
Founder & CEO
A computational chemist turned tech entrepreneur, Adam has been programming for over 35 years, with 25+ years of professional experience building software that solves real problems. He founded SwiftCase to democratise software development, giving businesses the power to automate their operations without writing a single line of code.
We ran a weekly productivity podcast through 2019 and into 2020, reaching somewhere north of ninety episodes. It finished. Here is what it was, where the episodes went, and what we publish instead.
Before you ask a model to predict anything, find the ten closed cases most like the one in front of you and show the difference. Here is how Similar Tasks defines similar, and why the definition is configured by hand.
Our claims outcome card used to show probabilities. Assessors could read them and still not know what to do. Rebuilding it around natural frequencies, one verdict and one recommended action changed how it got used.
The reason operations teams stay on software they hate is the migration. Here is how SwiftCase imports users and their open work in stages, with a dry run you cannot skip.
Brand assets in document templates used to be fetched and base64-encoded on every generation. Managing them properly turned a rebrand from fifty-two edits into one, and the fortnight went on keeping brand assets and client documents firmly apart.
Swapping the API call takes an afternoon. The work is in the status vocabulary your workflows already depend on, and in what you believe about a message you cannot confirm.
Every procurement round asks how access control works, and every vendor answers granular permissions. Here are the five checks a request passes before a case renders, and why hiding a case is configured separately from forbidding it.
Case management software is excellent at recording what happened and does almost nothing to make anything happen. That gap is where the category is about to move, and most of what is being built for it will not survive a regulator.
Detection gets a voice agent to launch. What keeps it working is a handful of per-agent settings: barge-in sensitivity, greeting wait on outbound, call duration limits, and every way a call can end.
H1 2026 brought a generalised statistics dashboard with charts and CSV export, searchable system and task logs, guided walkthroughs, and a great deal of work on email.
Token prices are published and easy to find. They are also the smallest part of what a conversation costs you. Here is how we compute cost per call, and what dominates the bill.

Agentic, touchless claims AI is the hottest thing in insurance in 2026. Most of it is racing to let the machine decide the claim. We took the opposite bet: AI runs the operation, a human owns the money. Here is why that is the version a regulated insurer can actually deploy.

Building a claims voicebot is a quarter's work. Building the platform that makes it safe to put in front of a real claimant is a multi-year programme. Here is the 80 per cent nobody demos, and why it decides the project.
Everyone tests prompt injection by typing at the chatbot. In a claims or case operation the attack arrives in an attachment, and the agent reading it has tools.
Our email agent scores eleven factors, applies three thresholds, and hands anything sensitive to a human before it moves. Here is exactly how it decides, and why some emails can never be automatic.
The pressure is real but it rarely shouts. Seven signals UK ops leaders can use to tell the difference between 'busy' and 'structurally broken', plus the first move in each case.
You inherited the operation. The board expects a visible win before the first quarter closes. A practical 90-day playbook for UK operations leaders who need to ship, not just learn.

How AI voice agents handle inbound calls, make outbound calls, navigate phone systems, and integrate directly with your business workflows around the clock.

Your team spends hours each week on hold, navigating phone menus to reach the right department. AI can handle the waiting while your staff focus on valuable work.

What we learned building SwiftCase's workflow engine over 15 years - from modular architecture to event-driven processing. The decisions that let us scale to millions of cases.

A calm, methodical approach to solving problems in modern software development. Why starting at the beginning and making no assumptions consistently finds the real issue.

How Switchboard combines custom-built AI models with external providers - OpenAI, Anthropic, Deepgram, ElevenLabs - to optimise for each task while avoiding vendor lock-in.

Building voice AI agents that feel natural is harder than it looks. Here are the technical challenges we solved building Switchboard - from interruption handling to turn-taking.

SwiftCase has been in production for 15 years. Here's what we learned about building software that lasts - from technology choices to team practices.

New document manager with advanced filtering, infinite scroll, QR codes, and collection question builder for complex data capture.

AI won't fix bad data:it multiplies the consequences. Discover why integration, governance, and strong data foundations are essential before adding intelligence to your workflows.
A refreshed interface with full dark mode support, better mobile experience, file tag management, and email composition improvements.
Email fetching that handles high volumes reliably, new dashboard controls, and API privacy improvements for secure integrations.

SMS not sending Check your SMS credit balance. Make sure the phone number is correct. Check if the task meets all conditions for sending SMS. SMS.
Trigger API requests for every item in a list, track costs and fees on tasks, and pin important notes so they're never missed.
Understand the no-code revolution: what these platforms offer, how to evaluate them, implementation strategies, and how to build powerful business applications without writing code.
A practical guide to digital transformation for operations leaders: strategy, technology selection, implementation approaches, and how to deliver measurable results without multi-year programmes.
Major performance improvements across the platform. Pages load faster, servers handle more users, and the interface feels snappier.

Create your first workflow using the Workflow Builder. The workflow builder is a powerful, easy-to-use interface. It allows you to create, update and.

The Customer Complaint workflow logs and tracks any customer complaints that are submitted. Using the Customer Complaint Workflow Note: The first.

