I help small businesses reach their business goals through system implementation, training, and ongoing project or operations management. As your business operations consultant and system strategist, I allow you to focus on your extraordinary talent while I setup your systems, tools and plan for action. One of my most popular packages is a "Done for You" system set up in which I do the following: System planning and set up: • Workflow analysis • Client information gathering - including export and import of current client data from another system if applicable • Initial hierarchy and framework planning & set-up in SmartSuite • Integrations and Automations based on updated workflows SOPs & Training • Create SOPs and Provide Training: Once your SmartSuite system is set up, we’ll work together to ensure processes are documented and clear. I’ll spend time Zooming with you as you use the system and offer feedback, ask questions, etc. Extended Support 60 days support: For 60 days I’ll be available to answer questions via email (24 hour turn-around) as well as jump on a Zoom to walk through scenarios if something isn’t clear.

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.

At Glassdoor Technologies, we are committed to the digital transformation of small and medium-sized businesses in Latin America. Since 2018, we have led the way in helping organizations make the most of modern technological solutions, with a special focus on SmartSuite. Our Services: • Business Solutions and Workflow Design & Implementation: We specialize in transforming business processes into efficient digital solutions. Our team designs and implements custom workflows in SmartSuite, ensuring that each solution is perfectly aligned with your business needs and objectives. • Third-Party Integrations: With extensive experience in Make, Zapier, and custom APIs, we integrate SmartSuite with other essential business tools, creating an interconnected application ecosystem that drives efficiency and productivity. • Data Structure Modeling: Our focus on data modeling ensures that your information structure is optimal for analysis, reporting, and decision-making, allowing your business to maximize the value of its data. • Portal Creation for Clients with Easy Portal, Softtr, and Noloco: Furthermore, we specialize in creating portals for our clients using industry-leading tools like Easy Portal, Softtr, and Noloco. These portals are designed to enhance user interaction and experience, ensuring seamless integration with your existing systems. Rate and Process: We offer our services at a competitive rate of USD 60 per hour. Our work process consists of: 1. Discovery: Understanding your challenges and objectives. 2. Modeling and Planning: Designing a tailor-made solution. 3. Implementation: Developing and implementing your SmartSuite solution. 4. Continuous Improvement: Providing support and continuous improvements to ensure your solution evolves with your needs. At Glassdoor Technologies, we don't just implement technology; we transform the way you do business. With our help, your company will be equipped to face the challenges of tomorrow. Contact: If you're ready to take the next step in your company's digital transformation, contact us to start a conversation. We are here to guide you every step of the way.

Hi, I'm Riccardo, a freelance consultant for SMB, specialized in developing custom solutions to manage and automate digital processes. I worked for over 7 years at Apple where I learned the fundamentals of optimizing processes and had the opportunity to cultivate a culture of digital collaboration learning how to use the best tools to streamline the operations and help the teams focusing on the customers. I strongly believe in the empowerment of human capabilities through technology and I want that to be as transparent as possible to let everyone do his best job day after day. My Values are authenticity, transparency, honesty, attention to detail and perseverance. After my experience at Apple, I decided to focus on bringing these core values to other companies and choose SmartSuite as a main platform to create better digital workplaces. Helping many other companies and agencies in these 3+ years I developed a strong knowledge of CRMs, Ticketing systems, Accounting and Budgeting solutions, Digital Collaboration, and other productivity tools. I have a deep knowledge of the main 3 work ecosystems: Microsoft 365, Google Workspace, and Apple iOS, iPadOS & MacOS, this helps a lot in developing a complete solution that should be integrated into everyday work. I know that every business has unique aspects and I want to make sure that the solutions I provide are tailor-made to your needs so that our values and objectives are aligned to reach our goals. Your success is mine as well. As a SmartSuite Consultant I can offer these services: • Develop custom-made solutions based on your teams' needs. • Implementing other tools already used within a SmartSuite solution. • Automate Processes already established and create new SOPs • Collect data into dashboards and help your management team with data analysis. • Hourly training and consulting on existing projects • Admin your workspace in SmartSuite By doing so I help you increase customer retention rate, customer satisfaction and improve internal team engagement. That leads to increased profits as well. I have experience in Marketing and advertising, Real Estate, Private Health, Legal, Hospitality and Financial Services Industries. My goal is to collaborate closely with clients, serving as an extension of their team, to deliver exceptional results, above and beyond expectations. If you're looking for a partner in Italy who can help you scale your business in many ways look nowhere else and book a free 30-min consultation.

