Pain points: impact and automation potential
Example matrix: re-entering data in Excel, cross-checks and email follow-ups have high impact and strong automation potential, so they come first. Paper approvals and the monthly report come next.
Operational efficiency diagnostic
Your business is losing hours. We'll show you which ones.
We analyse your real processes (steps, volume, time, errors, exceptions) and hand you a prioritized roadmap to automate where it pays off. In 2 to 8 weeks.
Book my free meeting30 min · online · no commitment See the packages
Invoices go from email to Excel, then to cross-checks. If a check fails, the invoice goes back to re-keying before it is entered in the accounting system.
- Invoices received by email Manual
- Re-keyed into an Excel file Manual
- Cross-checks and corrections Manual
- Entered into the accounting system Manual
Time per week
6 h
≈ 1 h
Illustrative example. Your numbers come from the measurements taken during the diagnostic.
- 15+ years of experience
- 100+ successful projects
- 100% team and infrastructure in Canada
They trusted us
Memberships and partners
Friday, 3 p.m. Your controller is re-keying supplier invoices received by email into the accounting system. Six hours a week.
Everyone knows it should be automated. Someone even said so in a management meeting eight months ago.
The re-keying is still there.
Why automation stalls in SMEs
Rarely for lack of will. Almost always for one of these five reasons.
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The process was never documented
You automate an ideal version that doesn't match what teams actually do.
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The tool is bought before the need is clear
The licence is paid for, but nobody checked that it solves the right problem.
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Aiming too big at once
A large project that touches everything often ends up delivering nothing.
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Forgetting the people who will live with it
Without the people who do the task, adoption doesn't follow.
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Nothing gets measured
Without a baseline, you can't prove the gain or decide what comes next.
The diagnostic deals with these five problems before they get expensive.
Book my free meeting
The method
We measure before we recommend
The diagnostic is about observing. We don't recommend anything until this step is done. For each process, we document four things.
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Volume
How many times per week, per month.
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Actual time
Rebuilt from systems and people rather than estimated in a meeting.
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Errors
The error rate and what fixing them costs downstream.
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Exceptions
The cases that break the rule and derail most automations.
How we observe
- Interviews at every level, from management to the people doing the task
- Observation of the tools in place, including side Excel files
- Review of documents and procedures
- Technical validation of systems and their access
Two principles
Modules rather than one big system
Each module delivers value as soon as it is in place.
AI suggests, people decide
Accountability stays with you, and adoption follows.
If nothing is worth automating, we'll tell you.
More than AI
We start from the problem, not the technology
AI is one tool among others. The diagnostic finds the simplest solution that actually solves your problem.
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Artificial intelligence
Conversational agents, data extraction from PDFs and emails, search across your documents.
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Automation
Workflows that handle the copy-pasting, reports and follow-ups instead of your teams.
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API connections
Your systems finally talk to each other: ERP, CRM, accounting, Microsoft 365, Google Workspace.
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Custom tools
Applications, portals and websites built for a specific need when no software fits.
What you get
Two maps, side by side, and a plan to get from one to the other
What you do today, what could disappear or be automated, and how much time it frees up. That is what convinces leadership.
Illustrative example. Your numbers come from the measurements taken during the diagnostic.
Results
Where our diagnostics lead
Two projects that started with the same question: where are we losing time, and what is worth automating?
Municipal energy and infrastructure · CSEM
From 30 minutes to a few seconds to query manhole data
-99% time to produce a geographic report
100+ users a day across every department, no SQL knowledge needed
"At first I wasn't sure, but after the results of the proof of concept, it became obvious that this was the way forward."
Construction and regulation · Code B
Answers on the Quebec Construction Code in seconds instead of hours
-80% research time
Incubated at CRIM, with Confiance IA
"Servo has become indispensable. I use it every day on my projects — it gives me reliable answers in a fraction of the time it used to take."
Packages
From diagnostic to MVP: go as far as you need
Three formats depending on your ambition. You can stop at the diagnostic, or go all the way to a working proof of concept.
- Diagnostic
- Recommendations
- Proof of concept
- MVP and development
For leaders and key teams in SMEs and organizations who want to know where technology can really help them.
Starting at $3,000 The price depends on the format. We confirm it during the free meeting.
