Business Systems & Automation
For professional teams losing time to re-entry, bottlenecks, and fragile processes
Get Clarity with a Systems AuditYou don't have a software problem. You have a systems problem.
- Work gets re-entered in multiple places
- Simple tasks stall because one person is unavailable
- Critical steps live in someone's head
- Processes break when volume spikes or staff changes
I help small professional teams take ownership of how work actually moves through their business — so data stays reliable, handoffs stay clear, and automation replaces busywork.
The real issue isn't tools — it's that no one owns how work flows end-to-end.
I work with local professional service firms — legal, medical, financial, advisory — without building industry-specific one-offs.
This is not helpdesk IT. This is operational infrastructure.
How It Works
Clarity first. Ownership always. Systems that stay boring.
Audit
Get clarity
Projects
Make contained improvements
Stewardship
Maintain ownership
Every engagement starts with an audit.
The audit stands on its own. Implementation is optional.
Systems Audit & Roadmap
A structured review of how your business actually runs. This is the required starting point for all engagements.
This is not documentation for documentation's sake — it's a practical decision-making tool.
Includes
- You know what actually matters and what can be retired
- Fewer access risks and fewer "only one person knows" situations
- Clear handoffs and fewer stalls
- Reduced exposure when people leave or things go wrong
- Automation and simplification opportunities
- A clear, prioritized improvement roadmap
Outcome: You leave with clarity, clear ownership, reduced risk, and a short list of decisions to make next.
Start with an AuditSystems Cleanup & Automation
Hands-on implementation of improvements. Projects are clearly scoped, documented, and built to last.
Each project has a defined start, end, and outcome.
Examples
- Reduce risk and setup time when staff changes
- Replace inbox chaos with forms + routing
- Shared operational systems that act as a single source of truth
- Clean up file structure and permissions
- Reduce tools and manual re-entry
- Connect systems so information moves automatically
Systems Stewardship
Active ownership of core operational systems. This keeps your systems boring — in the best way.
Includes
- Active ownership of core operational systems
- Monthly improvement work (scoped, intentional)
- Quarterly system reviews and planning
- Vendor coordination related to supported systems
- Emergency support only for managed systems
This exists to prevent emergencies, not respond to random break/fix.
How I Think About Systems
If something requires constant fixing, the system is wrong.
- Printer, copier, or fax troubleshooting
- One-off break/fix requests
- Personal devices
- 24/7 helpdesk support
- Hardware repair
If a workflow depends on a fragile device or manual workaround, we redesign the workflow instead.
Who This Is For
- Small professional teams where mistakes are expensive and time is scarce
- Without a clear owner of operational infrastructure
- High revenue per client or engagement
- Low tolerance for dropped balls or compliance risk
- Risk-averse
- Time-poor
- Willing to make decisions, not chase tools
If you want someone to "just fix it," I'm not the right fit.
If you want systems that don't need constant fixing, we should talk.
Get Started
The Systems Audit is the only way to start. From there, you decide what — if anything — comes next.
Schedule a 30-Minute Clarity Call