Homepage/Resource library

Resources for making decisions without unnecessary jargon.

Guides, methods and comparisons for SME leaders: organisation, diagnostics, digital transformation, document management, automation, dashboards and business software.

Format type practical guidesAudience SME leadersGoal define the need before investingAccess free to read

Practical guides

Guidance for making a decision.

Understand the need before choosing a solution.

Comparison

Alternatives to Excel for managing a process

Recognise the limits of a critical file and choose an appropriate response.

Read →Our method

Organisational diagnostic for SMEs

Understand the scope, stages and deliverables of a diagnostic.

View the method →Document types

Choose the right document management approach

Assess permissions, search, deadlines and approval workflows.

View the options →

Start with the business problem.

A tool cannot fix a poorly defined process by itself. Before comparing solutions, clarify roles, useful data, approvals, exceptions and expected decisions.

Questions to ask

which information should be authoritative;
who enters, approves and views it;
where errors and duplicate entry occur;
which deadlines should trigger action;
which indicators genuinely support decisions;
which solution the team can maintain.