Does your business look the same as it did 1 year ago?
So why are you still using processes and workflows from 5+ years ago?
"What good is an idea if it remains an idea? Try. Experiment. Iterate. Fail. Try again. Change the world." — Simon Sinek
- Creating a "Map" of your business to identify bottlenecks & properly design solutions.
- Configuring the ideal version of your existing tools (i.e. getting your money's worth).
- Assessing how well your digital tools currently support your operational goals.
- Recommending process changes and facilitating trainings.
- Identifiying manual, repetitive tasks suitable for automation. Accounting having issues with invoicing? Customer Service overwhelmed?
- Designing automated workflows using your existing tools or tools like Power Automate, Flow, Zapier, n8n, AI, and custom scripts.
- Generating instant reporting and dashboard updates so you know what is going on with your business at the click of a button.
Solutions & Technical Architecture
- Mapping your existing business processes to specific features within platforms like Salesforce or other core systems.
- Selecting the right combination of tools (third-party apps, custom code, AI, etc.) to meet real business needs.
- Ensuring solutions are robust, secure, maintainable, and within budget.
- Designing data models, security, and integration patterns for your business.
- Monitoring complex technical issues before, during, and after implementation.
- Making sure any questions or concerns can be answered immediately or with minimal research.