Workflow automation
Small business automation specialist in Brooklyn
Automation that fixes one real bottleneck at a time, for companies anywhere.
Not every problem needs a big project. Some of the best automations are small and cheap, and they save a team hours every week. We find the bottleneck first, meaning the step where work piles up and waits. Then we build the lightest fix that works, at a fixed price. If an existing tool already does it, we'll tell you.
Are you paying people to do repetitive work?
Skilled people copy, paste and re-type the same information all day. Someone waits for someone else before they can start. That's what we look for.
What does a small automation look like?
At Better Ledgers, our team needs two-factor authentication codes to log in to bank accounts. The codes used to go to whoever set up each login, so people had to ask each other for them. We set up one dedicated phone number that receives the codes and sends them to the team. The person who asked knows it's theirs, and everyone else ignores it. It costs about $5 a month on top of the Quo phone plan we already had, and nobody has to hunt for a code anymore.
That's the kind of problem we like: small, real and cheap to fix. Bigger automations cost more, and every one gets a fixed price before we start. How we work and pricing
How do you automate a process in your business?
Three steps: map where work waits, fix the biggest bottleneck first, and use a tool you already pay for if it can do the job. Ami maps how your company actually works today: where people wait, re-type information or chase each other. When the problem spans several teams, a System Blueprint maps the whole thing first: how a System Blueprint works. When the bottleneck is customers sending information, a portal your customers use can fix it at the source.
Which business processes can you automate?
Intake and onboarding, reminders and follow-ups, handoffs between teams, collecting information from customers, reports that used to be built by hand, and routing information to the right person.What does automation need from your team?
A person who knows the process and will tell us how it really works, not how it's supposed to. Automation exposes messy steps, and sometimes the process has to change before the software can run it.
When isn't a task worth automating?
If it happens twice a month, it may not be worth automating. We'll tell you. Do you need custom software?