Build AI agents that do the work—not just answer questions.
We find the repetitive, manual work slowing your team down — attendance, approvals, follow-ups and reports — and automate it with practical AI. Your people stay in control and focus on the work that actually grows the business.
Four flows. One system.
Every workflow we build lives in one of four connected flows — from the first clock-in to the final management report. Start with one; they're designed to join up.
Four connected flows — start with one, expand when ready
Where operations begin — the people-facing capture points every SME runs daily.
↳ feeds Operations FlowAI Attendance
Check in via WhatsApp, QR or form — captures time, location, site and photo.
Automate: alerts supervisors of lateness or absence and produces attendance reports.
Leave & Off-Day Approval
Staff submit leave through WhatsApp or form; the manager approves.
Automate: updates the leave balance and shared calendar instantly.
Onboarding Assistant
Collects new-hire details, sends forms, policies and induction materials.
Automate: schedules training and tracks completion.
Licence & Training Tracker
Tracks permits, licences, certificates, medical checks and mandatory training.
Automate: sends reminders well before anything expires.
HR Query Bot
Answers staff questions on leave, claims, policies, payroll dates and procedures.
Automate: escalates sensitive cases to HR.
Field and site activity — where the actual work gets documented and tracked.
↳ feeds Revenue & Control FlowSite Report
Conditions and progress, reported from the field.
Automate: builds a client-ready report from a template.
Inspection
Scheduled safety and compliance checks.
Automate: schedules inspections and flags failed items.
Work Order
Assign a job and track it to completion.
Automate: dispatches by skill or location and tracks status.
Incident
Log and manage safety incidents.
Automate: escalates by severity and opens an investigation file.
Maintenance
Preventive servicing and equipment condition.
Automate: schedules recurring servicing and chases overdue.
From first enquiry to a signed proposal — the pipeline that keeps revenue moving.
↳ feeds Control FlowLead Capture
Enquiries from every channel, in one place.
Automate: qualifies, assigns and reminds sales to follow up.
Quotation
Turn requirements into a quote.
Automate: drafts the quotation for review and approval.
Follow-Up
Nothing goes cold.
Automate: sends timed follow-ups and alerts on replies.
Appointments
Book and manage sales meetings.
Automate: self-service scheduling with automatic reminders.
Proposal & Tender
Quote it, send it, track it.
Automate: assembles the response and tracks the e-signature.
Where delivered work turns into numbers leadership can actually act on.
↳ closes the loopPurchasing
Requests and procurement of supplies.
Automate: routes by value and raises the purchase order.
Invoicing
Bill clients, track payment.
Automate: issues the invoice automatically on completion.
Debt Tracking
Outstanding receivables and ageing.
Automate: flags overdue accounts and sends reminders.
Management Report
Everything rolled up for leadership.
Automate: compiles the dashboard and sends it on schedule.
See AI Attendance in action.
A walkthrough of our flagship Workforce Flow — from a WhatsApp selfie to a live management dashboard. Plays automatically; tap a step to jump.
A selfie is the whole check-in.
- Opens right inside WhatsApp — nothing to install
- Automatically time-stamped and geo-tagged
- Confirmed in seconds
AI verifies every check-in.
- Liveness DetectionPASS
- Facial RecognitionMATCH
- Identity VerifiedDONE
Stops proxy and buddy check-ins.
Just ask — in plain language.
Managers get instant answers on attendance, absentees and sites — anytime, anywhere.
From problem to measurable outcome.
Representative engagements showing how Annex takes a real operational problem to a working result.
Manual attendance and site reports were eating supervisors' days.
Certification was a scramble and defects kept recurring.
Quotes were slow and follow-up depended on memory.
Three practical levels of implementation.
Start with one high-friction workflow, prove the value and then expand.
One repetitive workflow that needs a fast and visible improvement.
- One workflow and up to three applications
- Forms, routing and notifications
- One management dashboard
- Two weeks of support
Two or three related workflows that should operate as one connected system.
- Process mapping and redesign
- Basic AI interpretation or document handling
- Approvals, alerts and dashboard
- User testing and one month of support
A business function redesigned around integrated workflows and controlled AI agents.
- Business-process diagnostic
- Three to five connected workflows
- AI agent, assistant or document processing
- Governance, knowledge transfer and optimisation
Final scope, timing and investment are confirmed after a short workflow diagnostic.
A consultancy for SMEs that want to move faster.
Annex Training & Consultancy helps SMEs improve business performance through practical consulting, workforce development, management systems and digital transformation.
We don't hand over a report and leave. We work alongside your team to design the change, build it, and make it stick — so the improvement shows up in how the business actually runs.
See how we workWhy SMEs choose us.
We understand the process
Not just the technology. We've run operations, so we design change that fits how the work is actually done.
Operations-led SME focus
Cleaning, landscape, construction, FM, logistics and services — sectors where we know the real problems.
Strategy to implementation
One partner from the boardroom conversation to the working system — no hand-off, no gap.
Practical, measurable outcomes
Every engagement targets a number — hours saved, faster response, risk reduced — not a slide deck.
Weeks, not months
Start with one workflow and reach a live pilot fast. Prove value, then scale with confidence.
Future-ready & AI-enabled
We bring modern AI and automation to SMEs in a grounded, practical way — adopted where it truly pays back.
Three practices. One transformation partner.
Most SMEs don't need three vendors. Annex brings workforce, management systems and innovation together, so the pieces actually connect.
Build a workforce that can carry the business forward.
The right people, in the right structure, with the skills and leadership to grow — mapped to the roles your business actually runs on.
Most SMEs plateau not because of strategy, but because capability doesn't keep pace with ambition. We close that gap deliberately.
- A competency framework mapped to real roles
- A stronger leadership and succession bench
- Training that targets the right gaps
- A talent pipeline that reduces key-person risk
Management systems that hold up to audit — and actually improve operations.
Certification should make the business better, not just tick a box. We design systems your people will genuinely use.
A binder on a shelf passes an audit once. A system built into daily work reduces real risk and wins you more of the tenders that require it.
- Audit-ready documentation, not shelfware
- A clear BizSAFE progression path
- Risk reduced, not merely recorded
- Eligibility for tenders that demand certification
Modernise how the work gets done.
AI adoption, workflow automation and digital transformation — applied to the processes where it genuinely pays back, on the tools you already use.
You don't need more software. You need the right processes automated, measured and visible — connecting WhatsApp, email, Microsoft 365 and Google Workspace into workflows that run themselves.
- Less admin, faster and more consistent follow-up
- Management dashboards for real visibility
- Automation on tools your team already uses
- Measurable ROI, workflow by workflow