IT Automation Solutions That Solve Small Business Problems

Modern Technology Solutions That Solve

Your Business Problems

We can create a structured and efficient business system that operates smoothly, adapts to changes and helps you achieve strategic goals effectively.

Schedule Call Form

Megan from our client service team will contact you during business hours (M- F, 8am - 5pm) to schedule a call about our IT automation solutions.

Improve Operations & Profitability with Strong Business Systems and Processes

An Investment That Buys Your Time & Happiness Back

1 . Process Mapping and Analysis: We’ll start by mapping out your existing processes to see how tasks move from start to finish. We’ll identify bottlenecks, redundancies, or areas where tasks are being duplicated or delayed, which often leads to inefficiencies.
2 . Workflow Redesign: Based on this analysis, we will suggest a redesigned workflow that eliminates unnecessary steps, prioritizes critical tasks, and creates a smoother process. This may involve reordering steps, automating certain parts, or reallocating responsibilities to make the workflow more efficient.
3 . Automation Solutions: Together, we’ll identify repetitive tasks that could be automated, such as data entry, scheduling, or customer follow-ups. We will recommend the best tools for automation and help implement them, which saves time, reduces human error, and allows your team to focus on higher-value work.
4 . Software and Tool Selection: There are numerous workflow management tools available, each with its strengths and weaknesses. Our expert team can assess your needs and help you select software that best fits your business requirements, whether it’s for project management, customer relationship management (CRM), or communication.

Here Are Some Typical Workflow Problems We Can Solve:

Paper to Digital Automations

Streamline your business processes that are document-intensive. This is the first step when going paperless -- say goodbye to paper disorganization and hello to increased productivity, decreased costs, and digital collaboration between both in-office and remote team members -- one of the best automation investments you can make for your business.

Accounting Automations

Increase your accuracy and efficiency to gain better internal data visibility by automating finance processes such as invoice matching, coding invoices, approval routing and payroll. Use automation to remove the majority of paperwork and time involved from these tasks and you will lessen headaches, save resources and ensure nothing falls through the cracks.

Shipping Automations

Gain consistent knowledge of stock and inventory levels, avoid overstock, understock, and predict trends when you automate your warehouse shipping. Instead of selecting a carrier, preparing documentation, printing labels, and counting stock levels, automation can place the majority of these decisions onto an automated shipping system to save time.

Custom KPI Dashboards

When businesses stagnate and don’t have a clear idea of where problems originate or how to resolve them, it’s due to a lack of understanding their key performance indicators (KPIs). Real-time KPI dashboards give you visibility into the metrics that matter most. When you automate KPI reporting, it empowers you to measure your business goals and identify areas of improvement.

CRM & Sales Automations

Automating certain aspects of your sales process frees up time so your reps can focus less on administrative tasks, and more on connecting with and selling to prospects. Management also benefits from sales automation: email reports, lead rotation, and lead scoring are some of the tasks that can be automated so managers can focus on the performance of their sales teams.

Customer Support Automations

There are many benefits to automating your customer support processes. It lowers support cost and reduces the need for new hires as your business scales. Automation enables support reps to focus on satisfying customers and delivering better experiences at key touchpoints -- 24/7 support, improved ticket workflows, and faster service are all benefits of support automation.

IT automation can solve almost any manual, repeatable, or duplicatable task.

What To Expect When You Partner With Us

We are passionate about helping business owners win.
We believe clear communication leads to efficiency.
We prepare, research, and document our work.
We believe trust is the keystone of our service.
We are committed to modern technology solutions.
We strive to achieve mastery of IT process automation.
We aim to be the best business consulting firm for SMBs.

Schedule a Consultation

Megan from our client service team will respond during business hours (M- F, 8am - 5pm)

Our Consulting Guarantee to Clients

About Our Guarantee Policy

For clients who purchase our business automation package, we guarantee that we will design and implement a custom IT automation solution that will save time within their business, reduce redundant workflows & manual tasks, and improve overall performance.

We partner with our business automation clients and provide them with an end-to-end solution. If we do not fulfill our guarantee, then we will continue working with you until we find a solution that solves your specific business needs.