Your business only runs as fast as its slowest process.We make it operate at the speed of the fastest.
Your Team is Your Most Important Asset.
Your best people carry the clients, the relationships, and the institutional knowledge that keeps the business running. In an SME, they also spend a significant part of every week on operational and administrative work that has little to do with why you hired them.
That sunk time is your most valuable hidden resource. Progentic identify and fix the processes, automate them and release the time back to you.
Three disciplines. One continuity of purpose.
Most providers hand you one piece of the puzzle. Progentic carries the same understanding of your problem from first analysis to adopted solution, with nothing lost between teams.
Workflow Analysis & Engineering
“A problem well defined is a problem well solved.”
Find the cause, not the symptom. Map the workflow, systems and data, and engineer the process before any technology decision.
Automation & AI Technology Implementation
“Optimise before you buy.”
The right technology becomes obvious once the process is fixed. Unlock what you already own first; add only what is left.
Change Management
“Automation never lands in neutral territory.”
A workflow no one adopts returns nothing. We train, embed and measure until the gain shows up in daily operations.
Success Stories
Real outcomes from real businesses across diverse industries.
Supplier Pricing Process Redesign
Reduced the monthly supplier pricing process from 25 hours to 4 hours...
Read Full Case Study →
Destination Management Operating System
Systematised a fully manual itinerary build, booking and trip management process into a bespoke application tailored for NZ travel...
Read Full Case Study →
Automated Fulfilment Process
Automated fulfilment process reduced fulfilment time from average 12 days to 7 days...
Read Full Case Study →
Digital Process Transformation
Replacing paper-based systems with automated workflows reduced payment cycle by 48% and compliance certification timeline by 37%...
Read Full Case Study →
AI-Powered Reference Checking
Transforming manual reference checking processes with AI transcription and analysis, reducing processing time by 62%...
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Complete Infrastructure Setup
Ground-up design of secure, efficient clinic systems including patient management, data governance, and compliance protocols...
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CRM for Patient & Donor Management
Implementing comprehensive CRM system to streamline service delivery, improve donor relations, and identify service gaps...
Read Full Case Study →
Customer Journey Re-engineering
Redesigning a product-focused retail banking approach into a relationship-based wealth management strategy across 14 countries...
Read Full Case Study →"Andrew had an excellent understanding of the business. He is able to bring many different business lines together to resolve and deliver solutions. Articulate, strong project and people skills."
"Andrew worked with me for a number of years and I highly rate his application to work, energy, commitment and diligence. Andrew is very task oriented, delivery focused and people focused. Was an absolute pleasure to work with."
"Daniel's been a fantastic partner for us. He really knows his stuff and always takes the time to understand any issues before jumping into solutions. I've especially valued the strategic guidance and consulting - those sessions have helped shape our IT direction."
Problem First, Solutions Last.
Discovery before Commitment.
We start with an advisory phase, with bounded Discovery and Analysis steps, holding off on solution decisions until we understand the problem and how much your existing stack can already do.
Discovery
- Define the business challenge, precisely
- Map the workflows, systems, data & the outcomes you want
- Explore the solution options: analysis, not a solution decision
- Deliverable: your options, the best approach for each, and how much your existing stack already delivers
CALL
Prioritisation & execution
- Prioritise by criticality, budget & timing
- We scope, size and quote the prioritised work
- Analyse workflows in depth and redesign
- Deliver: optimise · integrate · build-vs-buy · vendor selection · build & implement
- Change-manage, train and embed, always
Solve using what you already own first.
In an average SME only about 25% of existing system functionality is ever used. We work out how much of your existing stack can deliver your outcomes, because every rung we clear here shrinks, and often removes, the business-specific build. Often optimisation savings can help net off any business-specific build costs.
Optimise
Use the functionality you already pay for, most systems hide capability never switched on.
Extend
Licence add-ons within the stack, incl. AI like Document Intelligence, for a few dollars a month.
Integrate
Connect systems and get data flowing. Usually configuration, not a build.
Data work
Clean, de-duplicate and consolidate the data itself, so systems and AI can use it.
Buy
A mature market product where the stack can't reach, e.g. voice-to-text for agronomists.
Build
Industry- or business-specific applications, only where nothing else fits.
