AI doesn’t “just do it.”
Not without clean data, readable context, and systems that actually talk to each other.
This is why most AI projects fail. Not ours.
We make the business readable first — then build the systems that run on it.
Every business we walk into has the same story. The books are a quarter behind. The CRM has pipelines nobody uses. Customer data lives in someone’s inbox. Documentation is a mess — or doesn’t exist. And someone just bought an AI tool expecting it to sort itself out.
No decks. No discovery questionnaires. One conversation about what you need running.
Here's what that looks like.
Custom Applications & Automation
Figure out what’s broken. Build what fixes it.
We work with the right people inside your org to figure out what’s driving them crazy — where to make things less painful, where the most value is, and how to make it sustainable. Sometimes that’s a custom build. Sometimes it’s configuring what you already pay for. The goal is always the same: free up your people for higher-value work. And right now, that consistently starts with getting the data foundation right — because nothing else works without it.
What does this business need to be running on in 12 months? What systems need to exist so the next hire, the next acquisition, or the next AI tool has something real to plug into? We think about that before we write a line of code.
Currently building an operations platform that runs CRM, learner communications, and sales ops for a training company — one system they open every day instead of five.
AI Agent Systems
Build a trusted team of agents to do the work you shouldn’t be doing.
AI agents can work on their own. Give them a task, give them the right information, and they reason their way to the end without you sitting in the chat. We build the agents, set up the orchestration, test them on real data, and make them reliable enough that you stop checking on them. Nothing changes until you say so.
But before we build anything — what work should be automated before you scale? What decisions still need a human, and what can run unsupervised? We design the trust architecture now so it holds when the business grows, not after something breaks.
Engineered and running Claude-powered agent teams across multiple client engagements — bookkeeping reconciliation, operations automation, knowledge capture.
Enterprise Learning Strategy & Training Design
No AI slop. No talking heads. Real capability, built fast.
You get four roles in one team: engineer, graphic designer, learning designer, and strategist — who use AI agents and agentic programming to build custom learning deliverables without needing hundreds of hours of SME interviews. Embed us in your organization, let us loose on your documentation, and we’ll figure it out using a proprietary course generation pipeline that does all ADDIE stages in record time. No AI slop. We’re moving away from talking heads that learners can’t wait to escape — toward just-in-time, project-based learning with AI coaches that reinforce in the flow of work.
What does your team need to know in six months that they don’t know now? We sequence learning around what’s actually happening in the business — migrations, tool rollouts, AI adoption — so training lands when it matters, not three months after.
Currently delivering an 11-module enterprise program spanning AI foundations, pipeline automation, and GitHub migration readiness.
Operational Systems & Business Setup
Most of the good stuff is in people’s heads. We get it out.
Embed us in your organization. Give us access to build relationships with your key people — most of the good stuff is in their heads. Your existing data, files, structure, process — we work with you to clean it up, create experiences people actually use, and tie outcomes directly to your business needs.
What does this business look like when it’s clean enough to sell, finance, or hand off? We work backward from that. Clean books for financing. Board-ready documentation. A tax season that doesn’t make you want to cry. The operational foundation that makes the next step possible — whether that’s growth, an acquisition, or just running without the chaos.
Right now: redesigning a manufacturing company’s full sales pipeline — quoting through payment, automated invoicing, QuickBooks sync, clean data across every customer and product.
Every company you acquire is a different mess. We handle the operations so you can focus on building the business.
You know what happens after the deal closes. Different accounting software, different CRMs, customer data in spreadsheets, invoicing held together with workarounds. Every company is its own puzzle. We walk in, figure out what’s actually there, and get it running — regardless of what the last owner left behind.
Books cleaned up. Scheduling that works. Customer data in one place instead of twelve.
We don’t need a clean handoff. We’ve walked into enough companies to know where to look and what to fix first.
One relationship across your whole portfolio. You call us, we’re already up to speed.
Before and after.
Before
Two and a half years of expenses with no clear picture of where money was going. Hours every month reconciling statements. No visibility into cash flow or forecasting.
