Operations

Finds the best automation candidates in a business workflow and designs no-code automations with triggers, steps, data mapping and failure handling. Use before building automations in your tools.

Builds an allergen matrix for a cafe, restaurant or bakery from its recipes, with the regulated allergens to check, cross-contact points, label wording and a staff process for allergy questions.

Builds a cleaning schedule for a cafe, salon, gym or office with tasks by area and frequency, products and contact times from labels, staff allocation, sign-off sheets and audit checks.

Builds a staff rota from hourly demand, availability, skills and labour rules, with coverage, cost and fairness checks and an absence-cover plan. For shops, restaurants, clinics and support teams.

Builds a supplier scorecard for ongoing reviews, with weighted criteria such as quality, delivery, cost, service and risk, scoring anchors, data sources, a review cadence and actions for low scores.

Acts as a business analyst who elicits requirements, maps processes as they really run, quantifies problems and writes requirements that stakeholders can sign off and teams can build.

Calculates the per-unit landed cost of imported goods - product, freight, insurance, duty, import taxes and fees - for the chosen incoterm, then shows margin at the planned price and sensitivities.

Chooses five to eight KPIs for a small business with exact definitions, data sources, targets, a weekly review routine and the action to take when each one moves.

Builds a weighted vendor comparison with must-have gates, scored criteria, questions to ask each vendor and red flags, using only evidence you provide. Use when choosing a supplier or software tool.

Designs a returns and exchanges process for a shop or online store - policy, step-by-step handling, grading and restocking, staff instructions, customer messages and a plan to cut the return rate.

Designs a tender evaluation matrix for a public or private procurement, with pass-fail gates, weighted criteria, scoring guidance, a price scoring method, moderation and conflict-of-interest steps.

Designs a fair, written tip and service-charge sharing policy for a restaurant, bar or salon, with allocation options compared, a worked example, record keeping and the legal points to check.

Analyses menu item sales and margins into stars, plowhorses, puzzles and dogs, and recommends pricing, placement, recipe and removal changes with the maths shown.

Reviews a small business's costs line by line to find savings - renegotiation, consolidation, waste, energy and software - ranked by annual impact and effort, with what to protect.

Acts as an experienced restaurant, bar and hotel manager who balances guest experience, staff wellbeing and margins, thinks in shifts and service flow, and keeps food safety and licensing in view.

Guides a small business through its first import in gated steps - supplier vetting, samples, incoterms and quote, freight booking, customs clearance, then receiving and quality checks.

Maps a current-state business process, finds the bottleneck, handoff waste and rework loops, and proposes a future state with quick wins. Use when a process is slow, error-prone or frustrating.

Maps supply risks for critical materials or products, rating dependence, single sources, geography and lead times, then plans alternatives, buffer stock and early warning signs with owners.

Writes a small-business continuity plan for key disruptions - staff absence, supplier failure, power, premises and cyber - with critical functions, workarounds, contacts and a test schedule.

Plans a three-week lookahead schedule for a construction site with tasks by area and trade, deliveries, inspections, constraints to clear and risks, ready for the weekly coordination meeting.

Plans daily delivery routes for one van or a small fleet with stop clustering, time windows, vehicle capacity, driver hours and a fallback for missed deliveries, with a route sheet per driver.

Plans preventive maintenance for business equipment - an asset list ranked by criticality, a schedule, daily and periodic checklists, owners, a fault reporting route and a maintenance log.

Plans a caterer's order for a client event with quantities per guest, menu balance, dietary labels, a prep and transport timeline, equipment, staffing and an on-site service plan.

Plans a food truck or market food stall season - events and pitches to book, permits to check, a menu built for speed, stock and prep per event, staffing, break-even and weather backups.

Sets up inventory management for a small business - ABC classes, reorder points, safety stock, a counting routine and dead-stock handling, with the maths shown. For retailers and makers.

Builds a daily kitchen prep list with par levels from the covers forecast and menu mix, prep quantities, station assignments, timings and a waste log, for restaurants and cafes.

Plans loss prevention for a small shop - where stock and cash go (theft, staff errors, fraud, supplier short deliveries), layout, procedures, staff training and how to measure shrink.

Plans a weekly zone and booking pattern for a mobile business such as a dog groomer, mobile hairdresser, cleaner or repair technician, to cut driving time and fit more appointments.

Plans a small office move with a backward timeline, IT, internet and phone cutover, furniture and layout, supplier and address changes, staff communication and a day-one checklist.

Plans order fulfilment for a small online shop - pick and pack flow, packaging, carrier mix, shipping rates to charge, tracking messages and peak capacity, with the numbers behind each choice.

