Custom Automation Systems

Every business has unique processes that make them successful. While our Content Automation Systems solve a common challenge, your business might have other repetitive workflows that could benefit from intelligent automation.

Our Approach: We analyze how your business actually operates and build automation systems that enhance your existing strengths while eliminating time-consuming manual work.

Our Systems Thinking Approach

We Don’t Just Automate – We Optimize

1. Process Analysis

• Understand your current workflows step-by-step
• Identify bottlenecks, repetitive tasks, and error-prone areas
• Map how information flows through your business
• Recognize what makes your processes successful

2. System Design

• Design automation that enhances rather than replaces your methods
• Work with your existing tools and systems where possible
• Plan implementation that minimizes business disruption
• Focus on measurable improvements to your operations

3. Build & Test

• Develop automation systems using proven approaches
• Test thoroughly with your real business scenarios
• Refine based on how your team actually works
• Ensure reliability before full deployment

4. Deploy & Optimize

• Train your team on the automated processes
• Monitor performance and gather feedback
• Make ongoing improvements based on actual results
• Plan additional automation opportunities as they emerge

Types of Automation We Build

Communication & Client Management

• Automated client onboarding sequences
• Project update systems that pull from your actual work
• Follow-up workflows for proposals and quotes
• Client satisfaction surveys triggered by project milestones

Data & Reporting Automation

• Connecting disconnected software systems
• Automated report generation from multiple data sources
• Intelligent data entry and validation systems
• Performance dashboards that update automatically

Workflow & Process Automation

• Quote and proposal generation systems
• Invoice and payment follow-up workflows
• Appointment scheduling and calendar management
• Document processing and approval workflows

Industry-Specific Solutions

• Healthcare: Patient communication and appointment workflows
• Professional Services: Client intake to project delivery automation
• Manufacturing: Order processing to production planning systems
• Consulting: Knowledge capture and proposal automation

Example Automation Scenarios

Professional Services Firm

“We spend hours each week updating project status, chasing invoices, and creating similar proposals for different clients.”

Potential Automation:

• Project milestone updates automatically generate client communications
• Invoice follow-up sequences based on payment terms and history
• Proposal system that pulls relevant experience and team information
• Time tracking integration with billing and project management

Healthcare Practice

“Patient scheduling is complex, insurance verification takes forever, and we miss follow-up appointments.”

Potential Automation:

• Intelligent appointment scheduling considering provider availability and patient preferences
• Automated insurance verification and pre-authorization workflows
• Patient reminder and follow-up communication sequences
• Integration between scheduling, billing, and patient records

Manufacturing Business

“Production planning involves multiple spreadsheets, inventory is hard to track, and customer delivery dates are difficult to predict.”

Potential Automation:

• Order processing automatically updates production schedules
• Inventory tracking with automatic reorder points and supplier communication
• Delivery date calculation based on current production capacity
• Customer notification system for order status and delivery updates

How We Approach Custom Projects

Discovery Process

Every custom automation project starts with understanding your specific situation:

• Current State Analysis: How do you handle these processes now?
• Pain Point Identification: What takes the most time or causes the most frustration?
• Success Criteria: What would “better” look like for your business?
• Integration Requirements: What systems need to work together?
• Team Considerations: Who uses these processes and how do they prefer to work?

Solution Design

Based on our analysis, we design automation that:

• Fits Your Business: Works with your existing methods and tools
• Scales Appropriately: Matches your business size and growth plans
• Maintains Control: Keeps you in charge of important decisions
• Delivers Value: Focuses on improvements you can measure

Implementation Approach

We believe in systematic, phased implementation:

• Start with highest-impact, lowest-risk opportunities
• Test thoroughly before full deployment
• Train your team completely on new processes
• Monitor results and optimize based on actual usage
• Plan next phases based on demonstrated success

Investment Approach

Discovery & Proposal Phase

Before any automation work begins, we invest time in understanding your specific situation and designing the right approach.

Discovery Process: $1,500 – $3,500

• Comprehensive workflow analysis
• System integration assessment
• Detailed automation proposal
• Implementation timeline and approach
• Clear investment requirements for your specific project

This investment is credited toward implementation if you proceed.

Implementation Investment

Custom automation investment varies significantly based on:

• Complexity of workflows being automated
• Number of systems requiring integration
• Level of customization needed for your industry or processes
• Timeline requirements for implementation

We provide specific investment requirements only after understanding your exact needs during the discovery phase.

When Custom Automation Makes Sense

You Might Benefit from Custom Automation If:

Your Processes Are Complex or Unique

• Industry-specific workflows that standard software doesn’t handle well
• Multiple systems that need to work together seamlessly
• Regulatory or compliance requirements that affect your processes
• Competitive advantages built into how you operate

You’re Scaling Successful Methods

• Current processes work well but take too much manual effort
• Growth is creating coordination challenges
• Quality depends on following specific steps consistently
• You need to maintain standards while handling more volume

You Have Integration Challenges

• Information exists in multiple systems that don’t communicate
• Manual data entry between different software tools
• Reporting requires gathering data from various sources
• Team coordination depends on information scattered across platforms

Industries & Specializations

Where Our Approach Works Well

Professional Services

• Legal firms, accounting practices, consulting agencies
• Complex client workflows with multiple touchpoints and systems

Healthcare & Medical

• Practices, clinics, specialty services
• Patient management with regulatory and insurance complexities

Project-Based Businesses

• Engineering, architecture, construction, creative agencies
• Resource planning, client communication, and project delivery workflows

Manufacturing & Distribution

• Production planning, inventory management, customer communication
• Integration between sales, production, and delivery systems

Getting Started

Free Initial Consultation

30-minute discussion to understand your automation opportunities

We’ll discuss:

• Current processes that consume significant time or cause frustration
• Systems that don’t communicate well with each other
• Whether automation approaches would fit your business style
• Next steps if custom automation seems promising

No sales pressure – just honest assessment of automation opportunities for your specific situation.

Discovery Project

Comprehensive analysis if automation seems like a good fit

If custom automation appears promising, we can conduct a detailed discovery to:

• Map your current workflows and identify specific automation opportunities
• Assess integration possibilities with your existing systems
• Design an implementation approach tailored to your business
• Provide accurate investment requirements and timeline projections

This gives you everything needed to make an informed decision about proceeding.

Ready to Explore Automation for Your Business?

Schedule a free consultation to discuss your specific workflow challenges.

We’ll help you understand:

• Whether automation approaches could address your particular challenges
• What investment might be required for your situation
• How implementation would work with your current operations
• What realistic improvements you might expect

Schedule Your Free Consultation →

No obligation. We’ll provide honest assessment of automation opportunities specific to your business.

Our Other Solutions

Need content automation? Our Content Automation Systems might be exactly what you need for marketing workflow challenges.

Multiple automation needs? We often work with businesses on content automation first, then expand to custom workflow automation as relationships develop and we understand their operations better.