Field Notes.

Case notes from inside the engagement — specific problems solved, measured against specific numbers.

Heritage · Intelligence · Enterprise

Featured07 October 2026Field Notes

A specialist practice: three clerks returned to clinical hours

A regional specialist practice was keeping its most sensitive records in spreadsheets and third-party survey tools. Six weeks later, the records live where the work is done, three clerks are back on c

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03 October 2026Field Notes

A county wholesaler: month-end from a week to an afternoon

A sixty-year family wholesaler was closing the month in a week — three accounts clerks, two warehouse supervisors, and a reconciliation ritual that nobody enjoyed. The ledger now closes itself.

28 September 2026Field Notes

A workshop: six hours a week returned to each mechanic

A workshop was losing roughly six hours per mechanic per week to reading government registers across three tabs. One plate entry now writes the whole file. For eight mechanics, that is a full working

22 September 2026Field Notes

A mobility firm: one screen in place of seventeen tabs

Two operators on the counter where one would have done. A public house that the night manager had stopped linking to because the figures on it were a day behind. We rebuilt the ledger and made the web

15 September 2026Field Notes

A maker: cost per unit, read daily

Formulators were working in Excel. Each batch left the floor without a signature. The partners knew what the firm sold but not what each unit had cost to make — a two-point margin lost somewhere

08 September 2026Field Notes

A sales team: the pipeline keeps itself

Six salespeople spending roughly two days a week on paperwork. Call notes, pipeline stages, management reports — all re-entered in the week after the call. We stopped the re-entry and gave the t

01 September 2026Field Notes

A dental group: thirty hours a week returned to the chair

A six-practice dental group in the Home Counties was running appointments across four separate tabs in two browsers. The receptionists had grown so adept at the choreography that no one had noticed th

25 August 2026Field Notes

A specialist clinic: eight supplier catalogues reduced to one register

An orthopaedic implant clinic in the West Midlands was ordering from eight suppliers, each with its own catalogue conventions. Stock-outs were common and the surgical coordinator kept the real invento

18 August 2026Field Notes

A property firm: 340 paper viewing cards replaced in a fortnight

A regional estate agency in Hampshire was still booking viewings on carbon-copy cards in 2024. The partners knew it was absurd; the staff knew it worked.

11 August 2026Field Notes

A legal practice: 1,900 lost billable hours recovered annually

A commercial litigation set in the City was reconstructing billable hours from memory and spreadsheets at month-end. The partners suspected they were under-billing; they did not know by how much.

04 August 2026Field Notes

A private hospital: four department diaries unified into one list

A private hospital in the South West was scheduling theatres across four departmental diaries, with the matron reconciling by phone. The CEO called it the hospital's most expensive manual process.

28 July 2026Field Notes

A precision workshop: parts lag reduced from three days to twenty minutes

A precision engineering workshop in the Midlands was procuring parts on a three-day lag because the shop-floor and the office did not share a stock view. The owner called it "the gap we keep paying fo

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