Automation & Integration
Business Process Automation & System Integration
Workflows, integrations, and custom tooling that eliminate the busywork your team has been absorbing for years.
What is Automation & Integration?
Automation & Integration is where friction turns into flow. We build the workflows, integrations, and custom tooling that connect your systems and eliminate the manual hand-offs your team has been absorbing. The goal is simple: data enters once, flows to every system that needs it, and triggers the right action without a human in the middle.
Who needs this?
Businesses where employees spend hours re-keying data between systems, copying information from emails into spreadsheets, or manually triggering processes that should happen automatically. If your team calls it 'swivel-chair work,' this is the fix.
Our approach
We integrate your CRM, ERP, accounting, and communication platforms using a combination of native connectors, low-code automation platforms, and custom code when the situation demands it. Every automation is documented, tested, and handed off with a runbook your team can maintain.
What you get
- Deployed integrations and automations
- Operational runbook for each workflow
- Monitoring and alerting setup
- Team training and handoff documentation
Common questions
What platforms do you integrate with?
Most major CRMs (Salesforce, HubSpot), ERPs, accounting systems (QuickBooks, Xero), communication tools (Slack, Teams), and data warehouses. If it has an API, we can work with it.
Will our team be able to maintain the automations after you leave?
Yes — that's a design constraint. We build systems your team can understand, monitor, and extend. Every automation ships with documentation and a runbook.
Ready to talk about automation & integration?
Discovery calls are free, direct, and usually the fastest way to decide whether DPS is the right partner.
Explore
Our other capabilities.
Process Discovery
We embed with your team, shadow the work, and map exactly how value is created today — and where it quietly leaks.
Solution Design
Right-sized architectures that fit your team, budget, and growth horizon — not a vendor's quota.
AI Enablement
Pragmatic AI — agents, copilots, and embedded intelligence that deliver measured lift, not slideware.
Data & Reporting
Single-pane-of-glass reporting so leaders make decisions on the numbers that actually run the business.
Fractional Partnership
An embedded technology partner on retainer — strategy, oversight, and hands-on delivery without the full-time hire.
Ready to see where the leverage is in your business?
A 1-hour discovery call is free. We'll listen to what's slowing you down, share a few directions worth exploring, and tell you honestly whether we're the right fit.