Make the work flow better.
When information is scattered and your team keeps joining the process together by hand, growth becomes harder to manage. We help you improve the workflow, connect the right systems and give people a better way to do the work.
Recognise where the friction is costing you
The signs are often familiar: the same information entered twice, a critical spreadsheet only one person understands, uncertain handovers or managers waiting for a report before they can make a decision.
Those problems can affect service, capacity and confidence as the business grows. We help trace where the friction begins and understand the operational consequences before selecting a solution.
Map the work before changing the tools
We follow the process across the people, information and systems involved. We look at the trigger, the decisions, the exceptions and the final outcome. That makes it easier to see whether the next improvement is a simpler process, a clearer responsibility or a technology change.
Your existing tools may already provide part of the answer. We assess what can be improved, connected or extended, alongside any requirement for new software.
Build a practical improvement plan
The first stage can bring together a current-state process map, the main operating constraints, prioritised requirements and a staged plan for change. The plan identifies what the business needs to decide, what the team needs to contribute and how progress will be assessed.
This gives you a way to compare options and sequence investment. It also creates a clearer brief for internal technical teams, existing vendors or implementation work we help deliver.
Connect the system with the people using it
Implementation can involve workflow design, integrations, purpose-built applications, information structures and reporting. We work through the real operating situations, including exceptions and handovers, so the intended process is practical for its users.
Testing, training and transition planning are part of the change. People need to understand how their work will operate and where to go when something needs attention.
See a connected operating environment
Mak’s Patch Sales OS brings customer management, territory planning, outreach and stock-aware forecasting into one sales workspace. Pets in the City Connect brings KPI management, marketing projects and franchise-location analysis together.
These projects show how business software can be designed around related decisions and activities. Their case studies explain the delivered capabilities and the role Chase & Marshal played.
Measure whether the change improves the work
We establish measures that fit the problem, such as duplicated effort, turnaround time, rework, information availability or completion of a key process. Reviews help the business understand what is improving and where further changes are needed.
A useful first project is one that resolves a meaningful constraint and gives the team a manageable change to adopt.
Workshops that can support this work
Questions answered
Will we need to replace our existing software?
That depends on the problem. We assess process improvements and the capabilities of existing systems before recommending replacement. Integration or a clearer workflow may be the more useful step.
Can you work with our IT provider?
Yes. We can develop requirements, coordinate the business side of the change and collaborate with your existing technical providers. The delivery plan identifies who owns each part.
Can the work be delivered in stages?
Yes. Staging can help the business address an immediate constraint, test the approach and manage the demands on its people. The sequence follows dependencies and the value of each improvement.
What is a useful starting point?
Bring one process that repeatedly causes delay, rework or poor visibility. Describe who uses it, the systems involved and what a better outcome would look like.
Related
Before you hire again, see what your team produces against your industry.
Compare your revenue per payroll employee and wage costs with published New Zealand industry figures. Then use an optional self-assessment to identify questions about sales, processes, systems and management that are worth investigating. Your initial results are available without contact details.
Compare your figuresShow us the process your team keeps working around.
Tell us where information gets lost, work gets repeated or decisions slow down. We can help identify the most useful improvement to make first.
Discuss the systems and processes you want to improve.
Tell us what you need to achieve and what is already in place. A short outline is enough to begin.