What we can build inside the Microsoft 365 you already pay for.
Registers, trackers, reports, and dashboards can live inside the Microsoft 365 or Google Workspace your firm already runs, and your firm owns them.
Everybody else wants to sell you another platform. The better question is what you can do with the one you already pay for. For most small consulting firms that is Microsoft 365, and for some it is Google Workspace. Either way, it already holds your files, your people, and your permissions.
What kinds of tools can live there?
- A permit and deadline register with alerts, so nothing slips.
- Reports that start from the data you already collect, so your team spends the time on client work.
- Field notes and forms that move into your trackers, so nobody types the same data twice.
- Dashboards that update themselves, instead of a spreadsheet emailed every month.
- AI added to your workflows, so drafts and reviews start from your own past work.
- Ties into your OneDrive or Google Drive, so your files stay where they live.
What have we built like this?
Three examples, each labeled for what it is. 1173 is a proof build for pipeline safety programs, built on the 56 key requirements in API's Pipeline SMS Contractor's Guide, so a firm can take on more clients without rebuilding the program each time. 119 is a proof build for process safety audits: the audit and an interactive report in one, with an owner on every action item. Both use sample data. The bid opportunity tracker is client work, built for an environmental engineering firm, and checks federal, state, and local bid sources against the firm's own services.
Who owns it?
Your firm does. It runs on your account, under your permissions, with your files and your data. We document it so your team can run it, and your data exports with you.
How does a build start?
Tell us, in your words, which work eats your week. We build it inside your workflow, with your team checking each step. Your team runs it, and we maintain it. One workflow is an Automation Sprint, from $5,000 per workflow, built in 3 to 4 weeks.
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