As a pure-play GRC focused firm, our "SmartSuite dedicated" team @GRCxperts, specializes in functional consulting, automation advisory and implementation of GRC/automation Solutions. Thought leaders like Michale Rasmussen have acknowledged the talent and commitment we bring to the table. Our services extend across: GRC Program Advisory & Solution Implementation | GRC 'xperts-on-demand.| Business process automation (BPA) | Workflow automation solutions | Training & Workshops | Integrations Our GRC Program Advisory & Solution Implementation includes: • SmartSuite implementation strategy and advisory • Business Case Advisory/ Strategy (Compliance and Regulatory) • Adoption road-map & strategy consulting • Functional Consulting across InfoSec, Privacy, AI Assurance, BCMS, TPRM, Audit Mgmt • Sustenance Roadmap Advisory Our 'xperts-on-demand: caters to: • Direct hire, staff augmentation, offshore staffing, and managed services. Training & Workshops caters to: • Enabling our client teams to effectively manage, maintain, optimize, maximize & methodically scale. Importantly, we guide you to make most of your investment. Integrations: • Our in-house dedicated Integrations team are here to help you with possible integrations using API's. Our large team of SmartSuite qualified, certified, and importantly committed consultants have executed GRC programs globally. With offices in Middle East and India, and a formidable team, our services are appreciated by clients globally. Our experience spans across industry verticals viz., BFSI, Healthcare, Retail, Hospitality, Manufacturing, O&G etc. We would be very happy to get on a call to explore.

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

My background I have been developing custom database applications for 20+ years. I am a Certified SmartSuite Consultant and a SmartSuite Partner. (I am also a multiply certified FileMaker Pro developer.) I've worked with low-code cloud-based tools since 2016 and have been working with SmartSuite since the year it went public. . Industries I work in For 10+ years most of my clients have been law firms, mostly firms doing mass tort litigation, although I have worked with criminal defense firms, and (some years back) municipal defense. In the past I also have worked on projects in USA, Canada, UK, and Europe on projects in a variety of industries (education, medical services, newspaper circulation and publishing, travel, television production and others). . Services My basic service options are: 1. Full development (where I basically do everything for you) 2. Coaching (where I help you work on your solution) I can develop an application for your law firm, school or company start-to-finish: modeling the data, creating tables and fields, configuring access privileges so you control who can see what, designing an attractive user interface and a comfortable user experience using SmartSuite's tools. Of course I can also train your users on the application; show you how to add and remove users as you need to. And I support solutions that I've built. . Rates and billing I bill by the hour, but my rate varies by project. My default rate for work for law firms is $125-$175/hour. Other projects may be less, or more. Let's talk. There's no charge for an initial consultation.

SmartSuite Consulting is a professional consultancy agency specializing in assisting businesses improve their productivity by streamlining their business processes in SmartSuite. As an official SmartSuite partner and certified consultant, we have an extensive understanding of the complete range of tools and features available, enabling us to assist you in unlocking their full potential. We know that every business has unique requirements, so we take the time to understand your specific needs. Our work is tailored to your organization, ensuring alignment with your objectives. We offer a range of specialized services, including custom development, consulting and implementation, process automation, third-party API integrations with Make and N8n, and creating customized client portals in Noloco. Consultancy Options We provide a range of consultancy options. Whether you need ongoing support, assistance with a one-time project, or a full migration and build of your business in SmartSuite from scratch, we're equipped to assist you. You can work with us on an hourly basis, with options for 5, 10, or 20 hours, depending on your specific requirements. Additionally, we offer customized projects tailored to your business needs, providing you with a personalized solution that fits your organization's goals. How to Start You can contact us here or book your free 30-minute intro call using the link provided. During this call, we will take the time to understand your business needs and explain how our services can help you achieve your goals using SmartSuite. We also invite you to visit our website to learn more about SmartSuite Consulting and for scheduling your free 30-minute intro call.

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

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're a digital consultancy & implementation company, specialising in information management systems, custom software development, and customer/user journeys, alongside the normal suite of agency services. We love working with companies of all sizes to make their lives easier and businesses more profitable through digital transformation. We offer digital strategy, project delivery and problem solving services to deliver growth and improve business' results. We work with a wide range of clients on digital solutions for countless problems. The principles that underpin good digital transformation are applicable to almost any industry - but we are currently working with, and have a special interest in, the following industries: • Events & Large-Scale Music Festivals • Tourism & Hospitality • Finance • Healthcare • Start Ups • Education Solutions and services we offer include: • Digital Transformation • Custom Software Solutions • Information Management Systems • Audits and Optimisations • Automations and Integrations • User Experience (UX) • Project Management • Vendor Selection • Websites & eCommerce • Customer Relationships • User Journeys • Digital Strategy • Marketing Strategy • Brand Identity and Positioning To bring your ideas to life and improve your business results, get in touch today!