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

Our motto is "Better Systems, Bigger Profits" and we are all about helping companies create processes and systems so they can scale profitably. Many companies find that the bigger they grow, the more complicated it becomes to hold things together. In these cases, processes and systems are required to help them operate at maximum efficiency and promote profitability. We believe that as you succeed, your work should get easier, not harder. SmartSuite Strategy Sessions We specialize in offering comprehensive strategy services tailored to businesses seeking to integrate SmartSuite into their operations. With a focus on seamless setup, we engage in regular consultations to expertly guide clients through every step of the process, ensuring a thorough understanding from A-Z. Full SmartSuite On-Boarding & Setup We begin by conducting an in-depth intake session to gather information and identify the areas that need improvement and solutions. We will set up a number of discovery workshop sessions with owners, management and employees to understand all of the existing processes and systems. Based on our findings, we will compile a detailed report highlighting your current processes, challenges and most importantly, our recommendations for improving your company. We'll discuss both long- and short-term solutions to help you achieve your goals and the implementation process needed to reach them. Integration Services We seamlessly bridge the gap between SmartSuite and various other software programs through our integration services. Our process begins by meticulously scoping out the specific requirements of each integration, followed by the detailed creation and rigorous testing of the solution. Once ready, we ensure a smooth transition as we oversee its successful implementation. Beyond the initial setup, our commitment endures, providing steadfast support for the integration as part of our ongoing services. Hourly SmartSuite - Strategy, Setup, & Support Don't want to sign up for a package? No problem. We also offer all of our services by the hour as well. Unlock the true power of SmartSuite with our hourly-based services offering unparalleled setup, strategy, and support. Whether you're a new adopter or seeking to optimize your current usage, our experts are primed to guide you. From tailoring SmartSuite to your unique needs to devising effective strategies, we ensure you harness its full potential.

Williams Innovations is a consulting firm specializing in Information Ecosystem (IE) architectures, communication structures, process mapping, and implementing no-code and low-code products like SmartSuite. Williams Innovations is owned and operated by Christopher and Sarah Williams, who provide a multi-faceted and comprehensive approach to their work and clients. At Williams Innovations, we believe successful collaboration requires effective communication.

OptimizeWise drives faster results and higher returns for your business. Through AI-powered strategies and cost-effective solutions, we transform SMEs and fast-paced organizations. Let us optimize your business for success.

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!

We help coaches, consultants, creators, and online service providers tighten their marketing operations to improve long-term results. We use tools like SmartSuite to help you; Market With Consistency Build brand recognition, establish trust and credibility, and enhance the customer experience. Market With Clarity Build more effective campaigns, understand your audience, and drive business growth and success. Market With Efficiency Make better use of resources, increase productivity, and improve customer satisfaction.

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.

We are a GRC solution, content and services company specializing in innovative risk management solutions leveraging multiple GRC platforms. Tutela Solutions specializes in the development and delivery of best-in-class GRC solutions. The Tutela team represents decades of organizational development and GRC expertise across all major industries. As an international organization we have completed engagements in Australia, New Zealand, Asia, Europe, Canada and Latin America. Tutela prides itself in putting consultation back in consulting, and favors partnership over "order-taking" and cookie cutter service delivery. Tutela Solutions' professional services are tailored to support each client's unique mission, enabling purposeful action and delivering repeatable, measurable results.

