Business Systems & Automation
Turn scattered operations into a system your team can run.
We connect the tools, spreadsheets, and manual workflows your team already uses so you can see performance and act on it.
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You are in the right place when your business has outgrown how it runs today
Start with enough visibility and structure to understand performance, reduce waste, and make better decisions before hiring a full data or operations team.
You cannot see what is driving performance
Performance data is spread across tools, sheets, and assumptions. You need one reliable view of how the business is doing.
Reports do not tell you what needs attention
You need a system that shows what is working, what is falling behind, and where the team needs to act.
You want tighter control over costs, performance, and accountability
Money leaks, unclear ownership, and hidden inefficiencies add up quickly. You need visibility into where resources are going and how each part is performing.
Your team needs a system it will keep using
The system must fit daily work, remain easy to maintain, and support the business as it changes.
Before you add more tools, hire more people, or keep patching spreadsheets, make the current system show you what is happening.
How Business Systems & Automation works when the goal is running a tighter operation
01
Clean the inputs
ScopeWe learn how the business runs, then audit its sheets, tools, and workflows. We remove duplicate work, fix broken logic, and define how data should move.
02
Define what matters
BuildWe define the metrics that matter, document how each one is calculated, and assign an owner.
03
Make it usable daily
SignalWe build dashboards and workflows around daily operations so the team can see performance, catch problems, and act without chasing data.
Build the operating system before complexity takes over.
This work gives a growing business clear metrics, owned workflows, and systems the team can maintain.
Define the structure before adding more tools.
Track the few drivers that govern the business.
Give leadership a current view of performance.
Connect operating workflows to their data.
You get a consistent view of what is happening, what is off, and what needs attention.
Dashboards reflect the workflows and decisions inside your business.
You see performance by unit, location, or operation without manual work.
Manual tracking gets replaced with simple, reliable workflows.
Make decisions without first reconciling several reports.
Give each metric and workflow a clear owner.
Trusted by teams that needed clarity before they scaled
284%
Revenue lift after relaunches
76%
Conversion lift from clearer journeys
"Working with Hapy has been transformative for our product. Their team's expertise and dedication helped us launch faster than we ever imagined possible."
trusted by teams worldwide
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.
What clients say after we ship
What founders and operators say about the systems, communication, and delivery.
Show us how the business runs today.
We will help you identify what needs structure, what can be automated, and which workflow to fix first.
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Questions operators ask before they clean up the system
What to know before changing the tools, reports, and workflows your team uses every day.
Yes. That is usually where the work starts. We review the sheets, tools, handoffs, and reporting habits you already use, then turn the useful parts into a cleaner system your team can rely on.