- Website form
- Email inbox
- Human copy/paste
- Spreadsheet
- Human copy/paste
- CRM
- Human sends message
- Project system
Tandem for operations
Keep the work moving without keeping people chasing it.
Tandem helps coordinate repetitive operational workflows, move information between systems, monitor what needs attention and surface exceptions before they become problems.
Less chasing. Fewer handoffs. Better visibility.
TriggerNew requestWorkflow begins
- TTandem gathers information
- ✓Rules checked
- ↗Systems updated
- +Next action prepared
- ◉Progress monitored
- !Exception? Human attention
- ✓Workflow complete
The operations problem
Operations often becomes a chain of people checking whether something happened.
Small checks, handoffs and status updates accumulate into a large coordination burden.
Check formCopy detailsCreate taskUpdate statusChase informationMonitor deadlinePrepare reportCheck responseNotify next person
- New request received
- Check inbox
- Copy details
- Update spreadsheet
- Create task
- Tell colleague
- Check later
- Chase
- Update status
9 manual touches around one recurring process · Illustrative
With Tandem
Turn the handoffs into a workflow.
- +New request received
- TTandem extracts information
- TTandem checks record and rules
- TTandem prepares next action
- HRelevant person applies judgement
- TTandem monitors status
- !Exception escalated if needed
- ✓Systems updated
People handle the decisions. Tandem handles the coordination around them.
Process orchestration
Give recurring work a clear route through the business.
Tandem can coordinate defined workflows where triggers, responsibilities and rules are known, systems can be connected, exceptions identified and outcomes observed.
Moving information
Your people shouldn't have to act as middleware.
Where appropriate, Tandem can help move approved information between connected systems instead of relying on people to repeatedly re-enter it.
- Website form
- Tandem
- CRM
- Project / workflow system
- Relevant person
- Status monitored
Connections depend on each client's systems, permissions and implementation.
Status monitoring
Stop checking. Start being told.
Tandem can monitor defined process states and surface what needs attention: awaiting information, upcoming deadlines, overdue work, missing fields, unassigned owners, approvals, failures and customer responses.
Exception management
The real value is knowing when the normal process isn't happening.
Tandem should not blindly force every case through the same workflow.
Information complete
↓Rules satisfied
↓Workflow continuesMissing information
↓Pause
↓Human reviewMissing dataConflicting recordsOverdue workDuplicate recordFailed integrationLow confidenceHigh-risk caseUnclear ownership
Good automation knows when to stop and ask for help.
Internal approvals
Keep the right decisions with the right people.
Recommendations enter a clear queue. Nothing is auto-clicked.
Move customer onboarding to Ready for setup
- ✓ Required documents received
- ✓ Account owner assigned
- ✓ CRM record complete
- Missing: None
Close overdue task
Reason Evidence of completion found
Confidence 91%
Recurring tasks
If it happens every Monday, it probably shouldn't rely on someone's memory.
Predictable recurring workflows are often strong automation candidates.
Weekly pipeline reportRenewal monitoringSupplier follow-upCompliance checklistWeekly operations summary
Internal handoffs
The next person shouldn't need to be chased.
Exact workflows depend on the client's systems and permissions.
Sales → onboardingOperations → financeCustomer service → salesProject team → leadership
- Task completed
- Tandem sees status change
- Next task prepared
- Owner notified
- Due date monitored
- Complete? Yes → continue
- No → reminder / escalation
Reporting
Know what's happening without asking five people for an update.
Priority items · Example Tandem activity
1. Acme LtdOnboarding blocked · Missing document
2. BrightCoApproval waiting · 2 days
3. NorthstarWorkflow failed · System connection
Data quality
Processes break when the information underneath them is wrong.
Tandem can help identify missing required fields, duplicate records, inconsistent statuses, invalid ownership, incomplete handoffs and mismatched records.
Operational triggers
Work can start when something actually happens.
Examples of the kinds of triggers Tandem can be designed around.
Form submittedDeal marked wonEmail receivedStatus changedDate reachedTandem workflowTask overdueApproval completedFile receivedCRM field updated
Event availability depends on connected systems and agreed implementation.
Illustrative roles
Operations doesn't fit neatly into one job description.
