I was chatting to a prospective client during a discovery meeting recently talking about the benefits of implementing intelligent document processing to assist with accounts payable and they were coming up with some good benefits themselves. One of their top benefits – a better exit. This company has scaled quickly and the owner has kept… Read More »Preparing for Exit: Leveraging Automation for a Smooth Transition
In recent nights, I’ve found myself awake at unusual hours: 4:30 AM, 5:15 AM, and even as early as 2:00 AM. The culprit? Blog post ideas swirling relentlessly in my mind. 😂 Whenever a promising idea strikes, I’ve learned that I must document it immediately, or it risks slipping away forever. This entails grabbing my… Read More »Midnight Musings: When Blog Ideas Keep You Awake at Night
In a recent discovery call, I had the opportunity to speak with a furniture retail company struggling with the limitations of non-integrated systems and the burden of administrative tasks. The company relies on a popular cloud-based finance system, which unfortunately lacks integration with their warehouse management system. As a result, orders are generated in the… Read More »Disconnected Systems: Bridging the Gap for Seamless Integration
Today marks an exciting day with two discovery meetings on my agenda. The first meeting involves a healthcare company keen on enhancing cost control and implementing Accounts Payable Automation (AP) within their operations. What’s intriguing about this opportunity is that it originated from a referral made by a contact I’ve had the pleasure of working… Read More »Unveiling Today’s Discovery Meetings: Exploring Cost Control and AP Automation in Healthcare
Every journey begins somewhere! With over 15 years of relevant experience in business process, automation and pre-sales, I have a wealth of knowledge to share and a strong desire to do so. Here’s my three-fold approach: My goals are as follows: By following this approach, I aim to create a dynamic online presence and share… Read More »Sharing Expertise: Unveiling My Three-Fold Approach to Blogging, LinkedIn, and YouTube
Step into my blog, where I offer a window into the daily life of a pre-sales consultant. Join me as I share valuable insights and first-hand experiences in these fields. I specialise in business process consultancy and automation solutions, with a focus on streamlining transactional documents and process-intensive business operations. My expertise lies particularly in… Read More »The Life of a Pre-Sales Consultant: Insights, Expertise, and Impact