I help life coaches leverage automation and AI to streamline their business operations. Hi, I'm Jesse Parker (they/them) – Automation Architect. As a Certified LCS Life Coach, Zapier Alum, and former CEO of a tech consultancy, I've dedicated my life to the art and science of workflow automation and future business technologies. From solopreneurs to 7/8-figure CEOs and Fortune 500 giants, I've equipped countless businesses with sustainable systems that thrive independently. Today, I bring this expertise to life coaches, providing the tools, methods, and frameworks needed to create simple, sustainable systems built with automation and SmartSuite.

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!

SoHo Dragon is an onshore Wall Street-based consulting and staffing firm that focuses on complex technology deployments when time is short, the budget is tight, and the cost of failure is high. We have been working as a trusted adviser, integrator, and builder of SmartSuite solutions since 2022. Areas of specialty include GRC, Microsoft software, Azure, business enterprise applications, data and AI, GRC, and advisory services. Our staffing services include direct hire, staff augmentation, offshore staffing, and managed services. SoHo provides Regulation Intel88, ISMS, and Model Risk Management GRC solutions built on the SmartSuite platform. This use case integrates with Regulatory Intelligence systems to notify your Compliance team of potential regulatory changes that need to be assessed and remediated. In addition to regulatory changes, the following represent additional regulatory risk workflow attributes of this solution: • The applications are ready to integrate tool-agnostic inbound content from any regulatory intelligence source that provides outbound content feeds to an open API. • You can set up a cadence to assess regulatory updates and content additions and inform stakeholders. • The user-friendly interface makes it easy to assess controls against changes from regulatory institutions. • Results of the assessment will be updated and integrated real-time into your risk & compliance disposition and framework Additional information on the Regulatory Change Management solution can be found here: https://partners.smartsuite.com/sohodragon_RegIntel88. In addition to this next generation pre-built integration, Soho Dragon provides GRC implementation and advisory services across the various GRC verticals. We provide both the technical know-how as well as the strategic GRC advice and counsel to mature your program and harden your risk and compliance posture. More information around these services can be found here: https://www.sohodragon.nyc/services-business-ea-grc We also provide a free GRC Assessment to identify opportunities, benchmarks, and milestones for your GRC program. This entails a 1-hour discovery session followed up with a deliverable to provide your ERM and Compliance teams with a sequential sketch of considerations and requirements. For more information, click here: https://www.sohodragon.nyc/compliance-assessment.

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.

MoonPi is TOTALLY committed to ensuring access to data consulting and data management tools REGARDLESS of the size or budget of an organization. Breaking down barriers that prevent people from accessing, analyzing, and utilizing data effectively is what we do on a daily basis. We can prove it! Reach out today. *More about MoonPi* We help small to medium sized businesses simplify data management and automate business processes. We do so by leveraging no/low code tools to build custom solutions that streamline workflows, provide insight into business health, and restore focus to core business operations. We have nearly two decades of experience providing technical solutions particularly around database rollouts to non-profits, foundations, and government entities delivering human services in metropolitan areas. No/low code tools such as SmartSuite has allowed our team to drastically slash the cost and time needed to roll out the absolute best solutions for our clients. These tools have also made it easier for managers/upper leadership to monitor progress using reports and dashboards. Additionally, our consultants are very skilled at creating data systems that will allow organizations to seamlessly pull data for grant writing and funding purposes. Don't delay another day. Reach out to get started with a free initial consultation that will put your organization on the path to better track, evaluate, and report out on program metrics that matter! Services 1) Current system & process evaluation/feedback 2) No/low code database setup and configuration 3) Data migration from other databases and/or spreadsheets 3) Systems administration 4) On call Q & A sessions around data application (Never a charge) Ask us how AI integrations can save your organization time and lower cost for data collection/reporting.

