09
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.
Other services
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