Services

Process & Workflow Design

Document your current process, identify bottlenecks, and build a cleaner, repeatable workflow that your team can actually follow.

Automation (Power Automate / RPA)

Automate repetitive tasks (email intake, file routing, approvals, data entry, reporting) so your team stops doing “copy/paste” work.

Data & Reporting

Connect your data sources, clean up definitions, and build practical dashboards so you can see what’s happening without guesswork.

ERP & Systems Guidance

ERPNext/ERP planning, system selection, implementation support, and practical “what should we do next” roadmaps.

Who I Help

Service Contractors

Dispatch workflows, work orders, PM renewals, invoice flow, and back office automation.

Logistics & Operations Teams

Improve coordination, reduce “where is this at?” calls, and build simple, reliable operational reporting.

Growing Small Businesses

Standardize your core processes so you can hire, delegate, and scale without chaos.

How It Works

  1. Discovery (30–60 min): Quick call to understand your process, pain points, and outcomes.
  2. Map & Recommend: I outline the workflow, options, and a simple plan of attack.
  3. Build & Iterate: We implement in small steps, test with real users, and improve.
  4. Handoff: Documentation + training so your team can run it confidently.