How we work
Discovery → As-Is/To-Be → automation map → ship → verify on-device.
A five-step method that survived 13+ years of field reality.
Technology serves people — not the other way around.
1. Discovery
Process mapping, stakeholder interviews, artifact harvest. We meet the work where it lives — not where the vendor PDF says it should.
2. As-Is / To-Be modeling
Excalidraw-and-BPMN-style models grounded in field reality. The team can read them; that's the test.
3. Automation map
Each gap gets a candidate automation, an owner, a trigger, and a check. Power Automate when it's the right tool. Salesforce automation when that's the right side. Sometimes — the boring win — a SQL view and a meeting.
4. Ship
Implementation on the customer's stack of record: Microsoft, Salesforce, Resco.
5. Verify on device Verified on-device
Multi-platform sanity-check across iOS, Android, and Windows before a process is declared live.
What we don't do
- Surprise scope creep.
- "Magic AI" claims.
- Plugin-sprawl WordPress sites.
Ready to talk?
Plain-spoken consulting for utilities, government, and field-service organizations.