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Operations & automation consulting · Melbourne · Australia-wide

Operations built to run without the owner in the loop.

Holistc designs, implements and operates the systems that move work through a business — quoting, follow-up, documentation and reconciliation — within the platforms clients already run. Engagements are scoped in writing, delivered by one team, and measured in hours returned each week.

40+engagements delivered
8industries
99%client retention
4–8 wksfrom kickoff to operation
Holistc’s emblem in polished plum and burgundy

Delivered within the platforms clients already operate — no migration required

Xero
Microsoft 365
Salesforce
HubSpot
Buildertrend
Google Workspace
Power Automate
Make
Dropbox
Zapier
WhatsApp Business
Slack
monday.com
Shopify
Procore
PropertyMe
MYOB
Jobber

Measured outcomes

Every engagement is delivered against a number.

Four systems in production across four industries. Each result links to the full account: the operating problem, the platforms involved, and what changed in the first month.

Most mid-sized businesses have the software. What they lack is the system around it.

Quotes are re-keyed between platforms. Follow-up depends on memory. Each new job adds another spreadsheet, and each new hire inherits the workarounds.

Growth then comes at the cost of headcount — or of the owner’s own hours.

Holistc exists to remove that constraint.

Our approach, in 22 parts22 principles behind
every Holistc system

01

Every engagement begins with the work, not with software.

Ask Structor about the work you want to improve. Your question carries into the enquiry form, where you can add your contact details and send it to the Holistc team.

s.StructorEnquiry intake · Holistc team↗
Every quote is re-keyed into our accounting system and subcontractors are followed up by text. Where should we begin?

STRUCTOR

Tell us where it gets stuck. Your question will carry into the contact form for our team to review.

YOUR BRIEF
Objective
↓
Platforms in use
↓
A first system, scoped
02

We build within the platforms a client already operates.

The CRM, inbox, job management and accounting systems remain in place. Each is given a defined role, and the connections between them are engineered so that information moves without a person re-entering it.

In our experience the constraint is rarely inside one system. It is almost always between two.

Shared inboxCRMJob managementDocumentsAccountingOperationsReportingPeople
03

Every component of the system must justify its place.

Capture the right information, determine what happens to it, and route it to the next person or system. A component that does none of these three is not included.

The first release addresses a single operational need and is measured in hours returned.

Understand

01

Establish where the hours go

Connect

02

Assign each platform a role

Review

03

Retain a person on each decision

04

One operating pattern serves enquiries, service, operations and reporting.

The work differs; the pattern does not. Capture it, attach the context, and hand it to the accountable person with a defined next step. Select a workflow below to examine each stage.

ENQUIRIES

New enquiry→Understand the request→Review & follow up

Give a new enquiry a clear owner and a considered next step.

ILLUSTRATIVE WORKFLOW
05

The team that scopes the work delivers it, and remains accountable for it in operation.

There is no hand-off to a separate delivery function and no account layer in between. The same people conduct discovery, build the system, and support its first month in production.

Fees are agreed in writing before work begins. The quoted figure is the invoiced figure.

06

Every automated process ends with a named owner for the next step.

A process is not complete when a record is updated or a draft is prepared. It is complete when an accountable person holds it, with the context required to act.

For every workflow we define the trigger, the review and the hand-over, so that work continues to move and nothing is lost between systems.

An enquiry, from receipt to accountable owner.ILLUSTRATIVE WORKFLOW
01

A request arrives

↓
02

Context is attached

↓
03

A person reviews

↓
04

The next task is assigned

✓
07

Inbox, CRM, job management and accounting, operating as one system.

We begin with a map of where information resides and who requires it next, then connect only what the workflow demands.

Integration methods, permissions and access are reviewed and agreed before any build commences.

WebsiteShared inboxCustomer record
Holistc emblemholistc
ApprovalsTasksTeam updates

Begin with the work.
Connect what matters.
Keep people in control.

THE HOLISTC APPROACH
08

Work is captured at the point where it already arrives.

A website enquiry, a shared inbox, a message from a subcontractor, an internal request. Each can initiate a workflow without requiring staff to change how they work.

↗

Website

Capture the request

✉

Inbox

Keep the context

↔

Internal tools

Route the work

09

Information is entered once and carried forward.

A sound hand-over carries the objective, the relevant detail and the accountable owner with it. Staff should not need to ask where a matter stands, and clients should not need to restate their position.

10

Management approves what matters. The system handles the remainder.

Together with the client we determine where human review belongs — approvals, payments, client-facing communication — and what occurs when information is incomplete.

