Free to read

Before you automate.

Open the shared drive or the spreadsheet everyone uses and go down the list. If a few of these are true, the data isn't ready. That's the work we do.

  1. 01

    Duplicate copies

    The same file saved more than once, or two files with the same name that aren't the same thing.

  2. 02

    No real folders

    Everything sits in one drive, one inbox, or on one person's computer.

  3. 03

    The same name in several spreadsheets

    A customer or vendor typed into a tracker, a billing sheet, and a follow-up list, with nothing connecting them.

  4. 04

    Names that don't match

    Main St and Main Street treated as two different places. People can tell. Software can't.

  5. 05

    No dates

    The sheet shows what is true today. It doesn't show when it last changed.

  6. 06

    One person holds the real file

    The office runs fine until that person is out. Then nobody can find the current version.

  7. 07

    Your tools don't agree on who is who

    Email, Drive, and the CRM each have a piece and can't tell it's the same customer.

  8. 08

    Files named Final or Copy of

    People know which one to open. Software does not.

  9. 09

    Work sitting in a personal account

    The real record lives in someone's Gmail or a folder on their laptop.

  10. 10

    Shared links nobody owns

    Anyone with the link can edit, and you can't see who changed what.

If you checked a few of these,
that's what we fix.

A Systems Discovery goes through this in your own files, read-only. Then we clean it up and automate on top.