Process optimization
Audit the process.
Fix the path.
Build the interface.
For growing companies whose ERP can’t keep up, or whose ERP is stable but painful. I map how work really moves, straighten it, then build a simpler screen on top of the system you already own. No system yet? I build one that fits.
30 minutes. You get a one-page note on where the friction is, whether or not we go further. A straight answer, including “your system is fine, your process isn’t.”
You will recognize one of these.
The ERP can’t keep up.
Orders take three screens. Inventory is right in the system and wrong on the floor. Someone keeps a spreadsheet “just for now” that is now the real system.
The ERP is steady but painful.
It works. It also costs two people’s afternoons a week, a license bill nobody questions, and a consultant on speed-dial for every report.
There is no real system.
QuickBooks, a shared drive, and one person who knows where everything is. Growth is about to expose that.
Most ERP help falls into two piles. Vendors who want to sell you a new system, and consultants who bill by the month to keep the old one limping. I do neither. I keep the ERP you paid for, fix the process around it, and build the screen your team should have had from day one.
Four stages. Stop after any of them and keep what you have.
Free friction check
Thirty minutes on a call, and if you like, fifteen more watching your real system over a screen share. You get a one-page note on where the friction is and a go or no-go on an audit. Sometimes the answer is “leave it alone,” and I would rather say that than sell you a project.
- 30 minutes
- You keep: the note
- Free
Process Audit & Roadmap
Three weeks. I follow real quotes, orders, purchase orders and invoices end to end and map where they stall, get retyped, or wait on a person. You get a written roadmap, a ledger of hours lost with a dollar value, wireframes of the simpler screen, a keep-or-replace call on your ERP, and a list of things not to build.
Credited in full against a build started within 90 days. If the audit does not find at least three times its fee in annual time savings, it is free.
- 3 weeks
- You keep: the roadmap
- Fixed fee, credited against a build
Simpler-Layer Build
One screen, or a handful, on top of your existing ERP, built for the job your people actually do rather than the module the vendor shipped. Or a system from scratch if you have none. Built in your accounts, with the person who will use it in the room. Reads first; writes only with guardrails and an audit trail. AI wherever it removes waiting.
- 3–6 weeks per phase
- You keep: the system
- Fixed scope, quoted after the audit
Handover, then a Care Plan only if you want one
Your team runs it. Documented, transferable, and at least one person who can change it without calling anyone. A Care Plan exists for companies that want monthly changes and a quarterly re-check. It is optional, and month to month after the first three months. If you never speak to me again, everything keeps working.
- Month to month
- You keep: control
- Optional, month to month
What a straighter path should look like in numbers.
Quote or proposal turnaround
Order entry, three screens to one
Monthly report build
New hire ramp on a process
These are the targets I plan against, not client results. They come from counting how much of each task is waiting rather than working. Your numbers will differ; the audit finds out by how much.
Then make sure people can find you.
Free AI workshops are on the way.
I plan to run free, hands-on AI workshops for local business owners once the calendar allows: real tasks from real companies, rebuilt in front of the room. No dates yet and no list to join yet. The honest placeholder is here.
The questions I get before every project.
Who is this for?
Growing companies, roughly 5 to 50 people, in or around Atlanta or remote anywhere in the US, where the system has become the bottleneck. Three shapes show up most: the ERP cannot keep up with growth, the ERP is stable but painful and expensive to live with, or there is no real system yet beyond QuickBooks and spreadsheets. The shape of the problem matters more than the industry.
Do I need to replace my ERP?
Usually not. Most of the pain is in the process and the screens, not the database underneath. The audit answers this question with evidence: sometimes the answer is change two settings and a habit, sometimes it is a simpler screen on top of what you own, and occasionally it is switch. If you genuinely should switch, I will say so. I do not sell ERPs.
What does it cost?
Every engagement is fixed scope and quoted before it starts, after the free 30-minute friction check. The audit fee is credited in full against a build started within 90 days. Nothing is hourly, there is no retainer and no lock-in. You own everything I build with you.
Which systems do you build on?
I build on QuickBooks Online and Desktop, NetSuite, Odoo, Dynamics 365 Business Central, Sage and Zoho, through their APIs, and on an Airtable or Postgres core when a company has no ERP at all. First phases are read-mostly with guarded write-back, roles and an audit trail, and I never write to the general ledger directly in a first phase. I am not a reseller or partner of any of them.
It is one person. What if you are unavailable?
One person does the thinking and the build. Dabotek covers infrastructure. Everything is documented and lives in your own accounts, so continuity does not depend on me being reachable. If you never speak to me again, everything keeps working. That is the design, not an accident.
Can you also help us get found by Google and AI assistants?
Yes. SEO, AEO, website design and marketing consulting are a separate, smaller track called Get Found, quoted the same way. It works best after the operation runs cleanly, not before. Every build client gets the AI-Search Readiness Audit free at handover.
What do I end up with?
A process that is shorter than the one you have, a screen built for it on top of the system you already own, documentation, and people who can change it without calling anyone. Every login, file and automation stays in your name from day one.
Bring me whatever is eating your week.
Start with a conversation. You will get a straight answer on whether this is a process problem, a system problem, or neither, including when the answer is “leave it alone.”