Your transformation partner for the automation age

We design the strategy and implement the systems behind modern digital transformation: business operations workflows, automation, and the tech that powers it all...without enterprise price tags.

Results at a glance

Trusted by growing small and mid-market teams, and the outcomes we deliver.
Manual admin & data entry time reduced
23%
First major efficiency gain achieved in
25 weeks
Avg. automations identified per company
33
Avg. annual cost savings
$191K
What We Do

Operations Consulting

We streamline workflows and help teams fix inefficient processes to unlock capacity so growth feels smooth, not painful.

SERVICES
Process audits
Workflow design
Change management
Team training
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What We Do

Digital Transformation

We connect systems, cut tool sprawl, and implement the right software so your tech stack becomes a driver of efficiency, not a drag on it.

SERVICES
Data integration & analytics
Tech stack audit & strategy
Off-the-shelf tool implementation
Custom tool development
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What We Do

AI Transformation

We build AI that pulls its weight—automating the busywork so your team can do their best work.

SERVICES
AI-powered automation
AI agents
Custom generative AI
No-code & low-code automation
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What We Do

AI Readiness Program

Get a clear picture of how ready your people, processes, and tech are for AI, and an actionable roadmap to move forward.

SERVICES
Benchmark team skills & adoption risk
Map current workflows & identify automation opportunities
Assess tech stack, data, and integration readiness
Deliver a clear roadmap with prioritized quick wins
Explore the program

Solutions for every department

See what we typically build, where it lands, and how it pays back.

Founders & Execs
Operations
HR
IT
Sales & Marketing
Customer Service
M&A & PE
See Case Studies

Switchboard for Founders & Execs

  • Unify company data and tools for better visibility.
  • Automate weekly reporting across finance, sales, and ops.
  • Streamline decision cycles with live dashboards and alerts.
Outcomes:
Higher alignment    Faster reporting    Stronger strategic visibility
See the Exec playbook  →

Switchboard for Operations

  • Automate recurring operational workflows to cut manual work.
  • Track SLAs and handoffs across tools with one source of truth.
  • Build internal dashboards for throughput and issue tracking.
Outcomes:
Higher throughput  •  Fewer errors   •  Real-time visibility
See the Ops playbook →

Switchboard for HR

  • Automate onboarding checklists and system access.
  • Track recruitment pipelines and approvals automatically.
  • Standardize performance reviews and time-off flows.
Outcomes:
Faster onboarding  •  Smoother communication  •  Happier teams
See the HR playbook →

Switchboard for IT

  • Automate account provisioning and access changes.
  • Route helpdesk tickets with priority logic.
  • Track assets and monitor compliance automatically.
Outcomes:
Stronger control  •  Faster resolutions  •  Reliable system health
See the IT playbook →

Switchboard for Sales & Marketing

  • Build lead-to-meeting workflows that sync with CRM.
  • Automate quote, contract, and renewal processes.
  • Connect analytics tools for real-time revenue insight.
Outcomes:
More qualified leads  •  Faster deals  •  Fewer handoff gaps
See the GTM playbook →

Switchboard for Customer Service

  • Route support tickets automatically to the right queues.
  • Automate SLA tracking and escalation.
  • Sync insights back to product and ops for better decisions.
Outcomes:
Faster responses  •  Higher CSAT  •  Closed feedback loops
See the Support playbook →

Switchboard for M&A & PE

  • Assess automation readiness during due diligence.
  • Map workflows and tools across target companies.
  • Build post-merger integration playbooks and dashboards.
Outcomes:
Faster integration  •  Lower risk   •  Higher value capture
See the M&A playbook →

See Our Case Studies

  • Explore how real teams scaled operations with automation.
  • Read before-and-after stories across departments.
  • Learn frameworks you can replicate in your org.
Outcomes:
Time saved  •  Adoption boosted   •  ROI proven
See all case studies →
CASE STUDIES

Build momentum, not busywork

Discover how companies are modernizing their tech & adopting AI automation to transform their work.

Internal tools & portals

Centralize operations with tools that simplify workflows, reduce manual effort, and provide a single source of truth.

AI Agents for internal Operations

Deploy AI agents to handle repetitive operational tasks, improve efficiency, and empower teams across the business to focus on higher-impact work.

Real-time business intelligence

Automate data updates and dashboards to deliver real-time insights for quicker, smarter decisions.

Enhanced customer engagement

Grow your business with automated, personalized marketing that engages your audience across channels.

Automated financial workflows

Streamline invoicing, expense tracking, and reporting to boost accuracy and cut costs.

Custom workflow automation

Maximize margins with tailored automation for unique processes like approval cycles and project handoffs.

View case studies
RESOURCES

Unlock your teams potential

Little Book of Big Automations

Inspiration and strategies for teams to boost efficiency and drive growth.

2025 Software Selection Toolkit

Step-by-step guides to selecting the best tools for your business.

The AI & Ops newsletter for teams who don't have billion-dollar budgets.

contact us

Let's identify your bottlenecks

A quick, 30-minute systems audit to identify your biggest workflow bottlenecks. No pitches, just insights.