30-Day Pilot Programme
A 30-day, fixed-scope, reversible pilot for UK operations leaders under pressure. We take the single process that is costing you the most, automate it end-to-end, run it in parallel with your current way of working, and show you the numbers. Then you decide.
UK-hosted. Cyber Essentials certified. No procurement form required to talk.
Why a pilot
The ops leaders who get operational software right almost never buy it outright on first contact. They prove it small, on a workflow whose success they can measure, before taking it to their board. This pilot is built around that reality.
Pick the single process that is costing you the most right now : new-business onboarding, claims intake, appointment scheduling, compliance sign-off. We automate that one end-to-end. Everything else stays exactly where it is.
Week 1 we map your process with your team. Week 2 we build it. Week 3 you run it in parallel with your existing way of working. Week 4 you measure the difference and decide.
You know up-front what the pilot covers, what it costs, and what the pass/fail looks like. No open-ended consulting. No scope creep. No six-figure commitment to find out whether it works.
Your data stays yours. Your existing systems keep running. If the pilot does not hit the numbers we agreed, you walk away with the process map, the documented workflow and zero lock-in. We would rather you know now than fight it later.
Who this is for
If you recognise more than one of these, you are the person we built this for. If none of them sound like you, a demo is probably a better starting point.
A new COO, operations director, head of claims, practice manager, or programme lead whose job security depends on this working. You do not need another vendor. You need cover and proof.
Volume has outgrown the process. A regulator has changed the rules. A key person has left and the tribal knowledge left with them. The spreadsheet is held together with VLOOKUPs and prayer.
Every week of slow admin costs margin, customers, or compliance risk. But you also cannot take your team off the phones for a six-month implementation. You need something that works around the current operation.
Your board, your partners or your insurer will ask hard questions. You need a deployment that has run at firms like yours, not a pitch deck. You want named references, not logos.
The 30 days
Week 1
Discovery
Two half-day sessions with your team. We map the workflow exactly as it runs today, including the undocumented bits. You get the map whether or not you proceed.
Week 2
Build
We configure SwiftCase against the map. Schema, workflow, documents, integrations, permissions. Your ops lead sits with our implementer so they understand every decision.
Week 3
Parallel run
Your team runs the new workflow alongside the old one on live cases. We measure cycle time, touchpoints, errors and handovers. The old process stays available as a safety net.
Week 4
Decide
Formal readout with the numbers against the pass/fail criteria. Three options: roll forward to production, extend the pilot to a second workflow, or stop. Your call.
If it does not work
A pilot that fails is still better than no data. Whatever you decide at the end of the thirty days, these go with you :
Firms who started with one workflow
The numbers below came years after one workflow, one decision, one measured result.
Questions we get before the scoping call
Fixed fee, agreed in writing before we start. It is scoped to the single workflow you pick and sits well below a full implementation. We will give you the exact number on the discovery call once we know the workflow.
Your data stays yours. Hosted in the UK, Cyber Essentials certified infrastructure. If you do not roll forward, you get a full export and the environment is decommissioned.
No. Production moves onto SwiftCase's standard terms : the same terms used by firms running 40,000+ users and eleven million cases. You see those terms before you sign the pilot.
You walk away with the process map, the measured baseline, and the honest answer. We would rather you stop after 30 days than spend a year discovering it.
Usually yes. The pilot is scoped to the one workflow, the data stays contained, and integrations are limited to what is strictly needed. We have run pilots inside firms whose core IT review cycle is six months.
A trial gives you the software. A pilot gives you a working, configured workflow running your real cases, with your team trained and a measurable result. One is evaluation. The other is proof.
Thirty minutes. You describe the workflow that is causing the most pain right now. We tell you whether it fits a 30-day pilot and, if so, what the scope and fixed price would be. No slides. No procurement form. No pressure to proceed.
Prefer to build the internal case first? Use the Board Case Builder
