01
Process & Automation
Turn tribal knowledge into documented, reliable systems.
Map and redesign workflowsSOPs and approvalsCross-system integrations and event-driven automationsData quality and audit trails
Strategy → Systems → Scale
We build thequiet machinerybehind fast companies.
An operations & automation studio for revenue, support, and back-office teams. We map how work actually happens, cut the friction, and ship the systems that make execution boring — in the best way.
We work inside the tools your team already runs on
HubSpotSalesforceAttioZapiern8nPower AutomatePower BIExcelSQLZoomInfoNotionSlackTelegramGitHubDocuSignXeroClaudeGemini
Why we exist
In growing businesses, critical processes live in people's heads, scattered spreadsheets, and disconnected tools. The result is friction, errors, and wasted hours. We map those processes, simplify them, and automate the rest — so execution becomes predictable, data becomes trustworthy, and your team gets time back to focus on growth.
Proven results
Measurable impact.
$2M+saved & recovered across engagements
$1.5M
AR Process Redesign & Automation
saved / recovered
$400k
Post-Retrenchment Continuity System
saved / recovered
$250k
Contract Renegotiations
saved / recovered
AR Process Redesign & Automation
Problem
AR balance sat above 15% year-on-year and kept climbing.
Actions
Process mapping to surface bottlenecks and failure points; re-engineered the deal and payment process; automated reminders, escalations, and status dashboards.
Impact
AR reduced to ~2% p.a.; $1.5M saved and an improved cash position in year one.
Post-Retrenchment Continuity System
Problem
A team of six was retrenched; their work had to be absorbed by another team.
Actions
Process and responsibility mapping; solution selection; co-development with in-house IT on the existing platform; handover plan with runbooks, controls, and monitoring.
Impact
No service disruption; business continuity maintained; ~$400k annual savings.
Contract Renegotiations
Problem
Core GTM stack (HubSpot, ZoomInfo, LinkedIn) heavily used but on inflated legacy pricing.
Actions
RevOps team renegotiated vendor terms using market benchmarks and experience.
Impact
$250k saved in year one; identical functionality at a sustainable cost.
Services
What we do.
02
AI Implementation
Put AI to work where it moves the needle — with guardrails.
AI assistants for helpdesk, sales triage, and knowledge retrievalRetrieval over private knowledge bases with guardrailsHuman-in-the-loop workflowsModel/provider choices based on fit, performance, and compliance
03
Reporting & BI
One source of truth your leadership can actually trust.
KPI design and metric definitionsPipelines consolidated into a single source of truthPower BI dashboards and alertsGovernance and access controls
04
RevOps
A revenue engine that is instrumented, not improvised.
Stand up or modernize Revenue OperationsPipeline architecture, lifecycle definitions, SLAs, routingPlaybooks, enablement, performance instrumentationHubSpot, Sales Navigator, and other GTM platforms
How we work
A clear path from mess to momentum.
Fixed scope, clear deliverables, no surprises. Every engagement starts with a short discovery conversation and ends with something you own.
Discovery Conversation
Start hereClarify objectives, constraints, and success metrics.
Process Analysis & Mapping
A business analyst documents current and target flows and data requirements.
Solution Design & Proposal
Architecture, responsibilities, and a clear plan of what we'll build and how it solves the problem.
Build & Implementation
Integrations, automations, data models, reporting, and AI components as needed.
Validation & Handover
Testing against scenarios, documentation, enablement, and sign-off.
Evolve & Support (optional)
Iterative enhancements as the business changes.
Our team
Who you'll work with.
Helene
Process & Automation Director
Seasoned business analyst and automation engineer. Designs and maintains backbone systems for large enterprises, including finance. Turns messy processes into well-documented, reliable automations with clear ownership and audit trails.
Gabriel
Automations Manager
Automation delivery lead. Runs end-to-end implementation projects, coordinates stakeholders, and makes sure the systems we ship actually stick.
Emil
Tech & Data Engineer
Power BI tech lead and data engineer for global clients. Builds scalable reporting and streamlined data pipelines; automates workflows with Power BI, SQL, Power Automate, SharePoint, KNIME, and Airtable to enable faster decisions.
Stephan
Customer Success Lead
Leads customer success and operational support. Owns onboarding, keeps users unblocked, and makes sure documentation and handovers stay current as systems evolve.
Darryl
Data Specialist
Data analyst focused on clean models, reliable metrics, and dashboards that drive decisions.
Nieline
Support Specialist
Front-line support specialist. Responds to tickets, troubleshoots issues, and ensures every user gets a clear, helpful answer.
Get in touch
Tell us about the workflow that hurts.
Send a short note and we'll come back within one business day with what's worth simplifying, what's worth automating, and what to leave alone.