+44 203 287 0899 info@solvaa.co.uk

Optimise Workflow Management
with SmartSuite Consulting

SmartSuite Database Workflow Management Analysis, Design, Implementation, Optimisation, Automation & Training Consultancy

Custom SmartSuite Workflow Management Solutions

Solvaa®, a UK-based SmartSuite Certified Consultant Partner, excels in developing custom no-code workflow management solutions to enhance and automate your SmartSuite account, catering to a global clientele. Leveraging SmartSuite's versatile project management and relational database capabilities, we streamline your business operations by integrating a comprehensive suite of applications—from sales CRM to inventory tracking—within a single platform. Our expertise in optimising SmartSuite functionalities, coupled with strategic third-party integrations (such as Noloco for building portals and user interfaces) and automation, significantly boosts workflow efficiency and productivity.

SmartSuite Implementation & Optimisation

SmartSuite is an incredibly flexible relational database tool with project management functionality allowing you to build a stack of modular applications to streamline your entire customer journey and operations. Building a sales CRM, project management tool, orders and invoicing app, inventory tracker and reporting dashboards all within one SmartSuite account allows you to manage many of your business systems and processes in one tool.

  • Detailed Analysis: Analyse your business processes in detail.
  • Simplified Processes: Help simplify processes and establish better ways of working.
  • Optimised Productivity: Design and optimise SmartSuite to save time and improve productivity.

SmartSuite Integrations & Automation

We will help you discover the best way to connect your tech stack and automate your processes by using native integrations, built-in automations, and connector tools like Zapier.

  • Anticipate Needs: Stay ahead with automation that predicts and fulfills customer requirements.
  • Boosted Conversions: Watch your sales soar with seamless tech integrations.
  • Effortless Operations: Reduce manual work and focus on what truly matters - closing deals.

SmartSuite Training

We will support your team and empower them to learn SmartSuite and Zapier so that they can optimise processes. Zapier is a no-code solution where you don’t need a developer to build slick workflows.

  • Workflow Transformation: Foster an innovative sales environment with streamlined workflows.
  • Confident Execution: Build a team that’s ready to tackle any workflow challenge with assurance.
  • Creative Strategies: Unleash the potential for creative working that increases productivity.

Our Process

How we do it

We follow a four-step method: understanding current processes, strategising and designing architecture and improvements, executing changes, and fostering a continuous improvement mindset for regular reviews.

Identify

Assess current technology and processes and identify areas for improvement. Pinpoint strategies and solutions to address identified weaknesses.

Plan

Develop a detailed blueprint and action plan including optimal architecture, relevant features and automations, timelines and sprints tailored to your business needs.

Execute

Put the plan into action and make necessary iterations along the way.

Review

Review the changes, get feedback, and make changes accordingly.

Your Results

What you get

Unlock the full potential of SmartSuite for your business with our specialised services. Our approach is designed to transform your operations into a streamlined, efficient powerhouse. Here’s what you gain when partnering with us:

Digital Architecture

Tailor the perfect digital architecture for your business, ensuring SmartSuite is set up and customized to fit your unique needs, boosting efficiency and focus.

Optimization

Leverage SmartSuite's built-in features to streamline operations, saving valuable time and allowing you to concentrate on core business activities.

Process Simplification

Our consultants will thoroughly review and simplify your customer journey, implementing seamless, code-free solutions and automations to enhance business processes.

Automations & Integrations

Utilise SmartSuite’s powerful built-in automations along with extensive third-party app connections natively or via Zapier, unlocking potential with over 7000 apps for comprehensive workflow integration.

Bespoke Solutions

Collaborate closely with our team to craft bespoke solutions that meet your specific needs, empowering your staff to achieve higher efficiency and productivity.

Growth Support

Focus on creating a streamlined, efficient environment that supports business growth and boosts profitability through strategic use of SmartSuite and its ecosystem.

Why Choose Us

About Solvaa

The Solvaa® team are certified SmartSuite Partners based in the UK. We specialise in app advisory, no-code systems design and implementation, and automation consulting. Although we are SmartSuite consultants operating in the UK, we support clients worldwide to achieve outstanding workflow management results using SmartSuite, Noloco and Zapier.

The team is led by our founder Kelly Goss, a business process automation expert and author of 'Automate It with Zapier & Generative AI'. Kelly was one of a handful of experts invited to No. 10 Downing Street and the House of Lords to give the UK Government advice on how digital adoption and AI can impact SME productivity.

