Case studies
What changes when the systems get fixed
Four real projects. What was broken, what we built, and where it landed. No vanity numbers.
5 → 1
Tools replaced, 21 users live from day one
3 → 1
Fee entry inputs, across every practice area
Zero
Shared inboxes left in the booking process
5
Visitor journeys rebuilt around real users
The Function Hub • Wedding and events entertainment, North Wales
Full booking lifecycle automated
Shared inbox gone. The team runs it day to day without support.
The problem
All enquiries landed in a shared Gmail inbox with no pipeline, no ownership, and no follow-up logic. Availability checks with artists were handled manually across email threads. Quotes, invoices, contracts, and pre-event coordination all lived in email. Response times were slow and bookings were being lost.
What we did
Built a complete booking operation in GoHighLevel: automated enquiry capture and qualification, a CRM pipeline with stage-based follow-up, availability logic built in Make.com, automated quote and contract generation, and a standardised 8-week pre-event coordination process.
Result. The full booking journey from first contact to event day now runs without a shared inbox. Close to handover, with the non-technical team running it day to day without support.
Indy Climbing Wall • Indoor climbing centre, Anglesey
Complete redesign brief delivered and signed off
Five visitor journeys rebuilt. SEO architecture built for three target terms.
The problem
Years of ad-hoc edits had left the site without clear user journeys. New visitors, regulars, adults, kids, and groups all landed on the same pages with no differentiation. The site was ranking 4th in local search for its most important terms.
What we did
Full site audit, UX redesign scoped by visitor type, Figma homepage designed and signed off, complete page structure and copy brief produced, and handover managed to a WordPress developer. SEO strategy built around target keywords: indoor climbing North Wales, kids climbing Anglesey, bouldering Bangor.
Result. Redesign brief approved and site structure ready for build. Clear user journeys, improved booking flow, and SEO-ready page architecture across all key sections.
Multi-practice legal firm • North Wales
Fee entry: from three separate inputs to one
Workflow mapped across all practice areas. Improvements now underway.
The problem
Reception took notes by hand and retyped them into email. Fee estimates were entered in three separate places with no pull-through. Meeting notes moved from paper to the case management system manually. Information was split across email, Teams, SharePoint, and the case management system, with no single point of truth.
What we did
Mapped existing workflows across all practice areas. Identified key friction points and double-handling. Scoped a phased digital operations programme starting with the Private Client team, using their existing tools (Actionstep, Microsoft 365, Copilot) more effectively before introducing anything new.
Result. Initial workflow audit complete. Working sessions now underway with key team members to embed targeted improvements. In progress.
Loft conversion company • North West, 21 staff
Five tools replaced with one
21 users live from day one. Full workflow from enquiry to invoice.
The problem
Jobs were managed across five separate tools, Google Calendar, YourTradebase, WhatsApp, Xero, and email, with no single source of truth. Every stage of a job required a manual handoff between systems.
What we did
Scoped and implemented Commusoft as a single job management system, replacing the full tool stack. Set up user roles for surveyors, fitters, depot managers, and office staff. Imported parts lists, configured proposal templates, and mapped the full job workflow from enquiry to invoice.
Result. Commusoft live with all 21 users. Single workflow from enquiry to invoice, replacing five separate tools.
Thanks to Tom and the team at Digilyse for helping bring our Project Management platform into line with our automated content delivery system and CRM. Through the specified integrations our customer acquisition process is much simpler, the customer experience smoother and has reduced our team’s overall effort by more than 5 hours per client.
Jason Bird, SnapGRC
Ready to get your time back?
15 minutes. Tell me what is broken and I will tell you what it would take to fix.