Assessment-Led Workflow Solutions

We Assess Your Environment — Then Build What Actually Fits

Stop guessing between spreadsheets, automation platforms, and AI demos. We map your pain, tools, and compliance exposure—then deliver deterministic workflows, integrated automation, agentic AI for specific tasks, or point you to Assure/E-Dugsi when that is the smarter path.

Request a Consultation

Problems We Solve

You do not know which solution tier you need

Some problems need simple approval chains. Others need CRM integrations. Some need AI on documents—not a six-month platform rollout. We assess first so you do not overbuy or underbuild.

Everything still lives in email and spreadsheets

Leads, jobs, invoices, and staff files scatter across inboxes and shared drives—with no audit trail and no single source of truth.

Compliance and operations are tangled together

Regulated businesses need staff files, ID verification, and remediation—not just faster email. Sometimes Assure is the answer; sometimes custom automation on your stack is.

What You Get

  • Environment assessment: tools, workflows, pain points, compliance exposure, and volume
  • Tier 1 — Deterministic workflows: forms, approvals, reminders, handoffs, audit trails
  • Tier 2 — Automation: connect email, CRM, accounting, forms, and internal trackers
  • Tier 3 — Agentic AI: classify requests, extract document fields, route work—with human review
  • Product fit analysis: when Assure (compliance) or E-Dugsi (schools) beats custom development
  • Documentation, handover, and optional managed support after go-live

Outcome: A workflow that matches your real pain—right-sized from deterministic rules to agentic AI—without paying for the wrong tier or the wrong product.

Frequently Asked Questions

What size businesses do you work with?

Custom workflow and automation engagements typically fit US companies with 5–500 employees and $250k+ annual revenue. Cloud consulting often starts around 50 employees. Product sign-ups (Assure, E-Dugsi) are separate and open to any qualifying organization.

Do you serve clients outside Minnesota?

Yes. We work with businesses across all 50 United States—remote and onsite. Minneapolis is our headquarters, not our service boundary.

What happens during the assessment?

We interview stakeholders, map current workflows, inventory tools, and quantify pain (time lost, errors, compliance risk). You receive a written recommendation: deterministic workflow, automation, agentic AI, cloud work, or our products— with scope and next steps.

How is this different from Assure or E-Dugsi?

Assure is our compliance platform for regulated industries—AI document analysis, paperless employee onboarding with ID detection and remediation, and daily operations. E-Dugsi is our school and transport platform. Custom workflow work is for processes that are unique to your business when off-the-shelf products are not the fit.

Which industries do you help?

Any US industry with operational or compliance pain—healthcare operations, childcare, home care, construction field ops, professional services, logistics, manufacturing, food service, nonprofits, and more. We speak your workflow language; we do not limit to one vertical.

Do you use AI in every project?

Only when it adds value. Many wins are deterministic workflows or integrations. Agentic AI is for specific tasks—document intake, classification, extraction, drafting for review—not AI for its own sake.

Ready to start?

A workflow that matches your real pain—right-sized from deterministic rules to agentic AI—without paying for the wrong tier or the wrong product.

Request a Consultation