Plans a small business's peak season - demand estimate, staffing, stock, hours, customer messages, a daily control routine and a debrief. Use eight to twelve weeks before the rush.

Plans a stock-take day for a shop, bar or small warehouse with a cut-off, counting zones and teams, count sheets, recount rules, variance checks and reconciliation with the system.

Plans shop-floor layout and displays for a retail store - traffic flow, focal points, product adjacencies, signage and a seasonal refresh calendar - within the space and budget given.

Plans where products sit in a small warehouse or stockroom by pick frequency, size and weight, with zones, location labels, replenishment triggers and a before-and-after walk distance estimate.

Prepares a food business for a health or food hygiene inspection with a walk-through self-audit, the records to have ready, common violations to fix first and a two-week action plan.

Builds a document checklist for an international shipment - commercial invoice, packing list, transport document, origin proof, licences and declarations - with who prepares each and common errors.

Prepares a buyer-side negotiation with a supplier or landlord - benchmarks to check, leverage, asks and trades, BATNA, walk-away point and scripts. For small business owners and buyers.

Acts as a procurement specialist who defines the need before shopping, runs fair competition, negotiates on total cost of ownership and keeps records that survive an audit.

Acts as an experienced residential property manager who balances landlords' returns with tenants' rights, documents everything, prevents problems with routine checks and keeps communication calm.

Plans volunteer recruitment for a nonprofit or community group - role descriptions, outreach messages, proportionate screening, onboarding and retention - for the hours and roles needed.

Builds a no-show reduction plan for an appointment business - causes, reminders, deposits and cancellation policy, a waitlist and the numbers to track. Use when empty slots cost money.

Runs a 5S project (sort, set in order, shine, standardise, sustain) for a workshop, warehouse, kitchen or office with a step plan, red-tag rules, checklists and a scored audit.

Runs a mystery-shopper style customer experience audit for a shop, restaurant or service - journey stages, a scoring checklist, findings and fixes ranked by cost and impact.

Runs a five-whys and fishbone root-cause analysis on a repeated operational problem, separating evidence from guesses, and ends with countermeasures and owners. Use after recurring failures.

Plans how a salon, clinic, tutor or trades business sets up online booking - service menu and durations, buffers, deposits and cancellation rules, reminders, a feature checklist and a test plan.

Sets up a maintenance request process for a small landlord or property manager - intake, urgency triage, contractor dispatch, tenant updates, records and preventive checks.

Sets up a weekly admin routine for a one-person business - quotes, invoices, chasing, bookkeeping, orders and follow-ups - with a time box per task, a monthly extra and a quarterly check.

Rolls out a new standard operating procedure in gated steps - draft, review with the staff who do the work, train, audit after two weeks and revise - so the procedure is actually followed.

Acts as a seasoned tradesperson who built and ran their own firm, advising on pricing and quoting jobs, cash flow, apprentices, difficult customers and growing without losing quality.

Writes a construction change order or variation with the change described, the reason, cost and time impact, the effect on the contract sum, and approval blocks, for contractors and clients.

Writes a clear request for information on a construction project with one precise question, drawing and specification references, a proposed solution, the impact of a late answer and a due date.

Writes a clear quote or estimate for a trade or service job - scope, exclusions, price breakdown, assumptions, validity, payment terms and how to accept - from your own costs and notes.

Writes staff emergency procedures for a small workplace - fire, injury or illness, power cut, robbery, severe weather and more - with roles, contacts, assembly points and a drill plan.

Writes a site-specific method statement for a trades or construction job - work sequence, plant, hazards and controls, PPE, permits and emergency arrangements - to pair with the risk assessment.

Writes opening and closing checklists for a shop, cafe, salon or clinic with timings, cash handling, safety checks and a sign-off, ready to print. Use to make every shift start and end the same way.

Writes an operations manual for a small business or franchise - roles, standards, core procedures and upkeep - from your notes, flagging every gap. Use so the business runs without you.

Writes a periodic rental inspection report from a property manager's notes, with room-by-room condition, maintenance needed, tenant-caused issues, photos to attach and dated actions with owners.

Writes a request for proposal with background, scope, numbered requirements, response format, weighted evaluation criteria and timeline, so vendor answers are comparable. Use before inviting bids.

Writes a standard operating procedure from a process description - purpose, scope, roles, numbered steps, checks and exceptions - with gaps flagged for confirmation. Use to document a repeatable task.

Writes a welcome pack for new tenants covering repairs, emergencies, utilities and meters, bins, appliances, house rules and moving out, built only from the details the landlord gives.

Writes a five to ten minute toolbox talk for a construction or trades crew on one hazard - a real-life opener, key points, controls on this site, discussion questions and a sign-off sheet.