What We Do
ERP Implementation, Process Automation & AI for Growing SMBs
We help businesses stop drowning in manual processes. ERP implementation, workflow automation, custom dashboards, and AI — all vendor-neutral. No offshore teams, no vendor kickbacks, no lock-in.
We Speak Both Languages
Your operations people know the business but can't build software. Your IT people can code but don't understand the business. We do both. We've lived through the pain of bad systems and built the solutions.
Zoho One Implementation
Full Zoho suite deployment including CRM, Books, Desk, Inventory, Projects, and Sign. We configure it to YOUR workflows, not the other way around. Training included. No offshore teams.
QuickBooks to Zoho Books Migration
Data cleanup and migration from QuickBooks, Xero, or other accounting systems. We fix the mess left by previous setups. Clean data, accurate reports, happy accountants.
Zoho CRM Setup & Optimization
Custom CRM workflows, pipeline design, automation rules, and reporting. We don't just install it — we make it work for YOUR sales process. Training for your team included.
ERP Cleanup & Repair
Fix the mess someone else left behind. We do a lot of cleanup work — fixing broken automations, cleaning up data, and reconfiguring systems that should work better.
Service
ERP Implementation & Systems
We specialize in Zoho One because it's the best value for SMBs, but we're not married to it. If you're happy with QuickBooks, Xero, or something else, we'll work with what you have.
Full implementation, data migration, training, and ongoing optimization. We fix the mess someone else left behind.
Get Your ERP AssessmentZoho One Implementation
Full Zoho suite deployment including CRM, Books, Desk, Inventory, Projects, and Sign. We configure it to YOUR workflows, not the other way around. Training included. No offshore teams.
QuickBooks to Zoho Books Migration
Data cleanup and migration from QuickBooks, Xero, or other accounting systems. We fix the mess left by previous setups. Clean data, accurate reports, happy accountants.
Zoho CRM Setup & Optimization
Custom CRM workflows, pipeline design, automation rules, and reporting. We don't just install it — we make it work for YOUR sales process. Training for your team included.
ERP Cleanup & Repair
Fix the mess someone else left behind. We do a lot of cleanup work — fixing broken automations, cleaning up data, and reconfiguring systems that should work better.
Workflow Automation with n8n
Build robust automation workflows using n8n (open-source), Make, or Zapier. Connect your apps, automate repetitive tasks, save 10-30 hours per week. We build what you can actually maintain.
Document Automation
Proposals, invoices, contracts that generate themselves from your data. No more copy-pasting into templates. Save hours, eliminate errors, look professional.
Approval Workflows
Automate approval processes, notifications, and escalations. Get the right people involved at the right time. No more bottlenecks, no more forgotten tasks.
Data Integration
Connect systems that don't talk to each other. API integrations, data sync, unified workflows. Stop maintaining separate systems for the same data.
Service
Process Automation
If your team is copy-pasting between systems, hand-keying data, or running processes on sticky notes — we fix that. Permanently. We build automation with n8n, Make, and custom workflows that actually get adopted.
Save 10-30 hours per week. Reduce errors by 90%+. Make your team actually enjoy their work again.
Get Your Automation AuditService
Dashboards & Reporting
Real-time visibility into your business — what's happening now, not what someone remembers to update on Friday. We build dashboards on tools you already have (Zoho, Power BI, Google Data Studio).
Stop living in last month's spreadsheets. Make decisions on current data. Know what's actually happening in your business.
See Demo DashboardsReal-Time Business Dashboards
What's happening now, not what happened last month. KPI tracking, financial reporting, operational metrics. Built on tools you already have (Zoho, Power BI, Google Data Studio).
Financial Reporting Automation
Automated P&L, balance sheets, cash flow reports. Pull real-time data from your accounting system. No more manual Excel mashups.
Operational Metrics Tracking
Monitor what actually matters: sales pipeline, inventory levels, project progress, team performance. Get alerts when things go off track.
AI Workflow Automation
Not ChatGPT widgets. Real AI that handles tickets, processes documents, generates reports. We build workflows that actually save time.
Document Processing with AI
Invoice extraction, contract review, form processing. AI that reads, understands, and acts on your documents. 95%+ accuracy.
Customer Service AI
AI assistants that handle tier-1 support, route tickets, generate responses. Your team focuses on complex issues, AI handles the rest.
Service
AI Integration
Not ChatGPT bolted onto your website. Real AI workflows that handle tickets, process documents, generate reports, and save your team hours every week.
We're practitioners — Philip runs AI agents in his own business daily. No hype, just results. We find where AI actually makes sense and build it properly.
Explore AI Use CasesWhy Work With Us
The Process Driven Difference
Real-Time Visibility
Know what's happening in your business right now, not from last month's spreadsheet. Make decisions on current data.
Eliminate Manual Work
Stop copy-pasting between systems. Automated workflows that actually work. Save 10-30 hours per week.
Reduce Errors
Human error costs money. Automate data entry, approvals, and reporting. Reduce errors by 90%+.
Scale Without Chaos
Growing pains don't have to mean chaos. Systems that scale with you. Add users, locations, processes without breaking everything.
Vendor-Neutral Advice
We don't take kickbacks. We recommend what actually works for YOUR business. No vendor lock-in ever.
Practitioner Expertise
Philip runs these systems in his own business. We're not reading from a textbook. We know the pain points.
Ready to Stop Fighting Your Systems?
Let's talk about what's slowing your business down. No sales pitch, no pressure — just an honest conversation about what's possible.
(806) 599-9800 · info@getprocessdriven.com