The way your team works is about to change.
We design and build custom internal software, automated workflows, and AI-powered utilities for the teams that keep your business running.
The ones still buried in spreadsheets, manual processes, and tools that weren't built for how you actually work.
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Transformation results at a glance
Trusted by growing small and mid-market teams.
Manual admin & data entry time reduced
23%
First major efficiency gain achieved in
25 weeks
Avg. automations identified per company
33
Avg. annual cost savings
$191K
What We Do
Operations Consulting
We streamline workflows and help teams fix inefficient processes to unlock capacity so growth feels smooth, not painful.
SERVICES
Process audits
Workflow design
Change management
Team training
What We Do
Digital Transformation
We connect systems, cut tool sprawl, and implement the right software so your tech stack becomes a driver of efficiency, not a drag on it.
SERVICES
Data integration & analytics
Tech stack audit & strategy
Off-the-shelf tool implementation
Custom tool development
What We Do
AI Transformation
We build AI that pulls its weight—automating the busywork so your team can do their best work.
SERVICES
AI-powered automation
AI agents
Custom generative AI
No-code & low-code automation
What We Do
AI Readiness Program
Get a clear picture of how ready your people, processes, and tech are for AI, and an actionable roadmap to move forward.
BENEFITS
Benchmark team skills & adoption risk
Map current workflows & identify automation opportunities
Assess tech stack, data, and integration readiness
Deliver a clear roadmap with prioritized quick wins
Modernization solutions for every department
See what we typically build, where it lands, and how it pays back.
Switchboard for Founders & Execs
- Unify company data and tools for better visibility.
- Automate weekly reporting across finance, sales, and ops.
- Streamline decision cycles with live dashboards and alerts.
Outcomes:
Higher alignment • Faster reporting • Stronger strategic visibility
Switchboard for Operations
- Automate recurring operational workflows to cut manual work.
- Track SLAs and handoffs across tools with one source of truth.
- Build internal dashboards for throughput and issue tracking.
Outcomes:
Higher throughput • Fewer errors • Real-time visibility
Switchboard for HR
- Automate onboarding checklists and system access.
- Track recruitment pipelines and approvals automatically.
- Standardize performance reviews and time-off flows.
Outcomes:
Faster onboarding • Smoother communication • Happier teams
Switchboard for IT
- Automate account provisioning and access changes.
- Route helpdesk tickets with priority logic.
- Track assets and monitor compliance automatically.
Outcomes:
Stronger control • Faster resolutions • Reliable system health
Switchboard for Sales & Marketing
- Build lead-to-meeting workflows that sync with CRM.
- Automate quote, contract, and renewal processes.
- Connect analytics tools for real-time revenue insight.
Outcomes:
More qualified leads • Faster deals • Fewer handoff gaps
Switchboard for Customer Service
- Route support tickets automatically to the right queues.
- Automate SLA tracking and escalation.
- Sync insights back to product and ops for better decisions.
Outcomes:
Faster responses • Higher CSAT • Closed feedback loops
Switchboard for M&A & PE
- Assess automation readiness during due diligence.
- Map workflows and tools across target companies.
- Build post-merger integration playbooks and dashboards.
Outcomes:
Faster integration • Lower risk • Higher value capture
See Our Case Studies
- Explore how real teams scaled operations with automation.
- Read before-and-after stories across departments.
- Learn frameworks you can replicate in your org.
Outcomes:
Time saved • Adoption boosted • ROI proven
THE PAYOFF
What changes after Switchboard
When work lives across inboxes, spreadsheets, and half-used tools, teams stay busy and progress stays fuzzy. We redesign how work flows, set a clear source of truth, and automate the right steps so teams can move faster with less follow-up.
One place to find the truth
A real source of record for customers, projects, requests, or inventory so people stop reconciling versions.
Everyone knows what’s next
Clear stages, owners, and handoffs so work stops getting stuck between teams.
Updates happen without chasing
Status changes, reminders, and routing run automatically so you don’t need Slack pings to move work forward.
Numbers you can trust
Clean inputs and consistent definitions so reporting matches reality and decisions get easier.
Change that sticks
Training, documentation, and iteration based on usage so the new process actually becomes the process.
Less dependency on engineering
Operators can run and improve the system day to day, without waiting in a dev queue.
RESOURCES
Unlock your teams potential
Little Book of Big Automations
Inspiration and strategies for teams to boost efficiency and drive growth.
2026 Software Selection Toolkit
Step-by-step guides to selecting the best tools for your business.
The AI & Ops newsletter for teams who don't have billion-dollar budgets.
contact us
Let's identify your bottlenecks
A quick, 30-minute systems audit to identify your biggest workflow bottlenecks. No pitches, just insights.
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