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SwiftCase

Workflow automation for UK service businesses. Created in the UK.

A Livepoint Solution

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Dr. Adam Sykes

Dr. Adam Sykes

Founder & CEO

PhD, Computational Chemistry
Wirral, UK

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.

Articles by Dr. (348)

Podcasts

The SwiftCase Productivity Podcast: an archive note

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.

August 19, 2026
3 min read
AI & Technology

The ten jobs most like this one

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.

August 18, 2026
7 min read
Engineering

Why we took the percentages off the claims card

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.

August 17, 2026
7 min read
Guides

Migrating users and open cases without a big-bang cutover

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.

August 13, 2026
7 min read
Engineering

Letterheads and logos that survive the template

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.

August 12, 2026
5 min read
Engineering

What actually changes when you move SMS carrier

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.

August 6, 2026
6 min read
Security

Who can see which cases

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.

August 3, 2026
7 min read
AI & Technology

Your case management system is a filing cabinet with a search box

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.

July 21, 2026
8 min read
Engineering

Voice reliability: the settings you change after go-live

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.

July 7, 2026
7 min read
Product Updates

Product Update: Statistics You Build Yourself, and Logs You Can Search

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.

July 1, 2026
5 min read
AI & Technology

What an AI conversation actually costs

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.

June 23, 2026
6 min read
Everyone wants AI to decide the claim. We built the platform that runs it.
AI & Technology

Everyone wants AI to decide the claim. We built the platform that runs it.

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.

June 18, 2026
8 min read
The AI that talks is the easy 20%
AI & Technology

The AI that talks is the easy 20%

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.

June 18, 2026
9 min read
Security

Prompt injection arrives by email

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.

June 9, 2026
6 min read
AI & Technology

The email the AI answers on its own, and the one it doesn't

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.

May 26, 2026
7 min read
Operations

7 Signs Your Operations Team Has Outgrown Its Current Systems

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.

April 16, 2026
11 min read
Operations

The New Operations Leader's First 90 Days : A UK B2B Playbook

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.

April 16, 2026
13 min read
AI Voice Agents: Transforming Business Communications from Missed Calls to Completed Workflows
AI & Technology

AI Voice Agents: Transforming Business Communications from Missed Calls to Completed Workflows

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

January 16, 2026
10 min read
The Hidden Cost of Phone Queues: How AI is Eliminating Hold Time for Business Operations
AI & Technology

The Hidden Cost of Phone Queues: How AI is Eliminating Hold Time for Business Operations

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.

January 15, 2026
6 min read
Building a Workflow Engine That Handles 11.8 Million Cases
Engineering

Building a Workflow Engine That Handles 11.8 Million Cases

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.

January 8, 2026
8 min read
Debugging from First Principles: Why Starting at the Beginning Makes Better Developers
AI & Technology

Debugging from First Principles: Why Starting at the Beginning Makes Better Developers

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.

January 7, 2026
8 min read
Why We Built Switchboard With Custom and Multi-Provider AI
Engineering

Why We Built Switchboard With Custom and Multi-Provider AI

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

January 7, 2026
6 min read
The Hard Problems in Real-Time Voice AI
Engineering

The Hard Problems in Real-Time Voice AI

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.

January 6, 2026
7 min read
What 15 Years of Building Software Taught Us
Engineering

What 15 Years of Building Software Taught Us

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

January 5, 2026
7 min read
Product Update: A Completely Rebuilt Document Manager
Product Updates

Product Update: A Completely Rebuilt Document Manager

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

December 23, 2025
4 min read
Before You Add AI, Fix Your Data
AI & Technology

Before You Add AI, Fix Your Data

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.

December 20, 2025
5 min read
Product Updates

Product Update: Dark Mode and Mobile-First Improvements

A refreshed interface with full dark mode support, better mobile experience, file tag management, and email composition improvements.

June 30, 2025
4 min read
Product Updates

Product Update: Reliable Email Handling at Scale

Email fetching that handles high volumes reliably, new dashboard controls, and API privacy improvements for secure integrations.

December 20, 2024
3 min read
Troubleshooting Guide for Common SMS Issues
Workflow Automation

Troubleshooting Guide for Common SMS Issues

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.

October 6, 2024
3 min read
Product Updates

Product Update: Process Lists Automatically with Collection API Events

Trigger API requests for every item in a list, track costs and fees on tasks, and pin important notes so they're never missed.

September 30, 2024
4 min read
Guides

The Complete Guide to No-Code Platforms: Building Business Applications Without Programming

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.

August 30, 2024
15 min read
Guides

The Complete Guide to Digital Transformation for Operations Teams

A practical guide to digital transformation for operations leaders: strategy, technology selection, implementation approaches, and how to deliver measurable results without multi-year programmes.

July 15, 2024
16 min read
Product Updates

Product Update: SwiftCase Just Got Faster

Major performance improvements across the platform. Pages load faster, servers handle more users, and the interface feels snappier.

June 30, 2024
3 min read
Creating your first Workflow
Workflow Automation

Creating your first Workflow

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.

June 7, 2024
6 min read
Customer Complaint Workflow
Workflow Automation

Customer Complaint Workflow

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

June 7, 2024
3 min read
Customer Enquiry Workflow
Workflow Automation

Customer Enquiry Workflow

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

June 7, 2024
3 min read
Expense Claim Workflow
Industry Insights

Expense Claim Workflow

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.

June 7, 2024
3 min read
Automated Events - Amber Alert
Workflow Automation

Automated Events - Amber Alert

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.

June 6, 2024
3 min read
Automated Events - Auto-allocate
Workflow Automation

Automated Events - Auto-allocate

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

June 6, 2024
3 min read
Automated Events - Create Reminder
Workflow Automation

Automated Events - Create Reminder

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

June 6, 2024
3 min read
Automated Events - Create User
Workflow Automation

Automated Events - Create User

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.

June 6, 2024
3 min read
Automated Events - Generate Document
Workflow Automation

Automated Events - Generate Document

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

June 6, 2024
3 min read
Automated Events - Red Alert
Workflow Automation

Automated Events - Red Alert

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.

June 6, 2024
3 min read
Automated Events - Send Email
Workflow Automation

Automated Events - Send Email

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

June 6, 2024
3 min read
Automated Events - SMS
Workflow Automation

Automated Events - SMS

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.

June 6, 2024
3 min read
How to Update User Permissions (Internal Admin)
Guides

How to Update User Permissions (Internal Admin)

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

June 6, 2024
3 min read
How to use the Search Form
Workflow Automation

How to use the Search Form

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.

