Case Studies
Real Life Admin Support in Action
I love helping my clients get organised or helping them with some challenges they face going about their business.
Below you will find some case studies for a few of my clients and the solutions I provided.
If you require some help in your business, please contact me, I would love to help!
Client 1 - Commercial Building Surveyor & New Business Owner
The Challenge
​A commercial building surveyor starting a new business needed to set up professional templates for surveys and reports.
With a busy schedule and the pressure of building his new business, he came to me for admin support.
The Solution
I created all the essential templates for reports and surveys, ensuring they were professional, consistent, and easy to use. On some of the templates I built in some VBA code which enable automation to add photos to a table and resize them automatically, saving a lot of stress of resizing and adding one by one.
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To keep everything organised, I introduced Trello as a simple project management and communication tool. This gave us a central place to track progress, store important documents, and communicate—no more digging through emails to find key details!
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For site inspections, I set up an audio typing service so he could dictate notes while on-site, and I transcribed them into polished reports, making the process quick and efficient.
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Additional to this, I also supported the early stages of building an online presence, helping to plan a website that would showcase his expertise and attract potential clients. As an ongoing task, I update the website regularly with new images and information to keep it looking relevant and fresh.
Results
With templates in place, a clear workflow, and easy communication, Client 1 was able to focus on securing clients without getting bogged down in admin. Trello made day-to-day tasks more manageable, the audio typing service saved hours of time, and a professional website helped build credibility from the start.
By taking the admin burden off Client 1’s shoulders, I helped create a smooth, efficient setup that supports business growth that we still use today.
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If you are in a similar scenario and feeling a bit overwhelmed with processes you need - get in touch, I would love to help you.
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Client Case Study: Client 2 - Start-Up Company
​Helping a Start-Up Get Organised
The Challenge
Client 2, a start-up developing an innovative app, was getting ready for launch.
They needed an efficient system to keep everything organised without taking time away from their core work.
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The Solution
I set up a structured admin system that made day-to-day operations smoother.
Since the team was already using Google Workspace, I organised Google Drive with a clear file structure and tailored permissions. This meant everything was easy to find, reducing time wasted searching for documents.
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To improve efficiency, I introduced streamlined processes for daily operations, making collaboration much easier.
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For financial management, I set up Xero and created custom dashboards for monthly reporting, giving the founders a clear view of their finances for better decision-making.
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I also provided personal assistant support, handling admin tasks so the founders could focus on strategy.
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One key project was setting up a dedicated file structure for Due Diligence, which later became the foundation for their fundraising documents.
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Results
With admin off their plate, this client could concentrate on launching their app without distractions.
A well-organised document system improved teamwork, while Xero and financial dashboards gave them better control over their finances.
My PA support ensured they stayed focused on big-picture goals, and the Due Diligence files played a crucial role in their fundraising efforts.
By streamlining operations and setting up the right tools, I helped lay a solid foundation for growth in a competitive industry.
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If you are in a similar scenario and feeling a bit overwhelmed with processes you need - get in touch, I would love to help you.
Client Case Study: Client 3 - Independent Industrial Belting Consultant
Helping a consultant ditch paperwork for a digital workflow
The Challenge
This client is an independent consultant in the industrial belting industry, was juggling a growing workload with a manual, paper-based system. As demand increased, so did the frustration—carrying stacks of paperwork while travelling wasn’t practical, and finding the right documents quickly was becoming a challenge.
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The Solution
To make operations smoother and more mobile-friendly, I mapped out the existing paper workflow and identified the best way to transition to digital without disrupting familiar processes.
Since this consultant was already comfortable with Microsoft tools, we chose OneNote as the digital platform.
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I recreated the paper-based system within OneNote, ensuring that everything was structured in a way that felt familiar.
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Important orders, client notes, and emails were organised into dedicated notebooks, making information easy to find without duplicating files.
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With this setup, they could access everything from any device—whether at the office, on-site, or on the go—without lugging around bulky paperwork.
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Results
Switching to OneNote transformed the way Client 3 worked.
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The new system eliminated the inefficiencies of paper-based admin, improved organisation, and made accessing important information effortless.
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Instead of digging through files, they could quickly find what was needed, respond to client inquiries faster, and manage operations more effectively.
The move to digital didn’t just save time—it also cut down on paper use, making the business more environmentally friendly.
By embracing the right tools, they achieved a smoother, more efficient way of working while staying comfortable with familiar software.
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If you are in a similar scenario and feeling a bit overwhelmed with processes you need - get in touch, I would love to help you.