STAGE 02 | AUTOMATION

Operations Intelligence

Connects your tools and data to show what's really happening — and where things are breaking.

Most businesses are operating blind — data lives in separate tools, nothing talks to anything else, and the only way to get a real picture is to spend hours pulling spreadsheets. Operations Intelligence connects your tools, surfaces the data that matters, and flags when things go wrong — before they become problems.

ENGAGEMENT TYPE
SETUP

Setup + monthly retainer

STAGE

02 - Automation

DELIVERY

8–12 weeks setup

RETAINER

Ongoing after go-live

Start a Conversation
Starts with a discovery call, no commitment required.
WHO THIS IS FOR

Signs you're ready for this.

1

Operations managers drowning in manual reporting

2

Companies whose leadership makes decisions based on outdated information

3

Businesses where data is spread across multiple tools with no unified view

4

Teams where issues are only discovered after they've already caused damage

WHAT'S INCLUDED

Everything delivered in a single engagement.

01

Systems Audit & Integration Map

  • Full audit of tools currently in use and how data flows between them
  • Data schema documentation — what fields matter and where they live
  • Integration opportunity map — what should talk to what
  • Priority integration ranking based on business impact

02

Tool Integration Build

  • CRM ↔ accounting system sync (deals, invoices, payments)
  • E-commerce ↔ inventory sync (orders → stock levels)
  • CRM ↔ project management sync (won deals → active projects)
  • Email / calendar ↔ CRM activity logging (automatic)

03

Workflow Automation

  • Process bottleneck identification and automation
  • Approval workflows for high-value transactions or changes
  • Exception handling workflows (what happens when something breaks)
  • Recurring task automation (daily, weekly, monthly processes)

04

Alerting & Monitoring

  • Exception alerts — flag anomalies automatically (missed steps, stale records, data gaps)
  • Daily operations digest — summary of key metrics sent to leadership
  • Threshold alerts (inventory below minimum, deal overdue, invoice unpaid)
  • Escalation paths — who gets notified, in what order, for what

05

Operational Dashboard

  • Real-time dashboard showing cross-system operational health
  • Status indicators for active processes
  • Key metrics from each tool unified in one view
  • Weekly operations report auto-generated and distributed

06

Governance & Documentation

  • Full integration architecture documentation — every connection, every data flow
  • Change management process — how to safely modify integrations when your tools or processes change
  • Runbooks for each automated workflow — what it does, how to maintain it, what to do if it breaks
  • Runbooks for each automated workflow — what it does, how to maintain it, what to do if it breaks
HOW IT WORKS

From kickoff to to fully live.

01
Operations audit
We map every tool, every process, and every data point that matters to running your business.
02
Integration design
We design the integration architecture — what connects to what and what data flows where.
03
Integration build
We build the connections between your tools using APIs and automation platforms.
04
Alert monitoring & setup
We configure exception alerts and the daily operations digest.
05
Dashboard build
We build the operational dashboard and connect all data sources.
06
Handover & documentation
We document the entire integration architecture and train your team on the dashboard.
TOOLS & PLATFORMS

The stack we build on.

Hubspot / Salesforce
Xero / Quickbooks (accounting)
Zapier / Make (integration layer)
Asana / Monday (project management)
Slack (alert delivery)
Google Looker Studio (dashboards)
TYPICAL OUTCOMES

What you walk away with.

5 tools connected

Your CRM, accounting system, project management, email, and ops tools into one data layer

↓ 70% report time

Automated dashboards replace the hours your ops manager spends pulling weekly data manually
Alerts before damage
Exception monitoring proactively flags broken processes and data gaps before they escalate
Architecture documented
Every integration comes with a runbook — so nothing is a black box your team can't maintain
Not sure where to start?

Most businesses begin at Stage 01.
Let's find your entry point.

Time to get in touch, Let's talk
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