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Orbit Workflow Automation & Business Systems

Connect your tools, organize your data, and automate the internal work that keeps your business running.

Orbit is a scoped implementation service. Each project starts by agreeing what will be delivered, what you provide and what is out of scope.

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Three services

  1. Workflow Automation

    Automate the repeated steps between people, forms and documents.

    Deliverables

    • Forms and request intake
    • Approval flows
    • Document generation from templates
    • Invoice and quotation workflows
    • Internal notifications
    • Connected multi-step processes

  2. Data Setup & Integration

    Get your business data into a clean, consistent structure, and keep it connected.

    Deliverables

    • Data onboarding and catalog setup
    • Cleaning and standardization
    • Migration and consolidation
    • Database structure
    • Recurring data connections between tools

  3. Business Systems Setup & Customization

    Set up the systems your team works in, using suitable existing tools or a scoped custom system.

    Deliverables

    • CRM setup
    • Order tracking
    • Inventory tracking
    • Client and project tracking
    • Booking administration

Example workflows

Illustrative example

  • Quotation requests

    1. Request form
    2. Quote drafted from a template
    3. Manager approval
    4. PDF sent to the client

  • New orders

    1. Order recorded
    2. Order tracker updated
    3. Team notified
    4. Status visible to everyone

  • Monthly branch data

    1. Spreadsheets from each branch
    2. Cleaned and combined
    3. One consistent database
    4. Ready for reporting

How delivery works

  1. Define scope

    Agree the problem, the deliverables and what is out of scope.

  2. Configure or build

    Use existing tools where they fit; build custom parts only where needed.

  3. Validate

    Test with your real cases and data, and fix what doesn’t work.

  4. Hand over

    Documentation and a walkthrough so your team can run it.

What each side brings

You provide

  • A contact who knows the process
  • Access to the tools and data involved
  • Real examples of cases, documents or files
  • Feedback during validation

You receive

  • An agreed scope before work starts
  • The configured or built workflow or system
  • Documentation of how it works
  • A handover walkthrough

Have a process in mind?

Describe the work that repeats, the tools involved and what should happen at the end. We’ll reply by email to discuss scope.

Discuss a project

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