How we implement it
A clear method in five stages. Every stage ends with your sign-off, so nothing is built that you haven't approved.
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Discover
1. DiscoverWe interview the staff who do the work, collect sample files, and list every step, rule, approval and exception.
You receiveA process map and a clear list of what can and cannot be automated.
Sign-off: which workflow to automate first.
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Design
2. DesignWe write your rules and procedures into a workflow: inputs, steps, checks, approvers, and what happens when something is wrong.
You receiveA written workflow design and a fixed price for the build.
Sign-off: you approve the design before any build.
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Build
3. BuildWe build the workflow in the tool that fits: Excel and Power Query, Power BI, Power Automate, or n8n to connect systems.
You receiveA working workflow in your own environment, with built-in checks.
Sign-off: demo review with your team.
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Test and hand over
4. Test and hand overWe run it alongside your manual process for one full cycle, compare the results, and train your staff.
You receiveA tested workflow, a simple run guide, documented rules and training.
Sign-off: results match, so you go live.
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Support (optional)
5. Support (optional)We fix issues, make small changes, and check the workflow still works when rules, donors or templates change.
You receiveMonthly support within agreed hours.
Note: new requirements are scoped and priced separately.
People stay in charge. The workflow does the repetitive steps; your staff keep every approval, exception and decision.
Work we can automate
- Monthly budget-versus-actual reports per grant
- Staff cost allocation across projects
- Consolidating and checking Excel files from teams
- Programme and MEAL report consolidation
- Procurement request tracking and approvals
- HR, inventory and asset reports
- Management dashboards
How we work
- Built on tools you already own wherever possible
- Your data stays in your environment, with limited, time-bound access
- Rule-based by default; AI is used only if you ask and approve
- Documented rules, so your team can run and maintain it
- Fixed scope and fixed price for each stage
Delivered by a consultant with hands-on NGO and UN experience in operations, finance, budgeting, programme management, MEAL and reporting.
Request a free 20-minute consultation
Tell us a little about your organisation and the work that takes your team the most time. We'll reply to arrange a short call.
Larger engagements start with a short, paid Discovery: a map of your process and a fixed-price proposal for the build.