Custom Automation Solutions

Stop Paying People to Do What Scripts Can Do

Manual data entry, copy-paste between systems, weekly report compilation, approval chasing — these are expensive habits masquerading as processes. Custom automation eliminates them permanently.

We build targeted automation solutions focused on the highest-ROI opportunities: the tasks your team does repeatedly that require no genuine human judgment.

Key Capabilities

Business Process Automation

End-to-end automation of multi-step business workflows:

• Data ingestion from external sources (EDI, email, SFTP, API feeds)
• Transformation and validation against business rules
• Record creation or update in NetSuite, CRM, or other systems
• Notification and exception routing for items requiring human review

Multi-System Orchestration

Many businesses operate multiple software platforms that don't talk to each other. We build the connective tissue:

• NetSuite ↔ Salesforce or HubSpot sync
• E-commerce platform ↔ ERP inventory and order integration
• HRIS ↔ IT systems for automated employee provisioning and offboarding
• Fulfillment and shipping carrier integration

Data Pipeline Development

Automated data pipelines for reporting and analytics:

• Extract from source systems on schedule or trigger
• Transform and normalize for consistent reporting
• Load to data warehouse, BI tool, or reporting database
• Exception alerting when data doesn't meet quality thresholds

Document Automation

• PDF generation from data (invoices, contracts, reports, certificates)
• Document parsing (inbound invoice processing, PO extraction from email)
• Template-driven document assembly for proposals and agreements
• E-signature workflow integration

Scheduled Task Automation

Replace manual recurring tasks with reliable scheduled jobs:

• Nightly reconciliation and balance checks
• Weekly report generation and distribution
• Monthly close-period tasks
• Subscription renewal and billing cycle processing

API Integration Development

When two systems need to communicate and no native connector exists:

• REST and SOAP API integration
• Webhook ingestion and processing
• OAuth and API key management
• Rate limiting, retry logic, and error handling built in

Common Automation Projects

• Order Import Automation — EDI or API order feeds ingested and converted to NetSuite Sales Orders with validation and exception handling
• Employee Onboarding/Offboarding — HR system triggers cascade across IT systems: Active Directory, MDM enrollment, app access, email provisioning
• Automated Invoice Processing — Inbound vendor invoices parsed from email, matched to POs in NetSuite, routed for approval
• Report Distribution — Scheduled extraction, formatting, and email delivery of operational reports to managers weekly
• Inventory Sync — Real-time or scheduled inventory sync between NetSuite and e-commerce storefronts
• Alert & Escalation System — Monitoring jobs that detect threshold violations (low stock, overdue invoices, SLA breaches) and route alerts

Business Outcomes

• Hours of manual work per week eliminated — automation runs 24/7 without overtime
• Error rate reduction — scripts apply rules consistently, humans don't
• Faster process cycle times — automation triggers immediately, not when someone gets around to it
• Scalability without headcount — volume increases handled by the automation, not new hires
• Documented, maintainable processes — automation is its own audit trail

How We Identify Automation Opportunities

We start with a process audit:

1. Map the current manual workflow step by step
2. Identify which steps require genuine human judgment vs. applied rules
3. Estimate the time cost of the current process and the savings from automation
4. Prioritize by ROI and implementation complexity
5. Design the automation to handle normal flow and exceptions

Schedule a consultation to identify your automation opportunities