Systems & Automation
Process design, efficiency expertise, custom automation, and AI-powered workflows for small businesses
As your business grew, so did the landscape of software you use to keep it running. CRMs, calendars, spreadsheets, project management systems, and more. All serving fundamental needs, but existing as silos of your most valuable asset: data. Your staff now copies data from one place to the other to weave it all together.
Let’s fix that.
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We get to know your core business processes and the people who carry them out every day. We’ll help you look for opportunities to improve those processes through a combination of behavioral change, creating automated pipelines for your data to integrate your systems, and writing custom functions and code for your exact needs. The goal is always to enable your staff to focus on higher value work.
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We take the time to get to know the true pain points for your staff and we’ll work together to design creative solutions to address them. We’ll treat anything we build like a true product with due rigor in understanding your requirements and designing for the full system, not just the individual parts that stitch together.
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Eliminated busy work. You don’t need humans perform careful, manual workflows to stitch your various software systems together; You need custom, automated data pipelines.
Fewer errors. Every data point copied, every manual human workflow is an opportunity for mistakes which can lead to scrambling for fixes or hurt customer reputations.
Increased visibility. Teams and/or staff members that operate in silos because they only have the bandwidth to focus on their immediate sphere of tasks leave you with lost opportunities to capitalize on your greatest asset: your data.
A system that grows with you. We’re not going to rip and replace your software platforms. We’re going to use right-sized solutions to tie your systems together. The foundation of our approach is to start with creating a foundation of truth with your data and then building on that by creating custom automated workflows and pipelines to address your individual needs as they arise.
Thoughtful documentation. We won’t leave you with yet another system that no one truly understands. Every aspect of what we build will be documented, both for business readers and technical ones so you don’t get locked in with us… though we’d love to have you!
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We’ll be a great fit for you if you:
Have a team that spends significant time on repetitive administrative tasks
Use multiple SaaS platforms that don't talk to each other
Want to reduce errors in data entry and process tracking
Need better visibility into the status of ongoing work across teams and/or staff members
Are growing and need your processes to scale without adding headcount
Already use Google Workspace, Trello, Monday.com, or similar tools
Featured Projects
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Automating Training Course Administration Across Six Platforms
This training organization delivers multi-day professional courses to corporate clients nationwide. Their administrative team coordinates over 80 courses per year, each requiring scheduling, customer communication, instructor assignment, team coordination, and enrollment monitoring.