For small and mid-sized businesses
Business Process Automation
Your week is full of work a system should be doing. We find it, fix it, and automate it.
We Improve Systems, We Don’t Scale Bad Processes
Most small businesses lose hours every day to the same handful of tasks: rekeying data between systems, chasing follow-ups, filling out the same forms, sending the same emails over and over. That work doesn’t need more staff. It needs a system.
Automation applied to a broken process just produces the wrong answer faster. So we dig into the root cause first and treat the disease rather than the symptom. Sometimes that means the automation you asked for isn’t the one you need, and we’ll say so before you spend money.
You don’t need an IT department to run any of it. We build, we maintain, and your team just sees the work getting done.
What We Automate
Every engagement is built around your processes, not a product we are trying to move. These are the shapes that work takes most often.
Custom internal systems
Ticketing, CRM, client portals, scheduling. When a business runs on inboxes, spreadsheets, and one person's memory, the fix isn't another subscription, it's a system of record built around how you actually work.
System-to-system integration
Enter it once, and let it flow everywhere it's needed. Accounting, CRM, scheduling, payments, and the field app stop being separate islands your team rekeys between.
Document and intake automation
Paperwork in, structured data out. Intake packets, forms, invoices, and reports stop being something a person retypes at the end of the day.
AI agents that do real work
Not a chat widget. Agents that handle a real queue, triaging incoming tickets, drafting the response, escalating what actually needs a human, and logging every step.
Knowledge bases with chat on top
Everything your team knows, in one searchable place, with an assistant that answers from it. New hires stop interrupting your best people to ask what's already written down.
Private AI on your own hardware
We install and tune local models on machines you own, and train models on your data when the job calls for it. Nothing leaves your building, the right answer when the data is too sensitive for anyone else's cloud.
Craftsmanship and Speed
You are usually asked to pick one. We don’t think you should have to, and the two are connected rather than traded against each other.
We build with AI ourselves, every day, which is why work that used to take a quarter takes weeks. That is the speed. And because we solve the root cause instead of patching the symptom, the thing we hand you is still right a year later, when the business has changed and the quick fix would have broken. That is the craftsmanship.
Our engagement terms are the proof. Free scoping and a $500 starting point are not offers a shop can make if every job takes three months of discovery first.
How It Starts
Scoping is free. We sit down, map the processes eating your week, and rank them by hours saved. You leave that conversation knowing what is worth automating and what isn’t, whether or not you hire us. Projects start at $500.
Get Your Free ScopeWho This Is For
Service businesses whose office work has outgrown the spreadsheet. Professional practices drowning in intake paperwork. Companies whose data lives in four systems that don’t talk, and whose team pays for it by typing everything twice. Local businesses whose owners are still doing admin work at 9 PM. If you are a small or mid-sized business with real processes and no time, this vertical was built for you.
Key Outcomes
- Five hires our clients didn't have to make
- Back-office workflows automated end to end
- Clean data and documented processes before any tool is bought
- Measurable time and cost savings within the first month
Automation gets sold as a way to cut people. We use it to remove the work nobody wanted in the first place. The five hires above were roles our clients no longer needed to fill with drudgery, and the work our systems made possible has created three jobs here in Appalachia.
Straight Answers
What does business process automation cost?
Scoping is free, and projects start at $500. Larger builds are quoted individually and sized against the hours they save, so every project comes with a number your bookkeeper can check.
Do we need an IT department to run this?
No. We build it, we maintain it, and your team just sees the work getting done. If you can run a smartphone, you can run everything we ship.
What should we automate first?
Whatever eats the most hours or creates the most errors. We map your workflows, rank them by hours saved, and start with the one that pays for itself fastest. Sometimes the honest answer is that a process needs fixing before it's worth automating at all, we will tell you that rather than sell you a project.
How fast do we see results?
Fast enough that free scoping and a $500 starting point make sense for us. Because we build with AI ourselves, work that used to take a quarter takes weeks. Most projects are doing real, measurable work within a month, and if a proposal cannot show value inside a quarter, we will not pitch it.
Can we use AI without sending our data to a cloud provider?
Yes. We install local models on hardware you own, so your data never leaves your building. For regulated work, client records, or anything you would not want sitting in someone else's system, this is usually the right call.
What happens to our customer data?
It stays yours, and it stays bounded. Every automation ships with access rules, data boundaries, and a log of what the system did. Simple and secure beats clever and exposed.
Case studies
Proof, not promises.
Real clients, real workflows, numbers you can check.
Medical GRC Software
PE-backed
30%+ throughput uplift in 90 days
A private-equity-backed medical governance, risk, and compliance company needed technical leadership without the full-time seat. Through a Fractional Technology Leadership engagement, we rebuilt the delivery rhythm, stood up an AI governance strategy, and centralized documentation that had been scattered across the org.
Throughput up more than 30 percent in one quarter. Same team, better system.
Window Treatments
Solo owner-operator
3+ hours a day back
The owner was the phone line, the scheduler, and the follow-up department, all while trying to run installs. We automated the front office with Ergon Voice and a set of business process automations: calls answered, appointments booked, every lead followed up without him touching it.
That is a part-time employee he never had to hire, working seven days a week.
Security & Alarm Services
Regional service company
Tier 1 and 2 incidents moving to AI agents
Client incidents lived in inboxes and phone calls, with no system of record. We built them a custom ticketing system so nothing falls through, and it is now expanding into AI agents that handle tier 1 and tier 2 incidents for their clients directly.
Round-the-clock incident coverage without adding headcount. The system does the night shift.
Need your phone answered and every lead followed up? That’s Ergon Voice, our packaged AI receptionist and follow-up system.