How Welliba unified four systems into one AI-ready view , and trained the whole office.
From four disconnected systems to a single management view.
Welliba ran on four separate tools, HubSpot for clients, a project management system, a resource planner, and spreadsheets for everything in between. Management needed a single view to plan capacity and steer the business, but no one tool held the whole picture.
Leadership also knew the team should be using AI day-to-day, but didn’t know where to start. Before training landed on anyone’s desk, they wanted a clear-eyed reading of where their organisation actually was, and where AI could pay back fast without slowing real work down.
Assess, unify, then scale the team.
Readiness assessment
AI survey across the office and a readiness assessment with the management team. We mapped where AI would pay back fastest without disrupting client work, the foundation for every decision that followed.
Unified management dashboard
Built a read-only analytics layer connecting HubSpot, project data, and resource planning into a single management view. Four systems collapsed into one, so leadership could finally plan capacity from real numbers.
Phased training rollout
Started with the management team, then 60 office staff. Tender responses, report writing, and site documentation moved to same-day turnaround once Copilot integration was bedded in.
“Working with Nomad as our AI consultancy partner has been game-changing. They didn’t just advise, they rolled up their sleeves and helped us understand exactly where AI could create value in our operations. Their strategic approach identified opportunities we hadn’t considered.”