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Workflow and process automation
The recurring admin that eats hours a week — quoting, intake, scheduling, reporting, data re-entry — handed to a system that does not forget.
- Typical investment
- $8,000 – $20,000
- Timeline
- 4–6 weeks
- Possible grant support
- up to $4,000DMAP, 50% matched, subject to eligibility
The problem
What this usually looks like.
Information gets typed into one system, then typed again into another. Somebody chases it. When that person is away, it stops.
What you get
Everything in the price.
- A mapped process document — we write down how the work actually happens before automating it
- Automations connecting the tools you already own, rather than a migration to new ones
- Exception handling, so unusual cases route to a human instead of failing silently
- Audit logging of every automated action
- A runbook your team can follow when something needs changing
How we know it worked
Agreed before we start.
We set the baseline at the diagnostic stage so there is a real number to compare against afterwards. If it did not move, that gets said.
- 01Hours per week returned to the team
- 02Reduction in re-keying errors
- 03Process continuity when a key person is away
Where this gets used most
Common in these industries.
Next step
Is this the right project for you?
Two minutes on the scorecard will tell you roughly where you stand, including whether the honest answer is to do nothing yet.
Take the scorecard