Welcome to Moveriti, LLC, your expert destination for business process automation (BPA) and workflow automation solutions. As a proud SmartSuite partner, our team boasts certified consultants with a deep understanding of this powerful workflow management platform. Our experienced team of professionals is dedicated to helping businesses optimize their operations and achieve remarkable results. With a tailored approach, we analyze existing processes, design customized solutions, and leverage cutting-edge technology to streamline workflows, reduce manual labor, and enhance collaboration. Additionally, we specialize in seamlessly integrating various software systems, ensuring smooth data flow and efficient communication between applications. From streamlining inefficient processes to optimizing operations, we have the knowledge and capabilities to drive transformative change and unlock your business's true potential. While we call the Kansas City Metro area our home, our reach extends far beyond local borders. We are ready to serve clients nationwide, delivering exceptional BPA and workflow automation services tailored to meet your unique needs. Whether you're in the heart of the Midwest or across the country, Moveriti is your trusted partner for optimizing operations and achieving remarkable results.

Elevate your operational efficiency with the dynamic duo of SmartSuite and Zant Technologies. Our cadre of SmartSuite-certified developers is poised to transform your business workflows with unparalleled expertise. We've crafted cutting-edge workspaces for an array of industries including technology, construction, sales, retail, and aviation, to name a few. Our client-centric methodology unfolds in three streamlined steps, ensuring a tailored fit to your unique business needs. The initial phase involves the meticulous setup of your workspaces and solutions, laying a solid foundation for innovation. Next, we focus on enhancing interdepartmental synergy by establishing sophisticated automations that not only facilitate seamless data sharing but also replace manual processes with efficient, automated operations. The final stride in our journey of optimization is where our prowess as professional software developers truly shines. We offer bespoke integration services, melding your SmartSuite workspace with any third-party software equipped with an API, thus creating a seamless, interconnected digital ecosystem. Embark on a journey to redefine your business processes. Schedule your exploratory call with us today and witness the metamorphosis of your workflows into a paragon of efficiency.

Somos una empresa argentina dedicada a brindar servicios de implementación de software en la nube y consultoría de procesos. ¿Quienes nos eligen? Típicamente trabajamos con empresas que están atravesando fases de crecimiento, ya sea en toda la compañía o en equipos de trabajo en particular. Usualmente nuestros clientes son organizaciones conformadas por entre 10 hasta 50 colaboradores. ¿Por qué nos eligen? Porque buscan un aliado que tenga conocimientos tanto de procesos de negocio, como de implementación de tecnología. Llevamos más de 5 años digitalizando procesos para empresas de Latinoame´rica, España y Estados Unidos. ¿Más sobre Crentio? Te invitamos a visitarnos en www.crentio.com. Allí podrás aprender más sobre nosotros, sobre Smartsuite, y sobre gestión por procesos y proyectos. Cuando estén listos, siéntanse libres de agendar una reunión gratuita.

Software is meant to make things easier for you by doing your work for you. But sometimes it feels like the software is just making things more complicated. If you feel that way, it means that your software is not working for you - you are working for your software. At TidyStack - we make software work for you! We help businesses choose and implement a software solution after we fully understand their workflow. If you are looking to choose software for your business, and you want to be sure that you made the best choice and set up your system in the best way possible, you are in the right place. With 12+ years of experience with both software and businesses, we understand your needs and know how to fill them. Looking forward to watching you gain your time back, while your business scales - all thanks to software that actually gets the job done.

DataAutomation: Seamlessly Connecting SmartSuite with Your Business Ecosystem At DataAutomation, we specialize in creating synergies between SmartSuite and various other essential business systems. Our aim is to streamline workflows and enhance data fluidity across your software ecosystem, maximizing efficiency and productivity. By integrating SmartSuite with a range of other platforms, we offer tailored, intelligent solutions for advanced data management and workflow optimization. Key Integration Services and Capabilities: 1. SmartSuite Integration with CRM Systems: We can connect SmartSuite with popular Customer Relationship Management (CRM) platforms like Salesforce and HubSpot. This integration facilitates the bidirectional flow of customer data, enabling real-time updates and comprehensive customer insights within SmartSuite. 2. Connecting SmartSuite to Financial Software: Integration with financial systems such as QuickBooks or Xero is a key service. This allows for seamless data transfer between SmartSuite and your financial software, streamlining processes like invoicing, budget tracking, and financial reporting. 3. E-commerce and SmartSuite Integration: We link SmartSuite with e-commerce platforms like Shopify and Magento. This connection enables the synchronization of sales data, inventory management, and customer interactions, providing a cohesive overview of your e-commerce operations within SmartSuite. 4. Project Management Tools and SmartSuite Connectivity: For a holistic approach to project management, we integrate SmartSuite with tools like Asana, Trello, or JIRA. This ensures that project timelines, resources, and deliverables are efficiently managed and visible across your project management platforms and SmartSuite. The DataAutomation Edge in System Integration: • Unified Data Management: Create a single source of truth by integrating SmartSuite with your entire software suite. • Custom Connectivity Solutions: Tailor your integrations to fit your unique business needs and objectives. • Expert Guidance and Support: Our team provides continuous support and consultation to optimize your integrated system setup.

