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TOOLS, GUIDES & WORKING TEMPLATES

Useful resources
for everyday operations.

Start with a practical task: checking call charges, organising a billing record or preparing a process-discovery interview. These resources are available without registration.

INTERACTIVE TOOL

Billable call-time calculator

Enter call durations, a rate, rounding and a minimum. Review the illustrative charges and download a CSV calculation.

Use the calculator →

EDITABLE CSV

Client billing template

Organise call records, agreed billing rules and review status. Use a clear checklist before sharing the bill.

Get the template →

GUIDE & EDITABLE CSV

Process discovery checklist

Prepare interviews that capture steps, roles, systems, waiting time and exceptions. Keep findings connected to evidence.

Read the guide →

Have a recurring problem these tools do not address?

Tell us who faces it, how it is handled today and what a useful solution would change.

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