis and market research services to help you identify the correct systems and can help with negotiations and contract terms.
Implement and train
We can configure, migrate, test and train your teams so that changes are embedded and effective.
Timescales
A typical review takes between a few days and a few weeks, depending on the size and complexity of your organisation. We are considerate and work with your key stakeholders to keep the time commitment manageable.
Pricing approach
We offer depending on the scope of work. We set out what is included from the start so there are no surprises.
Ongoing support
Our work does not stop at recommendations. We offer training and ongoing support to help your teams adapt to new processes and technology. This ensures your investment delivers return from day 1.
What are some Frequently Asked Questions our Outsourcing team are asked?
How do I know if my business needs a systems consultancy?
If you are experiencing reporting delays, require manual intervention, have high software costs, or concerns about your team’s effectiveness, a review can identify the root cause(s) and solution.
How long does a typical process review take?
From a few days to a few weeks, depending on your size, global location and complexity.
Do you only work with specific software?
No. We are independent and work across all major systems.
When is the best time to change my accounting system?
There is no set time which is best. It does vary on a case by case basis depending on busy periods, resource allocation and finance team constraints.
Most people believe you can only change accounting systems at the financial year end – although this is possible, it is not essential and won’t be suitable for a lot of businesses.
As long as a clear shut down and migration point can be agreed, any date can be chosen.
Will a review disrupt my day-to-day operations?
We plan our work to minimise disruption and fit around your operational needs.
What industries or sectors do you specialise in?
We work across a range of industries and tailor our approach to your specific needs.
Do you offer Governance reviews?
Yes, as a stand-alone more commonly in the not-for-profit sector, but yes, we combine governance considerations within all our reviews.
Can you help implement the recommendations as well as review them?
Yes. We offer integration and implementation services alongside vendor analysis, negotiation and project management.
We can help
Contact us today to find out more about how we can help you