Explore our Expertise
From diagnosis to delivery, the full circuit with nothing left to chance.
Leadership Capability Training
"Leaders adopt first. Teams follow."
We guide leaders to an understanding of new technologies to give them the confidence to sponsor and drive initiatives.
Through focused capability training, leaders learn the tools, approaches, and vocabulary needed to apply automation & AI directly to their own work before introducing them to the wider team.
When leaders demonstrate results themselves, credibility replaces theory - making adoption easier and ensuring operational change is led from the top rather than imposed from outside.
Workflow Automation
"Your business is only as fast as its slowest process."
We remove operational drag by redesigning slow or broken processes so your business can run at the speed of its fastest capability.
We diagnose the root cause, redesign the workflow, then implement the right solution.
By identifying where high-value people are being pulled into low-value work, we re-engineer the process so that freed capacity can be redeployed into revenue-generating activity.
Adoption-Driven Change
"Change is more than just new technology."
We ensure operational improvements actually take hold in the business, so redesigned processes do not translate into unused tools or abandoned initiatives.
We sequence adoption deliberately - starting with the leader proving results, then involving the team in diagnosing operational drag and co-designing the new process and how freed capacity is redeployed.
Our approach aligns financial proof, leadership credibility, and team participation, which builds buy-in and ensures new workflows are embedded rather than resisted.
AI Strategy & Roadmap
"AI strategy should start with a revenue goal, not a technology demo."
Help leaders define a clear, practical roadmap for using AI to accelerate the parts of the business that generate revenue, rather than experimenting with disconnected tools.
Starting with the leader's strategic revenue goal, we help identify the AI tools and process changes that support it, prove the value in the leader's own workflow, and then map where operational changes should follow.
Our expertise lies in linking AI adoption to real operational constraints and revenue outcomes, ensuring technology is applied where it produces measurable yield rather than isolated productivity gains.
Solution Design
"The right technology becomes obvious once the process is fixed."
We design the right operational solution to support the redesigned process, ensuring the business gets a system that actually fits how it works.
Once the process has been analysed and redesigned, we evaluate the available options - apps, SaaS platforms, automation, AI, or simple workflow changes - and for many SMEs a hybrid solution exists using some or all of these.
The best approach is to start with the business problem rather than a technology preference, which prevents the common failure of applying the right tool to the wrong problem.
Solution Builders
"If it isn't built, it isn't a solution."
We turn the designed solution into a working system, integrated into the business so the improved process actually runs in day-to-day operations.
We build, configure, and integrate the required components - whether software, automation, or AI - and deploy them within the redesigned workflow.
We execute "full circuit delivery" from diagnosis to post implementation support, ensuring the solution is not just designed but built, embedded, and capable of capturing the intended operational and revenue gains.
End to End Project Management
"Successful change is engineered, not improvised."
We deliver operational change in a controlled way so projects move from design to working reality without disruption to the business.
We apply proven delivery disciplines - Lean Six Sigma for process engineering, PRINCE2 and PMI frameworks for project management, Agile for technology development, and Prosci for change adoption.
These structured methodologies bring clear governance, staged execution, and adoption management, reducing delivery risk and ensuring the solution is implemented, embedded, and delivering measurable results.
Customer-Centric Transformation
Business Type
Business Opportunity/Problem
This multi-national Wealth Management business leveraged the client base of a leading retail bank, seeking to offer wealth management solutions to its clients. The legacy retail nature of the organisation was built on a "products and offerings" strategy.
The Wealth Management business strategy was to move to a customer centric model that would build deep relationships with their clients, understanding their wealth management objectives and aligning product options to those needs. The objective was to position the firm as a wealth management advisor and offer this to retail customers so all their banking and wealth management needs were met in one place, and to aid client retention.
Solution
Re-design the Wealth Management customer journey to inform a software platform deployment that would help standardize the process. A change management programme based on ADKAR principles was executed to train and embed new ways of working for Relationship Managers across 14 countries using the new process and software.
Value
Modernised its platforms to support digital and physical distribution. Built a client-focused culture that supports long-term relationship-based growth. Improved client experience through integrated service delivery.
