We appreciate the day-to-day challenges SMEs face.
If any of these sound familiar, you're in the right place.
Data is all over the place.
The Q4 contracts, that good analysis we did on customer feedback, what was agreed at last week's meeting… It's all… somewhere?
- Accounting I need to get employee updates from the HR portal
- Inbox syncs with the calendar
- Spreadsheets Might sit on shared-drive if someone remembered to save them there!
- CRM Manual completion...if only it knew when I'd sent an email!
- Shared drive Where did we save that again?
- Payroll Need to reconcile pensions into Xero
- Meetings Who took the notes? Where are they? What are the actions?
- Project Resourcing If only this was connected up to invoicing!
- Calendar syncs with the inbox
- Phone notes I had better copy them and email that to myself
Much of the day consumed by manual tasks.
Searching for files, copying between systems, chasing replies. Your talented team spend their time being the glue between systems.
Software is un-loved and poorly used.
The CRM is stale, projects move slowly, the intranet is a ghost-town.
- CRM 12 of 50 sales people use it, 1 uses it properly!
- Project tracker never used between meetings
- Intranet last opened in March
- Accounts using basic features, paying for everything
- Video calls ok...this one is used, but who took the notes?
When teammates are off, it's a blocker.
Half the work waits until they're back.
Anna Out of office
TomUneven adoption of new tools like AI.
One guy has automated half his job, some others do some research, or use it as a content creator. Many avoid it altogether. What is being used has no centralised control or governance.
Sarah, Sales Every dayChatGPT, her own account
Mark, MD Tried itAsked it something once- Anna, Operations Not at allNo time to learn it
Joe, Front desk Not at allNever been shown
There's an AI revolution underway. How do you stay in front of the change?
Unlocking the potential of AI for your business is the next challenge, on top of all of the above.
Our answer is David .
See what the teams using David today have to say.
“
The fact that [ David ] is connected to a myriad of data sources bespoke to [our Company] so I can cross reference multiple data points through the one interface is fantastic. I would have built a ‘data universe’ and pointed Claude at it to achieve this butDavid provided that value immediately.Billing data, ticket data and contracts all being cross referenced.”
CEO, professional services
Ergonomy commentThis customer had budgeted £50k for that ‘data universe’ build-out, not required anymore!
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