I strategize and build sustainable business automation solutions for small-to-medium business owners, advisors and coaches so they can feel confident in their operations again and free to focus on their Why.

Meet the Enemy: Manual Tasks Manual, repetitive tasks are more than just a productivity drain—they stifle innovation. At Ace Workflow, we help businesses eliminate these inefficiencies, allowing teams to focus on what really matters: strategic growth. In just two weeks, you’ll see a dramatic reduction in manual tasks, empowering your team to accelerate their work. The numbers speak for themselves—according to Gartner’s 2024 Report on Automation, companies that adopt automation see a 50% increase in execution speed, giving them a powerful competitive edge. Explore more at www.aceworkflow.io Introducing Minimize Manual: A proven process for replacing inefficient manual tasks with smart, automated solutions. The Minimize Manual Process 1. Discovery: Our consultants dive deep to uncover inefficiencies, bottlenecks, and manual tasks through data analysis and team interviews. 2. Roadmap: We deliver an interactive roadmap and planning tool, highlighting the projects that will eliminate inefficiencies and manual processes. 3. Implementation: Our proven process designs, builds, and deploys tailored automation solutions to solve your pain points swiftly. 4. Scale: We provide ongoing support, including ad-hoc fixes, upgrades, training, and continuous optimization. Transform Your Business in Weeks, Not Quarters “Ace allowed us to scale our team from 8 to 22 employees effortlessly.” - Ziggy Kotchetkov, Bleximo Corp “Ace helped our team save time by 25-30%, making them happier and more productive.” - Becca Bahrke, Illuminate Social “All we had to do was share our vision and Ace did the rest! Highly recommend.” - Glenn Tucker, Left Lane Capital Expertise Across Teams and Sectors We’ve streamlined workflows and eliminated manual tasks for teams across development, sales, finance, marketing, and more. The Minimize Manual process works across every sector: • VC Firms • Influencer & Talent Agencies • Advertising & Media Agencies • Consultancy Firms • Education & Public Sector • Media Companies • B2B & SaaS Companies Join Us in Minimizing Manual Work Eliminate manual work and empower your teams with Ace Workflow and Smartsuite. Book a free consultation today to discover how our Minimize Manual process can help your business reduce manual tasks in just two weeks.

I am Vikas, a Toronto-based project manager and workflow consultant with a passion for optimizing processes, building MVPs, and implementing rapid solutions. My expertise is informed by diverse experiences in process, projects and management roles across multiple startups in various industries across several countries.

We’ve been working with SmartSuite since 2022 and have delivered over 30 automation projects across operations, onboarding, document workflows, and internal systems. Our team is SmartSuite certified and includes a Make.com level 5 certified expert. Vasken, our founder, is ranked #1 on the SmartSuite community leaderboard and is also a NocodeOps ambassador. We’ve worked across a wide range of industries including healthcare, finance, supply chain, GRC, education, marketing, travel/tourism, real estate, construction and more. If you're not sure where to start or what processes to automate, we help you figure that out first. We guide you through the bigger picture, help you visualize the full operation, and design process maps in BPMN to bring clarity. From there, we handle the implementation and provide training so your team knows exactly how and why everything was built. Our team includes experienced software developers with a strong technical backbone. When a project calls for customization, our AWS-certified engineers take care of advanced API integrations, custom scripts, and complex automation logic. We know how to stretch tools when needed and build systems that hold up in production.

