About

Our Story

Our passion is helping you succeed - however you define that. We have decades of experience working at executive levels in all the operational roles of a typical professional services or software company, such as Client Success, Operations, Program Management, Change Management, Engineering, and Customer Support. We have worked with companies ranging from stealth start-ups to UnitedHealth Group, Centene, Kaiser Permanente & SAIC. Repeatedly what we saw is that success came from taking a holistic view across the organization and acting as an owner.

In working with SMBs, we found that the greatest gains came from offloading owners from manual low-value tasks, to get them back to their zone of genius.

Out of this was born Smarter Scaling.

Our Way

There is a lot of hype around AI and automation right now. But at the end of the day, you need to stop performing manual repetitive tasks and dedicate your time on your strategy to increase your revenue and reduce your costs. This is what differentiates us fundamentally: we lock-step with you to solve this problem, getting your buy-in along the way, and using the technologies that work best for your specific, unique situation. And we are not hesitant to suggest a low-tech solution if we think this is the best for you.

We begin with the crucial step of looking at your processes to help you refine them into optimal ones BEFORE we introduce any technology. Then we gradually introduce the appropriate technologies (agents, bots, workflow tools, etc.), train you and your staff, and test them with you in the messy real world, adjusting all along. We never lose sight of solving your challenge(s).