Data-Driven Workflow Audits & Automation

We mine your operational data, pinpoint every inefficiency, then deploy end-to-end AI workflows that erase manual work—unlocking faster throughput, lower costs and friction-free scalability across every team. Why limit your potential when you can take the Holistc™ approach?

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trusted digital consultation for many

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"Stop guessing where time and money disappear. Our Audit captures real workflow data and delivers a cost-cut roadmap you can act on—or let us automate for you."

Industries We Audit

Workflow automation, purpose-built for small business ops. We make your tools talk — so your team moves faster, cleaner, and smarter. The industries below are where we shine — but we’re not limited to them.

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Property Management

Automate inspections, tenant comms, and job tracking — no more manual follow-ups or missed tasks.

Smarter workflows for better property ops
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 Insurance

Speed up your intake, approvals, and client updates with automation that fits your process.

Claims and workflows that don’t drag
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Construction & Contracting

Quote-to-invoice clarity. Holistc™ connects your tools so nothing gets lost mid-project.

Stay on top of jobs, sites, and teams
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Print & Manufacturing

Track every order, file, and job with automated workflows built for production speed.

From quote to delivery, without the chaos

Smart, secure workflows

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Zapier handles steps. We handle the system.

  • Automatically collect forms, docs, and approvals
  • Trigger internal tasks based on client inputs
  • Get clients up and running without back-and-forth
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Make handles steps. We handle the system.

  • Track jobs across departments in real-time
  • Know exactly where each task is — without asking
  • Eliminate guesswork and delays with automated updates
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Tines handles steps. We handle the system.

  • Remove low-value copy/paste work
  • Let systems talk to each other so your team doesn’t have to
  • Free your staff from doing the same thing every day
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Node-Red handles steps. We handle the system.

  • Auto-generate, rename, store, and send files
  • Convert file types and organize automatically
  • Keep everything in sync without dragging files around
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Atlassian handles steps. We handle the system.

  • Connect CRMs, spreadsheets, cloud apps, and ERPs
  • Keep your data clean, updated, and flowing
  • No more double entry or system mismatches

Free - a peek of what we offer

Oracle Snapshot

Quick surface audit of site + workflows with a scorecard and 3–5 immediate wins; 10-min Loom walkthrough included. No cost.

Get your Free Audit

For Teams who need a more specialised audit

Strategos Deep-Dive

Focused audit of one function (e.g., sales ops, order flow, marketing stack) with root-cause analysis and a 14-day action plan. Price: $599.

Targeted Audit

Ready to scale their business to the next level

Olympus Full Audit

Company-wide audit across ops, data, automations, and customer journey with a cross-team workflow map and 30-day rollout plan. Price: $1,199.

Clarity Awaits
Incidents and alerts Phishing attack response Compliance Threat intelligence Vulnerability management Chatbots Suspicious login alerts Endpoint detection and response Reporting Dashboards Collaboration Build Apps and APIs Case management Deep Audits Startup Support SMBs Support
Incidents and alerts Phishing attack response Compliance Threat intelligence Vulnerability management Chatbots Suspicious login alerts Endpoint detection and response Reporting Dashboards Collaboration Build Apps and APIs Case management Deep Audits Startup Support SMBs Support
Incidents and alerts Phishing attack response Compliance Threat intelligence Vulnerability management Chatbots Suspicious login alerts Endpoint detection and response Reporting Dashboards Collaboration Build Apps and APIs Case management Deep Audits Startup Support SMBs Support

Pay for Precision, Not Promises.

Modular automation. Performance-first pricing

See Plans
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EOS

A tactical kickstart for small teams or solo ops. Pinpoint bottlenecks, clarify next steps, and walk away with a tailored action brief you can implement immediately.

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HERMES

Strategic insight for scaling companies. We dissect your workflows, tech stack, and ops friction to deliver a clear systems roadmap that aligns with your growth targets.

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SELENE

Your automation foundation — done right. We build out tailored automations, integrated dashboards, and operational systems to remove busywork and unlock scale.

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APOLLO

Enterprise-grade systemization for high-volume firms. End-to-end custom infrastructure — from workflow orchestration to team enablement — designed to drive performance across every unit.

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KRONOS

Ongoing refinement, optimization, and oversight. We don’t just build and bounce. KRONOS keeps your systems evolving, handling iteration, maintenance, and scaling as your business grows.

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Design Your Plan

Start with our platform fee with advanced features and capacity for your business. Then use add-ons to expand.

Discover What's Holding Your Business Back

Get a free analysis and identify growth constraints today. Quick check-in. 8 questions. Zero fluff. We’ll run your answers through our backend clarity system and give you a score + custom breakdown.
Let’s see what’s really blocking your growth.

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Success Stories

Don’t take our word for it — the results (and our clients) speak louder.

We used to rely on group chats and walk-ins to stay on top of jobs. Now Holistc gives me a live feed of what's happening without chasing anyone down. Our turnaround times have improved way more than I expected.

James T
Ops Lead, Regional Print Team

Before Holistc, it felt like I was managing people just to remind them what to do. We were sending manual follow-ups, Slack messages, and emails just to keep our leasing pipeline moving. It was time-consuming and honestly exhausting. With Holistc, we cut out almost 12 hours of admin a week — no exaggeration. Tasks trigger automatically now, and nothing slips through the cracks. I don’t need to hover. The team just… gets on with it.

Sarah A
Director, Property Management Group, Sydney

We had three separate systems that didn’t talk to each other — ticketing, chat, and customer records. Every support request turned into a game of detective work. Holistc linked everything together and gave us one place to manage the whole flow. Our support team now resolves issues faster, spends less time chasing updates, and we’ve cut down our “where’s this at?” messages by half. It’s been a real shift.

Mark R
Customer Success Lead, SaaS Platform, Toronto

Everything used to run through me. Approvals, updates, scheduling — it was like I was the only one who knew what was going on. Holistc took that mental load and made it automatic. Now, quotes move forward without me chasing. Jobs update themselves. I can actually think ahead and work on growing the business instead of just keeping it running.

Priya S
Founder, Custom Construction Business, Perth

I used to think our systems were “fine” — just part of the hustle. But once we onboarded Holistc, I realised how much we were stitching things together manually. Our teams in Karachi, Melbourne, and the warehouse were constantly checking in over WhatsApp, hoping nothing got missed. Now we’ve got full visibility across the whole workflow — from design to dispatch. Everything moves smoother, faster, and with way less noise. It’s changed how we operate.

Daniel K.
Director, Mid-Size Apparel Manufacturing Group

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