Business systems: organisational efficiency and information flow (Excel + light automation)

One-to-one training to reduce admin drag, improve record keeping, and map information flow. This is training, not implementation.

Who it is for

  • Owners with lots of manual steps and handovers.
  • Teams using Excel without a clear system.
  • Businesses with messy record keeping.

What you learn

  • How to map information flow end to end.
  • Excel basics that save hours each week.
  • Light automation opportunities that fit your team.

What you leave with

  • A process map of key workflows.
  • Excel templates for tracking and handover.
  • A record keeping checklist and action plan.

Delivery options

One-to-one (tailored training).

On-site Auckland or online session.

Eligible subject

Business systems, record keeping, organisational efficiency and automation.

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