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."
.DkZ8b-KC_Z72oiE.webp)
Trusted by 65+ teams globally
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.
Together, we choose one workflow worth fixing. Hapy handles the connections and checks; your team reviews the result against its daily work.
A workflow map covering your data sources, owners and manual steps.
Your CRM, finance tools, forms and databases connected where integrations allow.
Repeated entries, notifications and approvals automated with agreed rules.
Dashboards with agreed metrics, calculations and reporting periods.
Access controls and activity records for sensitive data and important changes.
Failure handling with alerts, retries or a manual review path where appropriate.
Code, service accounts and operating notes your team can use to 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.
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
Your day-to-day workflow, mapped
Your team walks us through a real order, report or approval. Hapy maps the tools, people and manual steps behind it.
02
One workflow with an agreed outcome
Together, we agree the inputs, rules, owners and success measures. Your team provides the required access; Hapy plans the integrations and delivery.
03
A system built with feedback from your team
Our engineers connect the tools and build the screens. The people who use the system review and test the workflow with representative records.
04
Your team has the system and the operating notes
Before rollout, Hapy checks permissions and failure handling. Your team receives operating notes and a walkthrough of 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.
Which workflow is slowing your team down?
A report, spreadsheet or real workflow helps Hamid understand the problem. In a 15-minute call, you can explore which connection or automation would help first.
Loading available times…
Pick a timePick a day
You’re booked
Your call is confirmed.
Cal.com will email the calendar invitation and meeting details.