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Notes from the work

What we learn building automations, portals and data systems for small teams. Written by the engineers doing the work, published when there's something worth saying.

FeaturedAutomation · 3 min read

How to find the process that's quietly costing you a day a week

Nobody puts “re-typing orders” on a job description, so it never shows up in a review. Here's the timing exercise we run in week one, and the three questions that surface the work people have stopped noticing.OmnisgenA bar chart timing one order from email through re-typing, checking stock, pricing, invoicing and dispatch. Checking stock is by far the tallest bar, at 3.5 hours a week.
Two panels side by side. A light one lists what belongs in the portal: order status, invoice download, delivery window, document library, raise an issue. A dark one lists what stays an email: a change of scope, a complaint, a negotiation, anything sensitive.2026 / 06GuideClient portals

What belongs in a client portal, and what belongs in an email

Self-service works for facts and fails for judgement. A short rule for deciding which side of the line a request sits on.Read moreA checklist card titled “Before any vendor signs off” with four items ticked — cloud accounts in your name, repository access confirmed, backups restored in a drill, walkthrough recorded — and a fifth, a scheduled access review, still open.2026 / 05ChecklistHandover

A handover checklist to use before any vendor finishes a build

Five things to confirm while you still have leverage: accounts, repositories, a tested restore, a recorded walkthrough and a scheduled access review.Read moreA cloud optimisation screen: monthly spend, commitment coverage, recoverable spend per month, and a resource inventory with right-sizing recommendations.2026 / 05ArticleCloud

The subscriptions nobody cancels, and how to find them

Most stacks carry 15–20% of spend nobody can account for. An hour with the billing export usually pays for a quarter of work.Read moreA reporting screen: revenue by region and quarter, each region's contribution to the total, seasonality, and the state of every connected data source.2026 / 04ArticleData & BI

Agree what a metric means before you build the dashboard

Half the reporting projects that stall do so because two departments define 'active customer' differently. Settle it in week one, in writing.Read moreA security posture screen: an overall posture score, open findings ranked by severity with an owner each, and readiness against GDPR, PCI-DSS and HIPAA.2026 / 04GuideSecurity

Answering your first security questionnaire without panic

What enterprise buyers actually check, which answers can be honest 'not yet', and the evidence worth assembling once and reusing.Read moreA workflow builder: an order-intake automation running from a mail trigger through field extraction to a stock-availability switch, with its execution log underneath showing successes and one run needing a human.2026 / 03ArticleAutomation

Every automation needs a path back to a human

The 3% of cases a workflow can't decide are the ones that damage trust when handled badly. Design the fallback before the happy path.Read more
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