The science of workflow optimisation
Test and Tweak helps consultants, agencies and service-based businesses find the friction in their lead management systems and client onboarding, then design, build and improve practical automation solutions.
Why software alone won't fix it
Most people look for a tool for a multi-faceted issue. A consultant's agency or Project Management Software is the first to take the blame, even when the issue is rooted in a step further in the process. A network analysis of your manual and automated processes makes solving practical problems a lot easier than simply buying a tool and hoping for the best.
The answers to those questions dictate the tools you need, not the other way around. Most automations fail because the workflow design is wrong or because it's built on software that doesn't talk to each other properly.
The method
First identify the issue, and define boundaries between process and technology. Then design the process and choose tools. Choose the software that meets these goals.
Map the workflow as it exist right now. Not the ideal version of it.
Find the exact point where work stalls or requires human intervention.
Create a hypothesis for a single change. Simple first, automation later.
Build the minimal viable change inside your live workflow, written down.
Run with live work. Monitor for unexpected friction or dropped context.
Adjust until the friction disappears and you are confident it works.
Publish the findings and hand over documentation to the process owners.
Every project moves through the same stages: investigate, understand, design, test and tweak. Because workflow projects only succeed when everyone agrees on the problem, before they build the solution.
Latest from the lab notebook
Each experiment looks at one real workflow problem, the test we designed, what broke, what worked and what the evidence showed.
Working together
Test and Tweak focuses on recurring operational issues in your business. This works best when you get direct access to someone who understands the problem and can build a bespoke system. We're not an agency trying to sell you a retainer. We will build, test, and hand over a finished solution.
Start here
Tell me about your current workflow using the contact form on this site. There's no hard sell, and no long-winded sales conversation to figure out what you're looking for assistance on.
I look at your current tools and can tell you if an automated workflow fits your problem. If you need something built, we can discuss a paid engagement to scope, build and test a custom solution for your business.
If you're happy with that solution, you retain ownership of the finished workflow. You can even run my recommended solution in-house yourself without a paid engagement, if that suits you better.