Build · Quick Win

Remove one repetitive task.

One repeatable job, one clear result and a straightforward way to handle anything unusual. Your written quote confirms the scope, VAT and total before you decide.

A bounded first improvement.
one repeatable job
what gets handled
one clear result
what it produces
anything unusual
a straightforward way to handle it
planned timing
scoped to finish within two to three weeks of the agreed start date
rootdelta.net

01 · Why

Take one task off the list. Make the time count.

One repeatable job, one clear result and a straightforward way to handle anything unusual.

Less repetition

Stop doing the same steps by hand

Turn a repeatable sequence into a clearer, more dependable way of working.

A useful first move

Start with a result you can see

Keep the first change focused on one outcome instead of starting with a large system.

A fixed boundary

Know what is in and out

Agree the input, output, exception route, checks and total before work begins.

02 · How

One clear task. One checked result.

  1. 01

    Describe the repetition

    Tell us what starts the work, what you do now and where it tends to slow down.

  2. 02

    Agree the useful boundary

    We write down the input, output, exception route, checks, timing and total.

  3. 03

    Build and hand over

    We make the agreed change, check the result and hand over the practical instructions you need.

03 · What

Small scope. Useful output.

Below are typical Quick Win scopes. Your written quote confirms the final scope.

More examples13 further illustrative examples
  1. Capture a bounded set of selected fields from an enquiry email into a working list.
  2. Enter ready contact details once into a selected accounting system.
  3. Move ready records once into a second working tracker.
  4. Produce a dated internal list of selected company-record changes.
  5. File selected email by agreed rules and keep an index.
  6. Create a register of file details from one folder or library.
  7. Create an internal follow-up list from due items in a working tracker.
  8. Create an internal follow-up list from messages older than an agreed age.
  9. Refresh selected customer or contact records into a working extract.
  10. Refresh selected invoice records into a working extract.
  11. Refresh selected quote or estimate records into a working extract.
  12. Prepare a draft quote from agreed, client-priced information.
  13. Prepare a draft estimate from agreed, client-priced information.

Illustrative examples only, not client work. The fit call helps identify the boundary, and the written quote confirms the actual scope.

Several steps, systems or people may call for a Connected System.

04 · Price

One bounded improvement. One clear total.

The quote confirms the agreed scope, timing, VAT and total payable before work begins.

Automation Quick Win

£1,950 to £2,400 net

£2,340 to £2,880 including VAT at 20%

One repeatable job, one clear result and a straightforward way to handle anything unusual. It can prepare a draft quote or invoice, file a supplier invoice or produce a scheduled report.

The quoted price depends on the scope and systems involved. Straightforward routes sit at the lower end; financial drafts and more involved connections sit at the upper end. Where the agreed scope and client dependencies allow, the work is scoped to finish within two to three weeks of the agreed start date.

05 · Get started

Tell us about the task you repeat.

Tell us what starts the work, what you do now and what a useful result would look like. We reply within two UK working days with times for a free 15-minute call.

06 · Questions

What people want to know before they start.

What counts as a Quick Win?

One repeatable job, one clear result and a straightforward way to handle anything unusual.

What could it help with?

Typical examples include preparing a draft quote or invoice, filing a supplier invoice or producing a scheduled report. The agreed scope may be different after the fit call.

How are scope, timing and price agreed?

Your written quote confirms what is included, how the result will be checked, the planned timing, VAT and the total payable before you commit.

What access or information is needed?

We agree what is needed and the safest way to share it before work begins. Do not send passwords or confidential documents through this form or ordinary email.

Where does the system run?

It is deployed to a supported managed cloud service in your own account. You own, pay for and administer that account and provider service; Root Delta does not provide hosting.

What happens after the Quick Win?

After acceptance, the Quick Win is handed over with the agreed practical instructions, fallback and restart route. It includes its agreed defect period, but it is not eligible for Delta Care. Later work is quoted separately, and a larger accepted expansion or replacement may be assessed for ongoing software care. See Delta Care →

Request a free 15-minute call