Services

For owner-managed companies and family offices that need structured analysis, task automation, and reporting inside the mandate.

Automation targets repetitive tasks (reporting prep, data entry, document collation), not roles. Teams receive training and documented workflows they can run after handover.

What is included

• Status-quo mapping: Workflow inventory, tool audit, and bottlenecks with staff input
• Recommendations: Prioritised automation roadmap and governance notes
• Team consulting: Role-based training, playbooks, and safe-use guidelines
• Task automation: Data pipelines, dashboards, and LLM workflows where the mandate allows
• Handover & productivity: KPI design, statistical validation, and documentation management can measure
• Business intelligence: Excel, SQL, Python, and BI tools such as Tableau or Power BI

How we work

1. Map workflows and data sources with client teams
2. Prioritise use cases and agree governance in writing
3. Consult staff on new workflows and tools
4. Build automation, dashboards, and validation
5. Hand over pipelines, documentation, and KPIs

gian@pillar-5.com · Contact form

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