Automated Fulfilment Process
Business Type
Business Opportunity/Problem
This national furniture brand specialises in short runs of unique pieces requiring white glove handling for delivery, and often requiring finishing processes not catered for by standard Warehouse Management Systems (WMS). The sales platform was not integrated with the spreadsheet-based fulfilment process platform. The tracking of finishing processes, onshore production, and fulfilment were manual and built in extra effort by employees and increased the time between order and fulfilment for the customer.
Solution
The fulfilment process was analysed, re-designed and automated using Microsoft Power Automate to connect the sales engine directly with a SaaS solution to manage the finishing and production processes effectively, and raise delivery tickets automatically through an API with carriers.
Value
Fulfilment time was reduced from an average 12 days from order to 7 days, increasing customer satisfaction, and reducing warehouse staff effort that could be redirected on inventory accuracy and customer service.
AI-Powered Reference Checking
Business Type
Business Opportunity/Problem
Reference checks for executive placements are a critical element of the process and are very indepth across multiple referees for a single placement. The agent was focused on ensuring that candidate privacy was protected during the reference check process, so referee conversations were recorded by writing notes during the conversation by hand, then typing up notes and pasting into a candidate file record. This took a total of 4 hours per check (often with 3 such checks for each candidate), and the need to take manual notes during the referee conversation detracted from the agent asking indepth questions in a timely way.
The agent averaged 3 executive placements per month, with an average of 3 candidates, and each candidate having 2 referees. This meant at minimum 18 reference calls were conducted per month, each taking 4 hours (including processing) - a total of 72 hours per month.
Solution
A Privacy Impact Assessment was performed to ensure the candidates privacy was being protected, and policies introduced so that a candidate could consent to the agent recording conversations about them with referees. A solution was designed using the agent's existing Microsoft licence to make and record the referee calls through the voice function of Microsoft Teams when the candidate had consented. The transcript of this recording was then automatically summarised using AI and validated by the firm, before automatically populating the candidate file using Microsoft Forms. The transcript and any irrelevant information collected during the recording was then purged to protect privacy.
Value
The solution meant the call and processing time was reduced to 1.5 hours per reference call, reducing the administrative burden to 27 hours a month, freeing up 45 hours to spend on business development.
Digital Process Transformation
Business Type
Business Opportunity/Problem
The company relied on a cumbersome, paper-based system that caused inefficiencies, slow cash flow, and compliance risks. There was also a lot of manual data handling and potential for errors.
Solution
The process was thoroughly analysed, and the workflow was redesigned to connect business and compliance requirements seamlessly. This transformation replaced manual tasks with a streamlined, automated system.
Value
The new solution led to improved compliance, a significantly faster payment cycle, and quicker certification for their clients, ultimately reducing costs and improving overall efficiency.
CRM for Patient & Donor Management
Business Type
Business Opportunity/Problem
The organisation needed a better way to manage service delivery to patients and donors, including providing guidance, counselling, and practical services, while also identifying areas that needed more support.
Solution
A new CRM system was implemented to streamline patient and donor interactions, improve service delivery, and analyse data to identify service gaps and potential risks.
Value
The CRM helped the organisation provide better support to patients, improved communication with donors, and ensured that resources were allocated where they were needed most.
Complete Infrastructure Setup
Business Type
Business Opportunity/Problem
The clinic was brand new, with new owners and a new location, and they needed guidance on setting up all the necessary systems, from patient management to data governance, in order to operate efficiently and securely.
Solution
The entire infrastructure was designed from the ground up, including structured cabling, network security, patient confidentiality protocols, and efficient internal processes to ensure that data was protected and that the clinic could operate smoothly.
Value
The result was a modern, secure, and efficient clinic environment, where all systems were aligned with best practices and the team could focus on delivering excellent patient care.
Supplier Pricing Process Redesign
Business Type
Business Opportunity/Problem
This precision tooling company spent over half a week per month updating supplier prices into their sales platform. The supplier information came in various formats and was managed by unstructured spreadsheets and manual checks. The process was not only time consuming but error prone, leading to loss of revenue and customer dissatisfaction.
Solution
The pricing process was analysed front to back, redesigned and automated using the client's existing Microsoft stack. Supplier information was ingested and normalised, and multiple quality checks were installed. A clear SOP manual and detailed data integrity procedures were also provided.
