Process • Data • AI

Assess. Implement. Automate. Add AI.

We help teams streamline operations with assessments, implementations, and post-production automation. Now offering AI Consulting to help businesses implement AI tools and agents (OpenAI/ChatGPT, Claude, OpenClaw) and connect systems with Make, n8n, Zapier, Bolt.new, and Lovable.dev.

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What We Do

Practical improvements, built for your stack and budget. We specialize in LoanPro automation, integrations, and workflow optimization—and we also help teams adopt AI the right way (tools, agents, governance, and real business outcomes).

Assessments

Deep-dive review of processes, tools, and workflows. We identify quick wins and craft a phased roadmap.

Implementations

Hands-on configuration and deployment (Workday, data, integrations) with change-management baked in.

Automation + AI Consulting

Post-production support, automations, and AI enablement. We implement AI assistants/agents and connect your tools using Make, n8n, Zapier, OpenAI/ChatGPT, Claude, OpenClaw, Bolt.new, and Lovable.dev.

Results You Can Measure

Outcomes powered by AI Agents, Automations, and Process Improvements.

Manual steps removed

Up to four times faster

Faster recurring delivery

Typical time-to-value (Phase 1)

Selected Projects

Data → Power BI

Azure • Power BI • Automations

Migrated financial data to Azure, automated refreshes, and delivered exec dashboards for real-time insight.

Process Cleanup

Process Improvements • AI Agents

Mapped handoffs, standardized intake, and automated notifications to cut cycle time dramatically.

Workday Readiness

Implementations • Change

Checklist-driven preparation, integrations, and training to ensure a smooth go-live.

LoanPro Report Automation

Process Improvement • PowerAutomate

Automated report exports to drive Dashboards or external data sets.

Simple, Flexible Pricing

Assessment

$0
Free initial assessment
  • Discovery call
  • Scope & quick wins
  • Roadmap & estimate
Start

Implementation

Custom
Project-based
  • Hands-on delivery
  • Documentation
  • Knowledge transfer
Talk to Us

Automation

Monthly
Support & enhancements
  • Run-ops & monitoring
  • New automations
  • Prioritized fixes
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What Clients Say

"They listened, executed, and the improvements were immediate."

COO, Consulting

"Our reporting finally tells the story. The automation saves us hours every week."

Director of Ops

"Clear plan, fast delivery, great communication."

Founder, SaaS

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What you’ll get

✅ 30-min discovery on goals, bottlenecks, and stack.
✅ Quick-wins map with Process, AI Agents, and Automation options.
✅ Timeline & estimate for Phase 1 value in < 90 days.
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Sample Outcomes

Cycle Time
−42%
Ops Cost
−27%
Data Latency
−65%

*Illustrative based on prior projects.

Contact

Tell us about your systems, tools, and goals—let’s design the shortest path to value.

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Fast Facts

  • Workday, LoanPro, Data, Integrations, AI Consulting (ChatGPT/OpenAI, Claude, OpenClaw), Make, n8n, Zapier, Bolt.new, Lovable.dev
  • Playbooks for discovery → go-live
  • Focus on measurable outcomes