If you are the point of control, PoiseOps is for you

Built for the people and teams carrying too much on their back: inbox, approvals, grants, reporting, and all the invisible glue work. Veteran owned businesses and public sector or grant funded teams are especially welcome.

Email me what is heaviest See services

Service businesses

Restaurants, trades, clinics, salons, agencies and more

If your workday is a blur of bookings, customer messages, invoices and follow ups, PoiseOps can help you:

Organize and automate email around reservations, orders and client messages
Set up simple flows for intake, reminders and feedback requests
Use tools like Power Automate and low code connectors to reduce manual admin
Get a clear view of weekly revenue, visits and key numbers without digging through spreadsheets
Stand up a website, online storefront and invoicing fast, often through HumbleSuite

Nonprofits, universities and research teams

Grants, sponsors, compliance and reporting

If you live in sponsored projects and deadlines, PoiseOps can help you:

Map and streamline the steps from idea to submitted proposal
Reuse strong language and budget structures instead of starting from zero each time
Track due dates, sponsor requirements and approvals in a simple, visible way
Clean up grant and financial reporting so it is accurate and less last minute
Model basic rainy day and funding pause scenarios so leadership is not flying blind

Operations, finance and analytics leaders

Email, approvals, Excel, SQL and dashboards

If you are the person who keeps everything moving, PoiseOps can help you:

Reduce manual follow ups and status chasing through practical automation
Connect Excel and SQL data into Power BI or Tableau so reports pull the right numbers automatically
Standardize recurring reports so you stop rebuilding the same thing every month
Surface overhead, cash flow and runway in simple dashboards so you can plan for slow periods
Build custom internal tools when a spreadsheet has finally run out of road

Teams ready to use AI in real work

Curious about AI but not sure where to start

If you want to use AI without turning your job into a science project, PoiseOps can help you:

Use AI for email triage, drafting and cleanup in a way that still sounds like you
Build small, realistic automations around proposals, documents and reports
Use low code tools like Power Automate, and connectors like Zapier, where they actually help
Decide where AI belongs in your workflows and where it does not so you stay in control
Get AI assistants built on your own documents and data when you are ready to go deeper

See your world in this list?

Email me with a short description of what feels heaviest right now: email, proposals, grants, reporting, or all of it. If you are a veteran owned business, nonprofit or public sector team, feel free to mention that. For the founding client offer, include the words "go big."

[email protected] Text Steven

I reply personally. No bots, no giant intake forms.