Each team optimized its own process. Nobody was ever responsible for the seam between them: the moment a deal becomes a job, or a job becomes an invoice. Handoffs default to whatever informal channel is fastest, a Slack message, a forwarded email, a hallway conversation.
Every handoff that depends on a person remembering to act is a place work can silently wait. Customers notice the delay even when nobody internally does, because from their side "it fell through the cracks" and "someone forgot" look identical.
Name who owns each side of the handoff and what "done" looks like for the sender and "received" looks like for the receiver. Automating a handoff nobody owns just moves the ambiguity faster.
We map the handoff itself (trigger, owner, required information, and what "received" means), then build the connection so work moves automatically and only the exceptions land on a person.
Bring the process that is costing you the most time. We’ll tell you whether it looks like a systems problem, a process problem, or something you should not automate.
If we're not the right fix, we'll say so on the call and point you somewhere better.