Case studies

See how UK SMEs are using workflow automation to save time, reduce errors, and grow faster.

Midlands logistics company
15 hrs/wk
South-East accounting practice
20 hrs/wk
Birmingham property management firm
12 hrs/wk
London recruitment consultancy
14 hrs/wk
Home Counties law firm
12 hrs/wk
Regional construction contractor
16 hrs/wk
Independent garage group
10 hrs/wk
Midlands wholesale distributor
18 hrs/wk
Multi-dentist dental practice
11 hrs/wk
Precision engineering manufacturer
14 hrs/wk
Logistics & Transport45 employees

Midlands logistics company

Manual dispatch coordination was taking 3 hours daily. Drivers received updates late, customers called for status updates, and route changes required phone calls to multiple people.

Workflows automated:

Dispatch automationCustomer status notificationsRoute exception handling

Time saved

15 hours/week

Payback period

6 weeks

Additional

Customer service calls reduced by 60%

We went from chasing updates to having updates chase us. The team actually finishes on time now.

James K., Operations Manager at Midlands logistics company

Professional Services22 employees

South-East accounting practice

Invoice chasing was consuming an entire person’s week. Late payments were increasing. Monthly reporting required pulling data from four different systems.

Workflows automated:

Invoice automation & chasingPayment reconciliationMonthly reporting

Time saved

20 hours/week

Payback period

4 weeks

Additional

Average payment time reduced from 45 to 18 days

The invoice chasing alone paid for the entire service in the first month. The reporting automation was a bonus.

Sarah M., Managing Director at South-East accounting practice

Property & Facilities35 employees

Birmingham property management firm

Maintenance requests were managed via email and spreadsheets. Tenants didn’t know the status of their requests. Contractors were double-booked or missed entirely.

Workflows automated:

Maintenance request triageContractor schedulingTenant status updates

Time saved

12 hours/week

Payback period

8 weeks

Additional

Tenant satisfaction scores improved by 40%

Our tenants now get updates before they even think to ask. That alone changed how they feel about us.

David R., Property Manager at Birmingham property management firm

Recruitment & Staffing15 employees

London recruitment consultancy

Consultants were spending more time on CV screening and interview coordination than on building client relationships. Shortlisting a single role took half a day.

Workflows automated:

CV screening & shortlistingInterview schedulingCandidate pipeline updates

Time saved

14 hours/week

Payback period

5 weeks

Additional

Time-to-shortlist reduced by 75%

We went from dreading a 50-CV inbox to having a ranked shortlist before our morning coffee.

Emma T., Managing Consultant at London recruitment consultancy

Legal Services25 employees

Home Counties law firm

Client onboarding involved chasing ID documents, running conflict checks, and manually opening matters across three systems. Fee earners lost billable hours to admin.

Workflows automated:

Matter intake & onboardingDocument chasingDeadline tracking

Time saved

12 hours/week

Payback period

6 weeks

Additional

Client onboarding time cut by 60%

Our fee earners are billing an extra day a week now that client onboarding runs itself.

Richard P., Senior Partner at Home Counties law firm

Construction40 employees

Regional construction contractor

Subcontractor compliance documents were tracked in spreadsheets. Expired insurance and missing RAMS were discovered on-site, causing costly delays.

Workflows automated:

Subcontractor coordinationCompliance documentationProgress reporting

Time saved

16 hours/week

Payback period

7 weeks

Additional

Zero compliance gaps since deployment

We used to find out about expired insurance when the subbie was already on-site. That doesn’t happen anymore.

Mark D., Contracts Manager at Regional construction contractor

Automotive & Garages20 employees

Independent garage group

The front desk was permanently on the phone — bookings, reminders, parts chasing, and "is my car ready?" calls consumed the entire day.

Workflows automated:

Booking & remindersParts orderingJob progress updates

Time saved

10 hours/week

Payback period

5 weeks

Additional

Phone call volume down 50%

Customers get automatic updates now. The phone barely rings for status checks.

Steve W., Workshop Manager at Independent garage group

Wholesale & Distribution50 employees

Midlands wholesale distributor

Orders arrived by email, phone, and portal. Each one was keyed in manually, stock checked by hand, and delivery runs planned on paper. Errors were constant.

Workflows automated:

Order processingStock & reorder managementDelivery scheduling

Time saved

18 hours/week

Payback period

4 weeks

Additional

Order errors reduced by 85%

We process twice the orders with the same team. The error rate is basically zero now.

Karen L., Operations Director at Midlands wholesale distributor

Healthcare & Dental18 employees

Multi-dentist dental practice

Reception staff spent most of their day on the phone — confirmations, rescheduling, reminders, and chasing missed appointments. Patients waited on hold while urgent calls went unanswered.

Workflows automated:

Appointment reminders & confirmationsCancellation backfillPatient recall automation

Time saved

11 hours/week

Payback period

5 weeks

Additional

No-shows reduced by 55%

Reception finally has time to look after the patients in front of them instead of living on the phone.

Dr. Hannah S., Practice Owner at Multi-dentist dental practice

Manufacturing30 employees

Precision engineering manufacturer

Knew they were losing time to manual processes but couldn’t identify which ones to automate first. Previous automation attempts had failed because they started with the wrong workflows.

Workflows automated:

Assessment → Quoting automationJob schedulingQuality reporting

Time saved

14 hours/week

Payback period

5 weeks

Additional

Assessment identified 3 high-impact workflows they hadn’t considered

The Assessment showed us exactly where to start. Without it, we’d have automated the wrong things again.

Paul T., Operations Director at Precision engineering manufacturer

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