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Business Process Automation

The highest-return work is usually the least glamorous: the handoff between the form and the CRM, the CRM and the calendar, the calendar and the crew. I map the real path work takes today, then remove the manual hops.

What you get
  • Workflow mapping of how work actually moves
  • Integration between the tools you already pay for
  • Error handling and retries that surface failures
  • Logging so you can prove what happened
  • Phased rollout, highest-value step first
Good fit if
  • Someone rekeys the same data into two systems
  • Handoffs get dropped between people
  • You bought good tools that do not talk
Already built this

The intake system itself is this pattern end to end: form to scored record to calendar to notification to dashboard, with an outbox and audit log at every hop.

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