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We help small and mid-sized businesses modernize their operations using AI, automation, and improved reporting systems.
Our specialties include Power BI dashboards, Microsoft Copilot optimization, financial process automation, SAP/BW workflow support, AI content systems, and operational efficiency improvements.
Yes.
We support:
• Solo founders
• Small and mid-sized businesses
• Professional service firms
• Growing teams that need better reporting or automation
• Corporate departments needing specialized Power BI or AI consulting
Your engagement is always customized to your size, goals, and maturity level.
Yes — all services can be delivered fully remote.
We use secure and scalable tools for collaboration including Teams, Zoom, shared drives, and your existing Microsoft 365 environment.
You can begin by:
There is no obligation during the consultation phase.
Yes.
Our packages (Essentials, Operations Upgrade, Digital Transformation) are structured with fixed-fee, predictable pricing.
Custom projects can be quoted fixed-fee or hourly depending on complexity.
Absolutely.
We regularly work with:
• Microsoft 365
• Power BI
• SAP / BW
• Excel systems
• Financial reporting environments
• CRM and workflow tools
• Copilot integrations
We improve what you already have before recommending anything new.
Common areas include:
• Month-end close tasks
• Financial reporting
• KPI dashboards
• Data consolidation
• Approval workflows
• Customer communication
• Document generation
• Email templates
• SOP and process documentation
If it is repetitive, rules-based, or data-driven — we can automate it.
No.
Our goal is to augment your team, not replace them.
AI and automation remove repetitive work so your team can focus on analysis, decision-making, and serving clients.
Yes.
We use your business’s existing security and Microsoft 365 environment.
You maintain data ownership at all times.
We follow standard Microsoft, Power BI, and SAP governance best practices.
Typical timelines:
• Small improvements: 1–2 weeks
• Dashboards or automations: 3–6 weeks
• Full AI/operations overhaul: 6–12 weeks
Timelines scale based on complexity and business readiness.
Yes.
We offer monthly support packages for:
• Dashboard updates
• AI prompt refinement
• Workflow monitoring
• Document and communication automation
• New use cases as your business grows
Yes.
We provide tailored training for:
• Microsoft Copilot
• Power BI usage
• Workflow tools
• New AI systems created for your business
Training is included in most service packages.
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