Automations & Optimizations

Productivity, custom tools, and process optimization — for any system a human touches.

The secret? We examine the current state, then recommend a future state. What’s your key performance indicator — leads, form submissions, emails, checkouts, phone calls? Need higher quality, or more consistency? Anywhere a person touches a system, there’s friction worth studying: we automate the repetitive, streamline the awkward, and connect tools that should have been talking to each other all along.

Software should serve the people using it

It’s not uncommon for us to meet stressed employees struggling with buggy, ever-changing software just to do their jobs. Changing systems without user input is a recipe for lost productivity and morale. We evaluate the experience for everyone involved — internal users, operational managers, front-line teams — and for your customers, guests, and partners. Then we look for the stop-gap that protects your investment, the automation that pays for itself, and the redesign that’s actually worth doing.

Our solutions plug into any process or system involving a human user

Some direct examples:

Customers & sales

Quote systems · CRM integrations · ecommerce · form design · mobile applications · digital marketing — web, social, email, SEO, advertising

Support & knowledge

Ticket systems & helpdesks · intranets · knowledge bases & documentation · wikis · knowledge management · training

Data & decisions

BI, dashboards & reporting · visualizations · spreadsheets · project & portfolio tracking · inventory management

Content & platforms

CMS — custom, Salesforce, HubSpot, and others · custom systems, products, and solutions · file storage · digital asset management

Delivery & operations

Agile workflows · software & product management · SOPs & policy · software evaluation · DevOps — branch management, QA, alpha/beta testing

Security & safety

Security administration · phishing and dark-UX defense · safety

AI applications & integrations

We now take AI approaches across our automation work — opportunity identification through integration. See AI. in the Labs.

The common thread: anywhere a human touches a system, we apply human-factors research methods and principles.