An explicit approval step makes accountability visible. An example follows.

REVIEW BEFORE ACTION

You decide what happens next.

Business goalIncluded ✓
Existing toolsIncluded ✓
Selected componentsIncluded ✓
Implementation reviewWith Holistc ↗
11

Client data remains client data: scoped access, approval points, an audit trail.

Each workflow is limited to the information it requires. Access is granted per system, is revocable by the client, and is logged. Client data is used for the engagement and for nothing else.

Data handling and permissions are settled in the scope, before the build, rather than discovered afterwards.

✓Purpose✓Permission✓Ownership✓Audit trail
12

Delivery is the beginning of the engagement, not the end.

Systems drift as a business changes. Ongoing monitoring, refinement and support — our KRONOS engagement model — keeps what was built accurate, and extends it as the next constraint emerges.

Iteration, maintenance and scale, with the client’s team at the centre.

Understand→Build→Review→Improve

Governance and confidentiality

We are entrusted with access most providers never receive. The control environment reflects that.

01

Scoped, revocable access

Each system receives the minimum permission the workflow requires. The client can see it, and withdraw it, at any time.

02

Defined approval points

Payments, approvals and client-facing communication pause for a person. Those points are agreed in the scope.

03

A complete audit trail

Every action the system takes is logged and traceable: what initiated it, what it touched, and what followed.

04

Documented and transferred

Everything we build is documented so the client’s team can operate it. No developer on retainer is required to change a rule.

Advisory partner

Where the decision precedes the system, Markham advises.

Holistc is the implementation and managed-operations firm. Markham Consulting is its advisory partner: a consulting firm, under common leadership, that helps Australian organisations make major decisions and turn them into working change across strategy, operations, technology and business transitions.

A new market, a second site, a restructure, an acquisition or a separation is decided with Markham. The operating systems that follow are designed, built and run by Holistc. One line of accountability from the decision to the operation.

MMarkham Consultingmarkhamconsulting.com.au · Visionary thinking. Measurable outcomes.

CLIENT RESULTS

Selected engagements.

01 / PROPERTY MANAGEMENT40% portfolio growth, no additional headcount

Property firm scales 40% without hiring using automation

Read the story ↗
02 / INSURANCEClaims cycle: 3 days to 3 hours

Insurance provider cuts claims processing time by 80% with automation

Read the story ↗
03 / CONSTRUCTION60% reduction in administrative time

Contractor cuts admin time by 60% and accelerates project delivery

Read the story ↗
04 / PRINT & MANUFACTURING70% increase in throughput

Print manufacturer boosts throughput by 70% with end-to-end automation

Read the story ↗

13 — 17 / INSIDE THE SYSTEM

See the work.
Not the busywork.

A Holistc system from the inside: incoming work, the relevant business knowledge attached, and a person deciding what happens next. The example is interactive; nothing is transmitted.

Incoming requests

New request

Question about data retention policy

From customer@example.test · Example request

Suggested sources

2 relevant sources

For human review

Complete the review to try the handover.

13

Your knowledge, in context

Policies, price lists, procedures and approved responses are surfaced at the moment they are needed, so the reply is correct the first time.

14 — 15

A named owner, always

Every request carries a name. Nothing waits in a shared inbox to be noticed.

16 — 17

Review in seconds, not meetings

Check the draft, add a note, approve or return it. The decision is recorded with the work.

18 — 21 / BUILT AROUND YOUR TEAM

From request to resolution,
without the back-and-forth.

Three stages, every time: capture with context, review against the right knowledge, resolve with an accountable owner.

18

Capture

Requests arrive from any channel and are matched to the policy, record or document they concern.

New requestcustomer@example.testQuestion and context captured
19 — 20

Review

A person checks the proposed response, adds what the system could not know, and approves.

Suggested sourcesData retention policyGuidance and ownership checked
21

Resolve

The response is issued, the record is updated, and the context remains attached for the next occasion.

Ready for handoverReviewed by your teamIllustrative workflow

22 / YOUR NEXT STEP

Structor.

Bring one operational bottleneck. Add your question, then review and submit it with your contact details.

Your question carries into our enquiry form. The Holistc team responds after you submit.

01Context⌃

ASK STRUCTOR

What would you like to improve?

Describe your question. We’ll carry it into the enquiry form for the Holistc team to review.

Review your details on the next step.

Your question is carried into the form. Nothing is sent until you submit it.

Operations that run

Holistc’s sculpted emblem

without the owner in the loop.

Start a conversationClient results