Find out what manual processes cost you and what to automate first. Two weeks, hard numbers, zero theory.
Companies buy tools, click integrations together, and six months later nobody can say what paid off. I reverse that order: first I count where hours and leads leak, then I decide what to build. The audit roadmap usually finances the first implementation, which is why I start there.
I chart the workflow step by step, from first customer contact to settlement, with bottlenecks and every point where work waits for a human.
Every bottleneck gets a price: hours × rate + lost leads + cost of errors. You know what the status quo really costs you.
For every candidate: build cost vs monthly saving and projected payback time. You decide with numbers, not gut feeling.
Ordered by return, from quick wins that pay back in weeks to bigger builds. Every item scoped and priced.
Which tools, which integrations, what to self-host. Everything open-source on your API keys. You can execute the roadmap with me or with anyone else.
2–3 hours with you and the team: what a workday really looks like, where things wait, what gets retyped by hand.
Week one: I walk the processes in practice, collect timing and volume data, and follow up with the team.
Week two: I price the losses, build the ROI model and order the implementations.
I walk through the results with you: what, in what order, for how much and when it pays back. The document stays with you.
No. The roadmap is yours: execute it with me, with another vendor or in-house. That is why I only recommend open-source.
A 2–3 hour workshop plus short follow-ups in week one. I do the rest myself and do not block the company's work.
I will say so plainly, in writing.