Recurring tasks
Document repeated tasks and assess whether they can be reduced, connected or automated.
We review how work moves between people, emails and tools to identify delays, repeated data and unnecessary steps. You receive a clearer workflow and improvements worth pursuing.
The people doing a task know details that a high-level diagram cannot show. We review specific cases to understand where time or information is lost.
Document repeated tasks and assess whether they can be reduced, connected or automated.
Identify where context is lost when work changes hands.
Understand why records are duplicated and which source each step needs.
Identify situations that stop the process and how they are currently resolved.
We review examples from start to finish with the people doing the work. First we clarify the rules, then assess how technology can help.
These are the elements we define in the proposal. The final scope depends on your starting point and business priorities.
We define the starting point, expected outcome and the people involved in the process.
We document representative steps, decisions, tools and exceptions.
We identify duplication, delays and missing information through concrete examples.
We propose organisational changes, integrations or automation based on your requirements.
We hand over the access, documentation and guidance covered by the agreed scope. Follow-up or maintenance is defined separately if commissioned.
We define where the process starts and ends and who is involved.
We review common cases and exceptions with the people doing the work to understand the differences.
We identify delays, duplication and decisions without enough information, linking them to observed causes.
We deliver process changes and distinguish those needing organisational changes, integration or development.
Recommendations start with how you work. A tool that suits another business may not fit your budget or processes.
We state what has been reviewed, what is outside the scope and what needs further investigation. A focused review is not presented as a comprehensive audit.
You can use the findings to decide with your team or another supplier. If you continue with SBI Digital, we define a separate implementation phase.
No. Clarifying responsibilities, changing a rule or connecting existing tools may be enough. The proposal distinguishes process improvements from work that requires development.
Yes. We look at those differences to understand why they exist and agree on what should be standardised. We need input from people familiar with everyday cases and exceptions.
The first conversation helps us understand your needs and assess whether we can help. A detailed assessment or review has a scope, deliverable and price agreed before work begins.
No. You can use the analysis with your own team. Implementation, coordination with other suppliers or further support is quoted separately if you need it.
We request only what is needed for the agreed scope. We can start with interviews, documentation and demonstrations; any additional access is agreed with a clear purpose and permissions.
Engineering × Design.
For the next step.