Saxony Solutions helps organizations design, build, and operationalize Governance, Risk, and Compliance (GRC) programs — on the platform that fits your business. With over 20 years of hands-on experience across industry leading platforms, we bring both deep platform expertise and real-world risk management know-how to every engagement. We've delivered successful implementations across Finance and Banking, Healthcare, Telecommunications, Utilities, Government, Retail, and Manufacturing — so wherever your organization sits, we've likely solved a similar problem before. What We Do Enterprise & Operational Risk Management (ERM) Design and implementation of risk taxonomies, risk registers, and reporting structures grounded in established frameworks like COSO ERM and ISO 31000 — built to scale from the business unit level up to enterprise-wide leadership reporting. Risk & Control Self-Assessments (RCSAs) End-to-end RCSA program design, from control framework development to platform configuration, so your business owners can assess risk and document controls without a manual, spreadsheet-driven process. GRC Platform Implementation Full lifecycle implementation services across the SmartSuite platform. Policy & Compliance Management Structuring policy lifecycles, mapping obligations to controls, and building compliance workflows that keep pace with regulatory change. Compliance Management & Controls Assurance Design and implementation of controls assurance programs that validate control design and operating effectiveness on an ongoing basis — connecting compliance obligations to the controls that satisfy them and providing defensible evidence that they're working. Third-Party / Vendor Risk Management Programs to assess, monitor, and manage risk introduced by vendors and third parties, including onboarding workflows and ongoing risk monitoring. Business Continuity & Resilience Implementation of business continuity and disaster recovery planning modules, including plan management and testing workflows. Audit Management Configuration of audit planning, fieldwork, and issue-tracking workflows to connect internal audit findings directly to the broader risk and control environment. Data Migration & Platform Optimization For organizations with an existing GRC platform that isn't delivering value, we assess current-state configurations and rebuild or optimize what's not working — including migrating from one platform to another.

Alegria.group is a European leader in the Nocode revolution, with a holistic vision of Nocode through its three complementary divisions: Alegria.academy, Alegria.network, and Alegria.solutions. Alegria.solutions is the Nocode one-stop-shop for businesses offering a full range of services including : • Nocode acculturation, audits, and digital transformation consulting to help companies drive growth and innovation, • a Nocode studio which already delivered over 400 successful business apps, websites, mobile apps and automation projects • Services to ensure a successful implementation and sustainability of Nocode solutions, from talent staffing and acquisition to ongoing support and bespoke training

Businesses lose over 6 figures with employees wasting productive time on outdated spreadsheets and repetitive manual busywork instead of high impactful strategic work. Let the automation experts at Soratech show you how SmartSuite can transform your business. As a SmartSuite Certified Partner, Soratech's consultants expertise in implementing powerful automations and workflows on the best work management platform. We've helped countless companies just like yours cut costs, save time, and scale faster using the power of SmartSuite. Whether you need to streamline sales, marketing, operations or any other process, Soratech's team of SmartSuite consultants can analyze your needs, design tailored solutions, and have you up and running on SmartSuite in no time: Some of the key benefits Soratech and SmartSuite can deliver: • Reduce manual work by up to 50% by automating repetitive tasks • Free up your team to focus on higher impact work rather than tedious admin tasks • Improve visibility and control with centralized dashboards and reporting • Integrate SmartSuite with all your other tools like CRM, accounting, etc. • Unlimited support from Soratech as your systems evolve over time Learn more at soratech.co

Best-IT is a leading consulting, integration, and training solutions firm specializing in project management, business automation, and training solutions. At Best-IT, we understand the importance of efficient project management and business automation in achieving business success, and we are dedicated to helping our clients achieve their goals through our expert services. We also provide training solutions to equip our clients with the skills and knowledge necessary to leverage the latest technologies and best practices effectively. With years of experience in the industry, our team of highly skilled professionals has a deep understanding of the latest technologies and best practices, and we work closely with our clients to provide customized solutions that meet their unique needs. Whether you are looking to streamline your business processes, enhance your project management capabilities, or upskill your team, Best-IT is here to help.

