Advisory & Consulting

Strategic consulting to transform your operations through workflow automation, data and systems integration, and strategic AI implementation.

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What is Advisory & Consulting?

Advisory and consulting at Creative Folks means turning your automation and integration strategy into a tangible, achievable plan built for complex, content and business workflows.

Our advisory and consulting services bridge the gap between vision and execution for medium- and large-sized organisations that are ready to invest in transformational change. We help you define your roadmap for workflow automation, systems integration, and AI enablement, tailored to industries where content and data are deeply intertwined.

From strategic planning to proof-of-concept delivery, we guide you through each step, ensuring technology choices and integration designs deliver measurable outcomes. 

The result? Faster deployments, better adoption, and long-term scalability.

Key Benefits

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Strategy Aligned with Outcomes

Define a clear roadmap that aligns your technology investments with your operational and business goals, avoiding costly missteps.

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Faster Time-to-Value

Deliver tangible results quickly through proof-of-concepts and phased implementation, even in complex enterprise environments.

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Seamless Legacy & Cloud Integration

Unify legacy ERP and modern SaaS applications into a single, connected environment with minimal disruption.

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AI-Ready Data Foundations

Prepare structured and unstructured data for AI agents, predictive analytics, and intelligent automation, ensuring your AI investments deliver sustainable value

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Long-Term Scalability

Build composable solutions that can evolve with your organisation, not lock you into a single vendor.

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Vendor-Neutral Expertise

Get objective guidance from a team with 15 years of proven experience across multiple platforms and industries.

Why Creative Folks?

25+ years automating content-rich workflows

25+ years automating content-rich workflows

15 years mastering complex systems integration

15 years mastering complex systems integration

Proven methodology for identifying automation opportunities

Proven methodology for identifying automation opportunities

End-to-end view of workflows, data, systems, and AI working together

End-to-end view of workflows, data, systems, and AI working together

Vendor-agnostic and industry-diverse experience

Vendor-agnostic and industry-diverse experience

Proven track record with DAM, PCM, ERP, and CMS integration

Proven track record with DAM, PCM, ERP, and CMS integration

Strategic guidance informed by hands-on implementation experience

Strategic guidance informed by hands-on implementation experience

Agile, outcome-driven delivery approach

Agile, outcome-driven delivery approach

Creative Folks brings 25 years of workflow automation expertise to help organisations transform their operational efficiency. We don't just automate existing processes—we reimagine how work flows through your organisation.

Our advisory approach starts with workflow optimisation, then addresses the data integration and AI enablement needed to make automation truly effective. Having implemented workflow automation across diverse technology stacks and platforms, we provide vendor-neutral guidance that prioritises your operational outcomes over platform preferences.

We help you identify the highest-impact automation opportunities, design integrated solutions that work together seamlessly, and build roadmaps that deliver measurable efficiency gains.

Leading organisations trust Creative Folks to design and deliver workflow automation strategies that drive measurable operational efficiency.

Features

Our advisory and consulting services combine deep industry experience with a proven methodology to help you move from concept to deployment with reduced risk and greater certainty.

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Strategic Planning & Roadmaps

We analyse your business needs, industry context, and existing stack to define a phased plan that aligns your strategy, budget, and delivery goals.

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Solution & Architecture Design

We design scalable, composable solutions for workflow automation, systems integration, and AI enablement that connect your entire operational ecosystem.

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Proof-of-Concept Development

We rapidly prototype solutions to validate assumptions, demonstrate ROI, and build stakeholder confidence before significant investment.

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Integration & Automation Oversight

From content pipelines to ERP integrations, we guide teams through complex deployments with minimal business disruption. 

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AI Enablement Planning

We prepare your data and workflows for AI adoption, ensuring they are accurate, accessible, and structured for maximum impact.

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Change Management & Enablement

We ensure your teams are ready, trained, and confident in using new workflows, driving faster adoption and better ROI.

How we deliver the service

Step 1

Discovery

Deep-dive workshops and current-state analysis to understand your workflows, systems landscape, and transformation objectives

Step 2

Design & Roadmap

A strategic roadmap with vendor-neutral recommendations and a phased delivery plan are needed. We identify quick wins through rapid prototyping alongside long-term automation and AI integration strategies.

Step 3

POC & Delivery

Rapid proof-of-concept development to validate approaches and demonstrate ROI before full-scale implementation. Our proprietary rapid-prototyping capabilities enable faster validation with minimal client resource commitment.

Step 4

Transition Planning

Seamless handover planning, whether you proceed with POC technology, migrate to enterprise platforms, or develop internally. We provide technical documentation, implementation roadmaps, and ongoing enablement to ensure long-term success without vendor dependency.

Step 5

Ongoing Enablement & Support

Once solutions are live, our team helps you evolve automations and training, embedding long-term value, without dependency.

Ready to Turn Strategy into Execution?

Discuss your challenges with one of our experts.

Book a session with one of our advisors to review your current workflow, integration, and AI readiness. In 20 minutes, we will:

  1. Identify integration gaps and automation opportunities
  2. Recommend a phased delivery roadmap
  3. Highlight quick-win AI use cases
  4. Suggest platform options for long-term scalability

Frequently Asked Questions

Creative Folks combines 25+ years of workflow automation expertise with hands-on technical implementation experience. Unlike consultants who just provide recommendations, we've actually built the systems we advise on. We offer vendor-neutral guidance backed by real-world experience across multiple platforms, industries, and project scales from $50K to $300K+.

Absolutely. Our expertise spans legacy ERP systems, modern SaaS platforms, and hybrid environments. We specialise in bridging the gap between established enterprise systems and cloud-based solutions, ensuring seamless data flow and process automation across your entire technology stack.

We use rapid proof-of-concept development to demonstrate value within 2-4 weeks of engagement start. Full strategic roadmaps typically take 6-8 weeks, with phased implementation beginning immediately after validation. Our approach delivers quick wins while building toward comprehensive solutions.

Yes, complete vendor neutrality is core to our advisory approach. We evaluate solutions based solely on your requirements, budget, and technical environment. Whether you need enterprise iPaaS, custom development, or hybrid approaches, we recommend what's best for your situation, not our preferences.

Yes, we help organisations strategically integrate AI capabilities into current workflows. This includes preparing your data for AI consumption, identifying high-value AI use cases, and implementing AI-powered automation that enhances rather than replaces your existing processes. We focus on practical AI applications that deliver measurable ROI.

We have deep expertise in content-intensive industries including retail, manufacturing, media & publishing, government, travel, creative & marketing, and education. Our industry knowledge helps us understand sector-specific challenges, regulatory requirements, and proven automation approaches that work in your environment.

Yes, we provide multiple support options including managed services, ongoing optimisation, and strategic evolution planning. We ensure you can adapt and scale your automation solutions as your business grows, without vendor dependency or lock-in.

Absolutely. We recommend starting with focused proof-of-concepts (POCs) to validate approaches and demonstrate ROI before larger investments. POCs typically take 2-4 weeks and provide concrete evidence of value, helping secure stakeholder buy-in for broader automation initiatives.