DIAG-1
Exploratory diagnostic
About 2 weeks
- 6 h of sessions
- 4 h of analysis
- Overall picture of the organization
- Pain points and areas of lost value
- Report with concrete next steps
- Targeted technology recommendations
Best for a first overview and to validate a hunch.
Discuss DIAG-1DIAG-2
Analytical diagnostic
3 to 4 weeks
- 12 h of sessions
- 18 h of analysis
- Two analysts
- Everything in DIAG-1
- Maps of current and optimized processes
- Analysis of the tools in place
- In-depth report and prioritized roadmap
Best for deciding and prioritizing with numbers in hand.
Discuss DIAG-2DIAG-3
Analytical diagnostic and implementation
4 to 8 weeks
- 12 h of sessions
- 18 h of analysis
- 100 h of development
- Everything in DIAG-2
- Working proof of concept or MVP
- Impact measured before rollout
Best for proving value in real conditions before investing at scale.
Discuss DIAG-3| DIAG-1 | DIAG-2 | DIAG-3 | |
|---|---|---|---|
| Commitment | |||
| Working sessions | 6 h | 12 h | 12 h |
| Writing and analysis | 4 h | 18 h | 18 h |
| Development (POC/MVP) | Not included | Not included | 100 h |
| Analysis and diagnostic | |||
| Information gathering | Included | Included | Included |
| Pain point identification | Included | Included | Included |
| Process mapping | Not included | Included | Included |
| Analysis of current tools | Not included | Included | Included |
| Training needs | Not included | Included | Included |
| Deliverables | |||
| Report with next steps | Included | Included | Included |
| Technology recommendations | Included | Included | Included |
| In-depth report | Not included | Included | Included |
| Roadmap | Not included | Included | Included |
| Working POC / MVP | Not included | Not included | Included |
Not sure which format fits? That is exactly what the free meeting is for.
How it works
What happens after you click
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Free online meeting
30 minutes, online. We get to know each other, see whether there is something to do and which format would suit you.
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Information gathering
Sessions with your teams: exploring your processes, your tools and what you have already tried.
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Analysis and report
Analysis of current processes and tools (ERP, CRM, etc.), identification of automation and AI opportunities, writing of the report.
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Recommendations
Presentation and delivery of the recommendations to leadership: prioritized opportunities and next steps.
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DIAG-3
Pilot design
We start designing a narrowly scoped pilot around the top-priority opportunity.
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DIAG-3
Pilot presentation
Demonstration of the pilot to your teams and adjustments before rollout.
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DIAG-3
Implementation and training
Rollout of the new procedure or tool, and training so your teams can use it.
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Optional
Ongoing development
Feedback on usage, improvements and new modules as needed.
Frequently asked questions
Before you book
The exploratory diagnostic starts at $3,000. The price depends on the format and scope, and we confirm it during the free meeting, before any commitment.
DIAG-1 requires 6 hours of working sessions. DIAG-2 and DIAG-3 require 12. The analysis and writing are on us.
We'll tell you. The free meeting is first and foremost about checking whether there is something to do. If there isn't, you leave with our honest opinion.
No, it is actually better if you haven't. Buying the tool before understanding the need is one of the main reasons projects fail. The diagnostic tells you what to choose, or whether to connect what you already have.
Yes. Our team and infrastructure are in Canada, and compliance (Quebec's Law 25, retention, access rights) is part of the design from the diagnostic onward.
The self-assessment gives a first estimate in a few minutes, based on your answers. The diagnostic measures your real processes with your teams and gives you quantified recommendations.
A 50% deposit at signing, payable net 30, then the remaining 50% on delivery.
You have a prioritized roadmap. You can carry it out at your own pace, with us or not. If you continue with Trinary, we start with a narrowly scoped pilot before integrating and rolling out.
Book
Let's talk about your processes for 30 minutes
Pick a time directly in the calendar. It is free, online, and it is not a sales pitch.
What we cover together
- Who you are and how your organization works
- What you already have in mind
- The tools you use today
- Whether there is a fit, and which diagnostic format would suit you
We'll tell you honestly whether there is something to do.
Not ready to talk yet? Take the free self-assessment
Choose who you want to talk to
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Get in touch
No time slot works? Write to us
- Presentation of your needs, challenges and technological objectives.
- We establish an initial diagnosis and assessment with you.
- We make concrete, quantified and achievable proposals for you!