Instructing party
Emails the firm to instruct the job — company name, what is needed, the deadline.
One valuation job, mapped end to end. Who touches it, in what order, where it changes hands — and every place the same information gets typed in again. On the right, the process we have designed to replace it.
These figures count the steps drawn below — what the redesign removes on paper, not a measured saving. The right-hand process is a design, not a system that is running.
Emails the firm to instruct the job — company name, what is needed, the deadline.
Creates the project and enters the company number once — the name and registered address auto-fill.
Opens a previous report and copies it as the starting point.
Emails the client a secure link — no login, no account to set up.
Looks the company up on Companies House and types in its name, number and registered address.
Fills the structured intake form and uploads files once. Can leave and pick up where they left off.
Emails or calls the client for accounts, asset lists, photos and lease documents.
Submits — the link closes and a confirmation is shown.
Sends documents back — usually piecemeal, over several emails.
Notifies the valuer; the report is already largely filled from the client's own entry.
Re-types the client's figures and asset details into the working report.
Flags any gap — a fresh link asks the client for just that one thing.
Chases the client for anything missing or unclear — more back-and-forth.
Adds the professional layer — WBV/FSV, threats, narrative tweaks.
Writes the narrative by hand — business description, threats, SWOT, asset catalogue.
Builds the report to the house template automatically; the valuer reviews it in the browser.
Reformats everything to the house template — numbering, hanging indents, justified text.
Downloads the finished Word document. Job uploads are then purged.
Produces the Word document and sends it out.
Today the same information is keyed by hand three times over. By design, it is entered once.