10+
100+
8-16W
12+
//THE ROUTE
Business optimization & automation
Stop being the human Zapier between your tools.
For B2B teams losing 10+ hours per week to manual handoffs, redundant data entry, and disconnected tools. We map your processes, automate the busywork, and connect your stack — so your team focuses on what humans actually do best.
AVG HOURS / WK RECOVERED
WORKFLOWS AUTOMATED
TYPICAL ENGAGEMENT
INDUSTRIES
// SIGNS YOU ARE IN THE WRONG TRAIL
Symptoms most teams ignore until they break.
If you recognize three or more, your operation is leaking time and money you can't see.
SIGN 01
Same data, three tools.
Your "single source of truth" actually lives in seven sources. Every update means seven manual edits.
SIGN 04
Onboarding takes weeks.
Because "how we do things" lives in someone's head. Every new hire is a slow restart of tribal knowledge.
SIGN 02
Reports take a full day.
And you don't fully trust the numbers when you're done. Mondays are gone before Tuesday starts.
SIGN 05
Tools that don't talk.
You're the integration: copy-pasting between Salesforce, Smartsheet, QuickBooks or any software/apps you are using. Humans as middleware.
SIGN 03
Approvals lost in email.
Or worse, in the inbox of someone on PTO. No audit trail. No escalation. Just chasing.
SIGN 06
Growth means more hires.
Every new project demands more humans, not more leverage. You can't scale revenue without scaling headcount.
// WHAT WE BUILD
Concrete deliverables. Not "transformation."
Artifacts you'll own at the end of an engagement. All documented. All handed over.
06
Operational dashboards
Leadership sees what's happening without asking. Real-time, not Monday morning. Built on Smartsheet, Power BI, or Tableau.
// METHODOLOGY
The 5-phase route to a better operation.
Five phases. Clear deliverables. No surprises mid-climb and a defined exit.
01 / Discovery
Discovery
Map the terrain
Working session to walk through your workflow and surface goals and bottlenecks.
02 / Analysis
Plot the route
Design before you build.
Written proposal: architecture, automations, integrations, limitations. All the working scope lined up.
03 / Build
Make the climb
The actual work.
We build the system. Tight loops with your team. You see it as it's built.
04 / Test
Field test
Before going live.
Run through together. Tweak. Train your team. Everyone comfortable before handoff.
05 / Optimize
Beyond the summit
After launch.
Ongoing support. Documentation. New automation opportunities as you grow.
// TOOLS & STACK
The platforms we build on.
Stack-agnostic. We work with what you have not what we want to sell you. But if needed you will know.
Workflow & Automation
-
Smartsheet
-
Zapier
-
Make (Integromat)
-
Power Automate
-
Google AppSheet
Collaboration & Productivity
-
Microsoft 365
-
Google Workspace
-
Slack
-
Notion
-
Asana
-
ClickUp
-
Monday.com
Business Systems
-
Salesforce
-
HubSpot
-
QuickBooks
-
Xero
- Power BI
- Tableau
- Custom REST APIs
DON'T SEE YOUR TOOL? WE'VE LIKELY INTEGRATED IT. BRING IT TO THE CONSULTATION.
// CONNECTED ROUTES
Optimization/Automation rarely travel alone.
This route most often connects to:
01
App Consulting
The platform layer
If automation needs an enterprise backbone, this is where it lives.
02
Project Management
The execution layer
When you've optimized the process, you still need someone running it on time and on budget
02
Data analysis & visualization
The visibility layer
Once data flows, you need dashboards leadership trusts to make decisions on.
// BASE CAMP
Pick one workflow. We'll show you what's possible.
30-minute consultation. Bring the workflow that's costing you the most time today. We'll diagnose it live and tell you what automation actually looks like.
SMARTSHEET·OPTIMIZATION·APP ARCHITECTURE·AUTOMATION·PROJECTS·STRATEGY·FINANCE·CX·DATA·KNOWLEDGE BASE