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OPS & PROCESS PARTNERS

Turn operational excellence into a scalable solution

Replace manual processes with workflows, automation and dashboards—

so improvements stick and clients keep paying.

Lasting impact. Predictable revenue.
Book a Partner DemoApply to Partner
CLIENT VALUE

Key outcomes you sell to clients

Help clients move from spreadsheet chaos to structured, automated operations—with measurable improvements they can see from day one.

Faster execution

Automated follow-ups, task assignments and notifications ensure nothing falls through the cracks. Trigger automations on record creation, updates or workflow stage changes.

Always-visible progress

Real-time dashboards and charts give managers instant visibility of KPIs, bottlenecks and team performance—with AI chart suggestions to surface insights faster.

Less admin, more impact

Scan & Fill eliminates manual data entry from documents, images and spreadsheets. AI filters and task suggestions reduce the cognitive load on every team member.
PLATFORM FIT

How Kinabase powers process improvement

The platform capabilities that make your consulting stick—turning recommendations into working systems.

Workflow automation

Build automations from record changes, stages or schedules.

Workflow automation

  • Triggers for adds, updates, stages and schedules
  • Tasks, emails, notifications and updates
  • Conditional logic with if/else branching
  • Webhook calls for external integrations

Dashboards & reporting

Create live dashboards with charts, KPIs and widgets that update automatically.

Dashboards & reporting

  • Line, bar, pie and scatter charts
  • AI chart suggestions from your schema
  • Dashboard, collection and record reports

Practical AI assistance

Use AI to cut data entry, search faster and build charts quicker.

Practical AI assistance

  • Scan & Fill from docs, images and camera
  • AI filters with natural language search
  • Chart suggestions from prompts
PACKAGES

Packaged offers you can sell

Three engagement models that create immediate value and build into ongoing relationships.

Spreadsheet Amnesty workshop

A structured workshop to audit spreadsheet sprawl, prioritise processes and build a roadmap—followed by a pilot build that demonstrates immediate value.

Ops system build sprint

A focused delivery sprint to configure three core workflows, connect dashboards and set up Microsoft 365 integration—a complete operational backbone.

Continuous improvement retainer

Monthly optimisation covering automation tuning, new workflow builds, dashboard refinement and backlog management—recurring revenue that scales.
YOUR KIT

Ops partner enablement kit

Materials designed for process improvement consultants who want to deliver tangible, measurable outcomes.

Before/after demo script

A guided demo script showing the transformation from spreadsheet-based operations to structured workflows, automations and dashboards.

ROI narrative template

A structured framework to quantify client benefits—time saved on admin, reduction in errors, improved visibility and faster execution.

Workflow pattern library

A library of common workflow patterns—approvals, handoffs, reminders, escalations and conditional routing—ready to configure for any client.
The Kinabase Platform

Kinabase helps organisations adopt AI and replace spreadsheet sprawl with a secure, scalable system for how work actually gets done.

Model anything with collections + records + fields, then add workflows, automations, reporting and permissions
Integrate seamlessly with Microsoft 365 (SSO, Outlook, SharePoint) and extend with an API
Use practical AI (Scan & Fill, AI filters, chart suggestions) with humans always in control
Built for trust: UK hosting, encryption, granular permissions, audit logging and compliance-ready controls
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Ready to package operational excellence?

Join the partner program and start delivering measurable process improvements for your clients.
Apply to PartnerBook a Partner Demo
OPS PARTNER FAQS

Frequently asked questions

Find answers to common questions about our platform.

What types of automations can I build?

Kinabase supports automations triggered by record creation, updates, stage changes and scheduled times. Steps include creating tasks, sending emails and notifications, updating records, generating PDFs from document templates, making API calls via webhooks, granting portal access and conditional if/else logic.

How does the Spreadsheet Amnesty workshop work?

The Spreadsheet Amnesty is a structured engagement where you audit a client's spreadsheet-based processes, prioritise which ones to systemise first, and build a pilot in Kinabase that demonstrates immediate value. We provide the workshop framework, templates and demo materials.

Can clients self-serve after implementation?

Yes. Kinabase has a visual automation builder and intuitive configuration tools. After implementation, clients can create new views, build simple automations, add collections and configure dashboards themselves. This self-service capability is also what makes a continuous improvement retainer valuable—you guide the evolution.

What reporting and dashboard capabilities are available?

Kinabase supports line, bar, pie and scatter charts with aggregation modes (sum, average, min, max). Dashboards can include multiple widgets at different sizes. AI chart suggestions automatically recommend useful visualisations based on the collection schema. Reports can be set at dashboard, collection or individual record level.

How does AI assist with process improvement?

Scan & Fill extracts data from documents, images and spreadsheets to eliminate manual entry. AI filters let users query data in natural language. Chart suggestions automatically surface useful visualisations. Task suggestions generate action items from activities. All AI features keep humans in control—customer data is never used for model training.