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Step 1 - Find

We start by understanding where time leaks and errors occur. No jargon — just a practical review of your day and the tools you already use.

Kickoff Call (15- 30 mins)

Walk through your goals, bottlenecks, and where ‘one more evening’ keeps happening.

Lightweight Audit

Screenshots or sample exports (CSV/Excel/PDF). We map your data flow at a high level.

Process Map

Swimlane sketch of how info moves between people and tools (who, what, when).

Opportunity Scorecard

Rank ideas by Impact × Effort. We pick 2–3 quick wins first.

14-Day Plan

Simple, actionable plan with owners and checkpoints.

What We Need

What You Get

Timeline: 1-3 Business Days
(your time: ~30-60 mins)

  • Tool List

  • Sample Exports

  • Top Pains

  • Business Goals

  • 1-Page Audit Summary

  • Current Process Map

  • Opportunity Scorecard

  • Quick-Wins Plan

Step 2 - Build

We connect your existing systems so data flows end‑to‑end. No new subscriptions unless there’s a clear ROI.

Design spec

Acceptance criteria, fields, refresh cadence, owners. Signed off before we touch data.

Connectors & data model

POS/EMR/Xero/Calendars ↔ Sheets/DB. Normalize names, dates, and codes.

Automations

Scheduled imports, validations, and notifications. Retry and error logs included.

Dashboards & views

Power BI/Looker/Sheets reports that answer the real questions fast.

QA & UAT

Sample‑to‑system checks, stakeholder sign‑off, change log.

What We Need

What You Get

Timeline: Typical starter build: 1-2 weeks (depends on scope)

  • API keys/exports

  • Service Account (if needed)

  • Sample Data

  • Field Definitions

  • Integration Spec

  • Automated Data Flows

  • Dashboards/Links

  • Runbooks & Changelog

Step 3 - Simplify

We push repetitive tasks to the background and keep improvements small, steady, and safe.

Rollout & Reminders

Alerts and emails arrive at the right moment — not all at once.

Training (1–2 sessions)

Short hands‑on walkthroughs; the team owns it day‑to‑day.

Docs & SOPs

1‑page quick guides, runbook for resets, and owner list.

Monitor & iterate (30‑day)

We review logs, adjust thresholds, and capture new ideas.

Optional care plan

Monthly check‑ins for tweaks, backups, and small features.

What We Need

What You Get

Timeline: Launch week + 30 -day Optimization.

  • Team Availability

  • Preferred Channels

  • Edge Cases

  • SOPs & Quick Wins

  • Notification Rules

  • Edge Cases

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