Reduce manual work between your systems

I help small teams simplify messy processes by acting as a practical technology partner — stepping in when needed to connect and automate the tools you already use.

Start with a discovery conversation

☎ (931) 450-8639 • Usually respond within 24 hours

⚡ Less copy/paste 📊 Cleaner reporting 🔔 Better alerts 🔒 Safer automation

This might feel familiar

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Spreadsheet glue

Exports, copy/paste, and manual cleanup holding systems together.

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Numbers don’t match

Different reports tell different stories and nobody trusts them.

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Single point of failure

Only one person knows the process, and it’s fragile.

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Manual “checks”

Someone has to keep an eye on it to make sure nothing broke.

These are common patterns — and they are usually fixable.

What I do

I identify where manual work exists between systems and design automations that reduce or remove that work. I don’t replace your tools. I make them behave.

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Understand the real workflow

We map what actually happens day-to-day (not what the doc says), including handoffs, exports, spreadsheets, and “tribal knowledge.”

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Reduce friction and errors

We eliminate double-entry, reduce reconciliation work, and add checks so issues are caught early instead of discovered late.

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Make it maintainable

You get documentation and a system you can understand — so you’re not dependent on a mystery script no one can touch.

Examples of the kinds of problems I help with

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System sync

When two tools track the same thing differently, I set clear rules and automate the flow so they stay aligned.

Customer / client data alignment
Status updates between systems
Scheduled or event-driven sync

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Reporting automation

Turn recurring reports into a reliable pipeline so the numbers are consistent and the process isn’t manual.

One report instead of five
Automated exports & transforms
Consistency checks

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Alerting & visibility

Reduce “noise” and make sure the right people get notified when something actually needs attention.

Failure detection
Escalation rules
Simple dashboards

How I work

I don’t sell pre-packaged solutions. Every engagement starts with discovery to understand your systems, constraints, and goals. From there, I propose a clear plan and scope before implementation begins.

Discovery

We review your workflow and tools, identify manual steps and failure points, and confirm what “better” looks like.

Plan

You get a clear recommendation and an implementation plan tailored to your environment.

Build & test

I implement the automation, test it with real scenarios, and document what’s built so it’s maintainable.

Hybrid support (optional)

Some clients need a one-time fix. Others prefer occasional support as systems evolve. I can work either way.