June 6, 2024
3 min read
Meeting Workflow Guide
Workflow Automation

Meeting Workflow Guide

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

June 6, 2024
3 min read
Sending an Email in SwiftCase
Customer Success

Sending an Email in SwiftCase

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.

June 6, 2024
3 min read
Setting Up a User
Customer Success

Setting Up a User

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

June 6, 2024
2 min read
Support Ticket Workflow
Workflow Automation

Support Ticket Workflow

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

June 6, 2024
3 min read
Viewing a Task page
Compliance

Viewing a Task page

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.

June 6, 2024
3 min read
How to add a form to a status
Workflow Automation

How to add a form to a status

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.

June 5, 2024
3 min read
How to create Questions for Forms
Guides

How to create Questions for Forms

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

June 5, 2024
3 min read
How to Get to the Workflow Builder Page
Workflow Automation

How to Get to the Workflow Builder Page

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

June 5, 2024
3 min read
How to Contact SwiftCase Support
Guides

How to Contact SwiftCase Support

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.

June 4, 2024
3 min read
Mortgage Enquiry Guide
Security

Mortgage Enquiry Guide

CRM for Modern Mortgage Brokers Do not waste any time chasing down client information. Our System will send your clients information requests.

June 4, 2024
9 min read
Guides

The Complete Guide to Document Generation: Automating Business Documents

Learn how automated document generation works, why it matters for business efficiency, and how to implement systems that produce consistent, professional documents at scale.

May 25, 2024
14 min read
Use Cases

Quote-to-Cash Workflow Automation: From Enquiry to Payment

How service businesses automate the complete revenue cycle from initial enquiry through quotation, job execution, and invoicing to payment collection.

April 22, 2024
10 min read
Product Updates

Product Update: Organise Complex Workflows with Status Tags

Tag and filter your workflow statuses, view user statements, and build multi-stage workflows that wait for all work to complete.

March 31, 2024
3 min read
Use Cases

Managing Field Service Operations with Case Management

How field service companies use case management to coordinate site visits, manage job progression, and maintain safety compliance across distributed teams.

March 15, 2024
9 min read
Guides

The Complete Guide to Workflow Automation: From Manual Processes to Intelligent Systems

Master workflow automation: understand the fundamentals, identify automation opportunities, choose the right tools, and implement systems that transform how your organisation works.

February 20, 2024
16 min read
Guides

APIs and Webhooks in SwiftCase: Connecting to Any External System

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.

January 15, 2024
13 min read
How to Contact SwiftCase Support
Guides

How to Contact SwiftCase Support

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.

January 14, 2024
4 min read
Activate Microsoft Office: A Step by Step Guide
Security

Activate Microsoft Office: A Step by Step Guide

Efficiently activate Microsoft Office with our easy guide. Learn key & keyless activation methods to unlock all features quickly.

December 31, 2023
5 min read
Product Updates

Product Update: Scale Your Operations Faster

Create users in bulk, set custom working hours by product, and exclude suppliers from auto-allocation when needed.

December 31, 2023
3 min read
The Complete Guide to Business Process Automation
Guides

The Complete Guide to Business Process Automation

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.

November 15, 2023
15 min read
Guides

DocuSign Integration: Automated Document Signing in Your Workflows

Connect SwiftCase to DocuSign for seamless electronic signatures. Generate documents, send for signing, and track completion automatically within your case workflows.

November 8, 2023
11 min read
Use Cases

Multi-Party Appointment Coordination: Managing Complex Scheduling

How organisations coordinate appointments involving multiple parties, from expert allocation and availability checking to confirmation workflows and calendar synchronisation.

October 25, 2023
9 min read
Product Updates

Product Update: Connect SwiftCase to Everything

Create tasks from external systems, see team performance at a glance, and build more sophisticated multi-stage workflows.

September 30, 2023
4 min read
Business Process Optimisation: A Strategic Approach for UK SMEs
Compliance

Business Process Optimisation: A Strategic Approach for UK SMEs

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

September 25, 2023
5 min read
Business Process Optimisation: Unlocking the Potential for SMEs
AI & Technology

Business Process Optimisation: Unlocking the Potential for SMEs

Business Process Optimisation: Discover actionable strategies to streamline operations, boost productivity, and sustainable growth.

September 18, 2023
27 min read
Guides

Integrating SwiftCase with Microsoft 365: Calendar, Email, and SharePoint

Connect SwiftCase to Microsoft 365 for seamless calendar synchronisation, email integration, and document storage. A practical guide to unifying your operations tools.

September 12, 2023
10 min read
Guides

What Is a Case Management System? Features, Examples and How to Choose

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.

August 15, 2023
18 min read
Use Cases

Laboratory Testing Workflows: Chain of Custody and Quality Control

How testing laboratories use case management to maintain chain of custody, coordinate sample collection, manage consent, and ensure quality control across high-volume operations.

July 18, 2023
10 min read
Product Updates

Product Update: The Automation Engine That Changes Everything

Build sophisticated automations without code. Our new automation engine puts triggers, rules, and actions in your hands.

June 30, 2023
4 min read
Guides

Integrating SwiftCase with Xero: Automated Invoicing and Financial Sync

Connect your case management to Xero accounting for automatic invoice generation, contact synchronisation, and payment tracking. Eliminate manual data entry between operations and finance.

June 20, 2023
11 min read
Use Cases

Compliance Documentation Automation: Risk Assessments, Permits, and Audit Trails

How organisations automate compliance documentation including risk assessments, work permits, quality incidents, and certificate management to reduce burden while improving audit readiness.

May 30, 2023
11 min read
Guides

The Complete Guide to Customer Onboarding: First Impressions That Drive Retention

Master customer onboarding: design experiences that activate customers, build loyalty, and reduce churn from the very first interaction.

April 10, 2023
14 min read
Product Updates

Product Update: Your Data, Your Way

Access your SwiftCase statistics from any BI tool, collect documents through chatbots, and track case history with new timeline features.

March 31, 2023
3 min read
Guides

Email Integration for Case Management: Capturing Every Conversation

Connect your email to SwiftCase for complete communication tracking. Send from cases, receive to cases, and maintain audit trails without leaving your workflow.

March 28, 2023
12 min read
Product Updates

Product Update: Shared User Access and Smarter Overrides

Assign users to tasks outside their organisation, override answers from relationships, and toggle visibility rules in the workflow builder.

