Signs it's time to automate
If your team does it every week, software can probably do it
Copy and paste. Staff move the same information between emails, spreadsheets and systems.
Approvals by email. Requests get lost in inboxes and nobody knows where anything stands.
Manual invoicing. Billing depends on someone remembering to run it, and running it correctly.
Reports built by hand. Answering a simple question takes an afternoon of exports and formulas.
Spreadsheets holding it all together. Critical processes live in files only one person understands.
What we automate
Reliable processes, from intake to invoice
Workflow & approvals
Multi-step processes with review steps, feedback loops, approvals and notifications, all tracked in one place.
Reporting & alerts
Scheduled reports and real-time alerts, so the right people know what's happening without asking.
Ecommerce, ordering & billing
Orders, subscriptions, renewals and invoices that process themselves, with exceptions flagged for review.
Forms & data intake
Online forms that validate data, route it to the right system and kick off the next step.
Customer communications
Timely, personalized emails and reminders triggered by real events, not someone's calendar.
Data hand-offs
Information that moves between systems automatically, without re-entry.
Our approach
Automate in stages, keep people in control
Map the process. We document how work really gets done today, including the workarounds.
Find the bottlenecks. We target the steps that cost the most time or cause the most errors.
Automate in stages. We deliver improvements step by step, so your team sees results early.
Keep humans in the loop. People still make the judgment calls. The software handles everything around them.
In practice
Automation we've delivered
EFTS Automating interlibrary loan billing for thousands of medical libraries
- Custom data-exchange API integrated with NLM's DOCLINE, so loans flow in automatically with no manual entry
- Real-time "Wallet" accounts, funded by ACH or credit card, with optional auto-funding
- Accounting-style dashboard of receivables, payables and unbilled items
- Integrated with MLA's AMS (SSO), billing and accounting platforms
- Phased rollout with data migration, escrow transfer and full financial reconciliation
Tecture AMP - WordPress Association Management Platform Turning WordPress into a complete association management system
- Membership tracking, auto-renewals and segmented renewal email journeys
- Workflows for awards, grants, certifications and more, with staff inboxes and approvals
- Single sign-on across the website and connected platforms
- Personalized member dashboards and filterable directories
- LMS, ecommerce with member pricing, and sync with an existing AMS
ABPM From paper files to cloud-based collaboration
- One central database, migrated from several disparate systems
- An electronic application system that handled a 400% increase in demand
- A staff and board review system so the Board can work entirely remotely
- Integration with the board exam provider, plus electronic fee payments
- One physician dashboard for support requests and MOC tracking