builds a tailored automation
FAQs
Holistc™ builds tailored automation solutions for small and medium-sized businesses — integrating AI with your tools, automating backend workflows, and removing repetitive tasks across operations, onboarding, and reporting
About & Professional Services
Professional Services & Implementation
What’s included in Holistc’s professional services engagement?
Every engagement includes end-to-end systems design — from workflow mapping to automation build, testing, and team onboarding.
We handle everything: discovery workshops, architecture diagrams, data flow validation, and deployment across your real tools (like Xero, Slack, HubSpot, ClickUp, Make, or Zapier).
You get a finished, documented workflow system — not just advice — with performance tracking built in.
How long does a typical implementation or workflow build take?
Most builds take 2–6 weeks, depending on complexity and how many systems are being integrated.
Smaller projects (like automating approvals or document routing) are often live in under two weeks.
Larger rollouts (department-wide or multi-system builds) follow a phased plan so your operations never go offline.
Do you work with our existing tech stack or require specific tools?
Holistc™ is tool-agnostic.
We connect to the systems you already use — CRMs, ERPs, property or claims platforms, spreadsheets, and databases — through secure APIs and automation layers like Make, Zapier, or n8n.
If a tool can’t integrate natively, we design a bridge via middleware or data syncs — meaning you keep your stack, we just make it work smarter.
How do you measure ROI and prove the value of automation?
We track time saved per process, error reduction, and throughput gains using real operational data.
Each engagement includes a before-and-after analysis: how many hours or dollars were saved, where manual effort dropped, and which metrics improved.
You’ll receive a live ROI dashboard inside your workspace, so performance improvements stay visible long after the build is done.
What happens after implementation — do you offer ongoing support or training?
Yes. Every build includes a 30-day shadow period where we monitor performance, make small optimizations, and train your team on ownership.
After that, you can choose to stay on a continuous improvement plan — monthly audits, uptime monitoring, and new use-case builds as your business evolves.
Our goal is to help you grow autonomy, not dependency.
Workflow Automation & AI
Automation & AI Workflows
What kinds of workflows can be automated with Holistc™?
Almost any repetitive, rule-based process can be automated.
That includes data entry, approvals, document handling, onboarding, reporting, scheduling, and multi-step communication across tools.
We specialize in operations-heavy environments — property management, construction, insurance, manufacturing — where dozens of small tasks add up to major time loss.
If it’s predictable and currently handled by humans, it can likely be automated or augmented with AI.
How does AI actually integrate into workflow automation?
AI enhances, not replaces, automation.
We use it for classification, data extraction, summarization, and decision support — the “thinking” steps that sit between triggers and actions.
For example, AI can read incoming emails, determine their category, and route them to the right system automatically.
It can also generate reports, draft client updates, or detect anomalies — all inside the same workflow.
Do I need to replace my existing systems to automate them?
Not at all.
Holistc™ is built around non-disruptive automation — meaning we connect to your current stack through secure APIs and connectors.
You keep your CRM, PMS, or internal tools; we make them talk to each other.
We only suggest replacements if a system is fundamentally blocking efficiency or lacks API access.
Is my business too small or too complex for AI-driven automation?
No — automation scales both up and down.
For smaller teams, it removes admin bottlenecks so you can focus on growth.
For complex enterprises, it standardizes processes, ensures consistency, and delivers clarity across departments.
The audit we run before implementation ensures every recommendation fits your size, tools, and goals — no cookie-cutter setups.
How secure is the data handled through automated workflows?
Extremely.
We build automations using enterprise-grade encryption, role-based access controls, and SOC 2-compliant platforms like Make, Zapier, or n8n (depending on your environment).
All connections are tokenized; no credentials are stored in plaintext.
You maintain full visibility and ownership — we simply help your systems move data safely, quickly, and consistently.
Workflow Audits & Optimization
Audits & Optimization Process
What is a Workflow Audit, and what do I get from it?
A Workflow Audit is a data-driven review of how your operations actually run — people, tools, and processes included.
We trace every hand-off, system, and recurring task to uncover hidden bottlenecks, duplication, and wasted time.
You’ll receive a visual process map, bottleneck diagnosis, and a cost-cut roadmap showing where automation or redesign delivers the biggest ROI.
How is a Holistc™ audit different from a standard process review?
Traditional reviews stop at observation — we go further.
Holistc™ audits are designed to translate findings into action using automation-ready architecture.
You don’t just get insights; you get clear, implementation-ready recommendations that can be built immediately inside your existing stack.
Think of it as getting both the analyst and the engineer in one.
What kind of insights or deliverables can I expect?
Each audit delivers:
A workflow health score and maturity grade (manual → optimized)
A system map showing all connected tools and dependencies
A list of time and cost leak points
Quick-win automations you can deploy immediately
A custom execution brief outlining the 90-day optimization roadmap
You’ll also get a recorded walkthrough explaining the findings — so your team understands the “why” behind every recommendation.
How long does the audit take, and who should be involved?
Most audits take 5–10 business days, depending on scope.
We start with one or two key stakeholders (usually ops, admin, or leadership) and can expand as needed.
Everything happens remotely — no disruption, no on-site downtime.
You’ll receive progress updates and a final presentation session once the data and mapping are complete.
What happens after the audit — can Holistc™ help execute the roadmap?
Yes — execution is our specialty.
You can either implement the roadmap internally or let us handle it through our Professional Services team.
If you choose to move forward, your audit cost is credited toward your automation build — meaning your audit literally pays for itself.
We’ll handle the setup, monitoring, and optimization, while your team focuses on what they do best.
