Automation · Integration · Data · AI
Nobody wants a flow. They want onboarding that no longer takes three weeks.
We identify the repetitive human work in your operation, replace the parts that should be replaced, connect the systems that should be talking, and make the underlying data trustworthy enough to report on.
Automation
Process automation, prioritized by business impact.
We start with the processes that touch revenue and customer experience, then work outward.
| Priority | Automation area | Typical wins |
|---|---|---|
| 1 — Revenue | Lead capture, routing, booking, follow-up, proposal generation | Faster response, fewer lost enquiries |
| 2 — Onboarding | Closed-won handoff, project creation, welcome, access checklist, kickoff tasks | Consistent first impression |
| 3 — Delivery | Task assignment, milestone tracking, status notifications, approvals | Less status chasing |
| 4 — Finance | Invoice notification, payment reminders, past-due escalation | Improved cash collection |
| 5 — Retention | Renewal reminders, health checks, surveys, upsell prompts | Fewer surprise churn events |
Integration
Connect the systems, then keep them honest.
Integration work fails on the unglamorous details: field mapping, transformation, error handling, monitoring and security. That is where we spend our time.
Common integrations
- Website ↔ CRM
- CRM ↔ accounting and payment platforms
- CRM ↔ ERP and operational systems
- CRM ↔ marketing and email platforms
- CRM ↔ customer portal and support tooling
- CRM ↔ document storage and e-signature
What every integration engagement includes
- Integration assessment and system-of-record decisions
- Architecture and API design
- Field mapping and transformation rules
- Error handling, retries and alerting
- Monitoring and support runbook
- Security review of credentials and data in transit
Architecture discipline
Point-to-point connections are acceptable early. As the estate grows, we introduce an integration layer only when the complexity genuinely justifies the cost — not because middleware is fashionable.
Data
Migration, cleansing and governance — in that order of urgency.
Migration
Legacy CRM to Salesforce, spreadsheets to CRM, CRM to CRM — with assessment before any load.
Cleansing
Duplicates, missing values, formatting, incorrect ownership, invalid picklists, obsolete records.
Governance
Data owners, validation rules, required fields, master records, retention rules and data-quality KPIs.
Reporting
Executive Dashboard Design Workshop
Executives decide which numbers they actually need. We then trace each one end to end.
- Business question
- KPI
- Data source
- Calculation
- Visualization
- Action
AI
AI that assists consultants and staff — not AI that quietly makes decisions.
We start with an AI readiness assessment covering processes, data quality, security, candidate use cases and expected business value.
Practical use cases
- Meeting summaries and follow-up drafting
- Case summarization and knowledge suggestions
- Proposal and documentation drafting
- Requirements summarization and user story drafting
- Lead research and qualification assistance
- Executive summaries and project risk detection
Where humans stay in control
- Contractual and commercial commitments
- Pricing and financial decisions
- Security, access and permission changes
- Customer-facing communication on sensitive matters
- Anything affecting regulated or personal data handling
AI output is treated as a draft. A named person reviews and owns every consequential decision.
Next step
Pick one painful process. We will show you what automation would actually change.
Assessments are deliberately small so you can judge the thinking before committing to a build.