AI Consulting & Automation · Edmonton, Alberta
Fewer manual steps. Clearer reports. Better use of the tools you own.
We look at how work actually gets done in your business, find the few places where automation or AI would make a real difference, and help put them in place — with a person in charge of the result.
- Start with
- One real workflow
- First step
- Readiness assessment
- Then
- A small pilot
- Always
- A person owns the result
What we help with
From a first assessment to a working pilot.
Most engagements use two or three of these, not all ten.
- 01
AI readiness assessments
Where your tools, data, people and policies stand today, and the three or four changes most likely to pay off. - 02
Finding high-value automation opportunities
We map the repeat work — re-keying, chasing, copying between systems — and estimate the effort to fix each piece. - 03
Software and data workflow reviews
How information actually moves between your systems, spreadsheets and inboxes, and where it gets stuck or duplicated. - 04
AI-assisted document processing
Pulling the fields you need out of invoices, forms, reports and PDFs, with a person checking exceptions. - 05
Internal knowledge assistants
Helping staff find answers in your own procedures, manuals and past work — limited to the documents you choose. - 06
Administrative automation
Approvals, reminders, intake forms, file routing and the other small jobs that eat the week. - 07
Reporting and data analysis
Monthly and weekly reports assembled automatically, with AI drafting the commentary for a manager to edit. - 08
Microsoft 365 and existing software workflows
Power Automate, SharePoint, Teams and the tools you already license — before suggesting anything new. - 09
Pilot development and implementation
A small working version on real data and real users, so you can judge it before committing further. - 10
Staff adoption and operational support
Training, documentation and check-ins so the new way of working sticks after we leave.
Prioritization
How we decide what’s worth doing.
Every idea goes through the same four questions. The ones that fail any of them wait, however impressive they look.
- Achievable benefit
- Does it save meaningful time, reduce errors or speed up a decision — in a way we can check afterwards?
- Human oversight
- Is it clear who reviews the output and what happens when the AI is wrong?
- Security & privacy
- Can it run inside your existing systems and permissions, without moving sensitive data somewhere new?
- Effort & fit
- Can your team maintain it? A simple flow you understand beats a clever system nobody can fix.
A typical starting point
One workflow, reviewed end to end.
Take something that happens every week — supplier invoices, job reports, intake forms. We follow it from first touch to final record, note every hand-off, and propose specific changes: some automation, some AI, and some simply removing a step.
- TodayInvoice arrives by email → saved manually → keyed into accounting → approval chased by message.
- ProposedInvoices collected automatically → key fields extracted → exceptions flagged for a person → approval request sent.
- Stays humanApproving payment, resolving exceptions, and the supplier relationship.
- Illustrative example, not a client case study.
Questions
Consulting questions.
What does a workflow assessment involve?
Conversations with the people who do the work, a look at the systems and documents involved, and a short written summary of opportunities ranked by benefit and effort. Scope and timing are agreed before we start.
Will you recommend new software?
Only if it’s clearly the better option. We start with what you already have — Microsoft 365, Google Workspace, your line-of-business systems — and say plainly when a gap needs something new.
Can you connect AI to our existing systems?
Sometimes. It depends on the system, what it allows and the data involved. We confirm what’s technically possible during the assessment, and we won’t present an integration as available until we’ve verified it for your setup.
Pick one workflow. We’ll tell you what we’d change.
A short call to understand the work and the systems involved, then a clear view of whether and how we can help.
20–30 minutes · Online · Edmonton, Alberta, Canada