Free assessment
30 minutes to find outwhat you can automate
A free, no-commitment conversation to identify 2 or 3 tasks that cost your team time, and what automation or AI can concretely change.
How the assessment works
A short, structured format designed for managers who have no time to waste.
1. You send a request
Fill in the form with your availability: I reply on business days to set the meeting.
2. We look at your day-to-day
Which tasks take the most time, which tools you use, where information gets lost.
3. I suggest options
2 or 3 concrete improvements, with the estimated effort and expected gain.
4. You get a written summary
After the conversation, with possible next steps. You decide afterwards, with no pressure.
Who is it for?
Businesses with 5 to 200 employees
Still managing a lot in Excel, by email or by hand.
Clinics and health services
Looking to reduce administrative work without compromising confidentiality.
Non-profits and organizations
Having to do more with limited resources and ageing tools.
Request your assessment
Describe your need in a few lines and share your availability: I will get back to you on business days to set the meeting.
Next step, if you wishDiscuss the audit
The tailored audit
When the assessment reveals real potential, the audit lets you decide with full information: it analyses your processes and tools, then delivers a prioritized action plan that serves as specifications.
A quote adapted to your situationEvery problem is different: the scope of the audit and its cost are defined together after the assessment, before any commitment.
- Analysis of your current processes and tools
- Priorities ranked by gain and effort
- Cost and expected return estimates
- Security and compliance recommendations (Quebec Law 25)
- Written report and presentation of the results
Your data stays under control
Automation and AI are worthless if they put your data, or your clients’ data, at risk. Security is part of every project from day one.
Law 25 taken into account
Minimal collection, consent, limited access and traceability built in from the design stage.
Sensitive data protected
No confidential data sent to an external service without your explicit consent.
Private AI available
AI models running on your own servers when confidentiality requires it.
Human validation
Important decisions remain validated by your team, with a history of actions.
Free resource
Checklist: 10 tasks to automate in a small business
A 2-page guide to spot, in 15 minutes, the tasks that waste the most time for your team, with possible tools for each one.
- The 10 most commonly automated tasks
- The time they cost and how to measure it
- A grid to choose your first project
Frequently asked questions
Is the assessment really free?
Yes. It lasts 30 minutes, has no commitment and you receive a written summary whether or not you go further.
Do I need to prepare anything?
No. Just think about the 2 or 3 tasks that annoy you most day to day: that is often where the best gains are.
What if I have no budget yet?
The assessment precisely helps you estimate the possible gains. Several public programs also support the digital transformation of small businesses: I can help you prepare an application.
Do you work remotely?
Yes, across Quebec, Canada and internationally. In-person meetings are possible depending on the region.