"I find out a project went over budget once it's already finished." In many SMEs, information from the field — hours worked, progress, materials used — travels on paper or in separate files, and is only compiled once a week or once a month.
Managers end up spending their evenings consolidating data instead of leading, and decisions are always a step behind. The problem is not your team's effort; it's the path the information takes between the field and the office.
Needs vary from one sector to another. Here are three typical uses of this service:
Production tracking, digital work orders and alerts when stock of a part or material drops below its threshold.
Job-site costs compared to budget in real time, and timesheets filled in on site instead of re-typed at the office.
Scheduling of service calls and field reports completed on site, then sent automatically to the office.
Depending on your setup, Power Automate or Zapier connect entry forms, Excel, your email and your accounting software, such as QuickBooks. We can also link to a payroll system like ADP when hours data needs to get there.
After the free efficiency analysis, we prioritize what costs you the most time; our custom solutions are designed to reduce operational costs by up to 60%. Rollout happens in phases, starting with the team or process where the gain will be most visible.
We favor simple tools, often ones you already have, and we train your team to be self-sufficient. The goal is less data entry, not more.
Yes. Production tracking and stock alerts fit manufacturers; job-site cost tracking and field timesheets fit construction companies. Service businesses use it for scheduling and field reports.
We start from your current systems and stay vendor-independent. During the analysis, we check how your hours data can reach your payroll.
Yes, everything can be done online, wherever you are. We also offer in-person meetings in Greater Montreal and the Laurentides.
This automation is often step one. See how we automate an entire operation.
A free analysis of about one hour and a prioritized roadmap, at no cost and with no commitment.
Request my free analysis