Process & Systems Review
A fixed-scope review of one admin-heavy process, system, tool choice or reporting task to show where time is being lost and what should change first.
View review detailsReview & Redesign
Understand the work before changing the system.
For teams dealing with spreadsheet-heavy tracking, unclear ownership, repeated chasing, reporting gaps or tool decisions. CB Transformation reviews how the work runs now, then agrees what should change first.
Best fit
When the work feels unclear, start here.
Review & Redesign is for organisations that know work is taking too long, but need a clearer view before committing to a build, automation, system choice or wider change.
Work is spread across inboxes, spreadsheets and informal updates.
Handovers depend on memory rather than a clear route.
Reports take too long to produce or still leave unanswered questions.
People are asking for automation, AI or new tools before the work is clear.
Services in this category
The aim is to make the current way of working visible enough to improve it and choose the right route with confidence.
Workflow and handover mapping
Map the real steps, ownership points, exceptions and handovers so the team can see what is causing delay or duplication.
Reporting needs review
Clarify what leaders and teams need to see, what is currently being tracked, and where reporting effort is being wasted.
System and tool selection support
Work out whether Microsoft 365, an existing system, a new tool or a smaller build is the right next move before money is committed.
Safe AI opportunity review
Identify where AI could support drafting, checking or preparation without becoming the centre of the process.
What you leave with
A clearer route before money is spent on build work.
A plain-English view of how the process works now.
The main causes of admin, delay and duplicated work.
Options for systems, reporting, automation, AI support or tool changes where they fit.
Recommended next steps before anything is built.
Next step
Start with the work causing the most friction.
Bring the process, tracker, report, system decision or handover that is taking too much time. The first conversation can stay focused on that.