Integration and Automation
Connect your systems. Automate the busywork.
Most teams lose hours every week to double-keying, manual handoffs and tools that don't talk to each other. We scope what should connect, coordinate the build, and make sure it actually lands.
The problem
Your tools don't talk. Your people pay the price.
CRM here, finance there, learning system over there, support tool somewhere else. Every handoff is a copy-paste, an email, a spreadsheet. Errors creep in. Reports never quite reconcile. Your best people spend their week being the integration.
You don't need more software. You need the software you've got to work together — and the obvious manual jobs to quietly run themselves.
What we do
The bridge between business need and technical build
We're not the developers writing the code. We're the people who scope it properly, coordinate the build, and stop projects going sideways.
Workflow audit
We map your actual processes end to end. Where the time goes, where the errors happen, where automation pays off.
Integration scoping
Clear, vendor-agnostic specs for connecting your CRM, finance, LMS, support, marketing and data tools.
Automation design
Practical automations using the tools you already pay for (Zapier, Make, Power Automate, native APIs).
Vendor coordination
We brief and manage your developers, agencies or platform vendors so you're not the middle person.
Rollout & adoption
Documentation, training and check-ins so the team uses what we built. Otherwise it's just expensive plumbing.
Ongoing optimisation
Light-touch retainer to keep automations healthy and add the next sensible thing.
How it works
A clear path from messy to connected
Step 01
Map
Workshop your actual workflows. Find the painful manual handoffs and the highest-value connections.
Step 02
Scope
Plain-English specs: what connects to what, what gets automated, what stays manual, and why.
Step 03
Build
We coordinate the build with your team, our partners or your existing vendors. No code drops, no chaos.
Step 04
Land
Test, document, train, monitor. We stay involved until the team is using it and it's working.
Who it's for
Growing businesses with too many tools and not enough hours
Training providers, SaaS, professional services and operations-heavy teams that have outgrown spreadsheets and manual handoffs. Typically 10 to 500 people. We work globally and remotely; we don't need to be in your office to fix what's broken.
Proof — illustrative
Connecting a TMS and a Finance system for a training provider. A boutique training provider was double-keying every enrolment between their TMS and Xero. We mapped the workflow, scoped the integration, coordinated the build with their developer, and rolled it out to staff. Result: zero manual handoffs, invoices issued the same day a learner enrols, and roughly a day a week back for their ops lead.
Pairs with
AI Enablement and Training
Automation does the heavy lifting. Training makes sure your people can use the time it gives back. Most clients start with one and grow into the other.
See AI Enablement and TrainingLet's get your systems working together
A free 30-minute chat. Tell us where the time goes; we'll tell you honestly what we'd connect first.
Book a free discovery call