Operational intelligence
built around
your compliance.
Three service tiers — from automated discovery to full deployment. Every engagement starts with understanding your business before touching a single line of code.
Operational Discovery
Our AI-guided Business Intelligence Discovery Interview walks through 10 structured phases — mapping your workflows, technology stack, compliance requirements, and financial leaks. You receive a complete operational intelligence report at the end.
What we analyze
- Business profile & operational complexity
- Customer journey & sales process
- Daily, weekly, and monthly operations
- Technology stack & integration gaps
- Compliance requirements & risk exposure
- Knowledge management & SOPs
- Revenue and cost leakage points
- Automation opportunities across all workflows
What you receive
- Executive summary & operational risk report
- Compliance risk register
- Automation opportunity matrix with ROI estimates
- Technology recommendations
- Operational Intelligence Score (6 dimensions)
- Phased implementation roadmap
Process Intelligence
Anthony personally reviews your assessment findings, conducts follow-up interviews, and produces a comprehensive optimization package — process maps, automation architecture, and a costed implementation plan ranked by ROI.
Deliverables
- End-to-end process maps for all core workflows
- Automation architecture design
- Compliance control recommendations
- SOP templates & documentation framework
- ROI projections & payback analysis
- Phased roadmap: 30 / 90 / 365 days
Best for
- Businesses with 5–50 employees
- Regulated industries with compliance burden
- Operations with high manual administrative load
- Teams preparing for growth or acquisition
Intelligent Deployment
We build and deploy the actual systems — n8n workflow automation, AI agents trained on your business, compliance monitoring dashboards, and full integrations across your tech stack. You get a fully operational platform, not a slide deck.
What we build
- n8n automated workflow pipelines
- AI agents for sales, support & operations
- Compliance monitoring & alerting systems
- CRM, ERP & third-party integrations
- Document automation & generation
- Real-time operational dashboards
- Knowledge base & SOP automation
Technology stack
- n8n for workflow orchestration
- Ollama / Claude for AI agents
- PostgreSQL + pgvector for knowledge graphs
- Custom REST APIs & webhooks
- Your existing CRM, ERP & communication tools
Built for regulated
industries.
Mortgage & Lending
RESPA, TILA, HMDA compliance automation, audit trail management, disclosure workflows.
Insurance
Policy documentation, claims workflow automation, state filing tracking, E&O compliance.
Healthcare
HIPAA-aware automation, billing and coding workflows, patient intake, credentialing.
Construction & Trades
Permit tracking, lien waiver management, subcontractor compliance, job costing automation.