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CONSULTATION

When your workflow is all work and no flow, you may start to consider your options:

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  • Making small tweaks and implementing automation

  • Finding and paying for an off-the-shelf solution

  • Building a robust custom tool 

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But what do I really need? Book a consultation and let us help you decide! (No upselling games here.)

It is a truth universally acknowledged that a business in possession of workflow troubles must be in want of a solution.
-Jane Austen (maybe)

SUMMARY

Caught between off-the-shelf disappointment and custom-build overwhelm?

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Sometimes the sweet spot is a smart tweak—not a complete overhaul. We pinpoint your workflow bottlenecks and implement precision fixes that deliver dramatic results without the drama.

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When you do need bigger changes, we map your exact requirements against existing solutions—saving you countless hours of research.

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And when nothing on the market measures up? We got you. We'll guide you through creating tailor-made software that fits your business like a glove.

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Your workflow challenges. Our solutions.

Perfect alignment.

TABLE OF CONTENTS

  1. Volume I: Things as they are​ (1-4 days)

    1. Initial meeting​

    2. Observation and research

    3. Process flow diagrams

    4. Summary of current state

  2. Volume II: A longing for more​ (1-4 days)

    1. Identify objectives​

    2. Gather requirements

    3. Explore options

  3. Volume III: How shall we proceed?​ (1-4 days)

    1. Evaluate options​

    2. Present recommendations

  4. Epilogue​ (1-2 days)

    1. Further details on chosen option as needed​

"We’re ready to take our sales training to the next level. We have great promotional material we want to make sure our ambassadors use in the field. Are there any good tools that will help me do this? I need to be able to connect the data to our employee database."

- KEN, Director of Sales and Services with a set budget

WHAT "THEY" ARE SAYING

"We have a convoluted process that we maintain in multiple copies of a single spreadsheet. Everybody copies the data to a temporary tab, makes color coded updates, and then we copy that data back to the permanent tab. It’s hard to remember all the colors. We need help."
- ROGER, stressed manager

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"Every year we block off a month to pull back from our regular operations to manage grant reporting. We have to pull our data from multiple systems and reformat everything, match it to a state database, and then upload our report. It is really hard to audit. We want our month back."
- STELLA, program manager who loves everything about her work except the paperwork

START A CONSULTATION

Let us know you're interested.

We're happy to hear from you.

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