Method
Connect, see, act and absorb
A central brain is one place linked to all your tools, which answers you and cites its sources. Here is how we build it, step by step, without disrupting your team.
The three steps
One step approved before the next
At every step, you know what we do, what we need from you and what you get.
- 1Connect
Mapping and linking your tools
We start from your tools as they are. We map them, then we link them to the central brain.
What we do
- List your tools, what they hold and what flows between them
- Link each tool, reading first
- Check that each tool is read correctly
What we need from you
- One hour to go over your tools
- Read access, given by you
- The data processing agreement, signed
What you get
- The map of your tools and your data
- Your tools linked to the central brain
- A clear summary of what is linked
- 2See
Asking your questions, getting your dashboards
The brain answers about your whole business and cites its sources. Your dashboards rest on the same data.
What we do
- Tune the brain to your everyday questions
- Build your first dashboards
- Check the answers with you, source by source
What we need from you
- Your questions, in your own words
- Someone to review the first answers
- Your priorities for the dashboards
What you get
- Sourced answers about your whole business
- Up-to-date dashboards
- Permissions respected: everyone sees what they should
- 3Act and absorb
Automating, then replacing tools one by one
Repetitive work is prepared for you. When it helps, a custom brick replaces a tool you pay for.
What we do
- Automate follow-ups, drafts and reconciliations
- Build a custom brick when it serves you better
- Carry over the history of the replaced tool
What we need from you
- Your approvals, action by action
- Your agreement before each replacement
- Your feedback on what really helps you
What you get
- Repetitive work prepared for you
- Fewer subscriptions to pay
- A central brain that grows with you
What we ask of you
Three things, no more
To move forward without doing anything behind your back, we need you at three moments.
Read access
To link your tools, we first ask for read-only access, which you can withdraw at any time.A signed processing agreement
Before any access to your data, we sign together a data processing agreement that sets what we may do with it, and how.Your approvals
You approve every step and every action before it goes out. Nothing happens without you.
Before, after
What changes on the map of your tools
Switch from one to the other: the links made by hand disappear, and every tool is linked to the same place.
Fictional example
The tools on this map, by family:
- E-mail and calendar: Gmail
- CRM and sales tracking: HubSpot
- Projects and tasks: Notion, ClickUp
- Invoicing and quotes: Pennylane, Stripe
- Accounting: Dougs
- Bank: Qonto
- Team chat: Slack, WhatsApp
- Document storage: Google Drive
- Website and e-commerce: WordPress
To get started
Three steps before the first connection
You know where you are going before you commit.
- 01
The diagnostic
About fifteen questions, around 4 minutes, and your personal report right away.
- 02
A 30-minute call
We go through your report together and see where to start.
- 03
A quoted proposal
What we do, how long it takes and at what price. You decide.
Ready for the first step?
The diagnostic draws the first map of your tools. It is where our method starts.