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A planning meeting at a conference table
Approach

Strategy first. Then the engineering that proves it.

Growing businesses don’t need more software. They need a technical environment designed around how the work actually flows, then built so it stays that way.

How it works

Four steps. Fixed scope, quoted up front.

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1 Week 1–3

Audit

We inventory every system and interview the people who use them. Where does data enter, where does it get retyped, where does it stall?

You get: Data-flow map + roadmap
2 Week 3–4

Architect

A target design that keeps what works, retires what doesn’t and connects the rest. Reviewed with leadership before anything is built.

You get: Target architecture
3 Week 5–12

Build

Integrations, migrations, dashboards and AI agents delivered in weekly increments, live in your environment from the first release.

You get: Working system, documented
4 Week 12+

Automate & tune

Agents take over routine decisions with human sign-off. We monitor, measure hours returned, and adjust quarterly.

You get: Quarterly review
Principles

Things we don’t negotiate.

These are the rules behind every engagement, whether it is a two-week audit or a full build. If a project would break one of them, we say so before we quote it.

An owner and a consultant reviewing a plan together
Talk through your project
Keep what works. Rip-and-replace is a last resort. Most organizations own more capability than they use.
Design for the hand-off. Every system ships with runbooks and training so it doesn’t depend on us, or on one heroic staff member.
AI with a human in the loop. Agents draft, route and summarize. People approve anything that touches money, data or a customer.
Measure hours, not features. Success is hours and margin returned to the business, tracked from the audit baseline.
Plain answers

What people ask on the first call.

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We’re not a technical team. Will this work for us? That’s who it’s built for. We do the setup, sit with your staff until it’s second nature, and leave plain-language guides. If it needs an engineer to run, we built it wrong.
Who actually does the work? The Principal Solutions Architect you meet on the discovery call. No hand-off to a junior team.
How is it priced? Two ways. A Starter Sprint is $3,000 flat for one workflow, live in a week. Everything larger is fixed scope, quoted in writing after the discovery call. No hourly billing, and no open-ended retainers unless you ask for ongoing support.
Do we have to replace our software? Rarely. We start from what you own and integrate it. Replacement is recommended only when the audit shows it costs less than keeping it.
Is our data safe with AI tools? AI agents run inside your own accounts with least-privilege access, and anything touching money, customers or contracts requires a human approval.
Do you train our team, or just set it up? Both. Coaching is part of every build, and available on its own: sessions for owners and managers, AI literacy for staff, and a standing check-in as things change.
What if we only want the audit? That’s a complete engagement on its own. The roadmap is yours to keep and hand to any builder, including your own staff.
Do you still work with nonprofits? Yes, and we have since 2018. Strategic planning, executive coaching, board governance and grant writing remain core services, offered as capacity building and technical assistance directly to organizations or as a named consultant on funder-supported projects.
What does the AI actually touch? Only what you approve, inside your own accounts. It drafts and prepares; a person on your team clicks yes on anything involving money, customers or contracts.
Can a funder or grant pay for your work? Often. Capacity-building grants, technical-assistance programs and project budgets regularly cover strategy, systems and coaching engagements. Bring the funder’s guidelines to the call.
Your data

How we handle your data.

Five rules we follow on every engagement, written into every proposal. Read the full privacy policy.

Your data stays in your accounts. AI assistants and integrations run inside your own systems (your email, accounting, CRM and storage) with least-privilege access. We do not copy client business data onto Chronicles systems beyond what is needed to configure and support the work.
A person approves anything that matters. Anything involving money, customers or contracts is drafted by AI and approved by someone on your team before it goes anywhere.
You know which AI vendors we use. Every proposal names the AI providers and tools involved, under business terms, so you can approve them before a single record is processed.
You own everything we build. Dashboards, workflows, prompts, documentation and outputs belong to you at the end of the engagement.
Access ends when the work does. Our credentials are removed at hand-off, and anything we held during the project is deleted unless you ask us to keep it for support.
Questions about a specific system or data type? Ask on a call

Bring the three tasks that eat your week.

A 30-minute discovery call. You'll leave knowing which ones AI can take off your plate, and how.

A 30-minute discovery call Bring the three tasks that eat your week Fixed scope, quoted in writing
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