We define the role around the workflow, not the job title.
Customer Onboarding Coordinator
Keeps onboarding workflows moving.
Quote Preparation Assistant
Gathers approved quote information.
Project Coordinator
Tracks recurring steps and exceptions.
Renewal Coordinator
Surfaces renewals and missing actions.
Supplier Operations Assistant
Tracks supplier workflows.
Compliance Coordinator
Supports checklists and evidence gathering.
Property Operations Assistant
Coordinates repetitive property workflows.
Operations team working in Tandem
One workflow. Multiple specialists.
Automation and human intervention work together.
- +New customerMarked won
- SScoutRecord checked
- OOperations AgentWorkflow started
- AAmeliaKick-off prepared
- HHumanApproval requested
- !TandemMissing info found
- HHumanInformation supplied
- TTandemWorkflow continues
Human control
Automate the routine. Escalate the unusual.
Autonomy is configured per workflow.
Clear responsibilities
Use people where judgement matters.
JudgementPrioritisationLeadershipRelationshipsNegotiationProblem-solvingException decisions
MonitoringCoordinationInformation movementPreparationStatus checkingRecurring tasksReportingReminders
Working in Tandem.
Operations starting points
Where operations teams often start.
Customer onboarding
Coordinate repeatable onboarding steps.
Task handoffs
Move work cleanly between teams.
Exception monitoring
Surface work outside the normal process.
Reporting
Prepare operational summaries.
Data movement
Reduce manual copy and paste.
Approvals
Route decisions to the right person.
Renewal monitoring
Surface dates and missing actions.
Status updates
Keep systems aligned.
What to automate first
Start with workflows that are repetitive, visible and measurable.
This hierarchy is illustrative. Authority is agreed workflow by workflow.
Status monitoring
Recurring reporting
Data movement
Internal task creation
Onboarding coordination
Approvals
Complex handoffs
Document preparation
Exception routing
Financial commitments
Sensitive customer decisions
Deletion
High-risk decisions
Operations capacity
How much time does your team spend coordinating work?
This is an estimate of capacity tied up in repetitive work, not a savings guarantee.
Take the free Tandem Assessment →10 × 6 × £25 × 52
Annual hours3,120 hours
Annual employee cost associated with those hours£78,000
Who this is for
Built for businesses where growth creates more coordination.
If your people spend meaningful time keeping processes moving rather than doing the work itself, there may be a Tandem opportunity.
Workflows cross several systems
Work moves between several people
Status checking consumes time
Onboarding is repetitive
Handoffs get missed
Reporting is manual
Exceptions are found too late
Coordination drives hiring
Implementation
We map the process before we automate it.
- Assessment
- Process mapping
- Trigger definition
- Systems/data review
- Business rules
- Workflow design
- Approvals/exceptions
- Build
- Test
- Launch
- Managed optimisation
Illustrative example
A Tandem for a growing operations team might look like this.
Your Tandem is shaped around the process that needs support.
Commercial starting point
Start with one operational bottleneck.
Tandem can begin with one recurring workflow and expand when there is a clear reason to do so.
See pricingFind the opportunity
What is your team coordinating manually?
Get a directional Tandem Fit score and initial role recommendations.
Take the free assessmentOperations FAQ
Questions about operations automation.
Scope, systems and permissions are agreed before launch.
Can Tandem automate our whole operations team?
No. Tandem is designed around specific processes and repetitive workflows, not wholesale replacement of an operations function.
Does Tandem need to replace our existing systems?
No. Tandem is generally designed to coordinate work across the systems already in use.
Can Tandem create tasks automatically?
Where appropriate and approved, defined low-risk task creation can be automated.
What happens when a workflow fails?
Tandem should surface the exception, retry where appropriate and escalate rather than silently continuing.
Can Tandem make operational decisions automatically?
Only where explicitly defined and approved. Higher-risk or unusual decisions should remain with people.
Can we start with one workflow?
Yes. This is often the best approach.
Can Tandem work across departments?
Potentially, where the workflow, permissions and systems are clearly defined.
Less chasing. Better visibility.
What could stop needing to be chased manually?
Take the free Tandem Assessment and identify the repetitive operational work consuming capacity across your business.