Operating LiftOperations, systems and growth for owner-run companies

Bigger work

The System They Run On

The internal application the business operates from: workflow, roles and permissions, reporting, dashboards, and an audit trail that holds up when someone asks what happened and when.

Book a 30-minute callThis usually follows a first engagement. Book a call to talk it through.

When this is the answer

Automation fixes a task. Sometimes the problem is the process the task belongs to: three spreadsheets that disagree, approvals that live in email, a report nobody trusts because nobody knows who changed what. At that point, connecting the pieces faster just moves the mess faster. The fix is the system underneath.

What gets built

Workflow

The sequence the business actually runs, from intake to close, with the hand-offs made explicit and the exceptions routed to a person.

Roles and permissions

Who can see, who can do, who can approve. Maker-checker where money moves.

Reporting and dashboards

The questions the owner asks every week, answered on a screen instead of rebuilt from spreadsheets every time.

An audit trail

Every change, by whom, when. Most builds skip this part, and it's the part that matters when a funder, an auditor or a lawyer asks.

Deployment and handover

Running in production, with documentation, and your people trained on it.

How it's scoped

We never build to someone else's spec. The build follows a written specification we produce with you (screens, roles, data, reports), priced as a fixed fee against that document. Changes are scoped and priced the same way, which is what keeps a fourteen-week build at fourteen weeks.

Proof

Tens of hours a monthout of reconciliation, with double-allocation closed by designOne of the larger sleepaway camps in the Northeast · product: GrantLine. Built first for an organization our founder helps run.Read the case study: One view across every open grant.
$6,000 a monthsaved on storage alone, after moving a title office from paper to digitalA title and settlement company · 200 closings a month. Built first for a company our founder ran. That's why we knew what to build.Read the case study: Paper to paperless at 200 closings a month.

This usually follows a first engagement.

Book a 30-minute callBook a call to talk it through.