CDI SERVICES

What we help with

RIGHT TOOLS. REAL SOLUTIONS. TAILORED TO YOU.

Websites & digital presence

Modern, effective websites that help you win work.

The problem
An outdated, slow or confusing website can quietly cost you enquiries every week.

What CDI does
We design and improve clear, professional websites around what your customers actually need to do — find information, trust you and get in touch.

What you gain
A credible digital presence that is easier to use, easier to maintain and better at turning visitors into enquiries.

01

Automation & AI

Save time, reduce admin and work smarter.

The problem
Repetitive copying, chasing and re-keying between systems wastes staff time and creates avoidable mistakes.

What CDI does
We map the repetitive steps and automate the parts that genuinely make sense, using proportionate tools rather than adding complexity.

What you gain
Less manual admin, fewer errors and more staff time for work that actually needs a person.

02

Customers, enquiries & follow-ups

Keep customer details, enquiries and next steps organised in one place.

The problem
When customer information is spread across inboxes, notebooks and spreadsheets, follow-ups get missed and nobody has the full picture.

What CDI does
We can set up a simple customer-management system (CRM) around how you actually handle enquiries, customers and jobs.

What you gain
A clear shared view of what is happening, what needs doing next and who owns it.

03

Microsoft 365

Get more from Teams, SharePoint, Outlook and the tools you already use.

The problem
Many businesses pay for Microsoft 365 but still rely on manual workarounds, duplicated files and scattered information.

What CDI does
We organise Microsoft 365 around your workflow and make better use of Teams, SharePoint, Outlook, Excel, Power Automate and related features where useful.

What you gain
Better organisation and collaboration without replacing all the tools you already use.

04

Google Workspace

Set up and streamline Gmail, Drive, Sheets and more.

The problem
Files, email, forms and spreadsheets can become fragmented as a business grows.

What CDI does
We structure Google Workspace so Gmail, Drive, Sheets, Forms and Calendar work together more cleanly for your team.

What you gain
Less duplication, clearer ownership and simpler day-to-day collaboration.

05

ChatGPT & AI assistants

Practical ways to use AI in your business.

The problem
AI can feel overwhelming, and buying AI tools without knowing exactly what job they should help with often creates more hassle than value.

What CDI does
We identify everyday jobs where AI could genuinely help — such as drafting, summarising, finding information and supporting routine work — then help your team use it safely and practically.

What you gain
Useful time savings without forcing AI into parts of the business where it does not belong.

06

Get your systems working together

Connect the tools you already use and cut down on duplicate work.

The problem
When your systems do not talk to each other, staff end up entering the same information twice and important details can get missed.

What CDI does
We connect the tools you already use or build a focused internal solution where an off-the-shelf option does not fit.

What you gain
Fewer unnecessary steps and a process that feels joined-up rather than patched together.

07

See what’s happening in your business

Bring your key numbers together so they are easier to understand and act on.

The problem
Important information is often spread across multiple files and systems, making simple questions take too long to answer.

What CDI does
We bring the information that matters into one clear view, so you can quickly see what is going well and what needs attention.

What you gain
A faster, clearer view of performance, workload and problems that need attention.

08

Training & support

Build confidence and get ongoing support.

The problem
New systems only help if the people using them understand them and feel confident with the change.

What CDI does
We provide practical, plain-English training and follow-up support around the tools and ways of working we introduce.

What you gain
A more capable team that can use and improve the system without becoming dependent on CDI.

09

Not sure where to start?

Start with the problem, not the name of a piece of software. We’ll talk through the options and agree any work and costs before starting.