We help remote, service-based teams reclaim their energy and make more money in less time by simplifying, automating, and streamlining their business. Our work together might look like: 1. Helping define and document existing workflows and processes. 2. Creating and implementing custom SmartSuite solutions for your workflows. 3. Training your team on how to effectively use your new SmartSuite solution. We most enjoy working with small teams (< 50) and would love to help you save time and work smarter with SmartSuite!

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

Is your team spending too much time managing work across multiple Excel sheets or using restrictive systems? Want to get off to a flying start with SmartSuite? With Workflow Heroes, we help small and medium-sized businesses in the Netherlands transition from a cluttered back-end to a streamlined workspace in SmartSuite. With dozens of implementations and no-code development projects under our belt, we can swiftly transition all your processes to SmartSuite, following best practices. Our approach is simple. to transform your chaotic systems into automated workflows is simple: 1. Workflow Discovery 2. Prototyping & Testing 3. Data Migration 4. Onboarding & Support Interested? Use the following link to quickly jump on a free 30 minute consultation call: https://calendly.com/workflow-heroes/kennismaking

Through helping other organizations mitigate risks and grasp opportunities, we can drive positive, sustainable change for clients, our people and society at large. KPMG member firms operate in 147 countries, collectively employing more than 219,000 people, serving the needs of business, governments, public-sector agencies, not-for-profits and through member firms' audit and assurance practices, the capital markets. KPMG is committed to quality and service excellence in all that we do, bringing our best to clients and earning the public's trust through our actions and behaviours both professionally and personally.

Bijli is a team of experienced project managers skilled in process improvement, workflow development, automations and integrations. At Bijli, we work with businesses to define and implement their project management and operational flows. We utilize automation tools such as Zapier and Make to help connect and integrate SmartSuite with your stack of tools. We can cater to your needs to improve workflows, automations, and processes in almost any project tool. We provide many different approaches depending on the company size and type. We can implement SmartSuite to build out a basic structure or even a completely customized solution that is right just for you. Standard Tool Buildout: Optimize your teams’ processes and boost your efficiency. ($1K-$5K) • Task and project management • Workload management • Process Improvement • Time-estimates & Time tracking • Documentation Hub • Custom Fields • Multiple Views • Dashboard Buildout • Standard Automations (limited to PM tool) • Training and Knowledge Transfer Custom Tool Buildout: Automate your business needs to maximize your efficiency. ($5K-$10K+) • Includes all standard tool items plus: • Website Integrations • Advanced Automations • Automated Emails • Automated Invoicing • Automated Lead Generation • Third Party Integrations (Make & Zapier) with tools such as: • Quickbooks • Calendly • G-Suite • Saleforce • Kajabi • Slack

Hey I’m Laura the CEO of Process Atlas. I am an experienced operations and business workflow specialist. If you are here browsing for partners to help you set up in SmartSuite then you are likely experiencing one or more of these common issues - • Bottlenecks / Late delivery of projects • No visibility on project delivery • No visibility on team capacity • No structure, more time spent looking for things rather than doing • Difficult for teams to collaborate • Current tool not working, looking to transition but don’t know how I have over 6 years experience setting up companies for success with streamlined and efficient processes which work FOR you not against you. I have spent many many hours using work / task management tools and can help set you up a future proof environment in SmartSuite. A brief introduction, I am a native English speaker from the UK. I have worn many hats over the years including teaching, sales, HR, communications and operations. I have achievements in business process management, process improvement as well as business architecture. I hold a PhD in Genetics and I am a strong teacher who can provide your team with high quality training sessions if needed. Having experienced many different sectors I am poised to provide advice on optimal setups for all types of teams. I have learned over the years that the first step to a streamlined workflow is understanding the process before choosing the tool. The second step is to understand the team members who use the process. Beautifully designed processes which are designed for both the users and for efficiency are what I aim for. I can work together with you and your team to build all varieties of project management setups from Agile software development workflows, tax and accounting setups, advertising agencies and product design etc. Additionally, the ability to visualise your projects progress, your work capacity and efficiency of your team using dashboards. We are looking to improve your processes themselves whilst simultaneously building a robust environment in SmartSuite. If you need any help improving your business efficiency or with setting up in SmartSuite let me know I am ready to help. I look forward to working together! Dr Laura Mellor

