Custom workflow orchestration
Turn a process with many handoffs, rules and exceptions into one coordinated system that responds in real time.
Business logicSmart routingSystem integrationLive alerts
Custom process automation
Your operation. Your rules. One connected process.
Instant Evaluate designs and operates custom automation around the way your organization actually works—uniting SMS, email, web and video with real-time decisions, routing and response.
One connected process, built around your rules.
SYSTEM MAP / 01
ReceivePeople & signals
Any source
EvaluateYour business logic
Custom rules
EngageSMS · Email · Web · Video
Right channel
Route
At scale
The technology adapts to the process—not the other way around.
Since 1996Designing practical automation
High volumeBuilt for demanding operations
Multi-channelSMS, email, web and video
Real-timeDecisions, routing and response
Custom automation
One process. Every channel. Your exact rules.
We connect the moving parts—people, systems, decisions and communications—into one coordinated workflow. Every engagement is built around your teams, locations, audience and operating rules.
Recruiting automation
Move candidates from first response to the right next step with less manual handling and a more consistent experience.
Pre-interviewsCandidate routingRe-engagementNotifications
Assessments & qualification
Apply your criteria early, identify better-fit candidates and reserve your team's time for the people who should move forward.
Knockout logicCustom scoringScreening flowsReporting
Interview & event scheduling
Coordinate large volumes of appointments, confirmations, reminders and changes across teams, locations and event types.
Self-schedulingRemindersReschedulingMulti-location
Feedback & survey systems
Capture customer, donor and employee feedback, route urgent issues and make the results useful to every level of management.
Customer surveysEmployee surveysService alertsHierarchy reporting
Designed around the work
See the workflow, not a feature list.
The value is in how the pieces connect. Choose a scenario to see how we turn a fragmented process into a coordinated system.
A smarter candidate path
WORKFLOW / RECRUITING- ConnectBring candidates in from the sources you already use.
- EvaluateApply assessments and qualification rules early.
- EngageContinue through the best channel for the moment.
- RouteSend qualified people to the right team or location.
Your team spends less time sorting—and more time with the right candidates.
A dedicated Instant Evaluate solution
AUTO-SCHEDULER®
Automated scheduling that goes well beyond the calendar.
Auto-Scheduler is our dedicated system for high-volume interview and event scheduling. It can qualify, invite, confirm, remind and reschedule participants—while supporting the custom rules and branded experience your operation requires.
Multiple sources and locations
Custom invitations and reminders
Phone, in-person, group and virtual events
Applicant database and reporting
Where we work
Custom automation for complex operations.
We support organizations where volume, distributed teams, sensitive interactions and high-touch experiences make off-the-shelf workflows fall short.
Banks & credit unions
Responsive, carefully routed communications and workflows across customers, teams and locations.
Franchise operations
Consistent experiences with qualification, routing and reporting tailored to each market or location.
Healthcare & blood centers
Patient, donor, employee and service workflows supported by timely outreach, alerts and follow-through.
Manufacturing
High-volume recruiting, assessment, scheduling and operational communication for distributed workforces.
The boutique advantage
We stay close to the problem.
This isn't software handed over with a manual. We learn the operation, build around its realities and remain involved when the stakes are high.
Start with the real process
We map the people, systems, exceptions and decisions before prescribing technology.
Customize what matters
Business rules, routing, messaging, brand and reporting are shaped to the operation.
Connect the channels
SMS, email, web, video and social touchpoints work together in real time as one coordinated experience.
Stay engaged
From implementation through major events and evolving needs, our team remains hands-on.
Let's make the process work better
Bring us the complicated part.
Tell us where the handoffs, rules or volume are creating friction. We'll help map a cleaner way through.