Work that shouldn’t need a person
Retyping orders from PDFs, chasing approvals over email, reconciling spreadsheets every Friday. Skilled people lose hours each week to tasks a well-built system handles in seconds, with fewer errors.
AI integration & process automation
Put AI to work where it actually pays.
We find the hours your team loses to manual work, then design and build the automations and AI systems that give them back — measured, secure, and owned by you.
- Fixed-scope pricing
- You own everything we build
- ROI measured from day one
The problem
Your best people shouldn’t spend their week on copy and paste.
Manual handoffs are slow, error-prone, and expensive — and they’re easy to miss, because everyone has learned to work around them.
Tools that don’t talk to each other
Your CRM, accounting system, and inbox each hold part of the picture. People bridge the gaps by hand, records drift out of sync, and nobody fully trusts the reports.
AI pilots that never ship
A promising ChatGPT experiment or vendor demo stalls because no one owns the integration, the security review, or the change for the team. The idea stays on a slide while the manual work continues.
Who we help
Leaner operations, whether you’re scaling or starting out.
Established teams get a clear audit and targeted fixes; new ventures get operations designed around automation from day one.
Already running
Fix the workflows you already have
For businesses with 10–500 people whose growth has outpaced their processes.
- Map how work actually flows today, workarounds included
- Rank opportunities by hours saved, cost, and risk
- Connect the systems you already pay for before adding new ones
- Roll out in stages, without disrupting daily operations
Building something new
Launch with AI-native operations
For founders and new business units who want lean operations from the start, not a cleanup project in year two.
- Design workflows around automation and AI from the outset
- Choose a lean, vendor-neutral tool stack that scales with you
- Model the costs: what to automate now and what can wait
- Launch with documented processes your first hires can follow
Services
One partner from first audit to working systems.
Start with a fixed-price audit, or bring us in to build what you’ve already scoped. Every engagement has a written scope, clear deliverables, and a success measure.
Workflow Audit & Redesign
We interview your team, watch real work happen, and map up to three core workflows end to end — then show you what to automate, what to fix first, and what each change is worth.
AI & Automation Build
We build automations and AI steps into the tools you already use — HubSpot, Salesforce, QuickBooks, NetSuite, Microsoft 365, Google Workspace, Slack — with testing, monitoring, and training for your team.
AI-Native Venture Design
For new business models: we design operations that run on automation from the start — the processes, the tool stack, the data flows, and the decisions that stay with people.
Optimization Partner
A monthly retainer that keeps your systems healthy and improving: monitoring, fixes, updates as AI models and vendor APIs change, and a steady flow of new automations.
How we work
A clear path from first call to measured results.
Four stages, each ending in something concrete — so you always know what you’re paying for and what comes next.
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Discover
We talk to the people who do the work, review your systems and data, and record a baseline: how long each process takes, how often it goes wrong, and what it costs.
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Map
We map each process as it runs today, redesign it, and score every automation opportunity by value, effort, and risk. You decide what moves forward.
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Build
We build in short iterations inside your own accounts, test against real cases, and roll out in stages with your team. People keep control of the decisions that matter.
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Measure
We compare results against the baseline, report the hours and dollars returned, and tune whatever underperforms. If something isn’t paying off, we tell you.
ROI calculator
See what repetitive work costs you each year.
Use your own numbers. A rough estimate is enough to tell whether a conversation is worth your time.
Estimated value returned per year
$82,800
- Hours returned per year
- 1,840
- Full-time equivalents
- 1.0
How we estimate: people × hours per week × automatable share × 46 working weeks, valued at your hourly cost. One full-time equivalent = 1,840 hours a year. It leaves out fewer errors and faster turnaround, and it’s an estimate, not a quote — the audit measures the real numbers.
Book a free 30-min assessmentExample outcomes
What getting hours back looks like in practice.
These are illustrative scenarios, not client results: realistic examples of the work we do and how we measure it.
Order entry at a 60-person distributor
Customer service reps retype purchase orders from emailed PDFs into NetSuite — about 25 hours a week across the team, with regular keying errors. An AI step reads each PO, matches SKUs and prices, and drafts the sales order. A rep reviews anything that doesn’t match before it posts.
~17 hours a week back to customer service
Client onboarding at a 25-person accounting firm
New clients get a dozen emails, a PDF checklist, and repeated requests for documents. One intake form, automatic document collection with reminders, and records created in the practice-management system and Microsoft 365. Partners still approve every engagement letter.
Onboarding cut from ~2 weeks to ~3 days
A new subscription-box venture
A founder plans a curated subscription business. Instead of hiring for support and fulfillment coordination up front, orders flow from Shopify to the fulfillment partner automatically, AI drafts replies to routine support questions for a person to approve, and churn risks are flagged weekly.
Designed to launch with a team of 3 instead of 5
Why Operwise
Built to earn your trust, not to lock you in.
Five principles shape every engagement — hold us to them.
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Vendor-neutral
We recommend what fits your work — often the tools you already pay for — and disclose any vendor relationship up front.
