11 / DATA & PROCESSES

Analytics, integrations & automation

We connect data sources, tools and the actions between them. We help you follow an enquiry’s journey and turn repetitive tasks into agreed workflows.

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IN FOCUSData, logic and action work together.
ABOUT THIS SERVICE

What it is and how it works

Analytics explains what is happening across marketing and operations. Integrations connect data sources and tools; automation carries out agreed actions when defined conditions are met. Together they reduce manual data handling and give decisions a clearer basis.

WHEN IT HELPS

From challenge to plan.

For teams that compile reports manually, move information between tools or cannot connect marketing activity to enquiries and subsequent actions.

  • A map of data sources and current processes
  • An event, metric and data-quality checking plan
  • Configured integrations within the agreed scope
  • Automated workflows with triggers and error handling
  • A report or dashboard for agreed metrics
  • Documentation, checks and a team handover
WHAT THE WORK CAN INCLUDE

Marketing analytics

Enquiry sources, events and connections to subsequent actions. We define metrics alongside the questions the report needs to answer.

CRM & tools

Moving agreed data between forms, CRM, spreadsheets and other tools. Feasibility depends on available APIs and system terms.

Repetitive operations

Enquiry routing, notifications, record updates and report preparation. Each action has defined triggers and exceptions.

Reliability & access

Minimum necessary permissions, data validation, retries and error notifications. Ongoing maintenance is agreed separately.

HOW WE WORK
  1. Map & logic

    We document systems, owners, data and the manual operations that need to change. We agree events, fields, access rights, transfer rules and behaviour when something fails.

  2. Connect

    We configure integrations and workflows, then test them against agreed examples.

  3. Handover

    We document operation, status checks and the team’s response when a workflow needs attention.

FAQ
Can any two tools be connected?

It depends on APIs, access rights, data structure and provider limitations. We check feasibility before agreeing implementation.

Who monitors the workflows after launch?

We provide documentation and an agreed response procedure. Monitoring, support and changes can be a separate scope; they are not assumed automatically.

Let’s start with your context.

Your website, market, current situation and goals are enough for a first conversation.

Discuss your project

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What happens after your enquiry

  1. Introduction

    We discuss your business, challenge and expectations, and work out whether we are a good fit.

  2. Discovery

    We clarify the context, available data and priorities, then agree what needs exploring before we start.

  3. Proposal

    We agree on the scope, next steps, timing and budget before the work begins.

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