Discover
Map the current route, decision points, handovers, systems and reporting gaps.
Better operations. Smarter systems. Less manual work.
CB Transformation helps organisations redesign how work runs, then builds the systems, automation, reporting and digital tools that keep the new way moving.
Workflow redesign
Microsoft 365
Automation
Reporting
System implementation
Digital tool selection
Safe AI readiness
Discover, design, deliver and optimise around the real operating model.
The work starts by understanding what is actually happening. From there, CB Transformation shapes the process, builds the right digital layer and supports adoption after launch.
Design
Define the cleaner operating model before anything is configured or built.
Deliver
Build the system, automation, reporting or tool setup around the agreed model.
Optimise
Support the team, improve what launch reveals and keep the new way working.
One consultancy across processes, systems, automation, AI readiness and digital delivery.
CB Transformation is built for teams where work is spread across inboxes, spreadsheets, Microsoft 365, specialist tools and informal handovers.
Process & Systems Review
A focused review of one admin-heavy process, reporting task, system issue or tool decision.
View the reviewSystems implementation
Support to choose, configure and launch tools around the way teams need to work.
See systems supportAutomation and Microsoft 365
SharePoint, Lists, Forms, Teams, approvals, reminders and Power Automate workflows.
See build supportReporting and visibility
Operational views that help leaders see what is due, delayed, completed or blocked.
See reporting supportDigital delivery, tool choice and AI readiness
Support to choose the right tools, shape digital projects and identify where AI can safely support the work without becoming the whole solution.
See digital supportStart with the process, system or reporting task creating the most drag.
The Process & Systems Review gives you a clear view of what is slowing work down, what should change first and where systems, automation, reporting or AI support may help.
Start a Process & Systems ReviewFixed-scope review from £495
- Current workflow, system touchpoints and decision points reviewed
- Admin, delay, duplication and reporting gaps identified
- Options for systems, automation, reporting or tool changes
- Recommended route before anything is built
Consultancy, product thinking and agent-ready service infrastructure in one operating layer.
These products and frameworks show how CB Transformation turns operational complexity into systems that are easier to manage, govern and enquire with.
SkillProof product
Replace messy training matrices with controlled compliance tracking.
SkillProof is a dedicated platform for moving training evidence, expiry dates, role requirements and manager visibility out of scattered spreadsheets.
Compliance dashboard
SkillProof
Role requirements
Evidence review
Renewal visibility
ServiceGateAI and AXO Framework
A secure front door for AI agents that need to understand, trust and enquire with a service business.
SEO helps businesses get found. AEO helps AI systems talk. AXO helps AI agents safely act.
Verified Service Profile
Services, rules, eligibility, evidence
Service Gateway
Agent request
Policy check
Safe enquiry
Agent Audit
Verified Service Profile
Service Gateway
Agent Analytics
Bring the work, system or digital project that is taking too much time.
We will help you decide what needs to change, what can be built and what should happen first.