What's included
source of truth
Disconnected systems, duplicate data
When your CRM, ERP, accounting and portals do not talk to each other, people fill the gaps by retyping. We connect them with APIs and integration platforms, and with bots where no API exists.
Every project includes
What's included
Strategy
Architectural alignment before implementation.
- Workflow mapping
- Success criteria definition
- Risk & dependency review
Build
Controlled deployment of automation infrastructure.
- Automation flows
- System integrations
- QA & testing checklist
Handoff
Operational enablement and system ownership transfer.
- Technical documentation
- Team training
- Operational runbook
Support
Ongoing performance governance and system optimization.
- System monitoring
- Iteration cycles
- Performance adjustments
A process built for results
Clear milestones, constant communication, and zero hand-waving. Here’s how we get from idea to impact.
Discovery & Success Criteria
We map your current workflows, identify bottlenecks, and define clear metrics for success.
Map Workflows + Data Access
We document every step, identify bottlenecks, and determine what data and systems need to connect. No surprises down the road.
Build + Test + Security Review
We build incrementally, test thoroughly, and review security at every stage. You see progress weekly and can give feedback early.
Launch + Monitor + Iterate
Go live confidently. We monitor performance, catch issues, and optimize based on data.
See what's possible
Three workflows, from what arrives to what your team sees.
Lead Intake & Enrichment
- Cleaner leads. Faster handoff.
Order Sync
- Orders in every system, entered once.
Portal Data Entry
- No API needed, no retyping.
Recent work
Golden Freight
A UiPath bot books ocean container shipments on the Maersk portal every 30 minutes during office hours, and writes the booking numbers back automatically.
Hamilton Pharmacy
Kroll batch processing is automated across three workstations, including copay and insurance-order handling, with ongoing monitoring and support.
Hitech Group International
An AI vision project that checks packaging print, labels and barcodes against approved artwork, with human review. We scoped it and built the NRC IRAP funding case.
Common questions
Everything you need to know before we start working together.
How long does a typical automation project take?
It depends on complexity. A single workflow can be live in a few weeks. Multi-system projects with AI components typically take longer. We’ll give you a realistic timeline after our discovery call—no surprises.
What access do you need to our systems?
We request only the minimum access required for each integration. For most projects, this means API keys or OAuth connections. We document all access and follow least-privilege principles.
Who owns the automations you build?
You do. Everything we build belongs to you. We provide full documentation, and you can maintain or modify the workflows yourself. We’re also happy to provide ongoing support if you prefer.
What happens if something breaks after launch?
We don’t disappear after launch. If something breaks or needs adjustment, our team is available to quickly diagnose and resolve the issue. We also offer ongoing support and optimization to ensure everything continues to run smoothly as your business evolves.
How do you handle data security?
We use the minimum access each automation needs, keep credentials in your environment or a secure vault, and log every action an automation takes. For pharmacy work, patient data stays inside your own systems, such as Kroll, wherever possible. We document every data flow before go-live.
Can you work with our existing tools and vendors?
Yes. We work with the systems you already use, including Kroll, NetSuite, QuickBooks, Sage, SAP, HubSpot, Salesforce, Microsoft 365, Google Workspace and carrier portals. Then we choose the automation tool that fits: UiPath, Power Automate, n8n or custom code.
Do you offer ongoing maintenance?
What if we're not sure what to automate first?
That is what the free automation assessment is for. We map your processes, estimate the time each automation would save, and recommend where to start. For Canadian businesses, we also check which government funding programs could cover part of the cost.
Can government grants pay for this?
Often, yes. Ontario businesses may qualify for programs such as OCI’s Digital Modernization and Adoption Plan, FedDev Ontario funding and SR&ED tax credits. We check which programs fit, prepare the application, and then deliver the funded work.