INDEPENDENT SOFTWARE & AUTOMATION CONSULTING
Make your software
work as hard
as you do.
Less manual work. Better information. Systems your team can rely on. We help service businesses choose, connect, and improve the software that runs their day.
Built around your business. Independent of software vendors.
THE AO APPROACH
Connect the systems.
Simplify the work.
YOUR BUSINESS FIRST.
YOUR PLATFORM SECOND.
Salesforce
HubSpot
Dynamics 365
Jobber
And the cloud tools
you already use.
WHERE WE COME IN
The work between the work
is costing you.
Chasing job details. Updating the same record twice. Working around a CRM nobody trusts.
These are everyday operating problems. They deserve practical solutions.
01
Your team works around the software.Make the system match the real workflow.
02
Your applications don’t talk.Connect information and remove duplicate entry.
03
Your next software decision feels risky.Choose and migrate with a clear plan.
FIVE WAYS TO MOVE FORWARD
The right help.
At the right point.
Improve what you have. Make a better choice.
Or make the move with confidence.
01 / Selection & setup
Choose software that fits the way you work.
Start with your requirements. Compare the right options. Launch a system your team can actually use.
02 / Automation & optimization
Less chasing. Less retyping. More work done.
Get more from the software you already pay for by improving workflows, connecting applications, and making adoption easier.
03 / Software migration
Move your software forward. Bring your history with you.
A carefully planned move for your customer records, job history, documents, and the connections your business depends on.
04 / Data management
Give every decision a stronger foundation.
Make information easier to trust, find, and use—with practical standards for how your business collects, connects, and controls its data.
05 / Focused data services
A specific data problem. A practical place to start.
From a health check to migration preparation, get focused help with the information holding your business back.
NOT SURE YET?
Start with the problem.
You don’t need a technical brief. Tell us what is getting in the way.
HOW WE WORK
CLEAR SCOPE. SHARED EXPECTATIONS.
Understand the work.
Then improve the system.
01
Understand
We review the people, processes, software, and information behind the problem.
02
Make a plan
Agree on priorities, deliverables, responsibilities, and how success will be measured.
03
Build and test
Configure, clean, connect, or migrate. Test real scenarios with the people who do the work.
04
Launch and improve
Support adoption, document the changes, and review results against the agreed goals.
PRACTICAL OUTCOMES
Measure the change that matters.
Define success before the project starts. Choose measures that connect better software to better day-to-day operations.
01
Time back
Track administrative time per job, repeated entry, and time spent searching for information.
02
Work moving
Track lead response times, handoff delays, and the time from completed work to invoicing.
03
Confidence in the system
Track duplicate records, missing information, and whether your team completes work in the agreed system.
OPERATIONS FIRST
Built for businesses
with real work to do.
From the office to the field, your software needs to support how work actually gets done.
Contractors & tradesFrom enquiry to quote to completed job.
Field & route-based servicesConnected schedules, teams, and service history.
Distributors & logisticsReliable records across customers and operations.
Growing, multi-location businessesConsistent processes across people and places.
GOOD QUESTIONS
A few things you may be wondering.
Do we need to replace our current software?
Not necessarily. We start by identifying whether configuration, data quality, workflow design, or training is causing the problem. Replacing the platform is one option—not the starting assumption.
Can you work with more than one platform?
Yes. We work across cloud-based CRM, field service, and related applications. We confirm the access, integration options, and platform capabilities required before agreeing the project scope.
How are projects priced?
The scope depends on your systems, data, workflows, and the support you need. The next step is a conversation to define the work and agree the proposed cost before implementation.
Do you work outside Western Canada?
Yes. Our work is remote and cloud-based. We agree meeting, training, and launch schedules around the needs of your team.
RESOURCE
Curious about AI?
Start with useful work.
The Small Business Guide to Artificial Intelligence explores practical uses for AI in productivity, repetitive tasks, and business information.
Ask about the guide and tell us where you see an opportunity in your business.
LET’S MAKE IT WORK
What would a better working day look like?
Tell us where your software is slowing you down. We’ll help you identify a practical next step.