SmartSuite Consulting Services Hi, I am Drew founder of Panda Workforce. As a SmartSuite Certified Consultant, I offer expert implementation and support services tailored to businesses of all sizes. Whether you need assistance with a small project or a large-scale implementation, I provide end-to-end solutions—from planning and configuration to deployment and optimization. My Services Include: ✅ SmartSuite Implementation & Setup – Designing and configuring workflows, databases, and automation tailored to your business needs. ✅ SmartSuite Support & Optimization – Ongoing support, troubleshooting, and enhancements to maximize efficiency. ✅ Process Automation & Integrations – Seamlessly connect SmartSuite with other tools using Zapier or custom integrations. ✅ Data Migration & Customization – Helping you transition from legacy systems and optimize SmartSuite for your operations. ✅ Training & Best Practices – Empowering your team with knowledge and guidance to get the most out of SmartSuite. With my hands-on expertise and deep understanding of business workflows, I ensure a smooth and efficient implementation. Let’s build a scalable, automated, and fully integrated SmartSuite solution for your business! 📩 Contact me today to discuss your project needs.

With over 10+ years of experience in Project Management and Business Analysis, I create custom systems & strategy to scale your business in a way that allows you to do more of what you love (aka serving your dream clients!). I’ve set up over 700 workflows & automations and one thing that I have seen with my clients is that they are spending way too much time doing the things their processes + tech should be able to do (or simplify) FOR them. ➡️ Setting up the tools is the easy part, anybody can do that! What I like to focus on is helping you explore your dream process steps. If money, time, and talent weren't an issue, how would you choose to deliver your 🔥 services? What would your ideal client experience look like? And thennnn we can set up in SmartSuite and other tools to help support and enable that dream process! I offer: 🔥90-minute Systems Strategy Sessions for the building business 🔥Custom SmartSuite workflow + implementation + design projects for the growing business, and 🔥Backpocket Project Manager and Implementer support for the scaling business! No matter where you are in your journey, I'd love to meet to learn more about you and your business, and how I can help you simplify your systems!

Goodbye coding headaches, hello limitless possibilities. Discover how No-Code Catalyst can help unlock the true potential of your business with custom no-code solutions & automation. I’m Bud Ward, a certified no-code consultant & SmartSuite partner. I help businesses accelerate their growth with no-code tools, integrations, and automation. I use a structured system based my experience leading enterprise implementation, integration, and data migration engagements as a technical project manager and SaaS consultant. Client engagements often include the following phases, but your project might vary depending on your requirements and project scope. 1. Project Kickoff 2. Discovery 3. Design 4. Configuration & Testing 5. Training 6. Deployment 7. Post-Launch Support During the discovery phase, I'll facilitate process review and validation to ensure that the solutions we create together are built on a solid foundation. Deliverables can include business process maps, workflow documentation, SOPs, or training resources depending on your needs and the scope of your project. If you'd like to discuss a project, visit my website at https://nocodecatalyst.com and click on any of the Get Started buttons to submit an inquiry form powered by SmartSuite. No-Code Consulting No-code enables you to build custom solutions that meet the specific needs of your organization without the cost of custom development. From project management systems to integrated tech stacks, no-code helps you solve problems faster. I provide expert consulting, configuration, and training services for no-code platforms including SmartSuite, Notion, Zapier, and Make. Automation & Technology Consulting I help your organization review its tech stack to ensure that your tools are meeting your needs and providing cost-effective ROI. Whether you need to connect your tools, create automations, consolidate your existing tools, find new tools, or migrate to new platforms, I have you covered. Business Process Consulting You have processes, procedures, and policies, but are they clear and accessible to your team? Does everyone understand their roles, responsibilities, and workflows? I help your team create SOPs, process maps, and other workflow documentation to ensure your team is aligned with the organization’s goals.