Reformat Labs

    Time in each role

    Find where the time goes in each role in your business

    We look at one role at a time, estimate how much of the week goes on repeatable tasks, and help you decide whether any of them are worth changing. Our aim is to find up to 10 hours a week of routine work in a role that AI could take on. Some roles will have less, and some tasks are better left as they are.

    The situation

    Where time goes in a small team

    In a small business, people often cover more than one role. For example, an account manager may also handle credit control, and an operations lead may also run the schedule.

    That extra work still has to be done, so it tends to fit around the job the person was hired for.

    The time often goes into the same kinds of task: re-entering data that already exists elsewhere, chasing information, formatting documents, finding the current version of a file and writing similar replies.

    These tasks are where we look first, because they repeat and the time they take can be measured.

    How we look at a role

    01

    Map the role's week.

    We look at one role over a normal week: which tasks repeat, how often, how long each takes, how many people are involved, and whether the task follows fixed rules or needs judgement. That gives an estimate of the time involved before anyone discusses tools.

    02

    Choose a task to test.

    We pick one task with a clear input and output that can be finished and measured in a short pilot. A frequent, simple task is often easier to measure than the most interesting one.

    03

    Test it alongside the current method.

    We agree the measure before we start. The new method runs alongside the current one until the results are reliable enough to switch. If it does not meet the measure, we tell you and either fix it or stop.

    04

    Decide how the time is used.

    Before the build starts, the business decides what any recovered time is for, together with the person who does the job. That could be more customer conversations, faster quotes or a backlog. Time that is not allocated tends to be absorbed by other work.

    Examples by role

    How recovered time could be used

    Sales

    more time with customers, with call records drafted from notes

    Finance

    an earlier month-end close and more time for forecasting

    Operations

    time for process fixes that keep being postponed

    Customer service

    more time on complex cases, with routine questions answered from agreed replies

    HR and admin

    onboarding paperwork completed before a new starter's first day

    Owner or director

    more of the work only you can do, during working hours

    These are examples. What the time is used for is the business's decision, made with the people in each role.

    Your team

    What this means for your staff

    AI changes which tasks people do within a role. What happens to any time that becomes available is a decision for the business.

    We involve the people who do the work from the start. They describe the tasks, test the new method and tell us where it falls short.

    How recovered time is used, and how any change is explained to staff, is for you to decide and to discuss with your team.

    Choose a role to assess

    AI Content Creation AssessmentAn indicative score of AI opportunity and readiness across your content workload, briefs, brand examples and editorial review, based on your own answers.Start this assessment AI Strategy AssessmentAn indicative score of AI opportunity and readiness across your repeated admin, priorities, ownership and data, based on your own answers.Start this assessment AI Customer Service AssessmentAn indicative score of AI opportunity and readiness across your enquiry workload, approved answers, records and escalation, based on your own answers.Start this assessment AI Sales Process AssessmentAn indicative score of AI opportunity and readiness across your pipeline admin, follow-up rules and sales records, based on your own answers.Start this assessment AI Contract Handling AssessmentAn indicative score of AI opportunity and readiness across your review workload, review criteria, professional checking and records, based on your own answers.Start this assessment AI Quote Turnaround AssessmentAn indicative score of AI opportunity and readiness across your quoting workload, rates, scope and approval, based on your own answers.Start this assessment AI Bookkeeping AssessmentAn indicative score of AI opportunity and readiness across your document volume, coding rules, reconciliation and review, based on your own answers.Start this assessment AI Key Person Risk AssessmentAn indicative score of AI opportunity and readiness across single-person tasks, documented procedures, ownership and cover, based on your own answers.Start this assessment AI Credit Control AssessmentAn indicative score of AI opportunity and readiness across your open ledger, reminder rules, disputes and records, based on your own answers.Start this assessment AI Lead Response AssessmentAn indicative score of AI opportunity and readiness across your enquiry channels, routing, reply content and handover, based on your own answers.Start this assessment AI Document Handling AssessmentAn indicative score of AI opportunity and readiness across your document volume, access, classification and filing, based on your own answers.Start this assessment AI Job Scheduling AssessmentAn indicative score of AI opportunity and readiness across your job volume, availability, constraints and approval, based on your own answers.Start this assessment AI CRM Management AssessmentAn indicative score of AI opportunity and readiness across your record standards, duplicates, permissions and reporting, based on your own answers.Start this assessment AI Lead Generation AssessmentAn indicative score of AI opportunity and readiness across target definition, data sources, outreach rules and review, based on your own answers.Start this assessment

    Frequently asked questions

    Estimate the repeatable work in one role

    The assessment covers one role at a time. You get an estimate of the time going into repeatable work and which of those tasks may be worth looking at first.

    Choose an assessment

    Results are indicative and based on your own answers.