In Bitzen Studio, non ci limitiamo a integrare il tuo software: facciamo crescere il tuo business. Con una profonda comprensione di come i processi digitali influenzino l’esperienza del cliente, creiamo soluzioni su misura che non solo ottimizzano le tue operazioni, ma ti aiutano a distinguerti in un mercato competitivo. Siamo specializzati nell'implementazione e nell'automazione con SmartSuite, con un focus mirato sull'efficienza e sulla massimizzazione della redditività. Ma ciò che ci distingue davvero è il nostro impegno nel costruire soluzioni che crescono con la tua azienda. Il nostro team vanta oltre 20 anni di esperienza nella creazione di strategie personalizzate, garantendo che ogni integrazione sia fluida, intuitiva e scalabile. ✅ Implementazione di CRM personalizzati: Adattiamo SmartSuite alle esigenze specifiche della tua azienda, garantendo una gestione ottimale delle relazioni con i clienti per migliorare l’efficienza e l’interazione. ✅ Consulenza e implementazione dei processi: Identifichiamo, perfezioniamo e automatizziamo i tuoi processi chiave con la versatilità di SmartSuite, aiutandoti a gestire il business in modo più fluido e scalabile. ✅ Automazione marketing e gestione social media: Implementiamo workflow di marketing avanzati, dall’automazione delle campagne email alla gestione della tua presenza sui social media, tutto in un’unica piattaforma integrata. ✅ Gestione IT: Centralizziamo e automatizziamo la tua infrastruttura IT con le funzionalità avanzate di SmartSuite, garantendo sicurezza, efficienza e scalabilità. ✅ Gestione dei progetti software: Grazie agli strumenti di project management di SmartSuite, gestire progetti complessi diventa più semplice, mantenendo il ciclo di sviluppo allineato ai tuoi obiettivi di business. Ciò che ci distingue non è solo cosa offriamo, ma come lo facciamo. Lavoriamo come un’estensione del tuo team, assicurandoci che ogni soluzione sia perfettamente in linea con i tuoi obiettivi aziendali. Flessibilità, creatività e innovazione sono al centro di tutto ciò che facciamo, per garantire che il tuo business prosperi oggi e cresca senza ostacoli domani. Non ci limitiamo a soddisfare le aspettative: le superiamo, curando ogni dettaglio con la massima attenzione. I nostri clienti di lunga data sono la testimonianza della nostra passione per la creazione di valore concreto. Pronto a sbloccare il pieno potenziale della tua azienda? Lavoriamo insieme per creare qualcosa di straordinario.

MGO delivers consulting solutions for organizations of all sizes, from startups to large enterprises, across industries — including government, manufacturing, technology, and entertainment. Drawing on more than 35 years of experience, our teams provide customized strategies designed to solve problems and drive your organization forward.

Capco is a global technology and management consultancy specializing in driving digital transformation in the financial services industry. With a growing client portfolio comprising of over 100 global organizations, Capco operates at the intersection of business and technology by combining innovative thinking with unrivaled industry knowledge to deliver end-to-end data-driven solutions and fast-track digital initiatives for banking and payments, capital markets, wealth and asset management, insurance, and the energy sector. Capco’s cutting-edge ingenuity is brought to life through its Innovation Labs and award-winning Be Yourself At Work culture and diverse talent. Our approach is tailor-made to fit with each client’s problem with an emphasis on building long-term strategic partnerships that foster collaboration and trust. We have the people, the vision, and the passion. Capco is committed to providing clients with practical solutions. We offer a globally integrated service with offices in leading financial centers across the Americas, Europe and Asia Pacific.

Welcome to Identify Solutions, your premier no-code consulting agency nestled in the heart of Lancaster, Pennsylvania. Founded by Benjamin Bachman, with six years of expertise in the dynamic realm of no-code technology, Identify Solutions offers a wide range of services. As a SmartSuite, Noloco, and Softr Certified Partner, we harness the power of cutting-edge tools such as SmartSuite, Airtable, Softr, Noloco, Fillout, Relay, Zapier, Make and many more to drive your business forward. Our commitment to excellence is echoed in the words of our satisfied clientele, who attest to feeling safeguarded throughout the process, acknowledging us as integral members of their team and applauding our creativity in problem-solving. At Identify Solutions, we specialize in transforming your business processes from mere concepts to tangible solutions, guiding you seamlessly from problem to solution, from napkin sketch to fully operational platform. Join us on the journey to unlock your business's full potential with no-code solutions tailored to your unique needs.

I'm a process and workflow automation expert who has extensive experience designing and improving business processes utilizing no code tools such as SmartSuite, Zapier and others. I have experience across the implementation lifecycle - from analysis/design to development to training – as well as many no code tools. A little bit of jack of all trades if you will. If you are seeking someone that is not just a “no code developer” but someone who will work with you to define strategy, requirements, training etc., please give me a shout! In addition to SmartSuite services, I specialize in Strategy and Assessment Roadmap soluitons. Please see www.SmartMap360.com for more information. I provide the following SmartSuite services: 1. SmartSuite Strategy Roadmap Consulting 2. Process design 3. Solution design and implementation 4. Zapier and Make configuration 5. Custom formulas 6. Dashboard design 7. Data migration 8. End-user and train-the-trainer training