The Customer Enquiry workflow logs and tracks any customer questions to ensure prompt responses from you and your Team Members. Using the Customer.

The Expense Claim Workflow allows your Clients and you and your Team Members to quickly and easily claim back any company expenses. Using the Expense.

The Amber Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so an amber flag alert will be automatically.

The Auto-allocate automated event automatically allocates a User to a Task. This User will be allocated based on specific requirements you can set.

The Create Reminder automated event automatically creates a reminder. You can set specific requirements so that the creation of the reminder is only.

The Create User automated event automatically creates a user. The User will be made when specific requirements you have set are met. Adding a Create.

The Generate Document automated event can be used to generate a document automatically. You can set specific triggers, so the document will generate.

The Red Alert automated event automatically changes a Task’s RAG status. You can set specific triggers so a red flag alert will be automatically.

The Send Email automated event automatically sends an email. You can tailor the content of the Email by creating custom Email Templates and choosing.

The SMS Automated event automatically sends an SMS. You can tailor the content of the SMS by creating custom SMS Templates and choosing to who the.

Learn how to manage user permissions in SwiftCase. Internal admins can add and remove permissions to control what team members can access and modify.

As you and your Team Members use SwiftCase and start creating Tasks, you may wish to use the search form to find exact Tasks- whether those are.

The Meeting Workflow helps you organise and track your meetings all the way through, from booking the meeting to post-meeting follow-up actions. Using the Meeting Workflow

You can send and receive emails in SwiftCase. Follow the steps below to learn how. Note: Please bear in mind that you have to have configured an.

Work together with your Team to create Tasks, share information and communicate by adding your Team Members to your SwiftCase system. Adding a Team.

The Support Ticket workflow helps handle and log all support issues. Using the Support Ticket workflow Note: The first three steps should be filled.

When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the.

With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow.

SwiftCase provides default questions to use in your forms, such as First Name or Email, although you may need to create your custom questions for your forms. Creating custom Questions

Learn how to access the SwiftCase Workflow Builder - a powerful drag-and-drop interface for creating and modifying workflows without any coding knowledge.

So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current.

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests.
Learn how automated document generation works, why it matters for business efficiency, and how to implement systems that produce consistent, professional documents at scale.
How service businesses automate the complete revenue cycle from initial enquiry through quotation, job execution, and invoicing to payment collection.
Tag and filter your workflow statuses, view user statements, and build multi-stage workflows that wait for all work to complete.
How field service companies use case management to coordinate site visits, manage job progression, and maintain safety compliance across distributed teams.
Master workflow automation: understand the fundamentals, identify automation opportunities, choose the right tools, and implement systems that transform how your organisation works.
A practical guide to SwiftCase's configurable API system and webhook capabilities. Learn how to connect to any REST API and receive real-time data from external systems.

So, you’ve just landed on SwiftCase, and you may encounter some issues with the system, or you may have some general questions that the current.

Efficiently activate Microsoft Office with our easy guide. Learn key & keyless activation methods to unlock all features quickly.
Create users in bulk, set custom working hours by product, and exclude suppliers from auto-allocation when needed.

Everything you need to know about business process automation: what it is, how it works, which processes to automate first, implementation strategies, and how to measure ROI. A comprehensive guide for operations leaders and business owners.
Connect SwiftCase to DocuSign for seamless electronic signatures. Generate documents, send for signing, and track completion automatically within your case workflows.
How organisations coordinate appointments involving multiple parties, from expert allocation and availability checking to confirmation workflows and calendar synchronisation.
Create tasks from external systems, see team performance at a glance, and build more sophisticated multi-stage workflows.

Business process optimisation: Practical steps to elevate operational efficiency, enhance customer satisfaction and sustained growth.

