Business Process Automation

We observe first, build second. Before we automate anything, we map how your business actually runs — not how it's supposed to run on paper.

Most automation vendors demo a tool and start building before they understand the problem. You end up with an automated version of a broken process. We don't work that way.

Talk to Us About Your Operations

The real cost of busywork

Every business has a spectrum of work. At one end: the thinking that generates genuine value — the judgment calls, the creative problem-solving, the client relationships, the IP. At the other: the administrivia — data re-entry, manual reconciliation, chasing invoices, assembling Monday morning reports from four different systems.

The economics are simple. The closer a task sits to IP generation, the more value it creates. The closer it sits to commodity administration, the more it robs your business of value through opportunity cost. Your best people are spending hours on work that doesn't need their brain.

And here's what most automation vendors miss entirely: this isn't just an efficiency problem, it's an engagement problem. The more time someone spends on brainless copy-paste work, the more disengaged they become. The more time they spend on meaningful, judgment-rich work, the more engaged they are — and engaged employees stay longer, perform better, and cost less to replace.

The irony is that many of the tools designed to help actually make this worse. Implement a platform without understanding the process it's meant to support, and you've just created a new layer of administrivia — more fields to fill in, more systems to update, more integration duct tape to maintain. Your team isn't more efficient; they're just busy in a different way.

We do business process automation to improve efficiency, profitability, and unit economics — but also to shift the balance of your team's time back toward the work that actually matters. Better margins and better engagement. They're the same problem.

What we work on

Systems integration

Connecting your existing tools so data flows automatically between them, eliminating manual re-entry

Workflow automation

Removing repetitive tasks from your team's plate entirely

CRM and client management

Pipelines, follow-ups, and onboarding that run without chasing

Bookkeeping and financial operations

Invoicing, reconciliation, and reporting on autopilot

Job costing and operations

Real-time visibility into margin and performance, not end-of-month surprises

Business intelligence

Dashboards that show what actually needs your attention, in plain language

AI assistants

Client-facing and internal tools that handle routine questions, booking, and triage

Knowledge management

Systems that capture what your team knows so it doesn't walk out the door

How it works

Every engagement follows a proven methodology — but the scope, pace, and depth adapts to your situation.

1

Discovery Call

A conversation to understand your situation, confirm fit, and scope the engagement. No slides, no sales pitch — just an honest assessment of whether we can help and what the right starting point is.

Complimentary
2

Pre-Workshop Questionnaire

Before the workshop, key stakeholders complete a structured questionnaire designed to surface how your business actually operates. It's built as an async interview — respond via video, speech-to-text, or written text, on your schedule, in whatever format suits how you work. This gives us detailed workflow intelligence before we walk in the door, so workshop time is spent solving problems, not gathering basic information.

Included in workshop fee
3

Discovery Workshop

A half-day working session on-site with your team. Using design thinking methodology, we map your real workflows, identify pain points, and prioritise automation opportunities by impact and effort. You receive a strategic report within a week: a transformation narrative, technical architecture, and phased implementation roadmap. This report stands alone as a valuable deliverable — it justifies the investment whether or not you proceed to implementation.

Fixed fee — $2,000 intro rate
4

Implementation Sprints

We build through the roadmap in 1–2 week sprints. Each sprint has a defined outcome and delivers something working — not a progress update, an actual result. Every sprint includes documentation and knowledge transfer so your team can operate what we build from day one.

$500/day intro rate
5

Ongoing Support & Evolution

As your business changes, your systems should too. Retain us for ongoing support, maintenance, and continuous improvement as new opportunities emerge.

Retainer arrangements

Whatever stage you're at

Business process automation looks different depending on where your business is. Here's what it typically means at your stage.

Why XBG

Process first, tools second

Most vendors start with a platform demo. We start by understanding how your business actually operates — the real workflows, not the documented ones. That's where the opportunities live, and it's why our automations get used instead of abandoned.

Vendor-neutral

We recommend what's right for your situation, not what we're certified in or partnered with. If the right answer is a well-structured spreadsheet, we'll tell you.

Independence is the goal

We document what we build, transfer the knowledge, and make sure you're not reliant on us to keep the lights on. A project is complete when you don't need us anymore.

Iterative delivery

Something working every one to two weeks. Not a progress update — an actual result your team can use.

Engagement, not just efficiency

We measure success by whether your people are spending more time on meaningful work, not just whether the process is faster. The profitability gains follow naturally.

Ready for a conversation?

No sales pitch. No obligation. Just a chat about what you're building and where the opportunities might be.