From scattered tools to one operations hub.
A full operations rebuild: infrastructure audit, connected systems, website updates, internal tooling and a self-hosted system of record the team owns.
The challenge
The workflow problem we were asked to solve.
Heart Capital had grown across disconnected tools, accounts and manual processes. Critical operational information lived in too many places, ownership of infrastructure was unclear, and every new client or candidate added more coordination overhead.
- Operations ran across tools that did not share a reliable source of truth.
- Critical infrastructure and access needed to be clarified and consolidated.
- Internal workflows depended on manual updates and repeated status checks.
- The team needed a system it could own, not another rented black box.
What we built
The build, step by step.
No-code where it fit, custom code where it mattered, and a usable system at the end.
Audit the whole operating stack
We mapped tools, accounts, domains, workflows and dependencies before changing anything. The result was a clear build sequence instead of a rushed migration.
Stabilize the foundations
DNS, hosting, email and system access were cleaned up so the business controlled the infrastructure its operations depended on.
Connect the front door to operations
The website and intake paths were rebuilt to feed the operational system instead of sitting as a disconnected brochure.
Deploy an owned internal hub
A self-hosted operations system became the team's central place for records, workflow visibility and future automation.
The results
The business moved from scattered tools to an owned operations hub. The team gained clearer infrastructure, cleaner handoffs and a foundation for workflow automation and future AI-assisted processes.
“The most valuable part was getting the business into a system we could understand, own and improve.”
How we built it
The services behind the build.
Automation audit · free
Build the automation your team keeps describing.
Free, 20 minutes. We map your workflow, identify where AI and automation fit, and tell you whether no-code or custom code is the right path.
No deck. No pressure. A practical automation map you keep either way.