Multi award-winning digital transformation

Turn your messy, manual systems into a joined-up, AI-ready engine – so you can scale with less chaos and more control.

Enterprise-grade strategy, systems and growth expertise for entrepreneurs and leadership teams.
Start My Transformation
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Case study · Digital transformation

Digital transformation that turned 6 hours of admin
into 6 hours of sales time.

Business Transfer Group turned 6 hours of daily admin into 6 hours of sales time. Instead of losing a role, they created a full sales role by stopping wasted time — and used that first win as the foundation for an ongoing digital transformation journey.

−88% routine admin on enquiries
< 60s auto-acknowledgement 24/7 from day one
CRM hub Mailchimp, Adobe Sign, Sage, businessesforsale.com
Read the BTG story See how one big win became a full digital transformation roadmap.
Phil Gaskell, Director, Business Transfer Group

“Digital transformation for us wasn’t about shiny new software. It was about freeing our people to focus on buyers and sellers. With the right guidance and a clear roadmap, we joined up our systems and built a platform we can keep improving.”

Phil Gaskell · Director, Business Transfer Group

What really changes when you work with Streamline?

From your current state to a future-state tech stack, customer experience and growth engine that actually work together.

FROM Current state
Messy, manual and hard to trust

Scattered CRM, spreadsheets and niche apps that don’t quite join up – with gaps and overlaps everywhere.

Your best people are wasting hours copy-pasting data between spreadsheets instead of closing deals.

Customers feel a clunky, disjointed experience when they work with you.

You have no idea which marketing channel is actually working because the data never matches up.

Journey
TO Future state
Joined up and growth focused

Rationalised, joined-up stack using your existing tools, with clear roles for each system.

Reliable, joined-up information everyone trusts and can run the business on.

Customers experience you as slick, professional and easy to deal with.

Growth follows a simple, proven playbook with joined-up, measurable marketing.

AI-ready foundations
AI-ready means your core systems are properly joined up and cleaned up, so AI tools can plug in once and work from accurate, up-to-date information – instead of becoming just another app to feed.
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Ways we can work together

Choose where you are right now – we’ll meet you there and build from there.

Tech Triage – Get Your Fix

A short, sharp diagnostic call focused on your biggest systems headache. We’ll map the lowest-risk way to fix it, what it will take, and the sensible first step.

Get your fix

The Streamline Transformation Partnership

Ongoing strategy, build and optimisation to connect your systems, tidy the processes, and make AI practical in the day-to-day. Subscription-style development – no big-bang project, just steady, proven progress.

Explore the partnership

Growth Coaching & Playbook

Entrepreneurs Circle-backed coaching plus a practical sales and marketing playbook that keeps leads and customers flowing. Align your systems, campaigns and numbers so growth becomes predictable – not hopeful.

See the growth system

3 Pillars of Digital Transformation Success

Streamline’s three pillars keep progress simple and steady: Operational Excellence (clean data, tidy processes), Exceptional Customer Digital Experience (joined-up journeys that feel effortless), and Scalable Growth (tech and tactics that compound). It’s the lens we use to prioritise, align, and ship value every month—so systems run smoother, customers smile, and growth sticks.

Streamline FACT 2 Preview
FACT

70% of customers using the playbook grow by at least 100% after 2 years

What our clients say

Rebecca Courthold

Head of Customer Service

wagamama

Streamline hasn’t needed large amounts of my time, and we can quickly get the work done and delivering benefits to wagamama.”

Jasper Lounio

Global Head of Channel
Efficy

Whether it’s through seamless integrations, expert consultancy, or tailored CRM configurations, Streamline consistently raises the bar for client success

Karen Clarke

Client Relationship Manager WSH

Streamline are without doubt the most effective technology supplier in terms of solution delivery, adding huge value across our range of platforms

Multi Award Winning 2004 2017 2018 2019 2020

Systems and Customer Service Award as Voted for by our Customers

Meet the Founders

James Bogue

Consultant, Entrepreneur & Founder of Streamline

I have over 40 years' of experience scaling small and medium-sized technology businesses — including one that ranked among the UK’s Top 100 Growth Companies. Twice!

I’ve learned that growth is only sustainable when systems work together. As an Entrepreneurs' Circle Business Coach, I guide business owners with a unique perspective of a proven sales, marketing and systems knowledge.

Mark Dixon

Technologist, Entrepreneur & Founder of Streamline

I began my career as a software engineer, which led me to consulting for some of the UK’s largest companies.

I’ve always been more focused on business outcomes than just technology. At one market-leading organisation, I solved 3 of their top 10 problems, as identified by a market-leading consultancy -  using their existing systems.

While others just throw new products or systems at a problem I think my way out of it

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