A review of how work gets done
We spend time with your team and see where the hours go.
Upgrade how you work
Replace what's slowing you down.
We find the parts of the business that run on paper, spreadsheets and memory, and replace them with systems your team can use. The business keeps running while we do it.
Now
- Work runs on WhatsApp and memory
- Everyone has their own spreadsheet
- New staff take months to learn it
After
- One system the whole team uses
- Shared records, one version
- Processes written down and trained
- Typical first project
- R30 000 to R150 000
- Price
- Fixed, and agreed in writing first
- Ownership
- Accounts and data in your name
What you get
How we change the way you work.
We look at how the business runs today, agree a plan with you, then move one part across at a time.
A clear plan with costs
What to fix first, what it costs, and what can wait.
New systems, moved in stages
We switch one part at a time, so the business keeps running.
Training for your team
Hands-on sessions and short written guides for each new system.
A real project
Brokerage operating platformFirst brokerage moving across
Valentry
Insurance brokerage platform
Brokerages run on a CRM, spreadsheets, email folders and paper, and proving compliance takes hours. Valentry puts clients, policies, renewals, servicing and FAIS and FICA compliance in one system, under each brokerage's own brand.
Shown with demo data. Real client details never leave the system.
Questions
What owners ask us first.
- Where do we start?
- With the free assessment, then a call. We look at how the business runs today and find the changes that save the most time first.
- Do we have to change everything at once?
- No. We work in phases, starting with the change that pays off fastest, so the business keeps running throughout.
- What does it cost?
- It depends on what you need. The free assessment gives you an itemised estimate in about three minutes, and every project starts with a written plan and a fixed price before any work begins.
- Who will we work with?
- One team that plans, builds and looks after your systems, so you never have to explain your setup twice.