Free workflow audit

Find out what is worth automating before you spend a dollar on it.

A 30-minute workflow audit call. You'll leave knowing the two or three processes in your operation that automation would pay back fastest, and roughly what each takes to build. Useful whether or not you hire us.

The same report gets rebuilt by hand every morning or every month.

Data is re-keyed between two systems that should talk to each other.

You already run on Microsoft 365, Azure, or the Power Platform.

Request your audit

Jeff reads this personally and replies within one business day.

What happens after you hit send.

01

You send the form

Two sentences about what is eating your team’s time is enough. No deck, no discovery questionnaire.

02

Jeff reads it and replies

Within one business day, from a real inbox. If we are not the right fit, he will say so in the reply and save you the call.

03

You get a 30 minute call

We walk your workflows and rank what automation would pay back fastest. You keep the thinking whether or not you hire us.

This call is useful if

  • The same report gets rebuilt by hand every morning or every month.
  • Data is re-keyed between two systems that should talk to each other.
  • You already run on Microsoft 365, Azure, or the Power Platform.
  • An approval or a handoff routinely stalls in somebody’s inbox.

It is not useful if

  • You want a one-off script, not a system somebody maintains.
  • The process changes so often there is nothing stable to automate yet.
  • You want to buy software and run it yourself, without engineers.

Engagements start at $7,500 a month. If that is outside your range, this call would waste your time, and we would rather say so here. See what each tier includes.

Jeff Bernard

You will be talking to Jeff.

Founder and Automation Architect

Jeff has spent his career building systems for operations teams, most of it in and around upstream oil and gas. He runs the audit himself, and he is the one who replies to your form.

Look him up on LinkedIn first →

Before you send it.

What does the audit cost?
Nothing. It is a 30 minute call. There is no fee, no obligation, and no proposal waiting at the end of it unless you ask for one.
Do I need to prepare anything?
No. Come as you are and describe the work. If you happen to have a screenshot of the spreadsheet or the report that hurts most, bring it, but it is not required.
What if we are not a fit?
We will tell you, usually in the reply to your form before we ever get on a call. Talking a company out of automation it does not need is cheaper for everyone than selling it.
Do I own what you build?
Yes. Every automation, dashboard, and integration we build is yours. It runs inside your own Microsoft environment. If you cancel, you keep everything and it keeps running without us.
Who actually does the work?
Engineers who architect, code, and implement. Not a consultant who writes a report and hands it to someone else. Jeff runs the audit himself.

Request your audit.

Thirty minutes. No fee, no obligation.

Jeff reads this personally and replies within one business day.