Transform Your Business
Turn Your Underperforming CRM Into An
Automated And Optimized Business
We select, optimize, automate, and migrate CRM and Field Service Management systems so your business operates better.
OPTIMIZATION
$9,000 Saved
XYZ Roofing cut total costs for carrying inventory by optimizing inventory counts for real time data.
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AUTOMATION
40 Hours Saved
Johnson Refrigeration saved up to 40 hours a month in administrative hours by automating their service scheduling.
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AUTOMATION
35% More Leads Won
Elite transport won 35% more leads by being the first response for customer shipping quotes.
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Automate and Optimizate – one business at a time.
What we do?
AO Digital helps businesses improve how their software, data, and workflows work together. Our focus is on two core areas: automation and optimization.
Automation
AAutomation uses software to handle repetitive tasks with less manual effort – saving time and money in everyday business processes.
What we do for you: We create automated workflows designed around specific business outcomes such as increasing sales, improving customer response times, reducing administrative work, and delivering services faster.
Optimization
OOptimization improves the software and systems your business has already invested.
What we do for you: We refine workflows, clean up data, improve user adoption, and configure applications to increase efficiency, accuracy, and team use. Instead of simply adding more software, we help you get more value from the systems you already have.
Automate and Optimizate – one business at a time.
How we do it?
Switch Software Without
Losing Your Data
Moving to a better CRM or field service management system should not put your data or daily operations at risk.
We manage the migration of customer records, notes, photos, documents, job history, and other critical information from your old system to your new one. Our goal is to help you make the switch with accurate data, minimal disruption, and as little operational downtime as possible.
Turn Your Data Into a
Digital Advantage
Duplicate records, missing fields, outdated information, and inconsistent data can limit the value of even the best software.
We clean, organize, validate, and prepare data from your CRM, ERP, Field Service platform, spreadsheets, and other cloud-based systems. The result is reliable information your team can use to make better decisions, improve service, and support business growth.
Automate and Optimize
The Right Software
Even leading software can perform poorly when it is not configured properly, workflows are inefficient, or employees struggle to use it.
We improve applications by redesigning workflows, creating automations, refining system settings, and supporting better user adoption. Because AO Digital is application-agnostic, we do not sell software or work on behalf of vendors. Our recommendations are based on what works best for your business.
Automate and Optimize – one business at a time
Built for Businesses That Operate in the Real World
Who We Work With?
Contractors
Distributors
Real Estate
Logistics
and more…
We specialize in helping contractors, route-based service businesses, distributors, and other operationally complex companies improve how they use software and data.
Because our work is built around cloud-based technology, we work on successful projects anywhere in the world. Located in Western Canadian time zone, we gladly accomodate project meetings, training, and implementation schedules across any time zone around the world.
Automating and Optimizing – one business at a time.
Bridging the Gap Between Business and Technology
Our Technology Ecosystem
We work with a wide range of cloud-based CRM, field service management, automation, and data platforms. We also maintain deeper expertise in a select group of applications that we regularly use, test, and continue to learn.
Depending on your existing systems and business needs, we can configure your current software, connect multiple applications, or develop a solution to close gaps in your workflow.
Our focus is not on promoting a particluar platform. It is on using the right technology to automate and optimize your business processes.
Get The Guide
Hire your first AI: Learn How Small Businesses Can Put AI to Work
Available Now!
The Small Business Guide to Artificial Intelligence
Discover how small businesses can use artificial intelligence to improve productivity, automate repetitive work, make better use of data, and support smarter business decisions.
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Automate and Optimize – one business at a time.
Put Our Expertise to Work For Your Business
We apply proven software, data, and automation expertise to help your business operate better.
Certified Expertise. Practical Business Results
Certified Expertise. Practical Results.
Automate and Optimize
Your Business
Whether you are shopping new software, setting up a system, planning a migration, or trying to improve the applications you already use, AO Digital can help you determine the best next step.
Get in touch with us today to discuss your business, software, and opportunities for automation and optimization.