Business Process Optimisation: Discover actionable strategies to streamline operations, boost productivity, and sustainable growth.
Connect SwiftCase to Microsoft 365 for seamless calendar synchronisation, email integration, and document storage. A practical guide to unifying your operations tools.
A case management system tracks a piece of work from arrival to closure: the record, the stages, the documents and the audit trail. What one does, how it differs from workflow and ticketing tools, and a checklist for choosing one in the UK.
How testing laboratories use case management to maintain chain of custody, coordinate sample collection, manage consent, and ensure quality control across high-volume operations.
Build sophisticated automations without code. Our new automation engine puts triggers, rules, and actions in your hands.
Connect your case management to Xero accounting for automatic invoice generation, contact synchronisation, and payment tracking. Eliminate manual data entry between operations and finance.
How organisations automate compliance documentation including risk assessments, work permits, quality incidents, and certificate management to reduce burden while improving audit readiness.
Master customer onboarding: design experiences that activate customers, build loyalty, and reduce churn from the very first interaction.
Access your SwiftCase statistics from any BI tool, collect documents through chatbots, and track case history with new timeline features.
Connect your email to SwiftCase for complete communication tracking. Send from cases, receive to cases, and maintain audit trails without leaving your workflow.
Assign users to tasks outside their organisation, override answers from relationships, and toggle visibility rules in the workflow builder.
Transform how your organisation handles email: move from overflowing inboxes to structured case management, automate responses, and ensure nothing falls through the cracks.
New URL question type for capturing web addresses, easier expert reassignment, and better document visibility controls.
Master business process management: understand the discipline, learn proven methodologies, implement effective governance, and build a process-centric organisation.
With the right workflow management system you can impress clients at every touch point, and create a customer experience that exceeds their expectations.
Find out how workflow automation can streamline your onboarding process - enabling you to reduce costs and errors while boosting efficiency and team productivity.
As part of our Workflow Management Essentials series, we’ve prepared a checklist to help you create more effective workflows for streamlining your business.
Improving workflow management - how your workflow automation software should increase business efficiency, boost productivity and encourage greater innovation.
Workflow management automation is the future of business - but what can it do for your organisation?
While recovery news is good news, the pandemic has turned recruitment tables into an employee controlled market - but there is an alternative; automation.
Three tell-tale signs of a poorly performing workflow management, and how to fix them.
Boosting productivity with effective workflow management. How improving workflow management can benefit your business.
Improving Team Productivity, 5 Priorities for MDs Who Have Remote Teams
Discover how by maintaining service level agreements your business can gain awesome results for client satisfaction and retention.
Discover how to keep your business finances under control. Stay organised, get paid on time, every time and monitor client performance to locate any issues.
Help to Grow Digital enables eligible UK companies to receive government grants of 50%, up to £5,000, towards the cost of our service CRM.
Updated 12/01/2022 Automation can accelerate your business growth by maximising your productivity and improving your effectiveness. However, an.
Updated 05/01/2022 The Fox and the cat is an ancient fable about the perils of choice: A Fox was boasting to a Cat of its clever devices for escaping.
Add fees via API, improved login security with attempt limits, update users programmatically, and faster task loading.
Updated 29/12/2021 In this article, I will cover how paraplanners can leverage technology to improve their productivity across the range of tasks and.
Updated 22/12/2021 Although you may mean well, your good intentions will not amount to much in the eyes of the law. It can be tricky to follow all.
Updated 15/12/2021 How many times have you said, or heard someone say, “I don’t have the time to that”? We all lead busy lives. There are a massive.
Updated 08/12/2021 It is so much harder to gain a new customer than to keep an existing customer, so, why are businesses so obsessed with new sales.
Updated 01/12/2021 On 18th June 2019, I went with my wife and son to watch Metallica play live at the Etihad Stadium in Manchester, UK. Separately.
Updated 24/11/2021 Having a great business idea with the vision to see it through is not enough. If you can’t get paid, then your company isn’t going.
Updated 17/11/2021 I am a master procrastinator. From picking the perfect background music for a ‘productive’ work session to going down the rabbit.
Updated 10/11/2021 Being an entrepreneur isn’t a smooth journey; you have to learn as you go along, especially as a first-time entrepreneur. You will.
Updated 03/11/2021 We produce videos on productivity, growing your business, and the best ways to leverage tech and software – in order to facilitate.
Updated 27/10/2021 The impact of climate change on the future of our planet without substantial changes to the way we live and work is predicted to.
Updated 20/10/2021 Operations Managers plan, direct and coordinate all of an organisation’s operations. They are responsible for enhancing.
Updated 18/10/2021 Today people expect 24/7 access to the business from which they buy products and services. If your business doesn’t respond.
Updated 06/10/2021 “It doesn’t matter what we want. Once we get it, then we want something else.” – Petyr Baelish There is an adage about customer.
Updated 22/09/2021 We recently introduced a profit share scheme at SwiftCase, that we developed with the involvement of the entire workforce. We.
Updated 15/09/2021 “Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward.
