What our clients say about us
Kelly has been helping me integrate 4 platforms (Salesforce, ScheduleIt, Fast Field Forms & AirTable) for around 4 months now using Zapier. She has been excellent at understanding the problems and qwerks of the organisation, and identifying solutions or workarounds to achieve the aim. She also has a knack for understanding the key / actual requirements from a garbled verbal description from me of what I think I want! She gets the balance right between doing what is asked, and offering alternative routes to solving the problem. She is also open and honest about what is not achievable rather than saying ‘yes, no problem’ to everything. Similarly she doesn’t try to sell you solutions to problems that don’t exist to gain extra revenue. When there have been issues she has willingly engaged with the software developers of the platforms being used, negating the need for me to be a go between. She is extremely contactable and responsive, understanding that some issues need a far more immediate response than others. In summary Kelly is a very knowledgeable, helpful and a great asset to have contributing to your business.
Kelly helped me integrate my web site with an automated email platform via Zapier and Google Sheets, to extremely good effect. Her knowledge of Zapier and her logic and analytical skills are faultless. Put simply, I could not have made this important integration without her. She is efficient, flexible and great to work with. I am SO pleased to have found Kelly; if you are looking to streamline your business or workflow via automation, look no further.
Kelly was instrumental in helping me to get the most out of Pipedrive’s functionality by structuring the system to the exact needs of my team and providing training. Alongside this, she has put in place numerous processes using Zapier to automate proposal creation (with Google Docs) and sending, and auto-responder email follow-ups. Kelly is very responsive to queries and very easy to work with. I would highly recommend her to anyone who needs help with Pipedrive and Zapier. We will save buckets of hours thanks to her work.
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.
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.
Kelly is amazing at what she does. She managed the migration from Sage to Xero for us and set-up a variety of integrations with Receiptbank, Shopify, Worldpay, Paypal, bank feeds, credit cards and more. If something can be automated Kelly can do it. She knows all the systems inside out, makes great suggestions and gives easy to follow training. But maybe the most important is her work ethic. She is always happy to help, even on weekends and evenings, and sometimes she is chasing us for updates rather than the other way around! Last but not least, she is very organized and communicates very clearly and precisely. Highly recommended.
I have worked with Kelly on two projects now, both of which involved integrating bespoke external applications with Xero (with a focus on customer relationship management, sales, purchasing and inventory). She has a deep understanding of business processes, accounting requirements and importantly how to apply this knowledge in our projects. She is meticulous in her approach, great at capturing and documenting client requirements and conveying them to the project team in a clear and concise manner. Kelly has been a pleasure to work with and I would highly recommend her to anyone looking for a truly effective workflow automation advisor and project manager.
Kelly was instrumental in migrating our accounting function from Sage to Xero and helping us improve work flows and processes to increase efficiencies and output.
We had heard about Xero and how popular a system it was and we were interested in moving to a cloud based software for accounting. Kelly was extremely valuable due to her vast knowledge of Xero and how it can integrate with other apps to make the way we work, communicate and interact seamless and efficient.
The integration of Receiptbank, Harvest and Xero has saved us countless hours of data inputting and emails which we can now dedicate to making our business better for us and our clients.
Kelly’s support and patience during the process was crucial and she is always happy to help and assist with training and queries, I quickly realised her passion in what she does and helping people, I could tell that she really wanted us to succeed and make the way we work better.
We are a digital platform and we process thousands of online transactions every month. This also means lots of complicated software systems that need to integrate with each other.
When Kelly came on-board, what we were looking for her to do was to sort out the mess, and I never had any real understanding of how big the mess actually was. We started looking at bookkeeping initially. The first thing was to make it a much more fluid system. Once we had that, I was then getting regular reports. I could see very clearly how my business was improving, and where we were, month by month. Before that it was just much more complicated and difficult way to get that data.
Once we focused on that part of the business and Kelly started to implement all these changes, suddenly we saw the results - the reporting, the improvements in processes, the reduction in costs and staff now required to run the business, and really just the smooth running. If I'd continued in the way I had been going, I would probably now need 4 full-time staff members to be doing all of the manual implementation.
I would say that Kelly is one of the best things to happen to my start-up. I stumbled upon her completely by accident, and I am just very fortunate that we did.
Xero & Business Apps Workflow Improvement Case Study
Read the case study to find out what we did to significantly improve efficiency for One Year No Beer