What this assessment helps you uncover
Where time is being lost
Identify where manual admin, duplicated effort, and repeated chasing are quietly draining team capacity.
Where workflows are breaking down
Spot where onboarding, follow-up, handoffs, or internal processes are inconsistent and causing avoidable friction.
What to improve first
Get a clearer view of which workflow is most likely to benefit from focused improvement, so you can act with confidence instead of guessing.
Built for accountancy firms by a workflow and automation specialist
I’m Brett Allard, Director of Digital Edge.
I help businesses improve admin-heavy workflows using automation, systems integration, and AI where it genuinely adds value. My background spans software delivery, systems design, automation, data integration, and operational improvement across multiple industries.
What that means in practice is simple: I understand how to identify where work is getting stuck, where teams are relying too heavily on manual effort, and how to improve workflows in a way that is practical, commercially sensible, and low friction for the business.
This assessment has been designed specifically for UK accountancy firms that want clearer visibility into where operational friction may be limiting efficiency, consistency, and client experience.