December 31, 2022
3 min read
Guides

The Complete Guide to Email Management for Business: Turning Chaos into Cases

Transform how your organisation handles email: move from overflowing inboxes to structured case management, automate responses, and ensure nothing falls through the cracks.

November 20, 2022
14 min read
Product Updates

Product Update: URL Questions and Expert Management

New URL question type for capturing web addresses, easier expert reassignment, and better document visibility controls.

June 30, 2022
3 min read
Guides

The Complete Guide to Business Process Management: Strategy, Methods, and Implementation

Master business process management: understand the discipline, learn proven methodologies, implement effective governance, and build a process-centric organisation.

June 15, 2022
15 min read
Workflow Automation

5 Ways to Delight Your Customers with Automation

With the right workflow management system you can impress clients at every touch point, and create a customer experience that exceeds their expectations.

March 31, 2022
5 min read
Workflow Automation

How Automating Your Onboarding Workflow Saves Valuable Resources

Find out how workflow automation can streamline your onboarding process - enabling you to reduce costs and errors while boosting efficiency and team productivity.

March 24, 2022
5 min read
Workflow Automation

Checklist: How to Design Your Workflows

As part of our Workflow Management Essentials series, we’ve prepared a checklist to help you create more effective workflows for streamlining your business.

March 17, 2022
10 min read
Workflow Automation

7 Ways Workflow Automation Software Should Deliver Productivity Gains

Improving workflow management - how your workflow automation software should increase business efficiency, boost productivity and encourage greater innovation.

March 10, 2022
5 min read
Workflow Automation

Why Workflow Automation Should Be Important to Your Business

Workflow management automation is the future of business - but what can it do for your organisation?

March 3, 2022
5 min read
Workflow Automation

The Alternative Solution to the Talent Crisis

While recovery news is good news, the pandemic has turned recruitment tables into an employee controlled market - but there is an alternative; automation.

February 24, 2022
6 min read
Workflow Automation

3 Signs Your Workflows Are Failing You

Three tell-tale signs of a poorly performing workflow management, and how to fix them.

February 17, 2022
6 min read
Workflow Automation

Boosting Productivity With Effective Workflows

Boosting productivity with effective workflow management. How improving workflow management can benefit your business.

February 16, 2022
5 min read
Workflow Automation

5 Priorities for MDs Who Have Remote Teams

Improving Team Productivity, 5 Priorities for MDs Who Have Remote Teams

February 3, 2022
6 min read
Compliance

Service Level Agreements: Discover How To Get Awesome Results

Discover how by maintaining service level agreements your business can gain awesome results for client satisfaction and retention.

February 2, 2022
10 min read
Customer Success

Business Finances: Take Back Control

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.

January 26, 2022
5 min read
Workflow Automation

Help to Grow: Digital x SwiftCase

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.

January 25, 2022
4 min read
AI & Technology

How to choose which business process to automate

Updated 12/01/2022 Automation can accelerate your business growth by maximising your productivity and improving your effectiveness. However, an.

January 12, 2022
6 min read
Customer Success

Choice Overload - Be a cunning cat, not a humming fox

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.

January 5, 2022
5 min read
Product Updates

Product Update: API Fees, Login Security, and Performance

Add fees via API, improved login security with attempt limits, update users programmatically, and faster task loading.

December 31, 2021
3 min read
Compliance

How can paraplanners improve their productivity?

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.

December 29, 2021
5 min read
Security

Keep Compliant, Keep your Company

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.

December 22, 2021
6 min read
Industry Insights

Untitled

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.

December 15, 2021
9 min read
Industry Insights

Delight your customers to reduce churn with a CRM

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.

December 8, 2021
7 min read
Industry Insights

What you can learn about branding from Metallica!

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.

December 1, 2021
6 min read
Industry Insights

Don't let the bottom line wreck your business

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.

November 24, 2021
6 min read
Industry Insights

How to get things done without doing them

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.

November 17, 2021
9 min read
Industry Insights

Top 5 Mistakes That Entrepreneurs Make

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.

November 10, 2021
11 min read
Productivity

Videos on Productivity, Business, Tech & Software

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.

November 3, 2021
2 min read
Industry Insights

5 Ways Your Business Can Reduce Environmental Impact

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.

October 27, 2021
6 min read
Compliance

Operations Managers: Business Performance Heroes

Updated 20/10/2021 Operations Managers plan, direct and coordinate all of an organisation’s operations. They are responsible for enhancing.

October 20, 2021
6 min read
Security

Imagine giving your clients access to you 24/7

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.

October 18, 2021
5 min read
Customer Success

Does Game of Thrones teach us not to listen to clients?

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.

October 6, 2021
5 min read
Industry Insights

Profit share: Work together and win together

Updated 22/09/2021 We recently introduced a profit share scheme at SwiftCase, that we developed with the involvement of the entire workforce. We.

September 22, 2021
5 min read
Security

Teamwork - Achieve More Through Collaboration

Updated 15/09/2021 “Teamwork is the ability to work together toward a common vision. The ability to direct individual accomplishments toward.

September 15, 2021
5 min read
Industry Insights

Discover the Benefits of Automation in Assigning Work to Remote Workers

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.

September 8, 2021
4 min read
Compliance

9 Ways Business Process Management Can Improve Your Business

Updated 01/09/2021 Making your business process requirements explicit can improve productivity by 12%, according to Gartner. To stay competitive, you.

September 1, 2021
5 min read
Compliance

Productivity vs Efficiency

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.

August 25, 2021
5 min read
Workflow Automation

#FirstFiveJobs - A SwiftCase Founder's Story

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.

August 18, 2021
6 min read
Industry Insights

Discover the time to realise your ideas

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.

August 11, 2021
4 min read
Industry Insights

How to Streamline Business Operations

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.

August 4, 2021
4 min read
Industry Insights

Discover how to delight your customers through SLAs

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.

July 28, 2021
6 min read
Workflow Automation

The Smartest Productivity Apps Right Now

Updated 21/07/2021 Your smartphone is always to hand, and it has the potential to boost your productivity immensely by leveraging some brilliant.

July 21, 2021
6 min read
Workflow Automation

Automate and Organise with Clear, Concise Workflows

Discover how clear, concise workflows reduce stress and boost productivity. See how Laird Assessors transformed their operations with SwiftCase.

July 14, 2021
4 min read
Product Updates

Product Update: SwiftCase 2.10 and the Email Revolution

Major release with rebuilt email fetching, interactive child tasks, improved document uploads, and workflow search.

June 30, 2021
4 min read
Productivity

7 Extreme Productivity Hacks

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.

