For Senior Leaders
Remove the work that
shouldn’t need
to be done manually.
Every organisation accumulates processes.
Spreadsheets get created. Emails become workflows. People copy
information between systems. Managers chase updates. Reports are
prepared because they have always been prepared.
Individually, each task may look small. Together, they consume time,
increase cost and make the organisation harder to manage.
Board North helps businesses simplify processes, automate repetitive
work and improve visibility so teams can spend less time
administering the business and more time improving it.
WHERE TIME GETS LOST
How much time is your business spending
checking, chasing and processing?
Typical symptoms include:
Information being copied between systems
Approvals managed through email
People repeatedly chasing updates
Recurring reports being built manually
Processes relying on individual spreadsheets
The same information being entered more than once
Managers asking for updates because they cannot see progress
Staff checking everything because exceptions are not automatically identified
Highly paid people performing low-value administration
THE OPPORTUNITY
What could better operations look like?
Less administration
Remove repetitive work that does not
require human judgement.
Fewer hand-offs
Allow information to move between people and systems without someone manually pushing it along.
More capacity
Enable teams to handle more without
automatically adding headcount.
Better visibility
Let managers see what is happening
without repeatedly asking their teams.
Fewer things falling through the cracks
Create workflows that identify missing
actions and outstanding activity.
Lower operating cost
Reduce the cumulative cost of
unnecessary manual processes.
OUR SERVICES
Where can Board North help?
Workflow Automation
Map recurring processes and identify which steps can be
simplified, removed or automated.
Outcome:
fewer repetitive tasks and smoother
processes.
Administrative Automation
Reduce time spent on routine emails, document
preparation, data entry, information gathering and
recurring administration.
Outcome:
experienced people spend less time on
low-value work.
Approvals & Hand-Offs
Improve processes that rely on people manually sending
information from one stage to another.
Create clearer workflow, ownership and escalation.
Outcome:
fewer delays and less chasing.
KPI & Management Visibility
Bring operational information together so managers can
see how the business is performing without waiting for
manually produced reports.
Analyse variances, trends, margins, customers, costs and
performance without spending hours preparing the underlying
data first.
Outcome:
quicker understanding of what is happening.
Exception Reporting
Don’t make managers check everything.
Identify where: something hasn’t happened, a deadline has been
missed, performance is outside tolerance, an approval is
outstanding or intervention is required.
Outcome:
people’s attention goes to the things that
actually need it.
Data & Systems Integration
Reduce manual movement of information between
systems and spreadsheets.
Use integrations and automation to allow data to move more
effectively through the organisation.
Outcome:
less duplication, fewer errors and less manual processing.
OPERATIONAL INTELLIGENCE
From chasing updates to knowing where to act
Better visibility should reduce the need to check, chase and ask.
Board North connects information across your processes so teams can see what is happening and act where attention is needed.
Instead of repeatedly asking:
“Has this been done?”
Help your team answer:
What is overdue?
What needs attention?
Where is work getting stuck?
What hasn’t happened?
Which actions are missing?
What should we do next?
That gives managers less chasing to do and more time to resolve issues, support their teams and keep work moving.
SMALL TASKS, BIG IMPACT
Find the hidden cost in your processes
Operational inefficiency rarely appears as one obvious
line in the P&L.
It is distributed across hundreds of small activities.
Ten minutes here.
Twenty minutes there.
A report rebuilt every Friday.
Someone chasing five people for information.
A manager checking a spreadsheet because they cannot trust the system.
Board North identifies those activities and assesses where
changing the process could create meaningful value.
The objective is not necessarily to automate everything.
It is to determine which work should disappear, which should be
automated and which genuinely requires a person.
OUR APPROACH
Move from checking everything to
managing exceptions
Traditional process:
Ask
Chase
Check
Update
Report
Repeat
Better process:
Automate routine activity
Surface exceptions
Act where needed
That changes the role of management.
Instead of spending time finding out what is happening, leaders can spend more time deciding what to do about it.
PROCESS FIRST
Improve the process before automating it
Automating a poor process simply creates a
faster poor process.
Board North looks at:
What is being done?
Why is it being done?
Does it still need to happen?
Does a human need to do it?
Could existing technology already handle it?
Where would automation genuinely create value?
Only then do we design the solution.
MEASURABLE OUTCOMES
Measure the value
We focus on outcomes that can be seen in the business:
Hours saved
Processes shortened
Manual steps removed
Operating cost reduced
Capacity released
Errors reduced
Outstanding actions identified earlier
Management visibility improved
Technology should not be the measure of success.
Business improvement should be.
Use Data to Find Where Value Is Being Lost
Your operational data can show where processes are slowing down, errors are occurring and resources are being wasted.
Board North helps you extract, clean and combine operational data to identify bottlenecks, exceptions, recurring problems and opportunities for improvement.
Turn fragmented operational information into insight that helps you improve processes, reduce manual work, increase productivity and identify where automation will create the most value.
Find the problems. Understand the cause. Improve the process.
OUR PEOPLE
Work directly with senior experts
Experienced finance, commercial and technology professionals — not a junior implementation team.
Here’s who you’ll work with, and the results they’ve delivered.
Selina Kirkham
CFO | Chartered Accountant
20+ years in finance creating value and driving growth. Helping scaling and investor backed businesses reach their full potential. Expert in process improvement, systems/ERP transformations using the latest technologies. Focusing on Data-led insights to improve decision making and enable organisations to align through greater data visibility and KPIs.
CASE STUDY
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Jason Sammon
CTO | Full Stack Developer | Trainer
Jason brings 30 years’ experience in software development, digital transformation and platform integration. He turns complex technology into practical solutions, connecting systems and automating workflows to help businesses work more efficiently. As a qualified technology trainer, he helps teams build confidence in software, AI and data analytics, translating technical possibilities into everyday business improvements.
CASE STUDY
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Trudie Newhouse
AI Cyber Security and Compliance Consultant
Trudie brings more than 16 years’ experience as an ISO consultant and lead auditor, helping organisations grow safely and efficiently. She aligns business strategy, management systems, AI governance and cyber security to support confident technology adoption. Her practical approach helps teams strengthen compliance, manage risk and embed clear processes that support sustainable growth and operational resilience.
CASE STUDY
Winget Group
Strengthening manufacturing processes through management systems
Lesley Butchard
Executive Coach and ICF Team Coach
Lesley helps leadership teams navigate change and transformation with clarity, confidence and high performance. With 25 years’ experience as a corporate executive in high-pressure, target-driven environments, she brings real-world leadership credibility together with psychology-backed coaching.
CASE STUDY
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AJ Karwa
Finance & FP&A Director; M&A vendor support
AJ is a finance director and M&A adviser who helps scaling companies through periods of high growth, consolidation and exit bringing over 25 years of experience to bear. AJ specialises in vendor-side M&A and FP&A support, building governed, reliable financial and business data that stands up to buyer due diligence and supports a well-run exit process.
CASE STUDY
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Result placeholder, e.g. 40% less reporting time
Want to talk to the team?
Tell us where your business is losing time, money or opportunity — we’ll tell you honestly whether we can help.
Looking for something else?
More time to think.
Finance Solutions
Automate finance processes and improve
financial visibility.
More time to sell.
Sales Solutions
Increase selling capacity and improve
sales performance.
More time to improve the business.
Operational Efficiency
Reduce administration, cost and
inefficient workflows.
Less admin. Lower cost. Better visibility.
Want your teams to identify and automate their own processes? Explore Workflow Automation Training →