We help companies and individuals tailor SmartSuite to their business processes. We provide the following SmartSuite services: 1. Solution design and implementation 2. 3rd party integration development via Zapier and Make 3. Custom formulas 4. Custom scripting 5. Dashboard design 6. Data manipulation and migration 7. End-user and admin training 8. Automation implementation We follow a simple 4 Step Process: 1. Quick Consultation: We know you don’t have time to waste, so we offer a free, quick, virtual consultation to discuss the problem you are working on. 2. Onboarding: We have an easy onboarding process where we facilitate credential handoff and set up your form of payment. 3. Solution Implementation: After giving you an informal time estimate, we remotely log into your software and implement the desired solution. 4. Rinse and Repeat: we can now serve as your Adhoc SmartSuite help desk. Please reach out with any SmartSuite-related questions!

Our project management and tools management firm specializes in helping businesses plan, execute, and complete projects on time, within budget, and with exceptional quality. We use proven methodologies, industry-standard tools, and best practices to ensure efficient and effective project completion. Our team has expertise in managing a range of project management tools, including SmartSuite. We work closely with our clients to understand their unique needs and objectives and then recommend the tools and integrations that will work best for them. We also provide administration services to keep maintenance and implementation costs for our clients down. We help teams complete their work by setting up and configuring the tools, creating templates, and providing training and support. We also help teams stay on track by monitoring progress, identifying roadblocks, and recommending corrective actions as needed. Whether you need help with tool management, project management, or anything in between, we have the experience and expertise to help your business succeed. Contact us to learn more about our services and how we can help you achieve your project goals.

Operational Systems Architecture for Regulated Organizations Automation Helpers specializes in designing and implementing operational systems on SmartSuite for organizations operating in regulated, compliance-driven, and governance-focused environments. We work with healthcare organizations, nonprofits, public sector initiatives, and professional service firms that need structured systems to manage operations, workflows, and data with strong visibility and operational control. Rather than simply configuring tables, we design complete operational systems that connect data, workflows, reporting, and integrations into a platform organizations can run their business on. Our implementations often support organizations that require structured governance, reporting, and operational accountability as they scale. Compliance-Ready Systems Our system architecture emphasizes: • Role-based access control • Structured data models • Operational transparency • Auditability and reporting • Clear process ownership This allows SmartSuite to support internal governance initiatives and compliance-aligned workflows such as HIPAA-aligned operations, SOC-aligned controls, and public-sector reporting requirements when needed. What We Help Clients Build • Healthcare operational management systems • Nonprofit grant and program management systems • Public sector governance and reporting platforms • CRM and revenue operations systems • Project and service delivery management • Compliance tracking and internal audit workflows • Operational dashboards and reporting • Client and partner portals • Automation between forms, email, and workflows • Integrations with financial systems, APIs, and business platforms • Custom applications and interfaces when external extensions are required Capabilities • SmartSuite system architecture • Operational systems design • Workflow automation • Integrations and APIs • Client and partner portals • Data architecture and reporting • Custom development Automation Helpers also developed Syncable, a Gmail synchronization engine that has completed Google OAuth verification and CASA Tier 2 security assessment, enabling secure integration of email activity with SmartSuite workflows and CRM systems. Built for Operational Governance Our systems emphasize accountability, structured processes, and reporting visibility so organizations can manage growth while maintaining strong operational oversight and compliance readiness.

I help you grow your business, one process at a time I am here to help you structure and improve the way your business operates to allow you to develop it with complete peace of mind. We often talk about customer acquisition but never what happens afterwards. Structuring your business also means better serving your customers, better equipping your employees and therefore less micromanagement. I support changemakers and "purpose driven" entrepreneurs like you who want to develop their business peacefully without having to work 50 hours a week and find themselves completely chained to their business. Make a significant impact in the lives of your customers and your community while having time for yourself. Put in place sustainable systems that support you, pamper your customers and make life easier for your team. Automate tasks that constantly exhaust you. You've come to the right place if you want to grow your business with intentional delegation and internal tool systems that support your team members. I am sure of one thing: to accomplish great things, we need to be surrounded: by a team, by mentors, by a strategic partner like me for example. I use a holistic approach when it comes to structuring. (it's a word that I invented, meaning holistic and systemic at the same time. A clever mix between strategic planning, operational design, implementation and business intelligence (for a company focused on good data). Consulting services (247 euros/h) • I analyze the current configuration of your workspace and make appropriate optimization recommendations. • We explore the features of your project manager and choose those that will make the difference in your operations management Custom buildouts (Starting at 3000 euros) • I build a personalized collaborative space adapted to your operations • Seamless experiences powered by automation, aligned with your own definition of operational excellence

