Intelligent Automation Operational Efficiency

The Gaps in Your Operation Are Costing You More Than You Think. I Find Them. I Fix Them.

Manual handoffs between tools, slow reporting cycles, disconnected CRM data, and inconsistent follow-up compound into a drag on your margins. End-to-end automation connects your stack into a system that runs faster than any team can manually execute.

Most Organizations Are Absorbing Manual Labor Costs That Automated Systems Should Be Handling.

I have worked with businesses running eight, ten, twelve tools with no connections between them. Someone on the team moves data from one system to another by hand every day. Follow-up breaks when that person is out. The CRM is wrong because nobody had time to update it. Reports take half a morning to pull together. All of that is time being spent on work that should not require a person.

Before I build anything I audit the operation. I find every manual handoff. I document the time cost of each one. Then I build the connections that make the manual work stop. Your team does not get smaller. They just stop doing the work a computer should be doing.

Six Automation Engagements. All of Them Start With Finding the Work That Should Not Be Manual.

Revenue Operations Automation

I automate the full path from inbound lead to closed deal. Lead routing, stage changes, follow-up sequences, and pipeline reporting all run without manual input. Deals stop stalling in the gap between people.

System Integration and Data Pipelines

I build the layer that moves data between your CRM, billing, project management, and reporting tools automatically. No more exporting from one system and importing to another by hand. Data stays current across your stack.

CRM Data Hygiene Automation

A CRM that nobody trusts is not useful. I automate contact enrichment, account updates, engagement tracking, and deduplication so the data stays accurate without someone spending hours cleaning it manually.

Automated Reporting and Dashboards

I automate the extraction and delivery of the operational reports your leadership reviews every week. Dashboards populate in real time. Reports arrive on schedule without anyone building them by hand.

Five Stages. Nothing Gets Built Until the Audit Tells Me Exactly What to Fix.

I map every manual handoff, every place data moves by hand, and every repetitive task in your operation. Each gap gets a time cost and an error rate attached to it. That becomes the prioritization list for what gets automated first.

Before any build starts I design the automated version of each workflow. Trigger conditions, data rules, routing logic, and what happens when something goes wrong. You review and approve the map before I write a line of anything.

I build in prioritized sprints. Each sprint delivers a working automation tested against real data from your systems. Nothing moves forward until the current workflow is verified to work correctly start to finish.

I integrate each automation into your existing tools. No systems get replaced. I configure the connections, the data mappings, and the error handling for your specific environment and then I test everything together.

For 60 days post-deployment I track time saved per workflow, error rates, and business impact. Results are reported against the baseline from the audit. You see the before and after numbers in the same report.

$79,000 Collected in 60 Days. The Operations Manager Did Not Have to Send a Single Reminder.

A professional services firm came to me with $87,000 sitting in outstanding receivables across 23 clients. Average collection cycle was 42 days. Their operations manager was sending follow-up reminders manually when she had time, which was not reliably. Invoices lived in one system. The CRM showed something different. Nobody could see the full picture without pulling both.

I connected the billing system to the CRM and built an invoicing and collections workflow. Invoices generated automatically when projects closed. Follow-up triggered at 7, 14, and 28 days with escalation logic routing overdue accounts to the account manager automatically. In 60 days the outstanding balance dropped from $87,000 to $8,000. Average collection cycle went from 42 days to 16 days. The operations manager spent that time on work that actually needed her.

  • $87,000 outstanding receivables across 23 clients
  • 42-day average collection cycle
  • Manual follow-up sent when operations bandwidth allowed
  • Invoices tracked in a spreadsheet separate from the CRM
  • Outstanding balance reduced to $8,000 in 60 days
  • Average collection cycle cut from 42 days to 16 days
  • Automated follow-up sequences running without manual input
  • CRM, billing, and collections data synchronized in real time

Engagement Options.

Every engagement starts with a real conversation, not a sales call. Start free, or book a focused session when you're ready to move.

Chat with Ebby AI

Free

Ebby is trained on Andre's consulting frameworks and business methodology. Describe your situation, answer a few structured questions, and get an immediate assessment of your highest-leverage opportunities.

Answer structured questions about your business and operations

Ebby analyzes your situation using Andre's consulting frameworks

Get a diagnosis of your highest-leverage operational opportunity

Andre reviews your intake and responds within 1 business day

1 Hour + Written Report

AI Session Assessment

$150 one-time

A focused one-hour session on your specific challenge. You receive a written Tech Stack Report: a clear recommendation on what to build, what tools to use, and why. Research-based. No implementation required to get value.

1-hour deep-dive on your challenge

Written Tech Stack Report delivered after session

Tool recommendations with rationale

No implementation required. Pure expertise

30 Minutes. Honest Assessment. No Pitch.

You describe what is eating your time. I tell you honestly whether I can fix it, what it takes, and what it costs.