June 30, 2021
5 min read
Workflow Automation

Untitled

Updated 23/06/2021 Delight your staff by cutting out the boring, monotonous tasks using SwiftCase, the automation software that businesses love to.

June 23, 2021
2 min read
Customer Success

Sell a Movement - Not an Incremental Improvement

Updated 16/06/2021 Get Loyal Customers – Sell A Movement. Not an incremental improvement. Your unique selling point needs to be unique. The offer.

June 16, 2021
2 min read
Productivity

How To Use Social Contagion to Spread Success

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.

June 9, 2021
6 min read
Industry Insights

Why Working Long Hours is Hurting Your Business Growth

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.

June 2, 2021
8 min read
Customer Success

Wait! Are you the right person for the job?

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.

May 26, 2021
6 min read
Security

Why a Regular Pay-Cheque is Not Going to Make You Rich

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.

May 19, 2021
5 min read
Security

Stop! You Are Misusing Spreadsheets.

Updated 12/05/2021 Using spreadsheets are part of being in business – right? Entrepreneurs need to be organised and know the direction of their.

May 12, 2021
6 min read
Industry Insights

Why Having a Great Business Idea isn't Enough

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.

May 5, 2021
5 min read
Security

Grow Your Own - The Path To £1M

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.

April 28, 2021
12 min read
Workflow Automation

Power-up Your Productivity - 7 Steps to an Awesome To-do List

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.

April 21, 2021
5 min read
Industry Insights

Get More Done - Train Someone Else To Do It

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.

April 14, 2021
4 min read
Productivity

Is Exercise the Secret to Supercharging Your Productivity?

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.

April 7, 2021
7 min read
Industry Insights

Planning to Get Things Done

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.

March 24, 2021
8 min read
Industry Insights

Need More Hours Every Day to Grow Your Business?

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.

March 17, 2021
6 min read
Industry Insights

The Secret of Medium-Term Planning to Become More Productive

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.

March 10, 2021
9 min read
Workflow Automation

Discover the Secret of Boosting Sales Revenue by 28%

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.

March 3, 2021
8 min read
Industry Insights

Why Your Estimates Are a Disaster and How To Do It Right

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.

March 3, 2021
9 min read
Industry Insights

Time Management is Dead - How to Create Time to Focus on What Matters

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.

February 24, 2021
6 min read
Compliance

What type of driver are you? Is it killing your business growth?

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.

February 17, 2021
5 min read
Industry Insights

How is Productivity Measured?

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.

February 10, 2021
4 min read
Industry Insights

5 Ways to Increase Your Team's Efficiency

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.

February 3, 2021
6 min read
AI & Technology

Five Workflow Habits That Quietly Cost UK Firms Their Margin

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.

January 27, 2021
4 min read
Compliance

Excellent Business Process Automation

Updated 06/01/2021 Automating the processes, that make up your workflow, is a great way to boost productivity, facilitate growth and focus your.

January 6, 2021
4 min read
Product Updates

Product Update: API Search, User Logging, and Stat Tooltips

Find tasks by question answers via API, comprehensive user activity logging, and improved statistics visibility.

December 31, 2020
3 min read
Workflow Automation

Workflow Prioritisation with SwiftCase

Learn how workflow prioritisation helps teams focus on high-value tasks, meet SLAs, and boost productivity. Discover how SwiftCase makes task management effortless.

December 30, 2020
4 min read
Compliance

10 ways automation can improve your productivity - Part 2

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.

December 23, 2020
4 min read
Workflow Automation

10 ways automation can improve your productivity - Part 1

Updated 23/12/2020 Automation and ‘robots’ are becoming high-profile subject matter across recent news stories and political commentary. Fear over.

December 23, 2020
5 min read
Workflow Automation

Quick Actions

Become versed in all the Quick Actions available on the Task Page of SwiftCase and allow your team to conveniently update task information.

December 15, 2020
5 min read
Customer Success

Maintain excellent customer relationships

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.

December 9, 2020
2 min read
Workflow Automation

Creating a Task

Learn how to create a Task on your SwiftCase system and begin the rewarding journey of business process automation.

December 8, 2020
4 min read
Productivity

Intelligent, automated approval process control

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.

December 2, 2020
2 min read
Customer Success

Communicate and Collaborate with a Client Portal

Learn how client portals reduce support queries, improve transparency, and give customers self-service access to their case information.

November 25, 2020
4 min read
Workflow Automation

The Benefits of Internal SMS Automation

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.

November 18, 2020
4 min read
Industry Insights

The Anchoring Effect: First impressions count in more ways than one

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.

November 11, 2020
8 min read
Case Studies

Survivorship Bias: Don't follow your dreams off a cliff

Updated 04/11/2020 Taylor Swift telling you to follow your dreams is like a lottery winner telling you, ‘Liquidize your assets, buy Powerball.

November 4, 2020
7 min read
Industry Insights

Default Effect: You could be ashamed of sticking with what you have

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.

October 28, 2020
5 min read
Business

Is an unrealistic view of your ability a bonus?

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.

October 21, 2020
6 min read
Business

Projection Bias: your future self is no more than a stranger to yourself

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.

October 14, 2020
5 min read
Guides

The Backfire Effect - How your online argument 'win' is really a loss

Updated 07/10/2020 Flat-earthers. Obama ‘Birthers’. Anti-Vaxers and homeopaths. If confronted with one, do you think your unique, implacable calm and.

October 7, 2020
5 min read
Guides

Hedonic Adaptation - Why small differences lead to the greatest conflicts

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.

September 30, 2020
6 min read
Industry Insights

Hedonic adaptation - the pointless pursuit of happiness?

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.

September 23, 2020
5 min read
Security

Are you a stable genius with a high IQ?

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.

September 9, 2020
4 min read
Customer Success

The IKEA effect: a double-edged screwdriver?

Updated 26/08/2020 I have previously discussed the effect of Edward Bernays on public relations and corporate advertising. He famously ushered in the.

August 26, 2020
5 min read
Business

All the Gear and No Idea?

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.

August 19, 2020
6 min read
Compliance

Photographic memory? Don't mislead yourself into preventable errors

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.

August 12, 2020
6 min read
AI & Technology

Don't be alarmed: Automation of our future work (and play)

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.

July 29, 2020
7 min read
Case Studies

Cargo Cults in Business

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.

July 22, 2020
5 min read
Business

Embracing Digitalisation and Meeting Metallica

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.

July 15, 2020
13 min read
Productivity

Less = More Productivity

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.

