Built from real Switchboard projects.
The checklists, workflows, and patterns we use with clients to reduce manual work and make operations easier to run. Take what's useful. Share it with your team.
Copy-ready templates — plus original thinking on how teams operate at scale.
The same artifacts we hand to clients during an engagement. Open one, fork it, and put it to work this week.
Killing the Cockroach of Enterprise Software
Justin brings thoughtful takes on enterprise software, automation, and how modern teams operate.
60-Minute Workflow Audit Template
Map current processes and identify automation opportunities in an hour.
Build vs. Buy Decision Matrix
A scoring framework for deciding when to build custom versus adopt off-the-shelf software.
PDFs and toolkits you can share internally.
Reference material to circulate with your team or steering committee. No forms, no friction.
The Little Book of Big Automations
A step-by-step guide to identifying and implementing your first automations. A dozen ideas you can put to work this quarter.
Software Selection Toolkit
The comprehensive resource for choosing the right software — evaluation rubrics, scoring sheets, and negotiation checklists.
Walkthroughs and longer guides you can watch with your team.
Podcasts and recorded conversations on AI, automation, and how operations actually work in mid-market companies.
AI Adoption in Mid-Market Companies
Justin Watt on why AI adoption often fails and how companies can build operational systems that deliver at scale.
The Case for Automations and AI
Hype versus reality with AI tools, the three pillars of modernizing a company (people, process, technology), and more.
Joanna Li: Startups are a Multiplayer Game
Joanna Li, COO and co-founder of Switchboard, on how automation and AI are reshaping small-business operations.
What clients say.
Switchboard has been an exceptional partner for our technology and automation work. They consistently act like a fractional CTO and it feels like having a trusted advisor always in our corner, dedicated to helping us grow smarter and faster.
Alexis Volen, COO · CIRE Investments
Switchboard is the most impactful partner our company has ever worked with. Beyond delivering features, they've helped us shape how we operate and make decisions. Their mix of technical depth, craftsmanship, and strategic thinking has been essential to our growth. They function as a true extension of our company, helping us move faster without losing precision. I honestly can't imagine building without them.
Henrique de Freitas, CEO · RPM
Stay ahead with us.
Short insights on automation, AI, and modern ops. No spam, just practical ideas you can use this week.
Take what you've learned into your team.
See a real transformation
A before-and-after look at how a team reduced manual work and gained operational visibility.
View the case studyPitch Switchboard internally
A page you can share to answer the questions your team will ask before greenlighting a project.
Open the pitch guideWant help applying this?
If you want support improving workflows and automating the right work, let's talk.
Book a call