Connect business systems
Bring information from your CRM, PSA, service tools, and other business systems into a defined workflow. Map records and agree which system owns each piece of information.
Solution
Integrations & Workflow Automation
Turn spreadsheet-based business processes into dependable workflows that can grow with your firm.
Make your systems work together.
The work between systems is often the work that slows your team down: exporting files, matching records, checking differences, and entering the same information twice.
Reconcile & review
Compare records, surface discrepancies, and prepare the information your team needs to approve the next step. Invoice auditing and license renewals are two published examples.
Automate recurring handoffs
Turn repeated requests into a workflow with defined inputs, exception handling, and review points. Keep the steps that need judgment with your team.
From a published customer build
From an Autotask ticket to a configured Microsoft 365 account.
Integrated Health Systems connects Autotask tickets to Microsoft 365 user onboarding in one workflow. It handles client-specific settings, creates contacts, and writes results back to the ticket for technician review. Human effort fell from eight minutes to two per user, saving an estimated 20 hours a month.
Workflow automation · Customer story
A repeatable onboarding workflow for Microsoft 365.
A supported workflow reduces repetitive provisioning work and the time technicians spend on each request.
20 hours/monthSaved on onboarding
8 → 2 minutesTicket resolution time
Built to be operated
The application is only part of the work.
We define the data, controls, support, and improvements that make it useful over time.
- Source systems and access confirmed during discovery
- Mapping, exceptions, and ownership defined before launch
- Human review for the actions that need it
- Monitoring and support for the workflow after delivery
From idea to application.
- 01
Understand & scope
We work through your process, users, data, and constraints. Together, we define a useful first release and how we will judge it.
Agreed scope, success criteria, and delivery plan - 02
Build & validate
We engineer the application and its integrations. Your team reviews working software with real scenarios, including the exceptions.
A tested application, ready for your team’s acceptance - 03
Operate & improve
We host, monitor, patch, and maintain the application. Feedback becomes tested improvements, with support responsibilities agreed before launch.
Ongoing application care and a clear path for improvements
Start a conversation
What work should be easier?
Bring your use case. We’ll explore the scope and fit together.