July 8, 2020
5 min read
Customer Success

5 Ways to Improve Your Email Signature

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.

July 1, 2020
5 min read
Product Updates

Product Update: SwiftCase 2.8 and the Workflow Revolution

Major release with read-only forms, default answers, email client creation, costs and fees visibility, and powerful new search capabilities.

June 30, 2020
4 min read
Productivity

10 brilliant Windows 10 keyboard shortcuts to BOOST your productivity!

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.

June 24, 2020
5 min read
Productivity

14 Productivity-boosting Mac keyboard shortcuts you NEED to use!

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.

June 10, 2020
5 min read
Industry Insights

Tabs are KILLING your productivity! Here’s why...

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.

June 3, 2020
5 min read
Productivity

5 Secrets of Successful Email Management

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.

May 27, 2020
6 min read
Workflow Automation

Event monitoring - keep track at every step in your system

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.

May 20, 2020
3 min read
Workflow Automation

Quote management has never been so easy

Updated 13/05/2020 Cut your administration time down to size by automating quotation generation. Sometimes the difference between winning a job and.

May 13, 2020
2 min read
Compliance

How SwiftCase makes compliance simple

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.

May 6, 2020
2 min read
Customer Success

Generate professional business proposals automatically

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.

April 29, 2020
2 min read
Product Updates

Document Management Has Never Been This Easy

Discover how SwiftCase document management simplifies creating, storing, and sharing business documents. Generate invoices, reports, and contracts automatically from your workflow data.

April 22, 2020
4 min read
Security

Creating strong passwords you can remember

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.

April 15, 2020
6 min read
Workflow Automation

3 New Ways to Standardise Your Dynamic Documents

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.

April 8, 2020
4 min read
Compliance

Productivity Management Methods & Resources Manual

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.

March 25, 2020
14 min read
AI & Technology

ARG: The Ultimate Viral Marketing Method?

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.

March 18, 2020
12 min read
Security

Remote Working Results for your Business (Coronavirus / Covid-19)

Discover strategies to maximise productivity from remote working, minimise the impact of social distancing & discover tools to help you achieve success.

March 18, 2020
18 min read
Compliance

Clear up communication and simplify support with Help Desk Management

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.

March 11, 2020
4 min read
Workflow Automation

Don’t Get Lost – Let software manage your quotes for you

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.

March 4, 2020
3 min read
Compliance

Produce Proposals Your Clients Just Can’t Say No To

Updated 26/02/2020 Swiftly generate dynamic, consistent and compliant business proposals for your customers that they’ll always say yes to – as good.

February 26, 2020
5 min read
Compliance

Let Tech Take the Trouble Out of Billing & Invoicing

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.

February 19, 2020
6 min read
Workflow Automation

Discover our Favourite Apps

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.

February 12, 2020
8 min read
Workflow Automation

Discover our Favourite Apps Part 2

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 –.

February 5, 2020
7 min read
AI & Technology

We use AI more than you think

Updated 29/01/2020 Artificial Intelligence (AI) and what you probably thought it was Malicious Robots causing destruction in a city.

January 29, 2020
6 min read
Productivity

Checklist for an optimised business

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.

January 27, 2020
4 min read
Workflow Automation

Prioritise your workload more effectively

Updated 22/01/2020 Staying organised is essential to efficiency and productivity. Prioritising your workload by importance and urgency is one of the.

January 22, 2020
5 min read
Workflow Automation

Prioritise your business tasks and achieve business goals

Updated 15/01/2020 Prioritising your business tasks is an essential part of avoiding missed deadlines increasing productivity overall. What are some.

January 15, 2020
5 min read
Customer Success

Collaborate Seamlessly to Achieve Business Goals

Learn how SwiftCase enables seamless team collaboration with centralised case notes, real-time task tracking, and shared visibility across your organisation.

January 8, 2020
4 min read
Workflow Automation

Automate Your Business Processes with Configurable Workflows

Learn how configurable workflows help businesses automate repetitive processes, reduce errors, and scale operations without adding headcount.

January 1, 2020
5 min read
Product Updates

Product Update: Introducing the SwiftCase Chatbot

Launch of customer-facing chatbot for self-service workflows, revamped notifications, enhanced email templates, and auto-allocation scheduling.

December 31, 2019
4 min read
Productivity

Past Predictions that Didn't Come True - SwiftCase Productivity Podcast #60

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.

October 18, 2019
2 min read
Business

How does Google track us and use our information?

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.

September 30, 2019
2 min read
Productivity

How can we save the planet? - SwiftCase Productivity Podcast #58

With Global Climate Strike protests currently happening all over the world this week, we discuss the impact regular people have on the environment.

September 23, 2019
2 min read
Productivity

Alternatives to Ads - SwiftCase Productivity Podcast #56

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.

September 13, 2019
2 min read
Productivity

Job Interviews - SwiftCase Productivity Podcast #55

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.

September 9, 2019
2 min read
Guides

Advice for Entrepreneurs with John Bura Part 2

Part two of our interview with Coder and CEO, John Bura of Mammoth Interactive. Today we’re discussing: John’s business journey How Mammoth.

August 26, 2019
3 min read
Productivity

Advice for Entrepreneurs with John Bura

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.

August 23, 2019
3 min read
Productivity

Speed of Services - SwiftCase Productivity Podcast #48

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.

August 9, 2019
2 min read
Productivity

Upgradability of Devices - SwiftCase Productivity Podcast #47

Today we’re discussing the shift many businesses have made in their products – moving away from upgradable devices to disposable and annually.

August 5, 2019
2 min read
Productivity

Thinking, Fast and Slow: Book Review - SwiftCase Productivity Podcast #45

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.

July 29, 2019
2 min read
Productivity

Antiquated Business Processes - SwiftCase Productivity Podcast #41

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.

July 15, 2019
2 min read
Productivity

Interview with Catalyst D-O Part 2 - SwiftCase Productivity Podcast #40

In the concluding episode of our interview with Catalyst D-O, we’re speaking to Daniel Bourne about mental health, resilience and stress management.

July 12, 2019
3 min read
Productivity

Interview with Catalyst D-O - SwiftCase Productivity Podcast #39

In a special two-part episode, we’re speaking to Daniel Bourne of Catalyst D-O Performance Solutions about mental health, resilience and stress.

July 8, 2019
3 min read
Customer Success

What Is Geofencing? How Does It Work?

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.

June 27, 2019
6 min read
Productivity

Music in the Workplace - SwiftCase Productivity Podcast #34

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.

