Embedded, not distant
We work with the people who understand the organisation and its day-to-day operations best.
About CB Transformation
Operational and digital improvement built around how work really happens.
CB Transformation was founded by Chris Bones after years of hands-on operations, systems and delivery work. The consultancy helps organisations reduce manual admin, connect systems, choose and implement digital tools, improve workflows and build the reporting, automation and support that keep work moving.
Book a consultationBuilt from hands-on delivery across SMEs, charities, training providers, care providers, public sector teams and service-led organisations.
Operations and process improvement
Microsoft 365, systems, automation and reporting
Safe AI where it supports the work
Good people working hard, but spending too much time navigating workarounds.
Most messy workflows are not caused by people failing. They come from unclear ownership, disconnected tools, weak systems and poor visibility.
That is why the work starts with how things actually happen. CB Transformation works with the people closest to the work, then turns what is learned into changes that can be delivered with the team.
How the work gets done
The work is based on how the organisation actually runs day to day, not just how it appears on paper.
Grounded, not theoretical
The work has to stand up to real inboxes, handovers and busy weeks.
Improvement without disruption
Most organisations can improve a lot before they need to replace everything.
Delivery matters
A good review is only useful if something changes after it.
What this means in delivery
Understand the work. Choose the right tools. Support after launch.
Work is reviewed with the people who run it.
Microsoft 365, automation and other tools are shaped around the agreed way of working.
Automation is used only when ownership and handovers are clear.
Reporting is built so teams can see what is due, blocked or drifting.
What the work covers
The work covers discovery, process mapping, system selection and implementation, Microsoft 365, automation, reporting, AI support and digital delivery projects across SMEs and admin-heavy teams.
The goal is always the same: less manual admin, better visibility and systems that support the way people actually work.
Operations and process improvement
Microsoft 365 and SharePoint
Power Automate, Forms, Lists and Teams
Safe, human-led AI opportunities
Reporting and management information
Systems implementation
Project delivery and ongoing support
Start with the work causing the most frustration.
Every hour spent on avoidable administration, duplicated work, weak systems or manual chasing is time taken away from clients, customers, patients and delivery.
Book a consultation