Duplicate work
The same information gets copied between forms, emails, spreadsheets, the CRM or the ERP.
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Process consulting for businesses
Process analysis.
We analyze your current processes and identify bottlenecks, redundant tasks and automation opportunities. The result is a detailed diagnosis with an action plan ranked by impact and ease of implementation. Every analysis includes a free 2-hour audit.
The opportunity
Before we automate, we put the process in order. The analysis turns an operation that is hard to explain into a clear map of decisions, data, owners and opportunities.
Who it's for
It's for businesses that have grown on spreadsheets, WhatsApp and informal know-how, or that need to decide what to improve first without going into a project blind.
What we solve
What a process audit uncovers
Bottlenecks
One approval, one person or one system holds up the rest of the workflow.
Data without context
There are metrics, but no shared view of what is happening and why.
Operational risk
The process depends on steps that only one person knows or that leave no trail.
How we do it
From the current process to a plan you can carry out
The goal isn't documentation that ends up filed away. It's to understand the real system, pick the improvements with the most impact and turn them into a concrete sequence of work.
- 01
Discovery
We review goals, tools, owners, exceptions and recurring problems with the people who run the process.
- 02
Flow map
We map how data comes in, which decisions are made and where waiting, errors or manual work show up.
- 03
Prioritization
We rank the opportunities by impact, effort, technical dependencies and business risk.
- 04
Roadmap
We define a sequence of improvements that lets you validate before you increase the investment.
What you get
An improvement your team can use.
- A map of the current process and the proposed one.
- An inventory of tools, data and integration points.
- Opportunities ranked by impact and difficulty.
- A defined next phase, with scope and success criteria.
Projects
Where we've already applied it.
Client · Health / Aesthetics
Aesthetic clinic — brand, CRM and repeat clients
Six months to sort out the brand, redesign the website, set up a CRM on WhatsApp and get clients coming back.
6Months of workCRMVia WhatsApp
Client · Medical technology / AINESAI — a growth system for medical technology
A year connecting strategy, content, lead generation, CRM and data to turn weekly decisions into compound growth.
+180%Community≈x2Active customers
Client · Pharmaceutical industry / B2BLatin American pharmaceutical directory
A B2B platform with a verified directory, events, credits, teams and business opportunities across nine connected modules.
+500Verified companies9Connected modules
Client · Real estateLuxury real estate agency in the Balearic Islands
A website plus buyer and seller portals connected to the CRM, with automatic valuations and document tracking.
100%Custom developmentCRMInmovilla + Firebase
Client · Energy / Gas stationsEdumo SRL — one treasury for four operations
Four business units, five years of history and the entire financial operation brought together in its own system.
4Centralized operations5 yearsOf connected history
Client · SportsCycling platform — multichannel invoicing
Automatic invoicing with several invoice series for online and in-person sales, without replacing WooCommerce.
100%Automatic invoicingPOSIn-person sales
Client · EducationOnline academy — automated invoicing
Stripe and Factura Directa connected so invoices are issued only once the payment is confirmed.
100%Payments connected€20Monthly subscription
Client · Legal technology / CybersecurityLegalTech — acquisition and monetization
A growth plan for a platform that certifies digital evidence and already has more than 2,000 active customers.
Client · Wellness / TarotCuida tu Alma — capturing intent in a sensitive market
SEO and advertising working together to turn tarot searches into measurable calls and WhatsApp conversations.
36,286Clicks in 12 months792Direct contacts
Related guides and cases
Go deeper into this solution.
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Frequently asked questions
Before we start.
What does a process analysis include?
It includes discovery meetings, a review of the current workflow, problem identification, automation opportunities and a prioritized roadmap.
Do I have to replace all my current tools?
No. First we look at which tools work, which ones need to be connected and which ones are a real limitation. Many improvements build on the infrastructure you already have.
When is it worth analyzing before automating?
When the process has many exceptions, several teams are involved or there is no single version of how the work gets done. Automating a confusing workflow usually just moves its problems into the software.