June 21, 2019
2 min read
Customer Success

Normalcy bias: this is fine?

A recent tragic fire on a plane in Moscow’s Sheremetyevo airport killed 41 passengers including 2 children. Many passenger-recorded videos emerged.

June 18, 2019
5 min read
Productivity

Start With Why: Book Review - SwiftCase Productivity Podcast #33

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.

June 17, 2019
2 min read
Workflow Automation

Building Forms in SwiftCase 2.5

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.

June 12, 2019
3 min read
Productivity

Too Many Messaging Services? - SwiftCase Productivity Podcast #31

WhatsApp, Messenger, SMS, Email, Slack, Instagram, Twitter, Snapchat… today we discuss whether we have too much choice when it comes to the tools we.

June 10, 2019
2 min read
Business

Discover 3 Steps to Improve Your Resilience

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.

June 4, 2019
7 min read
Workflow Automation

What's New in SwiftCase 2.5?

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.

May 29, 2019
5 min read
Productivity

Interview with Westminster Associates - SwiftCase Productivity Podcast #26

Last month, on episode #14 of the SwiftCase Productivity Podcast, we interviewed Paul Thompson about the work he does with Westminster Associates – a.

May 24, 2019
3 min read
Workflow Automation

SwiftCase Success Story - Fare Safe

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.

May 24, 2019
3 min read
Industry Insights

Discover how to come up with a business idea in 2019

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.

May 23, 2019
11 min read
Productivity

This is Marketing: Book Review - SwiftCase Productivity Podcast #25

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.

May 20, 2019
2 min read
Productivity

Measuring Metrics That Matter - SwiftCase Productivity Podcast #24

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.

May 17, 2019
2 min read
Industry Insights

The Coolest Marketing Apps in 2019

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.

May 8, 2019
7 min read
Industry Insights

Workflow Study: Patient Imaging in an NHS Trust

May 7, 2019
11 min read
Industry Insights

Get More Customers - Blogging Isn't Just for Writers

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.

May 5, 2019
6 min read
AI & Technology

Future Company: Available Today

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.

May 1, 2019
5 min read
Business

SwiftCase: A 10 Second Summary

Hear from Nik Ellis of Laird Assessors on how SwiftCase transformed their operations. A quick overview of what SwiftCase does and who it helps.

April 11, 2019
3 min read
Business

10 of the Best Creativity Apps in 2019

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.

April 10, 2019
7 min read
Productivity

Kickstarting your Marketing Strategy - SwiftCase Productivity Podcast #12

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.

April 5, 2019
2 min read
Workflow Automation

Stressed out? Automate your time-sinks

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.

March 27, 2019
5 min read
Productivity

Win a copy of ReWork: Change the Way You Work Forever

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.

March 21, 2019
3 min read
Product Updates

We're at the Northern Business Expo!

If you attended the Northern Business Exhibition in Manchester today, you may have spotted the SwiftCase team at various seminars and networking.

March 12, 2019
4 min read
Workflow Automation

International Women's Day at SwiftCase

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.

March 8, 2019
3 min read
Guides

National Apprenticeship Week: Kyle's Story

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.

March 5, 2019
7 min read
Compliance

5 Health Benefits of Automation

Automation is the development and use of technology to carry out multiple tasks and processes as independent to their human counterpart as possible.

February 10, 2019
5 min read
Product Updates

Product Update: SMS Messaging Goes Live

Full SMS messaging capabilities with templates, scheduling, delivery tracking, and two-way conversations built into your workflows.

December 31, 2018
4 min read
Guides

Our YouTube Channel is LIVE!

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.

September 29, 2018
3 min read
Workflow Automation

Get your own 14-day, no-commitment, free trial of SwiftCase!

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.

September 12, 2018
3 min read
Workflow Automation

5 Ways to boost efficiency on a budget

Efficiency is something that every organisation strives for, big or small, local or multinational, well-established or start-up. However, it can be.

September 3, 2018
8 min read
Compliance

Workflow Management System 101

The term, “workflow management system” has been cropping up everywhere; on business blogs, YouTube ads and maybe even in your very office, but the.

August 29, 2018
10 min read
We're fully-trained fire marshals at SwiftCase!
Workflow Automation

We're fully-trained fire marshals at SwiftCase!

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.

July 29, 2018
2 min read
Workflow Automation

We've Expanded to the Baltic Triangle, Liverpool!

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.

June 1, 2018
3 min read
We're all now First Aiders!
Workflow Automation

We're all now First Aiders!

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.

May 24, 2018
3 min read
Security

We're GDPR compliant, are you?

Consumers and businesses are increasingly savvy about how companies handle their data. With the advent of ‘Big Data’ and targeted, personalised.

May 24, 2018
5 min read
Business

64-Bit Challenge: Get fit and raise money for good causes

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.

May 11, 2018
4 min read
Workflow Automation

Introducing the Workflow Builder

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.

May 4, 2018
5 min read
Workflow Automation

What are each Action Type?

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.

April 27, 2018
4 min read
Workflow Automation

The Challenges of Bulk Email

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.

March 29, 2018
5 min read
Workflow Automation

Handling Cash flow Problems

“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.

March 16, 2018
5 min read
Workflow Automation

Introducing new products and services

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.

March 6, 2018
4 min read
Workflow Automation

Identify and fulfill customer requirements

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.

March 5, 2018
4 min read
AI & Technology

Responsive design for business applications

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.

March 5, 2018
4 min read
Compliance

Don't let regulation hamper your business growth

Complying with regulations imposed on your business can be expensive and time-consuming, often threatening future growth and profitability. The law.

March 2, 2018
5 min read
Workflow Automation

Cut out high overheads with automation

Operating with high overheads is one of the major impediments to growth facing small and medium-sized businesses. Regardless of productivity or.

February 28, 2018
4 min read
Workflow Automation

Automation and better risk management

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.

February 27, 2018
4 min read
Workflow Automation

Stay competitive with business process management

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.

February 26, 2018
4 min read
Security

We're hiring PHP Developers - Join the SwiftCase team

Want to join the SwiftCase team and work in a creative, thriving environment that rewards you with flexibility, a highly competitive salary, free.

February 23, 2018
3 min read
Workflow Automation

How crowdsourcing could boost your business

Crowdsourcing is an organisational model in which a single person or business obtains access to goods and services, including ideas and money, from a.

February 22, 2018
5 min read
Workflow Automation

The benefits of a diverse client base

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.

