Services

Audit. Architect. Automate. Coach.

Every engagement is scoped as one of four parts: the audit, the build, AI in your daily tasks, and coaching so your team runs it with confidence. Nonprofits: see the section below. Start anywhere. Most businesses begin with the audit and carry the same architect through to the finished system.

Infrastructure audit

A full read of your current stack: systems, data flows, integrations, licences and the manual work in between. Interviews with the people who do the work, not just the people who bought the software.

Systems inventory · Data-flow mapping · Roadmap

What you get

Systems and licence inventory with utilization

Data-flow map showing every manual hand-off

Risk register: single points of failure, security, compliance

Prioritized roadmap with effort and impact per item

Timeline: 2–3 weeks For: Any business with 5+ tools

Start here if: you are not sure where the time goes, or you want a second opinion before buying more software. Talk about this service →

Custom technical environments

End-to-end architecture designed around how your organization actually runs. We integrate what you keep, retire what you don’t, and document the result so your team can maintain it.

Architecture · Integration · Migration

What you get

Target architecture and integration design

Data migration with validation

Automated workflows replacing manual hand-offs

Runbooks and staff training

Timeline: 6–12 weeks For: Growing teams, 10 to 200 people

Start here if: your tools do not talk to each other and people are re-typing data between them. Talk about this service →

AI in your daily tasks

We set AI up inside the work itself, in the tools your team already opens every morning. Staff get routine tasks drafted for them and approve with a click; leadership gets one live dashboard.

Done-for-you setup · Staff training · Ongoing support

What you get

AI assistants for inbox, invoices, CRM entry, replies and reports

Set up inside Gmail/Outlook, QuickBooks, your CRM and spreadsheets

Hands-on training for every person who touches it, plus plain-language guides

Human approval on anything involving money or customers

Monthly check-in, tuning and support

Two ways to start

Starter Sprint $3,000 · one week

One workflow, live in seven days. A 45-minute audit call to pick the task that costs the most hours, one scoped automation built inside the tools you already use, a hand-off document, and 30 days of fixes.

Covers one workflow and up to two connected tools. A person on your team approves anything the automation sends or changes. Ongoing changes and further integrations are scoped as a full engagement. Book the audit call →

Full engagement Fixed scope · quoted after the audit

The four-phase engagement above: audit, architecture, build and tuning across your whole stack, typically 4–8 weeks and then ongoing. Most businesses that start with a sprint move here for the second and third workflow.

See how it works →

Timeline: Sprint: 1 week · Full build: 4–8 weeks For: Owners and staff drowning in admin

Start here if: the inbox, invoices and reports eat your week and you want them handled, not another app to learn. Talk about this service →

Coaching for owners and teams

Technology sticks when people are confident using it. We coach owners and managers on running the business from live numbers, and coach staff on working alongside AI day to day, in plain language and inside their own tools.

Leadership coaching · AI literacy · Team enablement

What you get

One-to-one coaching for owners and managers

Hands-on AI literacy workshops for staff

Plain-language playbooks for every automated task

A standing check-in as your team and tools evolve

Timeline: Monthly or quarterly sessions For: Owners, managers and their teams

Start here if: the tools are in place but the team is not using them with confidence. Talk about this service →

For nonprofits and social enterprises

Where Chronicles began.

Since 2018 we have worked alongside nonprofits on strategy, leadership and grants. We provide capacity building and technical assistance directly to organizations, and we work as a named consultant on funder-supported projects.

Grants and strategy

Funder research, written and submitted proposals, and the strategic plan, program data and messaging that make an organization fundable before the deadline arrives.

Grant writing · Funder research · Grant readiness · Strategic planning · Impact storytelling

What you get

Funder research and a prioritized grant calendar

Written and submitted proposals, LOIs and reports

Grant-readiness review of budgets, outcomes data and governance documents

Strategic plan or refresh with priorities and owners

Messaging and case-for-support

Timeline: Per grant cycle or monthly retainer For: Nonprofits and social enterprises

Start here if: you are chasing deadlines with no pipeline, or your story is strong but the numbers behind it are scattered. Talk about this service →

Leadership and board

Executive coaching for EDs and senior staff, and board governance support so the board and staff pull in the same direction.

Executive coaching · Leadership development · Board governance · Team alignment

What you get

One-to-one coaching for the ED and senior staff

Board governance review and role clarity

Team alignment sessions

Standing check-in

Timeline: Monthly sessions For: Nonprofits and social enterprises

Start here if: the board and staff are not pulling in the same direction, or a new ED needs a thinking partner. Talk about this service →

Program, donor and finance data in three different tools? The audit, build and AI services above apply to nonprofits too, with a person approving anything that touches money or a funder report.

Working with a funder? Bring the RFP or the funder's guidelines to the call; we are used to being named in applications and reporting against a grant's deliverables.

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

Book a discovery call