Guides for the decision before the build.
The thinking that comes before a build: whether to build at all, what not to automate, how to judge a partner, and the red flags in someone else’s proposal.
Plot the route before you sail.
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WP 01Automation ROI
Hours saved × loaded hourly cost × 52, minus the build, running cost and attention — then compare with doing nothing. The arithmetic with the working shown.
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WP 02Build vs buy framework
Buy unless one of three conditions holds. A structured hour that gets you to a defensible answer, including the costing most people skip.
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WP 03Choosing a partner
Ask for the code, ask where it is hosted, ask what happens if they disappear. Most vendors fail at least one. Includes the questions that would make us uncomfortable.
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WP 04Choosing job management software
Features rarely decide it. What decides it is whether the software matches how you already schedule, quote and invoice, and how cleanly it talks to your accounting system.
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WP 05Integration feasibility
Two systems integrate when both expose the records you need, in the direction you need, at your volume, with visible failure. Six questions, published limits.
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WP 06Migration checklist
Export everything and check it opens, keep the old system readable for five years, move one real job first, never migrate in BAS week. The checklist.
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WP 07Nine red flags
What we look for when clients ask us to sanity-check someone else’s automation proposal. No discovery, no ownership clause, no named limitations, and a suspiciously round number.
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WP 08Seven signs
A spreadsheet beside the system, a plan cap running your workflow, an API on a tier you do not pay for, an incomplete export, and three more. Mostly the joins.
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WP 09Twenty questions
Who owns the code and from when, where it is hosted, what you hold if they vanish — and seventeen more. The questions we ask on our own engagements.
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WP 10What not to automate
Do not automate an unstable process, one nobody has documented, work where errors are expensive and invisible, or anything customers value because a human does it.
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Stop bending.
Start shipping.
Bring the one flow that keeps costing you a Tuesday afternoon. We map it live and tell you what we'd build, what we wouldn't, and what it costs.