February 21, 2018
5 min read
Workflow Automation

Expanding your geographic reach through automation

One method of achieving business growth is expanding your geographic reach. If your immediate market is saturated and new clients are thin on the.

February 20, 2018
4 min read
Workflow Automation

Apprenticeships and online training

The Learning Process Over the course of the past three months, I have continued to study the basics of programming, developing skills essential to.

February 19, 2018
4 min read
Workflow Automation

Designing a workflow? Stay on track

Drawing up a workflow to map out and organise your business processes may seem straightforward, but underestimating the level of accuracy and detail.

February 16, 2018
4 min read
Workflow Automation

The benefits of automated resource management

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.

February 15, 2018
5 min read
Workflow Automation

What is goal-oriented business process management?

Whereas standard business process management concentrates on automating and improving pre-existing work activities, goal-oriented BPM takes a wider.

February 14, 2018
4 min read
Workflow Automation

BPM and more effective decision making

The success of any business hinges on making the right decisions at the right time. Judgements on products and services, working methods, hiring and.

February 13, 2018
4 min read
Workflow Automation

Stay on track with automated alerts and reminders

Organisations often find themselves using disparate and contradictory methods to remind employees of upcoming obligations. While paper notes, diaries.

February 12, 2018
4 min read
Workflow Automation

Defining intelligent business process management

The term “Intelligent BPM” raises an obvious question; what makes it “intelligent” in contrast to traditional BPM? The terminology may seem vague.

February 8, 2018
4 min read
Workflow Automation

Sustainable business growth through automation

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.

February 7, 2018
5 min read
Workflow Automation

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.

February 6, 2018
4 min read
Workflow Automation

The benefits of automating your approval process

Most modern organisations have set processes in place to approve actions in areas such as project management, expenses, annual leave, pricing, and.

February 5, 2018
4 min read
Workflow Automation

Automated business activity monitoring

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.

February 2, 2018
4 min read
Workflow Automation

Integrate third-party information into your workflow

Businesses often depend on information provided by a third-party to enhance or authenticate their products and reports. The other party usually being.

February 1, 2018
4 min read
Security

Why is user experience so important in BPM?

Traditionally, some of the more powerful BPM systems have had the disadvantage of being inaccessible to users lacking specialist training, or.

January 31, 2018
4 min read
Workflow Automation

Reducing human error through automation

The possibility of human error presents challenges varying in scope and severity across every sector of industry. Mistakes made by employees might.

January 29, 2018
5 min read
Workflow Automation

Automate your sales process and increase conversions

The framework used to gather new leads and customers is variously described as the sales “funnel”, “pipeline” or “process”. Drawing from concepts.

January 25, 2018
5 min read
Workflow Automation

Apprenticeship goals for the year ahead

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.

January 24, 2018
3 min read
Productivity

Is it time to switch to a client portal?

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.

January 23, 2018
4 min read
Workflow Automation

Business process management for online retailers

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.

January 22, 2018
4 min read
Workflow Automation

Business to business communication via PDF

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.

January 18, 2018
5 min read
Workflow Automation

Technologies that could benefit your SMB in 2018

In recent years, technology previously only available to major companies with large budgets has become available to small and medium sized.

January 17, 2018
4 min read
Workflow Automation

Five of the best ways to collect customer feedback

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.

January 16, 2018
5 min read
Productivity

Are you ready to move on from employee timesheets?

Knowing how many hours your staff have been in work in general, or worked on a particular project is essential to productivity assessment and.

January 12, 2018
4 min read
Security

What are some of the alternatives to passwords?

With the average person juggling multiple digital devices and online accounts, keeping track of, and entering passwords can be a time-consuming.

January 11, 2018
4 min read
Security

Protecting your business against Meltdown and Spectre

Meltdown and Spectre are security vulnerabilities present in many modern processors. Hackers may exploit these flaws in order to steal data being.

January 10, 2018
4 min read
Workflow Automation

Digital voice assistants in the office

In November, Amazon announced the Alexa For Business, which brings the increasingly popular intelligent personal assistant device from your living.

January 9, 2018
5 min read
Product Updates

Product Update: Smarter Documents and Dynamic Dates

Enhanced document generation with automatic tagging, dynamic date searching, role-based permissions, and thumbnail management.

December 31, 2017
4 min read
Security

Are you doing enough to secure customer data?

We live in a world where cyber-crime and ransomware hacks are on the increase, often with devastating consequences for those organisations caught.

December 19, 2017
4 min read
Workflow Automation

The internet of things in the UK

The term “Internet of Things” (or IoT for short), is a phrase coined by technology expert and entrepreneur Kevin Ashton in 1999, although variations.

December 18, 2017
4 min read
Workflow Automation

What are S. O. L. I. D principles in programming?

SOLID is an acronym for five object-oriented design principles. S – Single responsibility principle O – Open-closed principle L – Liskov substitution.

December 15, 2017
3 min read
Workflow Automation

Is the paperless office still a dream?

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.

December 14, 2017
5 min read
Security

The future of cashless payments

The ability to take cashless payments for your business, either in-store or online has benefits far beyond customer convenience. Not having to.

December 13, 2017
5 min read
Workflow Automation

What SwiftCase optimisation means for you

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.

December 12, 2017
4 min read
Workflow Automation

The future of autonomous vehicles in the UK

In 2015, the company Transport Systems Catapult (TSC), in collaboration with the University of Oxford, tested their Lutz Pathfinder car on the roads.

December 8, 2017
5 min read
Product Updates

The benefits of cloud-based file storage

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.

December 7, 2017
4 min read
Security

Could your business benefit from blockchain technology?

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.

December 5, 2017
5 min read
Workflow Automation

Getting employees on board with new software

Adopting a new software solution can bring significant boosts in productivity and efficiency to your business, especially when you are looking to.

November 28, 2017
5 min read
Compliance

Move on from manual data entry

Gathering, maintaining and analysing accurate, up-to-date information is the key to understanding your current business performance, and planning for.

November 27, 2017
4 min read
Productivity

Automate your time and expenses tracking

In business, accurately managing time, expenses, costs and fees is vital. With large numbers of transactions relating to staff, clients, and.

November 23, 2017
2 min read
Workflow Automation

Identify and eliminate bottlenecks in your workflow

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.

November 22, 2017
5 min read
Workflow Automation

Backing up essential business data

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.

November 21, 2017
4 min read
Workflow Automation

Five benefits of adopting a cloud-based platform

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.