Updated 08/09/2021 When all your employees are at the same geographic location it can be difficult to keep everybody on the same page without a.
Updated 01/09/2021 Making your business process requirements explicit can improve productivity by 12%, according to Gartner. To stay competitive, you.
Updated 25/08/2021 There are so many businesses, tools, and programmes offering to make you more productive or to increase your efficiency. The terms.
Updated 18/08/2021 Like many entrepreneurs, my work life has been far from ordinary. When I saw #FirstFiveJobs shared on Twitter, I couldn’t even get.
Updated 11/08/2021 tl;dr – Eliminate the expectations – Focus on what matters. Life is a constant quest for the next best thing. Don’t be content to.
Updated 04/08/2021 Chaos Do you find yourself and your team jumping from task to task, fighting fires and feeling unproductive? Does it take you ages.
Updated 28/07/2021 Make a promise Your clients will expect consistent service from your business. They want to know what they are getting for their.
Updated 21/07/2021 Your smartphone is always to hand, and it has the potential to boost your productivity immensely by leveraging some brilliant.
Discover how clear, concise workflows reduce stress and boost productivity. See how Laird Assessors transformed their operations with SwiftCase.
Major release with rebuilt email fetching, interactive child tasks, improved document uploads, and workflow search.
Updated 30/06/2021 If you want to squeeze every ounce of productivity out of each day, then forming some of these habits can help you to maximise.
Updated 23/06/2021 Delight your staff by cutting out the boring, monotonous tasks using SwiftCase, the automation software that businesses love to.
Updated 16/06/2021 Get Loyal Customers – Sell A Movement. Not an incremental improvement. Your unique selling point needs to be unique. The offer.
Updated 09/06/2021 Thinking that you are successful helps you to become successful Everyone wants to be successful. What we each deem as success.
Updated 02/06/2021 It is a common experience that a problem difficult at night is resolved in the morning after the committee of sleep has worked on.
Updated 26/05/2021 In the beginning, as an entrepreneur, you find yourself wearing many hats, from the Head of Sales to cleaning the office. Your.
Updated 19/05/2021 It is supposed to go something like this: Birth School Job Marriage Children Fin While, marriage and children are optional, and.
Updated 12/05/2021 Using spreadsheets are part of being in business – right? Entrepreneurs need to be organised and know the direction of their.
Updated 05/05/2021 You start something new full of enthusiasm. You get so far. It seems too big, and other things get in the way. You will do it.
Updated 28/04/2021 Do you want to be more productive and become wealthier? If you are happy with your level of wealth, and want the security of a.
Updated 21/04/2021 Fail to plan, then plan to fail. If you don’t know what you are going to do each day, then you will waste hours drifting from one.
Updated 14/04/2021 Train people well enough that they can leave. Treat them well enough, so they don’t want to – Richard Branson You can’t do.
Updated 07/04/2021 True enjoyment comes from activity of the mind and exercise of the body; the two are ever united – Wilhelm von Humboldt An obvious.
Updated 24/03/2021 The best thing about the future is that it comes one day at a time – Abraham Lincoln Fighting Fires Modern life calls on our time.
Updated 17/03/2021 Meetings Have you ever been in a meeting where most of the participants don’t participate? Do many of your meetings seem like an.
Updated 10/03/2021 Get the Balance Right Taking one day at a time has many advantages in getting things done. There is a danger though of thinking.
Updated 31/03/2021 When you consider all the decisions you must make as an entrepreneur, especially in a start-up, it is mind-blowing. Some decisions.
Updated 03/03/2021 Sometimes the greatest meals on vacations are the ones you find when Plan A falls through – Anthony Bourdain How long will it.
Updated 24/02/2021 How many times have you said to yourself that you haven’t got the time? “I haven’t even had two minutes to get that done.” Have.
Updated 17/02/2021 With another weekend gone, many of us will have hit the motorway for a drive out somewhere. We all know the types of drivers that.
Updated 10/02/2021 What gets measured gets improved. – Peter Drucker If you are serious about growing your business, then you can’t throw your.
Updated 03/02/2021 Delight your clients It costs five times more to obtain a brand-new client as to retain a current one? Conquering client churn.
The five workflow habits that cost service firms the most: work held in inboxes, hand-offs nobody owns, decisions without a record, re-keying, and exceptions handled by memory. What each costs and what replaces it.
Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your.
Find tasks by question answers via API, comprehensive user activity logging, and improved statistics visibility.
Learn how workflow prioritisation helps teams focus on high-value tasks, meet SLAs, and boost productivity. Discover how SwiftCase makes task management effortless.
Updated 23/12/2020 Following on from last week’s blog on the subject, we look at five additional ways in which automation can improve your.
Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over.
Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.
Updated 09/12/2020 Maintaining a good relationship with your customers allows you to be more profitable, with it being much harder to gain a new.
Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.
Updated 02/12/2020 For many SMEs, tracking paperwork, delayed response times and getting tangled in a thread of emails has become the norm when it.
Learn how client portals reduce support queries, improve transparency, and give customers self-service access to their case information.
Updated 18/11/2020 SMS or text messaging is a communication method that has some great potential benefits for business use. Although it has been.
Updated 11/11/2020 Do you weigh up all the options before making a decision? Do you consider all angles, facts and measurements and only then take.
Updated 04/11/2020 Taylor Swift telling you to follow your dreams is like a lottery winner telling you, ‘Liquidize your assets, buy Powerball.
