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Less admin, more margin: automating the back office of a growing trades business

WhatsApp, spreadsheets and phone calls holding a multi-site construction business together. We automated the back office using their existing Microsoft 365 licence — no new subscriptions, no disruption.

// Key outcomes
  • Significant reduction in admin hours per week
  • Improved H&S compliance across all sites
  • Automated quoting follow-up process
  • Recovered time translated directly to margin

For a growing trades business, the back office can become a full-time job in itself. Scheduling, job updates, health and safety compliance, quoting follow-ups — when these are managed manually, they eat into time that should be generating revenue. Hiring more admin staff feels like the answer, but it adds cost before it adds capacity.

This client was a mid-sized construction business operating across multiple active sites — running on a mix of WhatsApp messages, spreadsheets and phone calls to coordinate jobs and keep clients updated. H&S documentation was inconsistent across sites, and quoting follow-ups were falling through the gaps because no one had a reliable system to track them.

Automating with tools they already owned

NNVT conducted a rapid operational review to identify where time and money were being lost. Using tools already included in their existing Microsoft 365 licence — Power Automate, Microsoft Forms and SharePoint — we built a suite of automated workflows that replaced the manual back-and-forth:

  • Job updates were automated
  • H&S checklists were digitalised and linked to specific sites, with completion tracked in real time
  • A quoting follow-up workflow was configured to trigger automatically, removing manual tracking

The entire implementation was completed without disrupting live operations — and without adding a single new software subscription.

The time the team got back didn't disappear into more admin. It went straight back into the work that earns — which is exactly where margin comes from.

// Your operation

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