November 20, 2017
4 min read
Compliance

Automate your audit process

Whether you need auditing for legal compliance, tax reasons, accounting, or for internal performance reviews, you’ll have noticed how the process can.

November 17, 2017
5 min read
Security

Stay secure with role based access control

As your business grows and you hire more staff, you may struggle with issues surrounding access to critical company information or system.

November 14, 2017
4 min read
Productivity

Essential statistics for business reporting

We have previously written about how effectively tracking business statistics can have significant productivity benefits for your company. However.

November 13, 2017
4 min read
Business

Allocating resources automatically using predefined criteria

Allocate resources automatically using predefined criteria. Get the right resource, for the right job, at the right time and place, with our flexible.

November 10, 2017
2 min read
Security

Does your business need to move on from spreadsheets?

As a business owner or manager, you may find your operations divided between a number of spreadsheets. Everything from accounts and budgeting to.

November 9, 2017
5 min read
Compliance

Geofencing in the UK - What you need to know

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.

November 8, 2017
5 min read
Compliance

What areas of your business are ready for automation?

As a business owner, you’re continually looking to reduce overheads and increase productivity. One of the most effective methods of achieving these.

November 6, 2017
5 min read
Workflow Automation

Managing your business on the move

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.

November 1, 2017
4 min read
Workflow Automation

Creating effective business documents

Invoices, statements, reports, quotes and receipts, your business needs to communicate specific and accurate information with clients and staff and.

October 30, 2017
5 min read
Business

Staying Organised Has Never Been Easier

Discover how SwiftCase task management helps teams stay organised with customisable to-do lists, priority views, and instant access to relevant case information.

October 27, 2017
4 min read
Compliance

Automated compliance management made simple

Staying compliant with compulsory regulation is a necessary part of running a business. Non-compliance can be punished with severe fines and.

October 26, 2017
4 min read
Industry Insights

Rollout begins for SwiftCase 2.0

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.

October 25, 2017
3 min read
Workflow Automation

Business process management and day-to-day productivity

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.

October 20, 2017
4 min read
Security

Protect your business from ransomware

What is Ransomware? Ransomware is a form of malware that restricts users from accessing their own system and usually also encrypts important files.

October 19, 2017
5 min read
Workflow Automation

Does your company need business process management?

As a business grows, it may run into unexpected obstacles that slow productivity and further growth. These false-starts can be draining and.

October 17, 2017
4 min read
Workflow Automation

Workflow planning for the best results

Every company has business processes they follow to achieve their goals. But are the processes you are working with really the most beneficial and.

October 13, 2017
4 min read
Compliance

Coming to SwiftCase: Workflow Builder

When we first work with a new client, the initial meetings involve planning and detailing workflows for their new SwiftCase solution. Workflows are.

October 11, 2017
4 min read
Workflow Automation

Excellent customer service through workflow automation

In today’s hyper-connected marketplace, customer service has never been more critical. Social media and review-submission sites mean that you are.

October 10, 2017
4 min read
Workflow Automation

The Environmental Benefits of Workflow Automation

Automating your workflow with a software solution can increase productivity, save you time and stress, and help your business to grow. But one.

October 5, 2017
4 min read
Security

CMS or PHP Framework - Which is Better?

There are many different options businesses, or individuals can take when creating a website. Currently, two common ways are content management.

October 4, 2017
5 min read
Workflow Automation

Workflow Automation and the Access Economy

Automated workflow software makes it possible to create and realise business models that would have not necessarily been profitable in the past. By.

September 29, 2017
4 min read
Workflow Automation

Automated Resource Management

This quarter, we are releasing one of our biggest new features, our resource manager, that manages the booking of employee time and other resources.

September 28, 2017
4 min read
Workflow Automation

Optimise Your Email Inbox Management

An exciting new ‘Email to Task’ feature has recently been added to SwiftCase that has proven to increase productivity and improve customer.

September 27, 2017
4 min read
Customer Success

Long-Term Planning with Automated Business Data

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.

September 26, 2017
4 min read
Workflow Automation

SwiftCase for Managers

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.

September 25, 2017
4 min read
Industry Insights

Upcoming Document Manager Improvements

During 2017, we have started development to rebuild and restructure a number of SwiftCase features into microservice architecture, or simply.

September 24, 2017
6 min read
Workflow Automation

What's new with SwiftCase?

Since the very beginning, our vision has always been for SwiftCase to continually improve and adapt to our users’ needs. The main advantage of.

September 20, 2017
4 min read
Workflow Automation

Five Ways You Can Eliminate Business Inefficiency

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.

March 30, 2017
5 min read
Workflow Automation

Increase Your Reseller Revenues with SwiftCase

With the current widespread availability of mobile devices such as smartphones and tablets, businesses are increasingly looking to take advantage of.

March 12, 2017
3 min read
Productivity

Managing Business Processes During Growth and Expansion

As your business grows, your business processes may have to adapt. Sometimes in subtle ways, sometimes through radical overhauls. Using software, you.

February 23, 2017
4 min read
Compliance

Case Management and Quantity Surveying

Quantity surveyors are expected to manage a large number of documents and notes relating to building projects, while continually travelling between.

February 10, 2017
5 min read
Security

Workflow Integration

Many businesses utilise multiple software packages for different parts of their work flow. Email to communicate with clients and staff, spreadsheets.

January 28, 2017
3 min read
Workflow Automation

Project Management and Workflow

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.

January 8, 2017
4 min read
Product Updates

Product Update: Purchase Orders, Statistics, and Principal Portal

Manage supplier purchases, track business statistics, give principals their own portal, and generate richer documents with custom images.

December 31, 2016
4 min read
Workflow Automation

Effectively Tracking Your Business Statistics

Businesses are familiar with accounting stats: profit and loss, turnover, sales, etc. but few measure & track the day-to-day activity.

December 1, 2016
4 min read
Security

Small Business Data Security Essentials

How can you be sure your data is protected without access to the resources & expertise available to larger firms?

November 21, 2016
4 min read
Workflow Automation

SwiftCase: Workflow Automation for Case Management

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?

November 19, 2016
3 min read
Product Updates

Product Update: SwiftCase Launches

The year SwiftCase came to life: visual workflow builder, email management, case API, document generation, and credit control in one integrated platform.

December 31, 2015
5 min read
Making the Most of Your Commute
Business

Making the Most of Your Commute

Curabitur laoreet sed lorem id pulvinar. Sed nec nisi velit. Proin ut eleifend metus. Donec elementum massa turpis. Nulla facilisi. Etiam sit amet.

January 1, 2015
3 min read

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