Updated 28/10/2020 On one of our recently recorded podcasts we discussed our marketing pet peeves. My choice was a new marketing approach called.
Updated 21/10/2020 “Confidence is ignorance. If you’re feeling cocky, it’s because there’s something you don’t know.” -Eoin Colfer, Artemis Fowl.
Updated 14/10/2020 “I never get enough sleep. I stay up late at night, because I’m Night Guy. Night Guy wants to stay up late. ‘What about getting up.
Updated 07/10/2020 Flat-earthers. Obama ‘Birthers’. Anti-Vaxers and homeopaths. If confronted with one, do you think your unique, implacable calm and.
Updated 30/09/2020 In 2005 a website called ‘Ship of Fools’ held a competition for the best religious joke ever. The winner was this effort from Emo.
Updated 23/09/2020 “When I was 5 years old, my mom always told me that happiness was the key to life. When I went to school, they asked me what I.
Updated 09/09/2020 Have you ever bought a piece of furniture from IKEA (and subsequently valued it very highly) and decided you could build it.
Updated 26/08/2020 I have previously discussed the effect of Edward Bernays on public relations and corporate advertising. He famously ushered in the.
Updated 19/08/2020 There are various forms of this kind of criticism levelled at novices in a particular field. Whether it’s music, photography, tech.
Updated 12/08/2020 As a teenager you are confronted by a number of archetypes, whether sporty/geeky/outsider in flavour they are usually based on.
Updated 29/07/2020 Every time you set an out of office notification on your email, or a reminder on your phone, you are engaging in ‘automation’. You.
Updated 22/07/2020 Are you in a cult? Renowned scientist Richard Feynman outlined cargo cults in his book “Surely You’re Joking, Mr. Feynman!”. His.
Updated 15/07/2020 It’s 2004. MP3s are here, and Internet music piracy is an unstoppable juggernaut. A 13-year-old millennial (whose music taste was.
Updated 08/07/2020 It’s easy to fall into the mindset of more equals better. After all, it feels great knowing you’ve been busy answering all your.
Updated 01/07/2020 Email is still the top communication tool used in business. As such, it’s important to get your marketing right when it comes to.
Major release with read-only forms, default answers, email client creation, costs and fees visibility, and powerful new search capabilities.
Updated 24/06/2020 If you work in an office, the chances are you work with a Windows machine in some form or another (unless you are one of those.
Updated 10/06/2020 If you’re like me and use a Mac as your desktop or laptop of choice, then I’ve got a few keyboard shortcuts that will help you.
Updated 03/06/2020 Breaking a habit is hard. You might bite your nails, smoke cigarettes or indulge in one too many soft drinks throughout the day.
Updated 27/05/2020 I used to spend up to two hours a day wrestling with my email inbox until I realised I was spending more time reading and.
Updated 20/05/2020 SwiftCase lets you keep track of all incoming and outgoing events on your system. Schedule a vast array of events to automate.
Updated 13/05/2020 Cut your administration time down to size by automating quotation generation. Sometimes the difference between winning a job and.
Updated 06/05/2020 With an increasing number of rules, follows a growing number of consequences. Now more than ever, it is necessary for UK.
Updated 29/04/2020 Why waste countless working days producing proposals for your clients when SwiftCase can do it for you in the blink of an eye? As.
Discover how SwiftCase document management simplifies creating, storing, and sharing business documents. Generate invoices, reports, and contracts automatically from your workflow data.
Updated 15/04/2020 In a world where we have an account for almost everything we do online, whether that is shopping, social media, reading our emails.
08/04/2020 Why waste countless working days writing reports, letters and documentation when SwiftCase can do it for you in a matter of seconds? Our.
Updated 25/03/2020 When you gain insight into your personal learning preferences, you can approach your work in a manner that best suits your natural.
Updated 18/03/2020 You know about viral marketing and virtual reality, but you’ve probably never heard of Alternate Reality Gaming. This type of.
Discover strategies to maximise productivity from remote working, minimise the impact of social distancing & discover tools to help you achieve success.
Updated 11/03/2020 It can be challenging to provide consistently high-quality customer service, but with the best tools you can save time and.
Updated 04/03/2020 Word, Excel and Outlook are out of date when it comes to preparing quotes. Why waste vital time with manual operations when you.
Updated 26/02/2020 Swiftly generate dynamic, consistent and compliant business proposals for your customers that they’ll always say yes to – as good.
Updated 19/02/2020 No matter how innovative or popular your product or service is, if you start losing track of your finances, everything can go.
Updated 12/02/2020 Here are some of the apps our team members are loving at the moment: PHIL’S PICK – Famly First up is this piece of software that’s.
Updated 05/02/2020 Welcome back to our favourite apps. This article ties together the last of Adam, Craig, Alkis and Phil’s best picks. ALKIS’ PICK –.
Updated 29/01/2020 Artificial Intelligence (AI) and what you probably thought it was Malicious Robots causing destruction in a city.
Are you doing everything you can to grow your business? Or, if you are an entrepreneur thinking of beginning a start-up, have you considered these.
Updated 22/01/2020 Staying organised is essential to efficiency and productivity. Prioritising your workload by importance and urgency is one of the.
Updated 15/01/2020 Prioritising your business tasks is an essential part of avoiding missed deadlines increasing productivity overall. What are some.
Learn how SwiftCase enables seamless team collaboration with centralised case notes, real-time task tracking, and shared visibility across your organisation.
Learn how configurable workflows help businesses automate repetitive processes, reduce errors, and scale operations without adding headcount.
Launch of customer-facing chatbot for self-service workflows, revamped notifications, enhanced email templates, and auto-allocation scheduling.
