Case studies
See how UK SMEs are using workflow automation to save time, reduce errors, and grow faster.
Meridian Logistics
Manual dispatch coordination was taking 3 hours daily. Drivers received updates late, customers called for status updates, and route changes required phone calls to multiple people.
Workflows automated:
Time saved
15 hours/week
Payback period
6 weeks
Additional
Customer service calls reduced by 60%
“We went from chasing updates to having updates chase us. The team actually finishes on time now.”
James K., Operations Manager at Meridian Logistics
BrightPath Accounting
Invoice chasing was consuming an entire person's week. Late payments were increasing. Monthly reporting required pulling data from four different systems.
Workflows automated:
Time saved
20 hours/week
Payback period
4 weeks
Additional
Average payment time reduced from 45 to 18 days
“The invoice chasing alone paid for the entire service in the first month. The reporting automation was a bonus.”
Sarah M., Managing Director at BrightPath Accounting
Greenfield Properties
Maintenance requests were managed via email and spreadsheets. Tenants didn't know the status of their requests. Contractors were double-booked or missed entirely.
Workflows automated:
Time saved
12 hours/week
Payback period
8 weeks
Additional
Tenant satisfaction scores improved by 40%
“Our tenants now get updates before they even think to ask. That alone changed how they feel about us.”
David R., Property Manager at Greenfield Properties
Hartley Recruitment
Consultants were spending more time on CV screening and interview coordination than on building client relationships. Shortlisting a single role took half a day.
Workflows automated:
Time saved
14 hours/week
Payback period
5 weeks
Additional
Time-to-shortlist reduced by 75%
“We went from dreading a 50-CV inbox to having a ranked shortlist before our morning coffee.”
Emma T., Managing Consultant at Hartley Recruitment
Ashford & Partners
Client onboarding involved chasing ID documents, running conflict checks, and manually opening matters across three systems. Fee earners lost billable hours to admin.
Workflows automated:
Time saved
12 hours/week
Payback period
6 weeks
Additional
Client onboarding time cut by 60%
“Our fee earners are billing an extra day a week now that client onboarding runs itself.”
Richard P., Senior Partner at Ashford & Partners
Summit Build Group
Subcontractor compliance documents were tracked in spreadsheets. Expired insurance and missing RAMS were discovered on-site, causing costly delays.
Workflows automated:
Time saved
16 hours/week
Payback period
7 weeks
Additional
Zero compliance gaps since deployment
“We used to find out about expired insurance when the subbie was already on-site. That doesn't happen anymore.”
Mark D., Contracts Manager at Summit Build Group
Clearview Motors
The front desk was permanently on the phone — bookings, reminders, parts chasing, and "is my car ready?" calls consumed the entire day.
Workflows automated:
Time saved
10 hours/week
Payback period
5 weeks
Additional
Phone call volume down 50%
“Customers get automatic updates now. The phone barely rings for status checks.”
Steve W., Workshop Manager at Clearview Motors
Northgate Distribution
Orders arrived by email, phone, and portal. Each one was keyed in manually, stock checked by hand, and delivery runs planned on paper. Errors were constant.
Workflows automated:
Time saved
18 hours/week
Payback period
4 weeks
Additional
Order errors reduced by 85%
“We process twice the orders with the same team. The error rate is basically zero now.”
Karen L., Operations Director at Northgate Distribution
Parkview Dental Practice
Reception staff spent most of their day on the phone — confirmations, rescheduling, reminders, and chasing missed appointments. Patients waited on hold while urgent calls went unanswered.
Workflows automated:
Time saved
11 hours/week
Payback period
5 weeks
Additional
No-shows reduced by 55%
“Reception finally has time to look after the patients in front of them instead of living on the phone.”
Dr. Hannah S., Practice Owner at Parkview Dental Practice
Want to see results like these?