Webforge AI: Your AI Implementation Consultancy for SMBs We help small and medium-sized businesses adopt AI without the risk or headaches. While 80% of AI projects fail, our clients achieve a 3.7x return on investment within 90 days. What we do: We're AI implementation consultants focused on three critical areas: People: Identifying internal talent & preparing your teams for AI Processes: Streamlining operations ready for automation Technology: Selecting and implementing fit-for-purpose AI solutions Why it matters: Most businesses rush into AI without proper planning, creating security risks, integration problems, and wasted resources. We deliver a clear roadmap for scaling AI profitably within 30 days. Real results: Our clients consistently achieve 25% efficiency gains from initial pilot projects. One distribution company saved $312,000 annually through a single AI solution we implemented. Think of us as your second brain - we do the heavy thinking so you can focus on what you do best. Scale your revenue, not your payroll. SmartSuite is our proprietary internal system developed over the past 24 months to optimize AI operations and workflows. As SmartSuite now emerges as a leading AI-focused platform, we are uniquely positioned to help organizations implement customized solutions with exceptional intelligence capabilities. Many businesses today find themselves trapped in legacy systems and technical debt. SmartSuite serves as the bridge that transitions these organizations from outdated infrastructure to a landscape of innovative possibilities and centralised collaboration. With an ecosystem supporting over 8,000 integrations, SmartSuite thoroughly future-proofs your operations, creating the ideal foundation for implementing advanced AI methodologies and workflows. By partnering with us, your organization will: • Rapidly overcome technical limitations that impede growth • Seamlessly integrate AI capabilities into existing business processes • Leverage our extensive experience in AI operations management • Access a flexible system that evolves with emerging technologies Ready to implement AI that actually works? Book a discovery call on our website to learn if we're the right fit.

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.

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.

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

WHAT WE DO We change lives. It's a bold statement but we know that's what the right software implemented well does - it literally changes peoples lives - we know because that's what our clients tell us - "you changed our lives!". Smartsuite is the optimal tool for creating efficient and robust systems with all the ingredients baked right in that genuinely will give you that "You changed my life" feeling. HOW WE WORK Implementing systems in a business is about taking a set of processes (all the things you do to run your business - front and back) and then working out how each step can be accomplished in the simplest and most efficient way possible. We ask two questions: How do we get from A to B whilst minimising the effort and maximising the result (efficiciency) and How do we eliminate possibility for error (robustness). These two questions will always be at the heart of what we do so you can be confident that whether you just need some guidance on how to get the most out of Smartsuite or a full implementation, we'll make sure you get the right results for your business. We're based in the UK so if you need a local implementation partner, we'd love to talk to you.

Crowe LLP (www.crowe.com) is a public accounting, consulting and technology firm with offices around the world. Crowe's GRC technology team will help you get ahead of the risks that threaten your business by making your integrated risk management (IRM) processes more efficient and thorough. This means you can turn your attention to big-picture strategy, knowing that GRC is under control. Whether you’re just starting out or already have a solid GRC program in place, our innovative technology, proven risk solutions, and support services can help you mature your IRM stance. Some consultants set up your GRC technology and move on to the next client. That’s not us. We take the time to truly understand what’s realistic for you and your team to handle independently once we’ve wrapped up the implementation. Our hope is that you’ll be so comfortable running the system yourself that you’ll barely need us in the future – but that you’ll know you can call us if you do. Our team of risk specialists is ready to start the first conversation whenever you are!

I help small businesses streamline their operations with enjoyable processes and helpful automations. Here is how I can help you: 1. Assess your current setup of tools and subscriptions to help you build a solid foundation for your digital processes. 2. Help you document and analyze your current processes with your team to identify optimization and automation potential. 3. Develop a strategy to determine which processes have the highest leverage for your business. Depending on your optimization journey and your team's experience with productivity tools, we can either establish a complete internal process setup or start with small processes for everyone to learn. 4. Create internal tools and processes using SmartSuite, make.com, Zapier, or APIs. 5. Provide support and improve existing workflows as needed. 6. Assist you and your team with training on the tools to maximize their potential.