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You own everything
Code, workflows, prompts, accounts, and documentation live in your environment and belong to you. No black boxes.
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Security and privacy first
Least-privilege access, an NDA before we see anything sensitive, and your data kept in your systems. AI services are used only under business terms that exclude your data from model training.
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Humans in the loop
AI drafts, sorts, and checks; people approve the decisions that matter. Every automation has an owner, a log, and a manual fallback.
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Scoped to outcomes
Every project starts with a measured baseline and a target, at a fixed price — so you know the cost and the goal before we start.
Pricing
Know the price before we start.
Every engagement has a written scope and a fixed price agreed up front. The audit is the usual starting point, and it comes with a guarantee.
Start here
Workflow Audit
$4,500 fixed · 2 weeks
Find out exactly where automation and AI will pay off in your operations, and what it will take.
- Interviews and walkthroughs with the people doing the work
- Current-state maps of up to 3 core workflows
- Opportunity scorecard with estimated ROI for each
- 90-day roadmap and a fixed-price build proposal
Audit guarantee: If the audit doesn’t identify at least 3× its fee in annual savings, you don’t pay. We agree the savings method and sign off your baseline in week 1; the fee is invoiced up front and refunded in full if the audit falls short.
Book a free 30-min assessmentAI & Automation Build
from $12,000
Design, build, and roll out the automations and AI your roadmap prioritized.
- Fixed scope and price for each phase
- Built in your accounts, on your tools
- Testing, monitoring, and error alerts
- Documentation, runbooks, and team training
- Results measured against your baseline
Optimization Partner
from $3,500 / month
Keep everything running well and keep improving once your systems are live.
- 3-month minimum · monthly scope and hours agreed up front
- Monitoring and fixes for the automations we build and maintain for you
- Updates as AI models and vendor APIs change
- New automations from your backlog, within the agreed monthly scope
- Quarterly ROI review against your baseline
All prices in USD. Builds are quoted after the audit or a scoping call, so you see the full price before you commit.
FAQ
Straight answers to the questions buyers ask.
Security, staffing, cost, and what happens if it doesn’t work out.
Is our data safe with you?
Security is part of the design, not an afterthought. We work inside your own accounts with least-privilege access that you grant and can revoke at any time. We sign an NDA before we see anything sensitive, keep your data in your systems rather than copying it to ours, and use AI services under business terms that exclude your data from model training. If you have a security review or data-processing agreement, we follow it.
Will automation replace my staff?
That’s rarely the goal, and it’s always your decision. Most of the value comes from taking the repetitive part out of people’s jobs, so they can spend more time on customers and judgment calls, and so the team can handle more volume without extra hires. We involve your team from the first interview, and people approve the decisions that matter.
Which tools and AI models do you work with?
We’re vendor-neutral and start with what you already use: HubSpot and Salesforce, QuickBooks and NetSuite, Microsoft 365, Google Workspace, Slack, and integration platforms such as Zapier, Make, and n8n. For AI we use models from OpenAI, Anthropic, and others, chosen per task for accuracy, cost, and data requirements. When off-the-shelf tools don’t fit, we write custom code.
How long until we see results?
The audit takes two weeks and gives you a costed roadmap. We aim to have a first automation live within a few weeks after that, and larger builds roll out in phases, so you see value along the way rather than all at the end.
What if it doesn’t pay off?
We limit that risk at every step. The audit is guaranteed: if it doesn’t identify at least 3× its fee in annual savings, you don’t pay. We agree the savings method and sign off your baseline in week 1; the fee is invoiced up front and refunded in full if the audit falls short. Builds have a fixed scope and are measured against a baseline we record before we start. And if an opportunity doesn’t hold up on the numbers, we’ll recommend you don’t build it.
Who owns what you build?
You do. Code, workflows, prompts, accounts, and documentation live in your environment and are yours in full. Software subscriptions are in your company’s name, so you never depend on us to keep things running.
Who maintains it after launch?
Every build ships with documentation, monitoring, and training so your team can run it. If you’d rather hand that off, the Optimization Partner retainer covers monitoring, fixes, updates as AI models and vendor APIs change, and ongoing improvements.
Who will actually do the work?
Every engagement has one named Operwise lead who runs it from start to finish and is your single point of contact. For larger builds we bring in vetted specialist contractors, under the same NDA and security standards. You’ll always know who has access to what.
We’re a brand-new business. Is it too early?
No — it’s the cheapest time to get operations right. Designing processes around automation before habits form is far easier than retrofitting them later. Our AI-Native Venture Design service is built for founders and new business units.
Free assessment
Find out where AI will pay off in your business.
Book a free 30-minute assessment. We’ll talk through your workflows, point out the likely quick wins, and tell you honestly whether we’re a good fit.
- A candid view of where automation fits — and where it doesn’t
- A rough savings estimate for your top opportunities
- No obligation, and no hard sell
Prefer email? Write to contact@operwise.pro. We reply within one business day.