Connect information across systems
Move agreed information between your CRM, accounting or job-management platform. Check access, compatibility and data requirements before committing to an integration.
AUTOMATION · MANAGED BUSINESS PERFORMANCE
Automate the work slowing your business down. Apparate connects the relevant systems, implements a defined workflow and keeps it running with monitoring, maintenance and clear human oversight.
Start with a free Profit Opportunity Assessment.
WHERE WE CAN HELP
Move agreed information between your CRM, accounting or job-management platform. Check access, compatibility and data requirements before committing to an integration.
Replace repeated data entry, task creation and status updates with a workflow that follows the rules you agree.
Trigger the next task or reminder when work reaches an agreed stage. Keep ownership visible so a handover does not disappear into an inbox.
Identify missing information, failed actions and decisions that need approval. Route them to a named owner instead of letting errors pass unnoticed.
EXAMPLE OPPORTUNITY
An illustrative starting point. Your assessment determines the scope and whether it is suitable for your business.
A completed job still needs someone to copy details into the accounting system, check the amount and chase missing information.
Where your systems support it, use the completed-job status to prepare a draft invoice and an approval task. Keep missing information and failed actions visible to the responsible person.
Measure administration time, error rates and the delay between job completion and an approved invoice. Report faster invoicing separately from actual payment and any realised cash-flow improvement.
AGREE THE BASELINE. TRACK THE RESULT.
A workflow needs to be useful, observable and maintainable. We agree what it should do, which decisions require approval and what happens when an action fails. Time savings are measured against the baseline, with software and service costs included when assessing the benefit.
HOW APPARATE WORKS
01
Map one repetitive process, the systems involved, its rules and the people responsible for it.
02
Choose a defined workflow. Confirm compatibility, access, expected benefit and the actions that require human approval.
03
Build and test the agreed workflow, including failure handling and an escalation path, before activation.
04
Monitor operation, maintain the integration and review exceptions within the agreed service allowance.
MANAGED PROFIT
Managed Profit starts at $995/month + GST with a 90-day initial term. Start with one defined improvement workflow, monitoring, maintenance, reporting and an agreed monthly service allowance.
Your scope, success metric, system access and any setup or third-party costs are agreed before you start. Further workflows are scoped separately once value is demonstrated.
View Managed Profit pricing and inclusionsStart with a free assessment of one area of your business. Understand the opportunity before committing to the work.
Find Your Profit Opportunities