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Business analysis & optimisation

Why

Good engineers, slow paperwork

Most technical companies lose time not on the engineering itself, but on everything around it: quotes written from scratch each time, documentation that looks different on every project, customer lists in three places, procedures that live in one person's head.

We come from the engineering side, so we know which part of that is necessary and which is just habit. The result is not a report — it is a set of tools and templates that the team starts using the following week.

Every quote takes half a day because we rebuild the description and the scheme each time.
We know who our customers are, but nobody knows who we should be calling next.
Commissioning depends on one colleague — when he is on leave, everything waits.
What we deliver

Tools, not slides

Six areas where a few weeks of focused work usually pay back within the first quarter.

Standardised documentationLetterhead, technical descriptions, offer and invoice templates, procedures — one visual, one structure, one place.Examplegeneral technical description of a UF pool system for designers + 12-phase commissioning procedure with hold points
Customer & prospect databasesWho buys what you sell, by segment and priority, with contacts — merged with your existing CRM so you see where the cross-sell is.Example260+ companies in 4 segments for a water-treatment company; 100+ matched against existing clients, 49 A-priorities with decision-maker contacts
Calculators & spreadsheetsQuote calculators, sizing sheets, BOM generators — verified formulas instead of mental arithmetic and copy-paste.Examplepricing and material lists that the whole sales team fills in the same way
Schemes & technical visualsP&ID-style schemes, system posters and renders that a salesperson can show a client and an installer can build from.ExampleUF pool-technology scheme in the company's visual identity, used in offers and on the website
Sales & presentation materialsBrochures, LinkedIn covers, e-mail signatures, offer letters — technically correct and visually consistent.Examplebilingual brochure + web redesign in one visual identity, from brand board to upload
Small digital toolsClient questionnaires, order forms, internal web apps — when a spreadsheet is no longer enough and a big system is too much.Exampleown apps for trade bookkeeping and queue management, in daily use
How it goes

Four weeks, four steps

A typical engagement for a company of 5–50 people. Larger scopes are split into rounds, each with its own deliverable.

01
SnapshotA day or two with the team: how a job travels from enquiry to invoice, where it waits, what is retyped.
02
PrioritiesA short list of what hurts most and what is cheapest to fix — agreed with you, not imposed.
03
BuildTemplates, databases, schemes and tools are built and tested on your real jobs, not on examples.
04
HandoverShort training, written instructions, and a month of support while the team gets used to it.
Case

Water-treatment company, Croatia

A manufacturer of desalination and pool-technology systems with a strong engineering team and a sales process that depended on a few people's memory. Over several weeks we put the technical side of their sales and documentation in order.

Everything was delivered in the company's own visual identity and in formats the team already used — Word, Excel, PDF — so nothing new had to be learned.

Market260+ potential customers in 4 segments with A/B/C priority, matched against the existing client list; cross-sell list for current customers.
DocumentsTechnical description + commissioning procedure for the UF pool system — the same text goes to designers, tenders and the site.
VisualsSystem scheme, LinkedIn cover, templates in one visual identity, ready for offers and presentations.
EffectA quote in an hour instead of a day — and a sales team that knows whom to call next.

For owners and directors

You get an outside engineer's view of how the company really works — and the fixes already built, not just described. No dependence on one person, less time on paperwork, more on jobs.

For sales and technical teams

Templates that are already correct, a database that says whom to call, a scheme you can show a client without apologising. The boring part of the job gets shorter.

Want to know where your time goes?

Describe your company in a few sentences — we will tell you in a short call what we would look at first.

Request a snapshot