Value
The 25-hour pricing process was reduced to 4 hours, and the increased accuracy meant greater customer satisfaction.
Destination Management Operating System
Business Type
Business Opportunity/Problem
Our client ran an amazing luxury travel destination management company for clients of a high-profile global luxury travel brand. After many years building the business, all the data, processes and communications existed predominantly in their heads, emails and drives. Our client wanted the ability to train others how to run the processes, to expand or spend time away from the business, and to make the operation more robust and certain for clients.
Solution
Progentic went through a detailed discovery phase with the client, mapping out how they designed and built luxury itineraries and building that workflow into a bespoke application grounded in their existing tech stack. We consolidated years of rich data into a robust database, integrated email into the app to standardise booking workflows, and used AI where it added value to classify and route incoming communications against specific trips.
Value
Our client came away with an application that suited their personalised style of working with suppliers and clients, removed the repetitious parts of the business, and enabled them to bring on new resources to manage the operation whenever they chose.
Meet Our Directors
Andrew
Outside Progentic, Andrew has owned and run a NZ retail and ecommerce business for 10 years, so when clients talk about operational headaches, he knows first-hand what it feels like when good people are buried in the wrong work.
He also spent years running large technology and change programmes at Deutsche Bank and HSBC - which means he brings that same delivery discipline to SMEs.
He holds a Bachelor of Laws and a Bachelor of Arts from the University of Canterbury, and is a PRINCE2 Project Management Practitioner and Lean Six Sigma Black Belt in Process Engineering.
Andrew focuses on applying automation and AI where they deliver measurable operational and commercial impact - diagnosing constraints, redesigning processes, and embedding solutions so the value is realised in day-to-day operations.
Andrew manages a small team of seasoned workflow engineers, project managers, change managers and "uber analysts" who work closely with Progentic's clients.
Daniel
Daniel runs his own IT Managed Service Provider, which means he works inside the operational reality of New Zealand SMEs every day. He encounters the same problems repeatedly, across dozens of clients and multiple industries - which gives him genuine pattern recognition about where the pain sits and what actually fixes it.
His background covers IT leadership, software development, and systems architecture, but the lens he brings to every engagement is business-first, not technology-first. He has seen first-hand what happens when technology gets applied to an undiagnosed process problem.
At Progentic, Daniel leads technical strategy and implementation - translating process diagnoses into working solutions and seeing them through until the business is running the redesigned process and capturing the intended gain.
Daniel manages Progentic's team of developers, engineers and solution architects.
Specialist Depth. Broader Reach.
We are specialist workflow engineers, solution designers, solution builders and embedders. We stay in our lane, but often our work uncovers broader challenges outside our area of expertise. We have a deep referral network with trusted partners who we can bring in when our clients need deeper service delivery.
Privacy Law Experts
Certified by the IAPP, Information Privacy Professionals can conduct Privacy Impact Assessments, and provide legal advice on compliance and data & AI privacy.
Technology Agreements
- SaaS and Software Licensing
- Technology Procurement Agreements
- Software Development Agreements
- Platform and Marketplace Terms
AI Governance Experts
IAPP Certified AI Governance Professionals to advise on AI Governance Frameworks, AI Risk and Impact Assessments, and AI Policies.
AI Vendor Relationships and Procurement
- AI Procurement Strategy and Vendor Selection
- AI Vendor Due Diligence
- AI Vendor Contracts
- Governance Framework for AI Vendor Relationships
Training
AI Tool Capability Training, Leadership Training, Online Learning.
Insurance
Specialist brokers for cyber insurance.
Managed IT Service Providers
IT support, backups and continuity, IT planning and strategy.
Cybersecurity
CyberCert Gold SMB1001 certified advice and tech stack alignment.
Third Party Software Vendors
We can help with vendor selection via our functional and non-functional requirements analysis.
Diagnostic
Find out if your business is running at the speed of your slowest process. Six questions. Two minutes. No email required to see your results.
Let's Talk
Ready to explore how process re-engineering, AI and automation can benefit your business? Looking to get started but not sure where to begin?
Get in touch for a free consultation. We'll discuss your specific challenges and identify practical next steps.