Briefs arrive incomplete. Approvals disappear into inboxes. Reports depend on one person. Indexify helps you redesign the handovers, apply useful automation and give the team a process it can own.
Workflow starting point
Choose the handover that creates the most chasing. See what a focused first brief should contain.
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Define its audience, decision, sources and reporting period. Record how long collection, reconciliation, commentary and approval take. Build a draft that stops when a required source is late.
Take away: source register, metric definitions, release checks and a named approver.
Explore this route →A starting brief, not an automated assessment of your organisation. Confirm it with the people doing the work.
Work directly with Jon to understand the process, define a useful first scope and connect the recommendations to practical delivery.
Bring a representative report or workflow. The first conversation establishes the problem, the available inputs and what needs to be tested before a wider commitment.
Read Jon’s full profileAgree a focused scope around the current process, the evidence it needs and the people who will run it.
Follow a real item from request to completion. Record waiting, rework, copying and decisions. The first improvement may be a clearer brief or fewer approval steps rather than another tool.
Agree the inputs, owners, decision points and acceptance conditions. A workflow should make the next action visible without removing necessary judgement.
Connect the agreed steps using the systems your organisation can support. Assess integrations and permissions before committing to a platform. Keep human approval around consequential actions.
A successful pilot needs someone who understands it after the builder leaves. We document the rules, demonstrate recovery and agree how changes will be tested.
Choose a repeated problem, observe how it works today and record effort, delay and rework.
Compare a process fix, training and automation. Agree a pilot only where the benefit and ownership are credible.
Implement the bounded workflow, test awkward inputs and compare it with the baseline.
Train the owner, document the exceptions and decide whether to extend, maintain or stop.
Read before you decide
Use the decision aid before committing to implementation.
Read the practical guideNeed ongoing learning rather than a private team engagement? Explore Jon’s AI Essentials learning pathway in a new tab.
A marketing workflow consultant improves how briefs, information, approvals and deliverables move through a team. The work combines process design, appropriate automation, team training and clear ownership.
No. A platform provides features; the consulting work decides which process needs changing, how it should work and whether existing tools can support it. A new platform is only one possible outcome.
Yes. Reporting automation is a focused starting point where a team repeatedly collects, checks, formats and explains the same information. We define the sources and release checks before building.
It is a practical, bounded part of digital transformation: improving one real process, its tools and the way people use them. Wider change should follow evidence from the first workflow rather than an assumed organisation-wide rollout.
Agree a baseline and acceptance criteria before building. Useful measures include preparation time, waiting, correction effort, completeness and whether another person can run the workflow. Time released is not automatically a cash saving.
Tell us about the team, the workflow and what has prompted the conversation. We will recommend a proportionate first step.
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