Housekeeping Club — Workflow Automation & Productivity
In-depth workflow analysis identifying bottlenecks and time-consuming admin tasks, followed by a clear roadmap of COTS and custom software implementations to boost productivity and unlock business growth.
The Challenge
Housekeeping Club’s operational team was spending significant time on administrative tasks that had grown organically over time — manual processes, disconnected systems, and workflows that made sense when the business was smaller but were now creating friction at scale. The leadership team knew something needed to change but lacked a clear picture of where the real bottlenecks were and what the right solutions looked like.
They needed an honest, independent assessment — not a sales pitch for a particular tool — followed by actionable options they could evaluate and prioritise themselves.
The Approach
We conducted a structured workflow analysis across Housekeeping Club’s operations, mapping current processes and identifying the highest-impact friction points. Key work included:
- Structured interviews and process mapping across the operational team
- Identifying the admin tasks consuming the most time relative to their business value
- Evaluating existing tool stack (Google Workspace, HubSpot, Xero) for underused capability
- Producing clear reports covering both off-the-shelf options (COTS) and custom software alternatives for each bottleneck
- Prioritising recommendations by effort-to-impact ratio so the team could sequence improvements realistically
The analysis was deliberately tool-agnostic in the first phase — the goal was an honest picture of the problem before proposing solutions.
The Outcome
- Comprehensive workflow analysis delivered with prioritised improvement roadmap
- Multiple bottlenecks identified, with clear COTS and custom software options for each
- Immediate quick wins identified using existing Google Workspace and Gemini capabilities
- Longer-term automation strategy defined for HubSpot and Xero integration
- Leadership team equipped with evidence-based options rather than vendor-driven recommendations
Technologies & Methods
Business process mapping, workflow analysis, Google Workspace automation (Apps Script, Gemini), HubSpot CRM workflows, Xero integration patterns, COTS evaluation framework.
About this engagement
This was a Transform engagement: operational analysis and modernisation planning for a growing business. The value was as much in the rigorous diagnosis as in the recommendations — giving the team a clear picture of where to invest and why.