2.3 / business systems & automation

The software your business lives in, running properly

Every organization has one system it can't work without — an ERP, a practice management platform, a student information system, a property management suite. We keep that system fast, current, and backed up, and we automate the busywork around it.

2.3.a / your core system

We treat your core system like the business asset it is

Whether it's the ERP taking every order, the practice software running your schedule, or the platform tracking every work order — when that system is slow, everyone's day is slow, and when it's down, the business is down. We host these systems on infrastructure we manage, monitor them like they matter, and handle the upgrades everyone else postpones out of fear.

Our deepest specialty is Odoo ERP — we host it, tailor it to how your operation actually works, and carry clients through version upgrades. But the discipline applies to whatever you run: if it's critical to you, it gets staging environments, tested changes, and real backups.

  • Hosting on infrastructure we run — fast, monitored, backed up nightly
  • Tailoring the system to your workflow, with every change tested before it goes live
  • Version upgrades rehearsed in advance and done over a weekend
  • Integrations: your core system talking to accounting, e-commerce, shipping, and email
  • Reports your managers actually use, built from your real data

2.3.b / upgrades

A system upgrade should be a non-event

The reason most companies run ancient software is that the last upgrade was traumatic. Ours follow a fixed pattern — rehearse until boring, cut over on a weekend, keep the back-out plan ready:

  1. weeks before We rehearse the entire upgrade on a copy of your system — twice — with your key people clicking through their real daily work.
  2. friday night Freeze. The real upgrade starts after your last transaction of the week.
  3. the weekend We migrate, then verify your numbers match: financials, inventory, open orders.
  4. monday 7am Your team logs into the upgraded system and gets to work. A back-out plan stays ready for a week — so far, never used.

on record: a full ERP version upgrade with zero business-hours downtime. read the report

2.3.c / automation

The busywork around the system, engineered away

Invoice and paperwork entry

before

Someone opens every vendor email, downloads the PDF, and retypes the numbers into your accounting or ERP system. Twenty minutes per invoice, typos included free.

after

Documents are read automatically the moment they arrive, matched to the right purchase order or property, and entered as drafts a person approves. The unclear ones get flagged for review — not guessed.

at one client: ~14 invoices a day entered with zero retyping

Shared inbox triage

before

Requests, orders, and complaints all land in one inbox. Someone spends the first two hours of every day forwarding, labeling, and apologizing for the ones that slipped.

after

Incoming mail is sorted, matched to the right customer or tenant, and turned into a task with a due date in the right person's queue. The inbox becomes a record, not a job.

at one client: 40 hours a month of triage eliminated

Two ground rules: automations run on systems we manage for you — your data doesn't get shipped to some third-party cloud — and anything the software isn't sure about goes to a person instead of being guessed. We measure the hours before and after, so the result is a number, not a feeling.

next step

Bring us your most annoying recurring task.

On the review call, describe the chore your team complains about most. We'll tell you on the spot whether it can be automated, what that looks like, and what it costs.