Benevolent Strategies provides specialized consulting services designed specifically for mission-driven organizations, including nonprofits, advocacy groups, and faith-based entities. Our services include organizational health assessments as well as strategic planning, program design and evaluation, project management, and tech stack consulting/design services. How we help nonprofits deploy SmartSuite: 1. Expert Process Consulting: At Benevolent Strategies, we meticulously map and optimize workflows and processes using best practices developed specifically for the nonprofit sector. 2. Strategic No-Code Solutions: We carefully select and implement cost-effective no-code tools that are most suitable for enhancing operational efficiency and program effectiveness in mission-driven organizations. We believe SmartSuite serves as an excellent hub for most organizational operating systems. 3. Seamless Integration and Automation: Our skilled use of tools like Make, Zapier, and Relay ensures that your processes are automated and streamlined, allowing you to focus more on your core mission. 4. Practical Training: Benevolent Strategies offers hands-on training to ensure your team is fully educated and equipped to utilize your new tools effectively. Why work with Benevolent Strategies? 1. Specialized Mission-Driven Focus: Our firm brings a deep understanding of the nonprofit sector's unique challenges and dynamics. As a result, our solutions are not just effective but also tightly aligned with your mission. 2. Comprehensive, Tailored Approach: We take the time necessary to understand your mission, identify your needs, and amplify your impact through our strategic and personalized consulting services. Ready to build a SmartSuite platform that helps you help others better? Head over to our website and fill out a Discovery Form!

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!

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.

Cloudmission is a no-code consultancy that helps Customer Success teams and individuals, from the Event industry, maximise their efforts by digitalising, optimising and automating their workflows with the help of work management tools, such as SmartSuite and Google Workspace.

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.

We are a digital operations agency, specializing in designing smart and automated operational systems for companies of various sizes and industries. Our goal is to design systems that work for you instead of against you, maximize your profitability, and fully support your company's vision. We offer a holistic service, approaching each project with scalability in mind: 1. Operational Audit and Expert Operational Consulting: We analyze your existing infrastructure, processes and automation, meticulously map them, and suggest improvements, allowing for data-driven decisions with the highest cost-benefit. 2. Digital Transformation and Automation Strategy: We design a strategy for maximizing your operational efficiency, with the purpose of effectively addressing the challenges and needs identified through the operational audit. 3. Custom SmartSuite Solution Design and Deployment: We carefully design, implement and deploy custom SmartSuite solutions according to the agreed upon strategy, ensuring your new solution is fully tailored to your needs and ready to support your current and future goals. 4. Seamless Integration and Automation: We implement smart process automation using SmartSuite's native functionalities and 3rd party automation tools like Make and Relay, effectively reducing the time your team spends on manual work, maximizing your operational profitability, speeding up your time-to-market, and reducing mental load. 5. Practical Training: We offer hands-on training to maximize user adoption and ensure your team is fully educated and equipped to use your new tools effectively. If you are ready to transform the way you work with SmartSuite and automation, get in touch!

Proprium

AmberTech Solutions stands as your trusted partner by your side when it comes to the Atlassian or SmartSuite product family, software development, and IT service management. Our years of expertise in the fields of medical technology, logistics, railway machine construction, and aviation speak for themselves. From tailored process design to precise implementation in the respective appropriate tools, we are by your side. Our primary goal is a lasting and satisfying customer relationship. Benefit from our §82b Review Template Quickly and easily use our template for the mandatory §82b review. Never get lost in countless file folders again. Attend all appointments on time!

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

Streamline your business workflows today with our off-the-shelf software and automation solutions. At Customate Solutions, we specialise in helping businesses like yours run more efficiently by implementing off-the-shelf software and automation tools. Whether you’re struggling with time-consuming manual processes, data entry errors, or other productivity challenges, we can help. How We Can Help: Ready to take your business to the next level? Contact us today to learn more about how we can help you streamline your processes and boost your bottom line. Project Management Struggling with project management? Need better team collaboration and project visibility? Effective project management is crucial for business success, but it can be difficult to achieve. We specialise in solutions to streamline workflows, optimise resource allocation, and track progress in real-time. Contact us to learn more and focus on what you do best. Workflow Automation Struggling with project management? Tired of manual, repetitive tasks? Want more efficient, error-free processes? Maximise productivity and optimise your business operations with our workflow automation solutions. Streamline processes, save time and money, and improve accuracy. Contact us to learn more and focus on growing your business. CRM Implementation Struggling with customer data and interactions? Want to improve customer experience and sales? We specialise in CRM implementation solutions that help businesses effectively manage their customer data and interactions. Whether you’re looking to improve your customer experience, increase sales, or streamline your processes, we have the expertise to help.

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 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

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

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.

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.

Imagine running your business with no headache or time lost. We can help you get that. We help our clients do that with clean processes, automation, and choosing the right tech stack. We will dive into your processes to simplify them and create the perfect framework in SmartSuite. During the implementation phase, we work with our clients to ensure that SmartSuite is integrated to other existing Saas. We offer ongoing support and customized training to ensure the success of the implementation. We have worked with over 50 clients since 2021 in different industries and helped them save time and money by implementing the right tools.

ROSEMET LLC is a veteran-led company specializing in project management and leadership training, coaching, and consulting. Our dedicated team of experts is committed to empowering organizations with the skills and knowledge they need to excel in today's competitive landscape. In addition to our core services, we offer seamless integration support for technologies such as SmartSuite and Notion, thus providing our clients with versatile tools to enhance their project management capabilities and streamline their workflows. At ROSEMET LLC, we combine our industry expertise with cutting-edge technology to deliver comprehensive solutions tailored to each client's 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

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!