Forms, Records, and Reports

Employee and HR Management

Project, Jobs, and Production Management

Safety Management

Asset and Equipment Management

Estimates, Quotes, and Sales

Inventory, Materials, and Supplies

Client Management

Purchasing and Orders

Training and Compliance

Business Continuity

Client, Employee, and Vendor Self Service

IT Solutions

Onboarding and Orientation

Custom Development

Data Management

Consultation and Planning

Your consultant will work with you to gain an in-depth understanding of your business, management, operations, workflow, and processes. Then we will help you to determine your your management and automation goals and objectives. Based on this information, we will prepare a custom plan and solution.

Step 1: Management Platform

Our proprietary management and automation platform will server as your core management system. This includes your central database, dashboard, departments, user access, and system administrations. From here, everything else can be added by module, function or process, fully customized to your requirements.

Step 2: Streamline Information

Paperwork, forms, records, data entry, and reports are some of the time consuming and costly tasks performed in every business. Our goal is to eliminate the paperwork by digitizing forms and records, streamline data collection and entry, centralizing the data in the database, and providing on-demand reports and updates.

Step 3: Functions and Processes

Rather than trying to manage and automate all functions and processes across the entire business at one time, we will focus on one process stream or set of functions of the business at a time. We will streamline and automate that area and then we will move onto the next area in priority sequence.