We are proud to hold accreditations as a Zapier Certified Expert, SmartSuite Certified Consultant Partner, Pipedrive Certified Premier Partner, and, among many Xero accreditations.

What our clients say about us

Harriet Strachan

Lasting, sustainable integrative solutions.

Kelly is a phenomenon, a savvy technological and business guru, a top-notch problem solver with an impeccable work ethic and a lovely person to work with.The first thing that struck me about Kelly was the sheer amount of questions she asked about our business. With that philosophy and perspective in mind, with precision and laser focus Kelly zoomed in on every aspect of our business flow.

She analyzed the systems, requirements and dynamics in place, and recommended synergistic technological and financial solutions that created a far reaching positive effect for the business. The improvements that were implemented resulted in increased efficiency, better time management and overall happiness of people involved.

Kelly is dedicated to finding and implementing lasting, sustainable integrative solutions and to achieving measurable, quantifiable results. It is easy and comfortable to interact with her, even across the globe, as she is excellent with creating and maintaining business relationships which are unaffected by distance.

Overall 5 Stars rating and would I recommend, without hesitation, that you work with Kelly.

Vika Golovanova
Owner, Julian Mountain Spa - California, USA

Lori

Who better to hire than the automation expert who wrote the book!

Kelly is my no.1 go-to person for anything related to workflow improvement. Kelly finds solutions that would stump others through her methodical, deep thought approach. Utterly reliable, consistently hardworking and produces excellent results time and again - and a lovely person to work with as well! Could not recommend Kelly highly enough to anyone needing a strong process-orientated member of their team.

After migrating almost our entire tech stack last year, we needed help getting some of our existing Zaps mapped and updated. Plus we needed a few new automations added, too. Kelly and I reviewed process maps that I had created. Then her zone of genius kicked in, and she found all the gaps, saw my vision about how I wanted to do things, and strategized on what we needed to make our process more efficient. We now have an end-to-end automation with processes that work well together and do exactly as we expect. Who better to hire than the automation expert who wrote the book! I see a long relationship ahead with Kelly as my business changes and grows.

Lori Feldman
President, The Database Diva - USA

Marcus

Worth her weight in gold.

 

I am not often impressed but in the few days Kelly spent working on our project she did just that and then some. Not only intelligent, efficient and concise, ...she also managed to understand what was a fairly complex setup and meet challenges involving possibly some of the longest Zaps she had made. And then ...we we realised we wanted to do things a little differently or made her life more complex, she adapted, re-made, re-organised, tested and did it all again. I couldn't speak more highly of her work.

 

Marcus Graichen
Co-founder, Mog Machine - England

Patrick Pope

Produces excellent results time and again

Kelly is my no.1 go-to person for anything related to workflow improvement. Kelly finds solutions that would stump others through her methodical, deep thought approach. Utterly reliable, consistently hardworking and produces excellent results time and again - and a lovely person to work with as well! Could not recommend Kelly highly enough to anyone needing a strong process-orientated member of their team.

David Feldman
Portfolio Finance Director, The FD Centre - Greater London, England

Frequently Asked Questions

What services does Solvaa offer?

Solvaa specialises in boosting productivity throughout your customer journey. We implement significant improvements in the marketing, sales, operations, and financial administration workflows through the use of optimised digital tools, process improvements, automation and AI. We offer services such as tech stack advisory and implementation, CRM setup and optimisation, database and portal design and setup, workflow management solutions design and setup, and workflow automation setup, optimisation, troubleshooting and training.

How long does it take to complete a project?

Timelines vary depending on the scope of your needs, urgency, your training requirements, and solution complexity. After an initial discovery call, we provide rough guidelines and a more detailed implementation plan as the project progresses.

What is the cost of your services?

Costs are assessed based on initial conversations and are provided in distinct stages as the project progresses. We offer either fixed cost quotes or lower and upper estimates. Project costs can often be reduced with involvement from your team.

 

What are the benefits of working with Solvaa?

By working with Solvaa, you can expect increased productivity through streamlined processes, integrated business tools for efficient data transfer, and automation of manual tasks. We help you work smarter, not harder, and provide training and ongoing support.

How can I get started with Solvaa?

To get started, you can book a free discovery call. During this call, we will discuss your business needs and how our solutions can help you achieve your goals. Contact us at +442032870899 or info@solvaa.co.uk for more information.

Are you ready to take your Workflow Management to the next level

Get in touch with our systems design, process improvement and automation consultants and discuss how we can help your business. We are based in the UK but help clients worldwide improve efficiency, save time and increase profits.

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