Automation Strategy & Consulting
Where automation actually pays off in your stack, and where it doesn't. A plan before a build.
Tools & Automation
Start with your stack.
Most money problems in an MSP start as tool problems. We get your stack telling the truth first. Then we read what it reveals about your money. Then we fix what it shows.
If this is where it hurts
Your tools are supposed to tell you the truth. Right now they don't.
- • Your PSA doesn't match how you actually work, so nothing downstream of it can be trusted.
- • Your agreements hide their real margin, and you can't see which ones are quietly losing money.
- • Time entry is a mess, so utilization and effective rate are guesses, not numbers.
- • Your stack isn't configured to how you run, and the reports coming out of it prove it.
We get the stack telling the truth first. Everything else depends on it.
What we do
Tools and automation work that stands on its own.
Bookable directly. No diagnosis required to start. Each engagement leaves your stack more honest than it found it, and points the way to the bigger financial picture underneath. Tools work is open to firms from roughly $3M in revenue, with no strict ceiling, and we're more flexible on fit here than with the full transformation. For firms not yet at the size the transformation serves, this is the on-ramp.
Custom Workflow Development
Workflows built to how your firm actually runs, not how a vendor's template assumes it does.
Stack Debugging & Optimization
Your PSA, RMM, and the connections between them, made to behave. We find where the data goes wrong and fix it.
Data Extraction & Reporting
Pulling the numbers out of the tools and into reporting you can actually trust and act on.
Policy-Driven Process Implementation
Turning the way you want the firm to run into process the tools enforce, consistently, every time.
Certified and connected
We work where you work.
R
Rewst
Diamond Partner
Will is a Rewst Diamond Partner. If your automation runs on Rewst, you're talking to a certified builder, not someone learning on your stack.
Partner integrations
Rewst Automation platform
Alternative Payments Billing & payments
Traceless Documentation & security
Thread Service communication
Earn it first
We earn the next engagement. We don't pitch it.
Tools work stands on its own. You book it, we do it, and your stack is better for it. If that's all your firm needs, that's a fine place for it to end.
Good one-off work is also how we earn the standing to tell you the truth about what we find. Sometimes an honest stack reveals a problem configuration can't fix: pricing that doesn't hold, agreements quietly losing money, a team reading numbers it can't trust. When that's what we see, we say so plainly, even when the answer is bigger than the work you hired us for. The EO Operating Read and the methodology are there when you want to look. We let the work create the next engagement rather than pitch for it.
Get your stack telling the truth.
Book an automation or strategy session. We'll look at what's broken, what it's costing you, and what it would take to fix it.
Book an automation session