Business Systems & Automation
Work with engineers to connect your tools and automate daily work.
You know how the business runs. Bring the spreadsheets, disconnected tools and manual handoffs slowing it down. Hapy maps the workflow, connects the data and builds a system your team can use and manage.
"Hapy moved us from chaos to clarity. Decisions that took days now happen in minutes."
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Best Diplomats — Diplomatic Events Organisers
Best Diplomats, a New York–based diplomatic event organizing agency, collaborated with us to develop their custom resource management and planning software.
This is for you if
Your business is moving. Your tools, reports and handoffs need to keep up.
Your team enters the same information in several places
Orders, customer records or updates move between tools by hand, leaving duplicate work and room for mistakes.
Every report starts with someone chasing spreadsheets
You need a reliable view of performance, with agreed calculations and a clear source for each number.
Approvals and follow-ups depend on one person remembering
Work stalls when nobody can see the next action, who owns it or what is overdue.
You need better control over business and customer data
You need permissions, records of changes and hosting planned around the people and regions involved.
The connections and controls your daily operations need.
Start with one workflow worth fixing. We agree the scope, connect the right tools and build the checks your team needs to rely on it.
Map the workflow, data sources and owners before changing how the team works.
Connect your CRM, finance tools, forms and databases where integrations allow.
Automate repeated entries, notifications and approvals with clear rules.
Build dashboards with agreed metrics, calculations and reporting periods.
Add access controls and activity records for sensitive data and important changes.
Handle failed jobs with alerts, retries or a manual review path where appropriate.
Hand over code, service accounts and operating notes so your team can manage the system.
Pricing for Business Systems & Automation
The engagement covers the system design, dashboards, workflows, and automation needed to reduce manual work and improve visibility.
Business Systems & Automation
$4,999/month
For connecting your tools, replacing sheet-heavy workflows, and building a clear, reliable view of your business.
Walk us through how things currently run.
Run the business with fewer manual checks and handoffs.
This is for businesses that are growing while their reporting and operating workflows struggle to keep up.
A clear system shows the team what changed, what needs attention, and who owns the next action.
From scattered work to a system your team can run
01
Show us how work gets done today
ReviewWalk through a real order, report or approval. Identify the tools, people and manual steps involved.
02
Choose the first workflow to improve
ScopeAgree the inputs, rules, owners and success measures, along with integration access and delivery priorities.
03
Build and review with the people using it
BuildConnect the tools, build the screens and test the workflow with your team using representative records.
04
Put it into use and hand over
HandoverCheck permissions and failure handling, document the setup and help the team adopt the agreed workflow.
“Hapy moved us from chaos to clarity. Decisions that took days now happen in minutes.”
Cheeno Almario
Founder, Digital District
Questions before changing your business systems
Existing tools, data, adoption and ongoing development.
Not usually. We review what works first, then connect, simplify or replace only what the agreed workflow needs.
Show Hamid how the business runs today.
Bring a report, spreadsheet or workflow to a 15-minute call. Discuss what takes too much effort and which connection or automation would help first.
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