One connected system instead of five separate tools
We set up your platform around how your team works, then connect it to the other apps you use. Boards, forms, documents and messages stop being separate places you copy between.
Best for
Growing teams ready to run on one connected system
We set up and customize your tools, then connect several systems at once.
Scope and investment are shared in a short proposal after we have seen your process.
Who it is for
- Growing teams whose process runs across several apps
- Teams moving off spreadsheets or an old tool
- Companies that repeat the same setup for every new project, client or order
- Teams who want to be trained to run the system themselves, not only handed one
What you get
- monday.com or ClickUp set up around your process
- Custom boards, fields, statuses and dashboards
- Integrations across several apps, built with Make or the platform's own connectors
- Data migration from your old tools or spreadsheets
- Templates for work that repeats, such as a new project or a new client
- Training sessions for your team
- Go-live support while your team starts using the system
One step at a time, and you stay informed
Each step ends with something you can look at before we move on.
- Step 1Scope and designWe turn the plan into a design: the boards, the fields, the connections and what each automation does.
- Step 2Set up the platformWe build the structure in monday.com or ClickUp and review it with you before adding automation.
- Step 3Connect your appsWe link the platform to your forms, email, files, chat and accounting tools.
- Step 4Migrate and testWe bring over your existing data, then test the whole flow with real cases.
- Step 5Train and go liveWe train your team, switch over together and stay close during the first days.
A little input makes it fit
A decision maker for process rules
Someone who can settle questions such as who approves what and which fields are required.
Your existing data
Exports or access to the spreadsheets and tools we are moving from.
Access to your apps
Accounts or admin access for the tools we connect. You stay the owner of every account.
Team time for review and training
A few people to try early versions and attend the training sessions.
What this looks like in practice
Illustrative projects that show how we would use this service. Names are fictional.
Questions about Connected Build
It depends on how your team works, not on which tool is better in general. If you have had a Workflow Audit, the recommendation is already in your plan. If not, we cover it in the first conversation.
Audit your business workflow
Tell us how your team works today. We'll review your tools and processes, then send you a short, practical plan to connect them.
- A map of your current workflowWhere data lives and where it gets stuck.
- Prioritized quick winsWhat to automate first for the biggest time savings.
- A connection planWhich tools to link, and how.
We reply within 1 working day. No sales pressure.