Whether it’s the flying car, or video completely supplanting phones, today we’re talking about how the future looked in media of the past. If you.
How does Google track our activity, and should we be more careful with what information we allow our devices and services to keep on us? If you like.
With Global Climate Strike protests currently happening all over the world this week, we discuss the impact regular people have on the environment.
Are you just starting a business and find the costs of buying adverts daunting? Do you rely on advert revenue on your website or app bringing you.
We’re talking all things job interviews today. From arriving on time, to what we can really gain from them. If you like what you’ve heard and want to.
Part two of our interview with Coder and CEO, John Bura of Mammoth Interactive. Today we’re discussing: John’s business journey How Mammoth.
We recently had the pleasure of John Bura, CEO of Mammoth Interactive, joining us to discuss all things entrepreneurship. In the first of a two part.
Today we discuss why providing a fast, reliable service is important. If you like what you’ve heard and want to catch all the latest weekly episodes, be sure to subscribe to our YouTube channel.
Today we’re discussing the shift many businesses have made in their products – moving away from upgradable devices to disposable and annually.
In the fourth episode of our book review series, we’re going to be taking a look at Thinking, Fast and Slow by Daniel Kahnemann. If you like what.
Adam, Craig and Phil are each picking what they believe is an antiquated business practice… but only one can be purged into Room 404. If you like.
In the concluding episode of our interview with Catalyst D-O, we’re speaking to Daniel Bourne about mental health, resilience and stress management.
In a special two-part episode, we’re speaking to Daniel Bourne of Catalyst D-O Performance Solutions about mental health, resilience and stress.
Geofencing is a buzzy mobile app capability that’s been around for at least a decade; however, developers are only now seeing the full potential of.
Does listening to music at work make you more productive? Can listening to music together help team bonding? Today we discuss music in the workplace.
A recent tragic fire on a plane in Moscow’s Sheremetyevo airport killed 41 passengers including 2 children. Many passenger-recorded videos emerged.
Welcome to our third book review episode of the SwiftCase Productivity Podcast. Today we’re looking at Start with Why by Simon Sinek. We are also.
SwiftCase 2.5 is just around the corner, and we wanted to quickly share the new way you’ll be building forms using the Workflow Builder in the latest.
WhatsApp, Messenger, SMS, Email, Slack, Instagram, Twitter, Snapchat… today we discuss whether we have too much choice when it comes to the tools we.
In the wake of Mental Health Awareness week a few weeks ago, I must say how pleased I was to see the level of support this campaign reached. Now I.
With the release of SwiftCase 2.5 right around the corner, we thought we’d give you a sneak peek at some of the exciting new updates coming in the.
Last month, on episode #14 of the SwiftCase Productivity Podcast, we interviewed Paul Thompson about the work he does with Westminster Associates – a.
Fare Safe, a taxi support network that provides services, savings and peace of mind to taxi drivers around the UK, has recently signed up to.
Series: How to start your own business in 2019 Do you want the freedom of being your own boss? Or do you want to change the world with your grand.
Every month we will be reviewing a book on our SwiftCase Productivity Podcast! This week’s episode is This is Marketing by Seth Godin. We are also.
In your business, you may use Google Analytics to track the number of people visiting your website, filling out forms, etc. In your personal life.
Marketing is a full-time job, and for anyone without a team around them to promote their business, it can be impossible to keep on top of. By.
We have been writing our blog, at SwiftCase, on and off, for over a year or two. It is something that we know we have to do, but why? Should everyone.
We’ve been featured in the May issue of Wirral Life Magazine. Check out the article below: Future company, available today In the future, we’ll have.
Hear from Nik Ellis of Laird Assessors on how SwiftCase transformed their operations. A quick overview of what SwiftCase does and who it helps.
If you work in the creative sector, or you are responsible for content creation for your business marketing, then I have collated some of the tools.
Are you looking for ways to improve your marketing strategy? Today we discuss some of the successful methods we have used and the innovative ways you.
Stress is a killer. It can negatively impact your career, your personal life and even your health. So, how can automating aspects of our day-to-day.
It’s competition time! Every month we will be reviewing a book on our SwiftCase Productivity Podcast! Our first episode will be on ReWork: Change the.
If you attended the Northern Business Exhibition in Manchester today, you may have spotted the SwiftCase team at various seminars and networking.
At SwiftCase we strive for a diverse and gender balanced workforce. Our team caught up with two of our most senior developers, Lucy Arch and Sam.
Hi, I’m Kyle. I joined the SwiftCase team last year as their first ever apprentice. March 4th – March 8th 2019 is officially National Apprenticeship.
Automation is the development and use of technology to carry out multiple tasks and processes as independent to their human counterpart as possible.
Full SMS messaging capabilities with templates, scheduling, delivery tracking, and two-way conversations built into your workflows.
Over the past few months, we’ve been working hard on building an extensive library of both help centre article and video guides to help new users.
You may have seen across our various social media platforms that we’ve been dedicating a large proportion of our summer to changing up the sign-up.
Efficiency is something that every organisation strives for, big or small, local or multinational, well-established or start-up. However, it can be.
The term, “workflow management system” has been cropping up everywhere; on business blogs, YouTube ads and maybe even in your very office, but the.

