The workflows I build
Digital field ticketing workflow
Paper tickets filled out on location take days to reach the office, get re-keyed by hand, and go missing between the truck and billing.
A mobile-first ticketing app: crews log hours, equipment, and materials priced from a live rate book, capture GPS and digital signatures, and submit from the wellsite. Supervisors approve from their phone.
Tickets visible to the office the same day, with zero re-keying between the field and the invoice. Try it on the live demo page.
Bonus and payroll approval workflow
Bonus structures with supervisor sign-offs live in email threads and spreadsheets, miss payroll cutoffs, and leave no trail when questions come up.
Automated routing that sends each request to the right approver, escalates when it sits too long, and writes every decision to a timestamped log that feeds the pay run.
Approvals close in hours, payroll gets clean inputs, and every dollar of variable pay has a trail.
Onboarding automation
New-hire paperwork trickles in over weeks, start dates slip, and required documents surface missing during audits.
Digital offer-to-day-one packets with automatic task routing to IT, payroll, and safety, plus a live per-hire checklist HR can see at a glance.
Hires are field-ready on day one and the personnel file is complete before they start.
HR operations cleanup
Years of growth leave employee data scattered across spreadsheets, an underused HRIS, and someone's desk drawer. Nobody trusts any single source.
Consolidate to one system of record, rebuild the core processes around it (changes, terminations, leaves), and document the workflow so it survives turnover.
One trustworthy source for employee data and processes that do not depend on memory.
Paper-to-digital workflow replacement
A form that works fine on paper (inspections, JSAs, tally sheets) creates delay and blindness the moment it needs to be shared, counted, or audited.
Rebuild the form as a mobile capture flow with validation, photos, and automatic routing, keeping the field experience as fast as the clipboard version.
The data is usable the moment it is captured, and audit season stops being a search party.
Field-to-finance process visibility
Leadership cannot answer basic questions (what is unbilled, what is stuck, what did this week look like) without a day of digging.
Connect ticket capture, approvals, and billing handoffs into one pipeline, then surface pending, stuck, and unbilled work on a simple dashboard.
Owners see problems while they are small, before they hit payroll, billing, or a client call.
Have a workflow that looks like one of these?
Bring one manual process, spreadsheet, approval chain, or paper workflow. I'll review where it breaks down, what can be simplified, and whether automation or a custom app makes sense.
Book a Workflow Review