Pitching Switchboard to your team?
Use this page to walk through key questions your teammates might have, and how to answer them.
Meet Garrett, the CEO Strategy, alignment, results.
Big picture thinker. Focused on growth, strategic outcomes, and keeping everyone rowing in the same direction.
Every business is different, and we’re here to understand your needs and the goals you aim to achieve.
Before getting into action we must perform an assessment that will move us forward to crafting a strategic roadmap for IT modernization.
It’s all about prioritizing initiatives and their impact on your business goals, plus, tracking key performance indicators (KPIs) to ensure measurable outcomes and a tangible return on your investment.
We’re going from “interesting” to “Oh boy, this works!”
Depending on your team size and chosen package, the program runs 2–8 weeks. From your side, expect a handful of workshops and individual stakeholder interviews with some folks on your team. We come prepared and keep the lift light while making sure the outputs reflect your reality.
We’ll need a few hours from department leaders for workshops and deep dives, plus 60–90 minutes with key individuals for process mapping.
Beyond that, we do the heavy lifting: mapping, analyzing, and turning it all into a strategy your team can act on.
Yes. To build a real picture of your setup, we’ll need access to the tools we’re evaluating—how they’re used, how data flows, where the gaps are.
We use industry-leading 1Password for secure logins, and only your project team has access.
We keep spots limited so we can give each client focus. Typically, we can kick off within 3–6 weeks. We also help you prep for kickoff to prepare you and your team for a smooth start.
Addressing the "unknown" and building trust requires open communication, and we’re here for it.
We offer 3 service areas to help you integrate with Automation:
Digital Operations Consulting : We go tactical all the way, create the strategy that fits your business, pick the best software and tools, and begin the Automation journey and roadmap creation.
Digital Transformation : This is when we become Bob The Builder and turn the theory into reality. Connect the dots (and data) to build a strong foundation that works for you. Tools are aligned, software is running and the boring stuff is automated.
AI Transformation : Growth is sustainable! We already cooked the best automated dish by now, and the recipe is all yours.The journey is documented for future references and team onboarding, plus, we stay with you to nurture your success.
Depending on your team size and chosen package, the program runs 2–8 weeks. From your side, expect a handful of workshops and individual stakeholder interviews with some folks on your team. We come prepared and keep the lift light while making sure the outputs reflect your reality.
We’ll need a few hours from department leaders for workshops and deep dives, plus 60–90 minutes with key individuals for process mapping.
Beyond that, we do the heavy lifting: mapping, analyzing, and turning it all into a strategy your team can act on.
Yes. To build a real picture of your setup, we’ll need access to the tools we’re evaluating—how they’re used, how data flows, where the gaps are.
We use industry-leading 1Password for secure logins, and only your project team has access.
Now meet Celia, the COO Execution, efficiency, and balanced growth.
A pragmatic, experienced leader who values systems that work. Solution-oriented, open to innovation, but wary of unnecessary friction.
Next up: Miles, the CTO Tech integration, innovation, and team sustainability.
Tech-savvy and forward-thinking, Miles is passionate about emerging technologies, but knows they’re only as strong as their adoption.
Top 100 tools implemented
Part of this exciting journey is getting to know how the team works. It leads us to have a better understanding of your workflow and where should we get involved.
Switchboard brings three tech-savvy pros into the equation:
Project Manager : mergency contact? This is your person. They’re in charge of the whole scenario.
Workflow Strategist : They’re the architects, they study the bases and design the map that eventually will become the Empire State of Automation.
Automation Developers : They’ll be hands-on in turning the strategy into a reality. Setting up automation, structuring data, and connecting all technical elements is their major.
While we work together uniting force, our part is mostly taking care of the backstage scenario. We're flexible with tech and have experience across many platforms, every solution we bring to the table means we’re confident we can succeed!
Depending on your team size and chosen package, the program runs 2–8 weeks. From your side, expect a handful of workshops and individual stakeholder interviews with some folks on your team. We come prepared and keep the lift light while making sure the outputs reflect your reality.
We’ll need a few hours from department leaders for workshops and deep dives, plus 60–90 minutes with key individuals for process mapping.
Beyond that, we do the heavy lifting: mapping, analyzing, and turning it all into a strategy your team can act on.
Yes. To build a real picture of your setup, we’ll need access to the tools we’re evaluating—how they’re used, how data flows, where the gaps are.
We use industry-leading 1Password for secure logins, and only your project team has access.
This is the moment when ROI meets AI.
AI solutions seem expensive, but a well-planned approach minimizes hidden costs and maximizes ROI.
We developed affordable and fast Automation Readiness Assessments (ARAs); they are custom-built to deliver critical insights like cost savings potential, process bottlenecks, and data readiness assessment in a tight diligence timeframe.
These ARAs are designed to quickly and efficiently evaluate your current state, identify opportunities for automation and AI, and provide a clear picture of the potential ROI.
This allows you to make informed decisions about your AI investments and prioritize projects that will deliver the greatest impact.
Depending on your team size and chosen package, the program runs 2–8 weeks. From your side, expect a handful of workshops and individual stakeholder interviews with some folks on your team. We come prepared and keep the lift light while making sure the outputs reflect your reality.
We’ll need a few hours from department leaders for workshops and deep dives, plus 60–90 minutes with key individuals for process mapping.
Beyond that, we do the heavy lifting: mapping, analyzing, and turning it all into a strategy your team can act on.
Yes. To build a real picture of your setup, we’ll need access to the tools we’re evaluating—how they’re used, how data flows, where the gaps are.
We use industry-leading 1Password for secure logins, and only your project team has access.
Julien, the CFO Data-driven, cautious about investments, focused on ROI.
Data-driven leader, focused on value. Naturally cautious about new investments, but open to proven efficiency.