After the success of our First Aider course a couple of months ago, we thought we might also add being registered Fire Marshal’s to our repertoire.
After our first office in Heswall, and our first expansion to larger premises in Hoylake, we’ve recently expanded and opened up an additional office.

Earlier this week, you might have noticed that we were M. I. A. across social media and for good reason! We took Wednesday off from creating.
Consumers and businesses are increasingly savvy about how companies handle their data. With the advent of ‘Big Data’ and targeted, personalised.
After recently expanding our team, we’ve made the decision to open up an additional office over in the Baltic Triangle in Liverpool and we thought.
Over past few months we’ve been working hard behind the scenes to create our latest feature, the Workflow Builder. The tool enables you to both.
When specifying the action of each status there are a number of options which can be selected. The following article explains how to configure each.
Bulk email is email that is sent to a large of number people. It is usually a marketing email sent to prospective clients that advertises a company’s.
“Cash flow problems mean a business spends more than it earns”[1]. In 2016 SmallBusiness.co.uk reported that 54% of Small and medium sized.
If you’re looking to increase market share, or turn around a stagnant business, then introducing new products or services could be the answer. But.
The essential foundation of good customer service is a thorough understanding of who your customers are, and what it is they want from you. What’s.
Optimise Processes Get the right tasks, to the right people, at the right time. Sync specific jobs with people, who are both available and have the.
Complying with regulations imposed on your business can be expensive and time-consuming, often threatening future growth and profitability. The law.
Operating with high overheads is one of the major impediments to growth facing small and medium-sized businesses. Regardless of productivity or.
Managing risk should be a priority for any company, regardless of size or industry sector. Most business owners and managers are aware of some of the.
Pinpointing the exact steps your business needs to take to stay competitive can seem overwhelming. The last thing you want to do is put finite time.
Want to join the SwiftCase team and work in a creative, thriving environment that rewards you with flexibility, a highly competitive salary, free.
Crowdsourcing is an organisational model in which a single person or business obtains access to goods and services, including ideas and money, from a.
For a small or medium-sized business, gaining a large client that consistently makes orders and pays on time would seem like an obvious blessing.
One method of achieving business growth is expanding your geographic reach. If your immediate market is saturated and new clients are thin on the.
The Learning Process Over the course of the past three months, I have continued to study the basics of programming, developing skills essential to.
Drawing up a workflow to map out and organise your business processes may seem straightforward, but underestimating the level of accuracy and detail.
At the start of 2017 small and medium-sized enterprises (SMEs) account for 99.9% of all UK businesses, contribute 51% of all private sector turnover.
Whereas standard business process management concentrates on automating and improving pre-existing work activities, goal-oriented BPM takes a wider.
The success of any business hinges on making the right decisions at the right time. Judgements on products and services, working methods, hiring and.
Organisations often find themselves using disparate and contradictory methods to remind employees of upcoming obligations. While paper notes, diaries.
The term “Intelligent BPM” raises an obvious question; what makes it “intelligent” in contrast to traditional BPM? The terminology may seem vague.
Growing your business is one thing, but maintaining that growth over time is another matter. Identifying what led to your success in the first place.
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.
Most modern organisations have set processes in place to approve actions in areas such as project management, expenses, annual leave, pricing, and.
Manually checking through a system for problems, or information such as which tasks are closest to a deadline can be time-consuming and prone to.
Businesses often depend on information provided by a third-party to enhance or authenticate their products and reports. The other party usually being.
Traditionally, some of the more powerful BPM systems have had the disadvantage of being inaccessible to users lacking specialist training, or.
The possibility of human error presents challenges varying in scope and severity across every sector of industry. Mistakes made by employees might.
The framework used to gather new leads and customers is variously described as the sales “funnel”, “pipeline” or “process”. Drawing from concepts.
Aims for the year ahead I plan to develop a range of abilities that are relevant to the modern IT industry. Starting out with a basic grounding in.
If your business is dealing with a high volume of requests and enquiries via phone and email, you may find effectively staying on top of.
According to the Office for National Statistics, online retail sales increased by 14% between 2016 and 2017, with an average weekly spend of £1.2.
The creation of the PDF aimed to make the dream of the paperless office a reality. Developed by Adobe in the early 1990’s, the format allows sending.
In recent years, technology previously only available to major companies with large budgets has become available to small and medium sized.
Exceptional customer service is more important than ever, now that customers can switch to other providers in a matter of minutes. If you’re not.
Knowing how many hours your staff have been in work in general, or worked on a particular project is essential to productivity assessment and.
With the average person juggling multiple digital devices and online accounts, keeping track of, and entering passwords can be a time-consuming.
Meltdown and Spectre are security vulnerabilities present in many modern processors. Hackers may exploit these flaws in order to steal data being.
In November, Amazon announced the Alexa For Business, which brings the increasingly popular intelligent personal assistant device from your living.
Enhanced document generation with automatic tagging, dynamic date searching, role-based permissions, and thumbnail management.
We live in a world where cyber-crime and ransomware hacks are on the increase, often with devastating consequences for those organisations caught.
The term “Internet of Things” (or IoT for short), is a phrase coined by technology expert and entrepreneur Kevin Ashton in 1999, although variations.
SOLID is an acronym for five object-oriented design principles. S – Single responsibility principle O – Open-closed principle L – Liskov substitution.
In a BBC news feature from 2012, the author pointed out that despite existing for 40 years as a concept, the widespread reality of an entirely.
