Dr Adam Sykes

I help thriving businesses, swamped by growing demand, automate & organise, to focus on what matters. Every successful business has a unique selling proposition - the product or service that sets them apart, but every company also has backend operations that take resources away from the core direction. I help businesses to automate routine tasks, freeing them to focus on what matters. I am the co-founder of SwiftCase, B2B software that helps businesses to automate, connect and enhance their business processes. We specialise with companies in the insurance, legal and financial sector. My specialities include intelligent automation, data security, workflow design, system integration, and online customer engagement. If you would like to become a client, or you like the opportunity to work with me, then please get in touch as I'll be delighted to talk to you.

How do I create, edit or delete an email template?

Creating a template When creating your own tasks using the workflow builder, one of the options available is to have emails automatically sent out when a task reached a specific status, however, this requires you to have created your own email template. To access your email templates click on admin in the left-hand panel and select email templates from the drop-down.

Checkout free shopping, the future of retail?

Amazon’s new grocery store, Amazon Go, recently to the public in Seattle, the United States after five years in development and 14 months of testing by Amazon employees. Amazon Go isn’t just an ordinary grocery store, what sets it apart is that it doesn’t have any cashiers or checkout lines. Instead, Amazon automatically bills customers on their Amazon accounts based on the items they’re carrying as they leave the store.… Read More »Checkout free shopping, the future of retail?

Maintain excellent customer relationships

Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new customer than retain an existing client. Keep track of your leads as they progress from initial contact to a valued client. Know your clients in depth, with custom profile questions and contact history of every interaction between your client and your business. If you’re interested in a free,… Read More »Maintain excellent customer relationships

Intelligent, automated approval process control

For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it comes to managing their approval process. Remedy this with an intelligent approval management system , fit for all your business needs. SwiftCase increases efficiency and streamlines your approval process by implementing an automated solution that works smarter, not harder. If you’re interested in a free, no-obligation demonstration, get… Read More »Intelligent, automated approval process control

Communicate and collaborate with a client portal

Giving your clients access to the information you hold about them promotes self-service, communication, collaboration and integration of business processes. It saves you time spent on relaying information from your system to your clients via email, phone call or meetings, letting you focus on your responsibilities. If you’re interested in a free, no-obligation demonstration, get in touch today.

Ready or not – GDPR is coming in May 2018

Consumers and businesses are increasingly savvy about how companies handle their data. With the advent of ‘Big Data’ and targeted, personalised direct-marketing, clients are growingly concerned about what business know about them, how they are using that information and, after some high-profile breaches, the safety of their data. General Data Protection Regulation (GDPR) brings new data security requirements for businesses that will apply from May 2018 onwards. Despite being EU… Read More »Ready or not – GDPR is coming in May 2018

The Benefits of Internal SMS Automation

SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been around a long time, (the first message was sent in 1992, saying “Merry Christmas”), and many other, more advanced, communication methods exist, it is still a powerful tool that has some major advantages over newer options.   SMS Messaging Is Easy To Use SMS messaging doesn’t require a large… Read More »The Benefits of Internal SMS Automation