The work.

What we have delivered, and the kinds of problem the work is built for.

Selected projects.

Work delivered under prior engagements. Clients are not named and no client information appears here.

Vendor SLA monitoring and reporting

Financial services. Process Automation & Workflow.

20+

vendor agreements now checked against their service levels every reporting cycle. Before this there was no tracking at all.

The problem

  • No tracking anywhere. Service levels were written into every agreement and nothing checked whether they were being met.
  • Reports arrived and stopped. Vendors sent performance reports monthly or quarterly. They landed in a mailbox and went no further.
  • Credits went unclaimed. The agreements owed the business service credits when a target was missed. Nobody was in a position to ask for them.
  • An audit picked it up. Supplier managers had no view of vendor performance and finance had no way to recover what the contracts already owed.

How it works

01

A report arrives

Vendors send performance reports to a dedicated mailbox, monthly or quarterly depending on what their agreement says.

02

The flow reads it

Power Automate picks up the PDF and runs it through an AI Builder prompt that checks it against the targets recorded for that vendor.

03

A miss is escalated

Where a target was missed, the supplier manager gets an email naming the specific breach with the detail behind it, ready to act on.

04

Everything is recorded

Results are written back to SharePoint, and a Power BI dashboard reads from the same model, so the view is current.

What changed

Before

  • No record of whether any vendor was meeting its service levels
  • Performance reports read by nobody
  • Breaches noticed only by accident, if at all
  • Credits the contracts owed left on the table
  • Nothing an auditor could be shown

After

  • Every agreement checked, every reporting cycle
  • Reports read automatically the moment they arrive
  • Breaches reach the supplier manager with the evidence attached
  • Credits identified when they happen, so they can be claimed
  • One place holding targets, reports and results, cycle by cycle

Built with

  • Power Automate
  • AI Builder
  • SharePoint
  • Power BI
  • Microsoft 365

What was hard

Not the build. Reading the agreements was, because service level wording differs from one contract to the next and the extracted terms have to be right or everything downstream measures the wrong thing. Most of the remaining effort went into making the flow dependable: reports arrive in different shapes on different schedules, and a miss has to be detected as a miss every time.

Built solo, in about a month. Still running.

The kind of work we take on.

Composites, not client accounts. Each situation below is drawn from problems we have seen many times rather than from one business, and it is here so you can tell whether one of them is yours.

Everything runs through one person

Systems, a plan, and training.

A firm of eight where one person, usually the founder, is the only one who knows how the work really flows. Half the processes have a step that happens only because they remember it. Bringing someone new up to speed takes months, and a week away is stressful for everybody.

Get what lives in one head into systems the rest of the team can reach. Write down the order for whatever is not urgent yet. Train people on the new way, and keep training them until it holds. What was a single point of failure ends up being something the business owns.

The approval that sits for days

Automation and workflow.

Every job needs a sign-off before it can move. The request goes out by email, lands in an inbox, and waits there until someone happens to notice. Meanwhile nobody can see which jobs are stuck or who they are stuck on.

An app routes each request to whoever has to sign it, chases them if they sit on it, and puts every job on one screen the whole team can see.

The step that used to cost days closes the same afternoon.

The Monday morning spreadsheet

Data and reporting.

Someone spends the first two hours of every week copying numbers out of three systems into a workbook so the team can see how the last week went. By the time the meeting starts the figures are already a few days old, and twice a year the formulas break.

Reporting that pulls straight from the live systems, sitting there when somebody opens it on Monday morning. Nobody rebuilds it. Nobody breaks a formula. The two hours go back into the job.

Paying for AI that nobody opens

AI assistants and agents.

The business bought Copilot for the whole team. Two people tried it for a week, could not see what it was for, and went back to working the way they always had. The subscription renews anyway. Set it up around the two or three tasks that eat the most time. Show the team on their own documents, not a demo. Put a focused assistant on the one job that is nothing but reading and drafting. Then it either earns the subscription or you cancel it, and either answer is fine.

A website that does not bring in work

Web design, and being found.

The site looks fine. It is slow on a phone, it sits on a page builder whose subscription keeps rising, the contact form emails an address nobody checks, and it does not come up when someone nearby searches for what the business does.

Rebuilt by hand so it loads on a phone. The form wired into the system that runs the jobs, so an inquiry starts something instead of landing in a mailbox. The Business Profile and the search foundations set up properly. A brochure turns into something that brings work in.

Nobody has looked at the software bill

Budget and audit.

Three years of subscriptions have piled up. Some are charged to a personal card, two tools do the same job, one plan is three tiers above what anyone uses, and a renewal price has crept up every year without anyone questioning it.

Every line gets read, including the ones billed to a personal card. What comes back is a list: keep, cancel, downgrade, renegotiate, with a figure against each. The spend gets smaller and nothing anyone depends on disappears.

Recognize one of these?

If one of them sounds like your business, describe it in your own words. We will say what the work would be and roughly what it would cost.