Chapter 02 / 05
Operations & Automation
Workflow automation, internal tools and AI that give your team its hours back.
SystemsPatient Access & Back-office AutomationKnowledge CopilotQuote & Estimate EngineBack-office Document AutomationTender & RFQ DeskField Ticket & Dispatch
We find the work your team repeats every day and build the software that does it: intake, scheduling, document handling, approvals, reporting and the handoffs between them.
Our engineers embed in your operation, learn the workflow from the people doing it and ship tools those people use. Where AI helps, it reads, classifies and drafts, and a person reviews anything sensitive.
Where we automate the work, repetitive manual effort falls 50–80% and workflows finish 50–90% faster. Each person's throughput rises 2–5× , 80–95% of predictable work runs straight through, and errors fall 50–90% .
Median outcomes across 55 projects since 2021. Ranges are medians, not guarantees. How we keep client work private
Operations platform
Paper and faxed intake becomes structured records, the earliest slot across sites is found for you, and the day runs from one live queue.
Replaces the fax machine, paper intake, a spreadsheet schedule per site, phone tag.
In-house build · sample data
Knowledge copilot
Texts, work orders and SOPs become one grounded source. Answers come with their citations, and every good decision becomes a rule the system keeps.
Replaces knowledge in two people’s heads, texts on personal phones, SOP PDFs nobody opens.
In-house build · sample data
Quote engine
Estimates assembled from your price book and past jobs, sent for signature and followed up automatically.
Replaces estimates rebuilt from scratch in a spreadsheet, follow-ups left to memory.
In-house build · sample data
Document automation
Faxes, referrals and intake forms classified, extracted and routed without retyping.
Replaces retyping faxes, referral letters and intake forms by hand.
In-house build · sample data
Tender desk
RFQs captured, priced and tracked to submission from one desk.
Replaces RFQs in shared inboxes, pricing in personal spreadsheets, missed deadlines.
In-house build · sample data
Field operations
Jobs released only when they are ready, crews dispatched from one board, field tickets signed on site and invoiced with every hour of standby.
Replaces dispatch in one person's head, paper field tickets, standby left off the bill.
In-house build · sample data
We automate operations for Healthcare, Contractors & Construction, Logistics & Industrial and Local Businesses.
One call with the people who would build it. We map where the work leaks and what to build first.
Book a callScore your business
Systems built to SOC 2, ISO 27001 and PIPEDA/PHIPA controls.