Still stuck managing your business with spreadsheets? Or maybe your team is dealing with disconnected tools, difficult processes, and automations that only work if someone clicks “run.” If you’re wasting time copying data between apps, it doesn’t have to be this way. You don’t need more tools. You need a better system. At XRay.Tech, we help teams clean up their workflows and get their tools working together. That means less manual work, fewer errors, and more time for the work that actually matters. How We Work: A Simple, Fast Process Our Sprint Process is a focused, flexible way to build better systems: • Audit & Discovery We talk with your team, define what success looks like, and map out your pain points. • Solution Design We use real insights to build simple, effective systems and deliver early wins fast. • Results & Rollout We present clear results, align with your team, and plan the next phase. Start here and get quick clarity ✅ Book a free 15-minute discovery call ✅ We’ll help you spot your biggest time-wasters ✅ You’ll get expert guidance and clear next steps Schedule your free call now! https://xray.fillout.com/15 Who we help We work with operators, marketers, PMs, and founders in: Finance | Nonprofits | Healthcare | Manufacturing Marketing Agencies | Retail | Tech | Legal | Design Construction | Events What we do We build systems your team can rely on. • Design & Discovery We analyze your workflows and design a smarter system. • Automation & Integration We connect your tools and build automations that save hours every week. • AI & Training We bring in AI where it fits and make sure your team knows how to use it. • Custom Tools & Interfaces Dashboards, portals, and internal tools that are simple and easy to use. • Deployment & Support Smooth rollouts with documentation, training, and ongoing support. What clients say 💬 “Each team member is patient, focused, and curious. XRay adapted to our complex setup and always dug deeper to find the right solution. We’re excited for Phase 2.” – Apollo Global Management 💬 “They’re not just executors—they’re thought partners. Their feedback has helped me refine ideas and avoid mistakes. Truly invaluable.” – Notable Growth 👋 Ready to stop wasting time? Book a free discovery call and let’s build smarter workflows, without all the heavy work. Get started now!

9x helps fast-growing companies supercharge their operations with no-code solutions. We advise you and your team on how to digitalize and automate your processes, work with the right tools and implement operational best practices. We also offer trainings to learn how to leverage technology at work: SaaS, APIs, no-code and low-code, and can take over special projects to help you build faster.

We are a process-driven company that offers help to others to accomplish low-code solutions and scale their business.

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.

Proprium is a software and automation consultancy for service businesses. We translate your processes into software, we help you choose the right tools, set them up, automate the work that drains your team, train your people, and maintain it as you grow. Operating since 2018, with 400+ projects across 25+ industries. As a certified SmartSuite consultant, we work with businesses that have complex, relational data, multiple entities, cross-department workflows, and reporting needs that spreadsheets cannot solve. We design the workspace architecture, build the automations, migrate data from existing tools, train every team member, and stay on as an ongoing operational partner. Most consultancies advise but don't build. Most agencies build but don't stay. We do both, that's what makes the work last.

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.

CastleHill provides affordable GRC and Privacy solutions to organizations of all sizes, across all industries. We partner with leading GRC and Privacy software companies, providing advisory services, managed services, and custom integrations. Our Governance, Risk, and Compliance as a Service (GRCaaS) offering helps simplify your risk management processes by providing options for outsourcing the costly administrative activities inherent to GRC programs.

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!

We are a team of consultants and implementers who help SMBs solve business issues, build technical solutions, and bring ideas to life. Our blend of strategic planning, operations expertise, and technical competence have allowed us to forge a strong track record of delivering effective solutions. We have served businesses in various industries including law/legal services, manufacturing, philanthropy, online education and tutoring, beverage distribution, SaaS marketing, real estate marketing, and more. Internal Tools | Client Portals | Process Automation | Business Apps | Business Intelligence | Tool Selection & More

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

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.

What We Do: VisioneerIT is a cybersecurity-first, AI-powered digital transformation firm that builds and secures intelligent systems for the industries that power the world. We design, engineer, and implement secure software infrastructure, AI automation, and operational intelligence platforms that help our clients modernize legacy environments, accelerate innovation, and manage risk. Our Spectrum Method™ unites software engineering, data integration, and security governance into a single delivery model—allowing organizations to deploy transformative technologies like AI, LLMs, and predictive analytics without compromising compliance, performance, or trust. Who We Serve: We partner with Federal, State, and Local Government agencies, as well as private-sector organizations in aerospace, transportation, energy, agriculture, manufacturing, architecture, construction, smart cities, and critical infrastructure. We also support Managed Service Providers (MSPs), legal firms, and engineering consultancies that serve these sectors. Our ideal clients are navigating high complexity and regulatory pressure—and need a partner who can build secure software systems, lead enterprise AI adoption, and drive modernization from strategy through execution. VisioneerIT helps these organizations align their operational goals with next-generation technology, preparing them for what’s next.