Business Systems & Automation
Organize your information. Reduce repeated work. Keep track of what needs attention.
Dehmel Operational Systems
Less paperwork. Fewer missed follow-ups.
Are customer details scattered across spreadsheets and emails? Are staff entering the same information twice, chasing paperwork, or forgetting to follow up on quotes?
We review how your work gets done, then build practical business systems using tools such as Airtable, Make, and Zapier. These no-code tools help keep customer and job information together, connect your existing apps, and move routine work along.
We help SMEs, nonprofits, office teams, and departments within larger organizations improve their processes, set up practical systems, and help staff use them. Larger business engagements can be scoped to a specific department or operation.
What we can set up for you
Customer and job tracking
Keep customer details, jobs, notes, documents, and work status together so your team can find what it needs.
Quotes and documents
Prepare draft quotes and documents for review using information already collected.
Reminders and follow-ups
Set up reminders for tasks and approvals so important work is easier to track.
Connected apps
Use Make or Zapier to move information between suitable apps. Airtable can provide a shared place to organize records and see progress.
Scheduling and reporting
Build schedules and clear views of active work, overdue tasks, staffing, and information you need for decisions.
Practical AI, with someone checking
Where useful, AI can turn notes into draft quotes, prepare replies, or organize incoming information. Staff review the results before they are used.
Revenue Operations & Sales Automation
Turn More Inquiries Into Paying Customers
Missed inquiries, delayed quotes and forgotten follow-ups can mean lost business.
We help connect the steps from a customer’s first inquiry through quoting, follow-up, job scheduling and invoicing. Using tools such as Airtable, Make and Zapier—and AI where useful—we build systems that help your team:
- Keep inquiries and sales opportunities in one place
- Track outstanding quotes and follow-ups
- Pass customer and job details from sales to service delivery
- See what has been quoted, booked, invoiced and remains outstanding
We start with the gaps in your current process and recommend improvements suited to your business.
Better systems. Fewer missed opportunities. Stronger business performance.
Where are inquiries, quotes or follow-ups getting stuck? Let’s discuss how to keep them moving.
How we work
- Review the work with you and your staff.
- Identify delays, repeated tasks, and missing information.
- Recommend improvements suited to your business and existing tools.
- Build, connect, and test the system.
- Help staff use it and review how it is working.
Concerned about AI risks?
Our separate AI governance service assesses AI use and helps establish safeguards, responsibilities, human oversight, and staff training.
Work with Ron Dehmel
Ron brings decades of experience in business operations, finance, administration, sales, and nonprofit leadership. He helps teams turn scattered work into clear processes and practical systems.
Learn more about Ron or book a consultation to discuss your organization’s needs.
What could less repetitive work be worth?
Estimate the value of time your team could recover. Use your own figures to explore a possible improvement.
Hours recovered each year250 hours
Monthly average20.8 hours
Estimated annual value of time recovered$10,000 CAD
Monthly average value$833 CAD
Estimated annual value after ongoing costs