Small Business Workflow Design & Automation Specialists

We believe wholeheartedly in the power of a clear, comprehensive map of your company’s inner workings for businesses of all sizes. These steps are your workflow.
Whether you’re launching a new business, looking to grow, or ironing things out, having a clear understanding of your business processes is imperative to your ability to get to your goals.
We work to uncover your needs and create a customized plan for your company processes.

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At the core of every business is the money and money out, a.k.a., bookkeeping.

Being experts in managing the detailed financial information of your company has allowed us to gain insight into the setup of workflows from the start.

When a workflow has kinks, there is money left on the table with either missed opportunities or, even worse, lost money, lack of efficiencies, such as manual processes when automation is possible or work duplication, as well as staff disruptions, and overall confusion.

We know what’s needed to get your business running smoothly and have experience using workflow management tools to get you there.

Roadmap

Design the route.
Having a visual overview of your company’s workflow is essential to finding a path to your objectives and key results (OKRs). The road we take when working through this with you will highlight the areas for growth, the parts that require improvement, and tasks that can be automated.
By understanding your business, industry, and goals, we will design the ultimate workflow for your business.

So, how does it all work?

Initial Consultation

We work to determine the current architecture of your existing processes.
OKRs & Industry Research
We’ll gain a thorough understanding of your objectives and your industry standards. 

Workflow Design

In several stages, we work to develop a blueprint of your company’s workflow. 
 

Initial Consultation

We work to determine the current architecture of your existing processes.

OKRs & Industry Research

We’ll gain a thorough understanding of your objectives and your industry standards. 

Workflow Design

In several stages, we work to develop a blueprint of your company’s workflow. 
 

Implementation

Get the gears moving.
If you have your roadmap and want to get the wheels set in motion, let us set up your workflow.  We partner with a number of project management tools and will implement your workflow into a system that allows you to kick back and know that things are running productively without having to manually push them along.

Reach out and let's chat workflow!