How we work

We understand your business before we build.

We follow the work with your team and check the records they use. Your agreed changes form the dashboard specification.

From the first visit to monthly reviews

The assessment helps us decide which work belongs in your dashboard project.

  1. Understand

    We start with a scoping conversation and a site walk. Together, we put the objectives, scope, deliverables and confidentiality arrangements in writing.

  2. Readiness assessment

    We comply with SIRI, ISO 27001, ISO 9001 and Cyber Trust practices. We look at 16 areas across Process, Technology and Organisation on a scale of 0 to 5, and we interview management and the people doing the work.

  3. Quality system and SOP review

    We read your quality manual or quality plan: process maps, standard operating procedures (SOPs), work instructions, forms and records. We map where those records live, in paper files, Excel or other systems, then check where everyday work differs from what is written down.

    If you have no written quality system, we document the workflows first. This is a workflow review, not a certification audit.

  4. Prioritise

    We rank the work by its cost impact, and by your productivity, quality, flexibility and speed measures (KPIs). For manufacturers, we also weigh the gap to best in class. Work needed this month is kept separate from plans for this year and the longer term.

  5. Design and agree

    Each proposed dashboard feature traces to your SOPs and KPIs. We can start the build once you approve the specification, price and success test.

  6. Build on your servers

    We build the dashboard on your own servers and connect the systems you have agreed. You approve our remote access for the work.

    Read our security commitments
  7. Review every month

    We maintain your dashboard and review what your team needs next. We re-rate the readiness areas over time so you can see where progress has been made.

Example

See progress area by area

This example shows a starting assessment and a possible review after 12 months, with small changes in operations visibility and enterprise data connections and analysis. These are illustrative scores, not client results or promised improvements.

Today12 monthsRating bands: 0 to 5
Example readiness scores on a scale of 0 to 5

Process

Vertical integration

Today 112 months 2

Horizontal integration

Today 112 months 1

Integrated product lifecycle

Today 012 months 0

Technology

Shopfloor automation

Today 212 months 2

Enterprise automation

Today 112 months 1

Facility automation

Today 112 months 1

Shopfloor connectivity

Today 112 months 1

Enterprise connectivity

Today 212 months 3

Facility connectivity

Today 012 months 0

Shopfloor intelligence

Today 012 months 0

Enterprise intelligence

Today 112 months 2

Facility intelligence

Today 012 months 0

Organisation

Workforce learning & development

Today 212 months 2

Leadership competency

Today 212 months 2

Inter- and intra-company collaboration

Today 112 months 1

Strategy & governance

Today 112 months 1

What you receive

Readiness scorecard

Your starting rating for each area, supported by what we found during the assessment.

Workflow and SOP map

How work moves between people, where records are kept and where procedures need updating.

Prioritised roadmap

The recommended work, ordered by its impact on your business and when you need it.

Dashboard specification

The approved features and connections, with tests to check whether the dashboard does the agreed job.

Design your dashboard

What could work better?

Tell us which task, enquiry or site process you want to improve.

Talk to us