SOXOAGet free assessment

What it looks like in practice

Real workflows. Real hours handed back.

Every engagement follows the same shape: find the manual workflow costing the most hours, build the system that removes it, measure what comes back. Here is what that looks like for the kinds of businesses we work with.

Illustrative outcomes for the workflows we deploy — the time savings we design toward, shown until named client stories replace them.

Freight & Logistics

~50 employees · Sacramento, CA

18 hrs/week recovered

The problem

Two coordinators spent most of their week keying invoice data and typing carrier-confirmation emails by hand. Volume was growing and the team was one busy month away from needing a third hire just to keep up.

What we built

A document-intake system that reads invoices and pulls the fields into their TMS, plus automated drafting of carrier-confirmation emails for a coordinator to review and send.

The outcome

Two coordinators now handle what used to take four people. The manual copying between systems stopped, and the planned third hire was shelved.

Accounting

~30 employees · Roseville, CA

22 hrs/week recovered in season

The problem

Client document requests and follow-ups were fully manual. During busy season, staff and partners spent hours every day chasing missing paperwork, and returns stalled waiting on it.

What we built

A system that requests, tracks, and escalates missing client documents automatically, plus inbox triage that routes client email to the right preparer.

The outcome

The chasing runs itself. Staff spend their time on review and advisory instead of reminders, and fewer returns stall waiting on documents.

Commercial Services

~48 employees · Elk Grove, CA

~70% less proposal prep time

The problem

Every proposal took roughly two hours to assemble from scratch, so bids went out slowly and the team turned down opportunities they simply couldn't get to in time.

What we built

A proposal-generation system that pulls job data and past wins and drafts a proposal in the company's format. Someone reviews and sends.

The outcome

Two hours became about ten minutes. More bids go out, faster, and the team stopped leaving opportunities on the table for lack of time.

How we measure

We agree what "working" means before we build.

Every project starts with clear success criteria — the specific hours, error rate, or turnaround we're trying to move. The engagement isn't complete when we've delivered a build; it's complete when the system is actually hitting those numbers in your environment. That's the whole point of researching first.

Free · No strings

See the number we'd design toward for you

Drop your company name and website. We research your operations, find where the hours are going, and build a personalized assessment with specific opportunities for your business. We email you when it's ready — no call required to see the research.

Loading saved draft...

We email you when your page is ready. Usually within 24 hours. No spam.