The ability to take cashless payments for your business, either in-store or online has benefits far beyond customer convenience. Not having to.
With the release of SwiftCase 2.0, the team have taken the opportunity to optimise the system in various ways. As we added new features in this.
In 2015, the company Transport Systems Catapult (TSC), in collaboration with the University of Oxford, tested their Lutz Pathfinder car on the roads.
Cloud-based storage is a model in which digital files are stored on remote servers and made accessible over the internet. The service is snowballing.
With the recent dramatic rise in the value of cryptocurrencies such as Bitcoin, the concept of blockchain technology has come to the fore of the.
Adopting a new software solution can bring significant boosts in productivity and efficiency to your business, especially when you are looking to.
Gathering, maintaining and analysing accurate, up-to-date information is the key to understanding your current business performance, and planning for.
In business, accurately managing time, expenses, costs and fees is vital. With large numbers of transactions relating to staff, clients, and.
Often in your business workflow, you’ll notice that one stage or process causes holdups that slow down the entire chain. This phenomenon is known as.
With the rise in recent years of hacking attacks and malicious malware affecting organisations of all sizes, it is more important than ever to back.
As the cost of server space has fallen and broadband speeds have increased, we have seen the widespread adoption of a new model for the delivery and.
Whether you need auditing for legal compliance, tax reasons, accounting, or for internal performance reviews, you’ll have noticed how the process can.
As your business grows and you hire more staff, you may struggle with issues surrounding access to critical company information or system.
We have previously written about how effectively tracking business statistics can have significant productivity benefits for your company. However.
Allocate resources automatically using predefined criteria. Get the right resource, for the right job, at the right time and place, with our flexible.
As a business owner or manager, you may find your operations divided between a number of spreadsheets. Everything from accounts and budgeting to.
A geofence is, in technical terms, a virtual perimeter that defines a real-world geographical area. In more practical terms, this means that users of.
As a business owner, you’re continually looking to reduce overheads and increase productivity. One of the most effective methods of achieving these.
Rooted in one place? While you may do business in multiple locations, with a mobile workforce covering a large geographic area, often the act of.
Invoices, statements, reports, quotes and receipts, your business needs to communicate specific and accurate information with clients and staff and.
Discover how SwiftCase task management helps teams stay organised with customisable to-do lists, priority views, and instant access to relevant case information.
Staying compliant with compulsory regulation is a necessary part of running a business. Non-compliance can be punished with severe fines and.
As discussed in our previous article What’s new with SwiftCase? the SwiftCase team have been hard at work over the past year, implementing our.
Business process management (BPM) is a method of breaking down the day-to-day tasks of an organisation into distinct stages that make up a workflow.
What is Ransomware? Ransomware is a form of malware that restricts users from accessing their own system and usually also encrypts important files.
As a business grows, it may run into unexpected obstacles that slow productivity and further growth. These false-starts can be draining and.
Every company has business processes they follow to achieve their goals. But are the processes you are working with really the most beneficial and.
When we first work with a new client, the initial meetings involve planning and detailing workflows for their new SwiftCase solution. Workflows are.
In today’s hyper-connected marketplace, customer service has never been more critical. Social media and review-submission sites mean that you are.
Automating your workflow with a software solution can increase productivity, save you time and stress, and help your business to grow. But one.
There are many different options businesses, or individuals can take when creating a website. Currently, two common ways are content management.
Automated workflow software makes it possible to create and realise business models that would have not necessarily been profitable in the past. By.
This quarter, we are releasing one of our biggest new features, our resource manager, that manages the booking of employee time and other resources.
An exciting new ‘Email to Task’ feature has recently been added to SwiftCase that has proven to increase productivity and improve customer.
Long-term planning as a business is important to stay relevant and competitive in any given market. However, it is essential if you are looking to.
This is the first in a series of posts that introduce the functions and benefits of SwiftCase through the eyes of users at various levels in an.
During 2017, we have started development to rebuild and restructure a number of SwiftCase features into microservice architecture, or simply.
Since the very beginning, our vision has always been for SwiftCase to continually improve and adapt to our users’ needs. The main advantage of.
Every business should be striving to root out and eliminate inefficiency, but it is often a challenge to identify where you could be wasting time.
With the current widespread availability of mobile devices such as smartphones and tablets, businesses are increasingly looking to take advantage of.
As your business grows, your business processes may have to adapt. Sometimes in subtle ways, sometimes through radical overhauls. Using software, you.
Quantity surveyors are expected to manage a large number of documents and notes relating to building projects, while continually travelling between.
Many businesses utilise multiple software packages for different parts of their work flow. Email to communicate with clients and staff, spreadsheets.
Without a clear framework to guide you towards your goals, managing a new project can be a daunting task. You need to know when and how to organise.
Manage supplier purchases, track business statistics, give principals their own portal, and generate richer documents with custom images.
Businesses are familiar with accounting stats: profit and loss, turnover, sales, etc. but few measure & track the day-to-day activity.
How can you be sure your data is protected without access to the resources & expertise available to larger firms?
Getting your business’ workflow right can make all the difference in terms of productivity and profitability. Are you making the best use of your resources?
The year SwiftCase came to life: visual workflow builder, email management, case API, document generation, and credit control in one integrated platform.

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Discover how SwiftCase can help automate your business workflows.