What our clients say about us
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.
Kelly is so good at what she does I literally can’t recommend her highly enough! Having embarked on the automation journey I spoke to several people and Kelly by far came across as the most genuine and authentic person. Kelly and I spoke at length about our current systems and how we wanted to improve them, she listened, asked questions and made excellent suggestions. We were excited to get things going and Kelly set our expectations well, she gave clear guidance on timelines and fees and was open and honest throughout. Once things started we quickly realised we wanted more and how beneficial Kelly was to our business. We are still working with Kelly to keep improving things for us and we have further projects that we want her to help us with. Kelly’s skill, knowledge and service is impeccable and what she has done for us has saved hours and hours worth of man power allowing our teams to focus on our patients rather than administrative tasks, it’s also allowed us to communicate in a much better way with our patients – exactly the results we were after. Meeting Kelly has simply been life-changing for our business and our teams.
Having worked with Kelly for several months now, she has brought valuable insight to the process aspects of our sales, ops and finance. She has helped us to explore the suitability of different apps to add to our tech stack and works with several members of the team in a technical supporting role. Kelly is truly solution driven and I would recommend her to any fast paced, growing start-up or developing business that needs advice and support from a part-time team member.
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.
An additional benefit is the coaching I have received from Kelly – I now use her for a very small amount of time compared to the beginning as I now create almost all of my own Zaps and am virtually self-sufficient. Instead of keeping the skill as a ‘hidden art’ to maintain revenue she has helped me learn it so I now use her just as an ad-hoc problem solver, or someone to bounce ideas off.
I’ve worked with Kelly on a number of Zapier projects now and can’t recommend her enough! Her analytical thinking and problem-solving skills have helped us to find smart solutions to some challenging problems. With Kelly’s help we’ve now automated many of our processes across the tools that we use (Pipedrive, Xero, Slack, Asana being a few). It’s not only helped us link up the tools with each other but we are also collecting much more timely and accurate data through the automation.
Kelly provided a quick solution that really helps reduce the amount of manual work we have to do connecting systems like SalesForce, Xero and Freshdesk. She was very efficient, professional and helped us learn how Zapier works.
Kelly has completely enlightened me in getting the best from Zapier with the systems I use. In easy to understand language my grasp of Zapier has improved no end and I’m saving time, making a huge difference to my business.
We contracted Kelly to help us Connect Click Funnels to Zapier to Zoho CRM. Kelly was able to go into all the applications and on the spot identify the issues and resolve them. I had spent hours on help files and online tutorials with no success. Best money I have spent in a long time. If you need someone to help you get Zapier integration working, look no further than Kelly.
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.
We’ve been working with Kelly and team to help automate a number of our processes to help reduce admin overheads and increase usable data within our business. That way, we’re able to spend more time with our clients. The best bit about working with Solvaa is that it’s close to a fire-and-forget service. We can tell them what we want to achieve, they come up with ideas and options and then they just make it work. It’s beautifully simple and easy and allows us to get on with the fun parts of our business!
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.
What a pleasure! I worked with Kelly on helping to improve Distributed’s operational efficiency and integration setup. She was intuitively in sync with what we needed done and was a master of all platforms and services. Would happily work with Kelly again!
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.