AI Automation & SmartSuite Systems for Scaling B2B Operations Expertise: SmartSuite • AI Automation • Internal Tools • Ops Systems Ideal For: Scaling B2B teams, agencies, distributors, and founders About SBD: SmallBay Digital (SBD) is an AI automation and internal systems company helping B2B businesses replace messy operations with clean, scalable, AI-powered workflows. We don’t sell tools. We don’t push templates. We design, build, and run systems that actually get adopted by teams. With a focus on delivering tailored solutions, we empower businesses to operate more efficiently, reduce manual work, and scale seamlessly. From SmartSuite-based work management systems to AI-driven ops automation, SBD acts as a long-term delivery and transformation partner for teams that are growing faster than their internal processes can handle. Why Clients Choose SBD (Over Other Experts): Most clients come to us after: “We tried SmartSuite / automation… but it didn’t stick.” • We start with process mapping, not tools • We design for adoption, not demos • We optimize for cost, scale, and latency • We stay involved post-launch • We build systems that evolve with the business What We Help You Build in SmartSuite: We use SmartSuite as a core system of record, then orchestrate automation and AI around it. Common systems we build: 1. Operations & Work Management Systems • Custom SmartSuite schemas for ops, tasks, approvals • Cross-team dashboards (ops, finance, leadership) • SLA tracking, ownership, and escalation logic • SmartSuite as a single source of truth 2. Internal Tools & Admin Panels • SmartSuite + Retool internal tools • Role-based access for teams • CRUD interfaces for ops, inventory, clients, vendors • Reduced dependency on engineering teams 3. AI-Powered Workflow Automation • Lead intake → qualification → routing • AI-based tagging, scoring, and summarization • WhatsApp, email, Slack automation • n8n / Make automations connected to SmartSuite 4. CRM, Sales & Client Ops Systems • Lead lifecycle automation • Auto follow-ups and reminders • Client onboarding workflows • Centralized interaction logs 5. Reporting, Dashboards & BI • SmartSuite dashboards for leadership • Auto-generated weekly/monthly summaries • KPI tracking across teams • AI-generated insights, not just charts Let’s Talk: If you’re using SmartSuite (or planning to) and want it actually to run your business, not just store data. We’ll review your current setup and show you what’s possible. 👉 Book a 1:1 Discovery Call [https://cal.com/pranav-mahaveer/30min] Email: info@smallbaydigital.com

NC South is a No-Code agency specializing in no-code tools. We bring over a decade of experience in software development to no-code consulting and building SmartSuite solutions that suite your needs. Our services include, but is not limited to hourly consulting, integrations or custom projects. Hourly Consulting ($100 / hr) If you are stuck on a particular problem in SmartSuite or just need help to build out a workflow, we can jump on a call to walk through what will work best for you and your situation. Integrations (hourly rate / fixed fee) If you need your SmartSuite solution integrated with other 3rd party applications, this is the option for you. We use Make.com to integrate your SmartSuite to 1000s of other systems. We can take an hourly approach or we can scope out the work and provide you with a fixed fee. Custom Development ($5,000+) This is for when you need a custom SmartSuite solution built out for you. We generally follow the following process: • Free discovery call • Scoping session to find out more about your business and processes • We provide you with a proposal outlining the scope, and cost • Delivery - this will be in an iterative way, with weekly check ins and feedback • Handover and support - once completed, we will make sure your team is up to speed on using your new solution and will be available for support if you need us. We have built a range of complex applications from recruitment platforms to custom workflow management applications and would love to see how we can help you too. Feel free to jump on to our website and book a free discovery call to get started.