Automation Implementation for Small Businesses

Duncan has consulted on, designed, and implemented small, mid- and large-scale integrations and automations for over 100 Australian clients in the last 4 years.

He's worked with a huge number of platforms, and knows how their APIs fit together. Some of the platforms include:

CRMs such as Ortto, Hubspot, ActiveCampaign, Pipedrive, Salesforce.

Ticketing systems, like Zendesk, FreshService.

Field management systems such as SimPRO, Aroflo, Urbanise, ServiceM8, etc.

Inventory management and commerce systems such as DEAR, Square, Zoho, iAuditor/SafetyCulture, Shopify, etc.

Finance management and invoicing platforms such as Xero, QuickBooks Online.

Duncan is quick to pick up on new platforms, and is experienced in documentation diving to get the right results!

He believes his work speaks for itself, and might give you an idea of the near unlimited ways you could automate your business, so here are some examples of the things he's built:

For a mid-sized bottled goods seller in Adelaide, retrieving automatic route calculations from Routific and translating them into a picklist for drivers using Shopify data and Google Sheets. This was implemented using Zapier and Google App Script.

Reorienting a large dog walking franchise business in NSW by providing a powerful franchise management system, built from the ground up in Google App Script, and allowing them to submit data directly to their backend CRM.

For a large philanthropic non-for-profit, providing a simple integration that tracks additions to/removals from their various Salesforce campaigns, creating a Person in Ortto with the relevant campaign tags, or removing those tags.

For a juice retailer in South Australia, providing an integration that translates Shopify orders tagged with that day's date into a set of printable labels, including box space calculations based on the size of the bottles.

For a franchise based cleaning service based in NSW, providing consulting and a multi-faceted automation that integrates with Wordpress plugins and ActiveCampaign to handle round robin assignment, provisioning cleaning leads to the correct franchisees based on location, and calculating quote pricing.

For a solar panel sales business in NSW, moving their complex sales tracking and reporting integration they had set up in Zapier to Amazon Web Services. This required a full rebuild and multiple levels of consulting, saving the customer literally thousands of dollars in annual costs - they went from $600 to a ~$2.50 monthly bill!

For a Queensland based fitness and wellbeing business, integrating a reporting system using Jotform, Acuity Scheduling, Capsule CRM and Monday to easily keep track of their franchisees statuses, business locations and other information, and staff's appointment setting data.

And many, many more - feel free to ask for more examples upon reaching out!