Reporting & dashboards
Bring submissions together, calculate totals and send scheduled updates without rebuilding the same spreadsheet every week.
Weekly summaries. Monthly totals. Clearer visibility.
BUSINESS AUTOMATION, BUILT AROUND YOU
Your team wasn't hired to copy and paste.
We connect your systems and automate the repetitive work, so you can stop chasing, updating and retyping. And get back to what you do best.
Practical solutions. Clear scope. No unnecessary faff.
Download the automation brochure (PDF · 5.1 MB)Business shouldn't feel this complicated.
See a different way to work.An introduction to SGP Digital Solutions: less repetitive admin, fewer disconnected systems and workflows built around your business. From understanding the process to building the solution, we help make the day-to-day work simpler.
FAMILIAR TOOLS. LESS MANUAL WORK.
WHAT WE AUTOMATE
Start with the process that's slowing you down. We'll help turn it into something that works for you, not against you.
Bring submissions together, calculate totals and send scheduled updates without rebuilding the same spreadsheet every week.
Weekly summaries. Monthly totals. Clearer visibility.
Take a photo of a receipt, submit a claim and get it to the right approver. Keep everyone updated without the email chase.
Receipt capture. Approval alerts. Claim tracking.
Record incoming invoices, route documents to the right people and prepare approved information for your finance team.
Invoice records. Attachments. Payment reminders.
Collect the details once, send the right welcome information and make sure the next steps reach the people responsible.
Welcome packs. Setup tasks. Consistent handovers.
Send useful prompts when something is due, a decision is made or a task needs attention. Less chasing. Fewer missed steps.
Scheduled messages. Status updates. Follow-ups.
Connect forms, lists, spreadsheets and business tools through supported integrations, so information moves instead of being retyped.
One submission. Connected records. Less copy-paste.
FROM CHASING TO FLOWING
An expense claim shouldn't need an email chain, a missing receipt and three people asking where it's got to.
We build the steps around your process. The right information reaches the right people, with approvals and oversight exactly where you need them.
Explore expense approval automationA photo or file, captured with the claim.
The decision is recorded and the claimant is notified.
Approved details and the receipt arrive together.
The latest status is available without another email.
Illustrative process. Steps and integrations are tailored to your setup.
HOW WE WORK
Not another system for the sake of it. A practical solution, built with you and explained properly.
We look at what happens now, where time is lost and what a better process should do. No jargon. No unnecessary rebuilds.
We agree the scope, connect the right tools and test the workflow, including the decisions and exceptions that still need a person.
You get a clear walkthrough and documentation. We agree any ongoing support, so the process doesn’t depend on guesswork.
“Collaborating with Steve has been transformative for our charity. His expertise in technology and automation has not only streamlined our workflows but also uncovered opportunities for efficiencies in our operation not previously considered.”
Not sure what to automate? Our healthcheck reviews one admin-heavy process and identifies practical next steps before you commit to a bigger build.
Explore the healthcheckBEYOND AUTOMATION
We also build the digital tools around your business.
LET'S GIVE YOU SOME TIME BACK
Tell us about the task you're tired of doing.
We'll help you work out a better way.