Services

Business Performance Reviews

Monthly strategic sessions to align your leadership team, track key KPIs, and drive performance.


Stay focused on what matters most, make informed decisions, and keep the business moving forward.

Operations Consultancy

Deep-dive projects to streamline processes, improve team efficiency, and build scalable systems.


Whether it’s delivery, sales, marketing or ops—we’ll optimise your workflows so you can scale with confidence.

Asana Consulting & Implementation

Custom Asana setups that eliminate chaos, improve collaboration, and drive project delivery.


From messy boards to strategic systems—get a workspace your team can rely on.

Examples of Projects

  • Redesigned agency resourcing and delivery workflows, enabling project managers to reduce delivery turnaround by 25% and improving team capacity planning.

  • Rebuilt financial reporting and KPI tracking dashboards to give the leadership team real-time insight into profitability by project and service line.

  • Implemented a global Asana workspace restructure for a multi-location consulting firm, consolidating 50+ projects into a standardised, templatised setup with automated workflows and approval checkpoints.

  • Streamlined onboarding process for high-ticket service clients, reducing onboarding time from 10 days to 3 and improving client experience scores.

  • Automated sales pipeline tracking and follow-up using integrated forms, CRM updates, and weekly reporting for leadership visibility.

  • Created and implemented cost analysis and service line review, leading to the retirement of unprofitable offers and 18% increase in average client value.

  • Documented and standardised key delivery processes, enabling junior team members to take on higher-value tasks and reducing reliance on founder input.

  • Integrated project management tools with finance & CRM systems, creating visibility across sales, delivery, and profitability in one view.

Get an Outside-In View of Your Operations

Book a free 10-minute Operations Health Check to pinpoint where inefficiencies are holding your business back—and get practical recommendations to improve performance, clarity, and scalability.

The Systemised Business

A trading name of Sigma Group SW Ltd

Office BC01, South Devon Business Centre, Hi Tech & Digital Centre, Long Road, Paignton, TQ4 7EJ

Company Number: 10477958

VAT Number: 298 086 549

Private Limited Company registered in England and Wales

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