Service · Software & Automation
Software and automation: making the systems you own do the job you bought them for.
Software and automation is the work of making the tools you already pay for do the job you bought them for. We map your workflows, name where the integrations broke quietly, and design the rollouts that decide whether the next tool sticks past week six. The work is advisory throughout: we coordinate the people who close tickets, we don't close them ourselves.
This is SMB workflow, integration, and business-process automation. Not industrial PLC programming, not RPA bot factories. We pick the n8n, Zapier, Make, or Power Automate work worth building, and we name the three not worth building. Software and automation is one engagement inside the Helix Stax IT consulting firm, alongside networking, AI, and compliance.
Key service areas
What the work looks like.
- Map quote-to-cash, lead-to-close, or service-ticket-to-invoice workflows end to end
- Name the integrations that broke quietly between your CRM, your accounting, and your operations tools
- Design the workflow redesign that makes the new tool unavoidable, not optional
- Score adoption monthly against the CTGA Adoption pillar, using usage data not survey theater
- Stand up the rollout plan: training, comms, milestones, owners, success metrics
- Pick the n8n, Zapier, Make, or Power Automate automation worth building, and name the three not worth building
- Write the kill-or-keep memo at month three when usage data either moved or didn't
Named engagements inside this capability
How this shows up as a scoped engagement.
Operations Advisory
The dedicated workflow-and-rollout engagement inside software and automation. We map a revenue-critical process, name where it breaks, and ride the cutover that makes the new tool stick.
- A workflow map of one revenue-critical process, with named handoffs and integration points
- A rollout plan document: training agenda, comms cadence, success metrics, owners by week
- A monthly adoption score (CTGA Adoption pillar, 0-225)
- A written kill-or-keep memo per tool at the 90-day mark
How we engage
Three cadences.
Software and automation runs at every retainer tier. The cadence changes with the depth of the engagement.
-
Helix Pulse Retainer
One workflow advisory per quarter. The "what should we automate first" conversation lives here.
-
Helix Engagement
One workflow redesign per quarter with monthly adoption scoring. CRM rollouts, quote-to-cash redesigns, integration repair.
-
Helix Operate
Continuous workflow oversight, an adoption operating system across every active rollout, quarterly kill-or-keep reviews built into the leadership cadence.
What you walk out with
Concrete deliverables.
- A workflow map of one revenue-critical process, with named handoffs and integration points
- A rollout plan document: training agenda, comms cadence, success metrics, owners by week
- A monthly adoption score (CTGA Adoption pillar, 0-225)
- A written kill-or-keep memo per tool at the 90-day mark
- A three-tool automation shortlist with cost, effort, and expected hours saved per week per item
Honest scope
What we do not do.
We do not write the automation code, configure the CRM, or run the training session ourselves at the advisory tiers. We design the rollout. Your team or your contractor builds it. We ride the cutover and call out the drift. This is not industrial automation: that is a different buyer with a different cluster of firms.
Industries we apply this to
Where this service shows up most.
- Legal Practice management, a document portal, and the spreadsheet your senior partner will not give up.
- Hospitality POS, online ordering, a loyalty app, and a scheduling tool the kitchen never opens. The assistant GM is the integration layer.
- Distribution A WMS that only talks to the ERP through a nightly export that breaks every other Friday.
- Healthcare EHR, billing, scheduling, and patient comms in four systems that almost talk to each other.
You can have the number by Friday.
The Pulse is free, sixty minutes, and the only thing you walk out with is your CTGA score and the three gaps that cost you the most. If we are not the right fit, you keep the score and we both move on.