Cymru Digital Intelligence
Talk to CDI
HOW WE WORK

A better way to run
your working day.

Tell us what’s taking too long, getting missed or holding you back. We’ll help you work out what to change — and help you make it happen.

See how we can help
Your business first. The technology comes second.
PRACTICAL HELP, REAL SITUATIONS

Where could we make a difference?

These are starting points, not business categories. Choose a situation that sounds familiar to see what we could put in place.

“I spend too much time on admin.”

Less copying, typing and moving information around.

WHERE WE START

We look at the steps you repeat: enquiries, forms, quotes, invoices and updates.

FOR EXAMPLE

A customer’s details are captured once, then used to prepare a quote or invoice for you to check.

WHAT WE CAN PUT IN PLACE
  • Set up reusable forms, templates and documents.
  • Connect information between your existing tools where practical.
  • Use automation or AI for suitable routine tasks, with checks before important information is sent.

“I’m always chasing customers.”

A clearer way to manage enquiries and follow-ups.

WHERE WE START

We look at where messages arrive, how you reply and how you remember the next step.

FOR EXAMPLE

A new enquiry becomes a customer record and a follow-up task, rather than getting buried in an inbox.

WHAT WE CAN PUT IN PLACE
  • Bring enquiries into a shared customer list or a simple customer-management system.
  • Set up reply templates, reminders and follow-up tasks.
  • Make it clear which enquiries need attention and who is dealing with them.

“My website isn’t doing enough.”

Help visitors understand, trust and contact your business.

WHERE WE START

We review what customers need to find and what you want them to do next.

FOR EXAMPLE

Instead of hunting through pages, a visitor can find the right service and send the details you need to respond.

WHAT WE CAN PUT IN PLACE
  • Build or improve a clear, professional website that works on phones.
  • Make services, information and calls to action easier to understand.
  • Add suitable enquiry forms, booking or payment options when they support your business.

“Everything is in different places.”

Keep customers, bookings and work easier to find.

WHERE WE START

We look at your spreadsheets, messages, folders and calendars — and where things get lost between them.

FOR EXAMPLE

Your team can see a booking, its customer details and the next task without checking three different message threads.

WHAT WE CAN PUT IN PLACE
  • Create a sensible place for customer and job information.
  • Set up shared calendars, task lists and organised document storage.
  • Improve how your tools share information, with access suited to each person’s role.

“We pay for tools we barely use.”

Get more from what you have before adding more.

WHERE WE START

We review the tools you already pay for, how people use them and where they overlap.

FOR EXAMPLE

A shared process may be possible with your existing subscription instead of another monthly software bill.

WHAT WE CAN PUT IN PLACE
  • Help you make better use of Microsoft 365, Google Workspace and other existing tools.
  • Identify duplicated subscriptions or features that could meet an existing need.
  • Recommend a new tool only where there is a clear reason, with costs and limitations explained.

“My team needs a bit of help.”

Practical skills and clearer information for everyday work.

WHERE WE START

We find out what people need to do, what feels confusing and what information would help them make decisions.

FOR EXAMPLE

Your team learns how to use the tools in a real task, with a simple guide they can refer to afterwards.

WHAT WE CAN PUT IN PLACE
  • Provide practical training using examples from your own work.
  • Create straightforward instructions and reusable prompts or templates.
  • Bring useful business figures into clearer reports, and explain how to use them.
FROM CONVERSATION TO SOMETHING THAT WORKS

A clear plan. Help to carry it through.

  1. Understand your day

    We talk through how your business works and look at the tasks, tools and frustrations that matter to you.

  2. Agree what’s worth changing

    We prioritise useful improvements with you, explain the options and agree the scope, costs and what success would look like.

  3. Put it into practice

    We build, configure or improve what’s agreed, then test it with realistic examples and your feedback.

  4. Help you make it stick

    We show you and your team how to use it, provide useful guidance and agree any ongoing support you need.

WHAT YOU CAN EXPECT

Practical help. Straight answers.

Build on what you have

We start with your existing tools and ways of working, rather than assuming everything needs replacing.

Keep you in control

You understand the recommendation, what it costs and what needs your approval. Important decisions stay with people.

Make it useful

We agree what improvement matters and check the result against that, rather than adding technology for its own sake.

Talk to CDI

What’s taking more time than it should?

You bring the business problem. We’ll help you work out the next step.

Let’s talk about your business Already know what you need? Explore our services