After
What used to take hours now runs in minutes. For the first time, they can see where money is going, forecast cash flow, and make decisions based on actual data instead of guesswork.
Before
After every meeting, someone manually wrote up compliance documents, formatted them, filed them, and emailed the right people. No audit trail. No way to prove the process was followed.
After
Meeting recording goes in, finished documents come out — filed, sent, and logged automatically. Every step is tracked. When an auditor asks, the receipts are already there.
Before
Every transaction sorted by hand. Bank statements checked manually. Tax tracking in spreadsheets. Slow and easy to get wrong.
After
The system handles the sorting, matching, and tax tracking automatically. It shows you what it recommends — nothing changes in your books until you approve it.
Before
Team bought AI tools but couldn't agree on how to use them. Everyone experimenting on their own. Results were inconsistent.
After
AI onboarding program using Claude on desktop — in Excel, PowerPoint, and across M365. Shared skills and plugins keep everyone working from the same source of truth and workflows. Connected tooling lets them work directly with their CRM and knowledge base.
Before
No visibility into business intelligence because the data was a mess. Sales tracked in email threads. Invoicing required steps everyone forgot. No way to see the pipeline or forecast anything.
After
Clean data across every product, customer, and company in Scoro. An 8-stage pipeline from quoting to closed with automated triggers. Prepayment invoicing that handles deposits, tax calculations, and syncs to QuickBooks Online — all in the system they already owned.
Before
Attendance in spreadsheets. Materials scattered across shared drives. No way to see what's happening without asking five people.
After
One system they open every day — attendance, materials, feedback, and a clear view across every program. Consolidated database that AI can access directly through connectors, so the team can query their own data in natural language.
How It Works
We scope the deliverables and success factors together, sign off on security and contracts, and then we handle everything — ops, tech, and data.
We embed with your core team, build the relationships we need, and figure out where the real information lives. You don’t need to prepare a briefing package — we’ll find it.
We keep you in the loop without making it your job to manage us. Regular check-ins, clear progress, and we flag decisions before we make them — not after.
Every engagement is scoped to specific deliverables and success factors. You know what you’re getting, what it costs, and when it’s done.
Security and privacy are built into how we work — NDAs, access controls, data handling agreements. We’ve worked with regulated industries and enterprise clients. This isn’t new for us.
We get in and we get out. The goal is a business that runs better when we leave, not a dependency on us being there.
Published work.
The Washington Post: AI Superusers at Work↗How a small number of workers are using AI to multiply their output — featured as a practitioner reshaping how work gets done.Notes from someone who builds AI systems for a living — what’s working, what isn’t, and the gap between the pitch and the reality. Practitioner perspective on AI infrastructure, agent architecture, learning systems, and the operational patterns behind real implementations. No hype.
Not ready to talk? See how we think first.
Notes from someone who builds these systems for a living — what's working in AI, what isn't, and what the gap looks like between the pitch and the reality. No hype. Published on Substack.
Read on SubstackCommon Questions
We build it. 10+ production applications shipped and running — attendance tracking systems, client operating systems, landing pages, knowledge bases, compliance automation. We write the code, deploy it, and maintain it.
Both. Our client range spans $150K enterprise training contracts to $4.8K practice setup engagements. What changes is scope and complexity, not quality or attention.
We think about the problem, not just the ticket. A dev shop builds what you spec. We figure out what you actually need — which sometimes means configuring the tool you already own instead of building something new. A client's invoicing "bug" turned out to be a configuration issue — the feature already existed. That diagnosis saved them from buying a solution to a problem that didn't exist.
No. AI capability fails because of infrastructure gaps, not technology gaps. The tools work. What's usually missing is learning infrastructure — team fluency, shared context, feedback loops, operational integration. We build that.
Probably. Tell us what it is. We've shipped compliance automation, landing pages, and internal tools in weeks — not because we cut corners, but because our tooling is fast. We'll give you a timeline after we understand the scope.
Find out what your systems can already do.
Most of the time, the first thing we tell people is what they don't need to buy. That conversation alone is worth 30 minutes. If there's real work to do together, we'll scope it to results — not hours.
Or email us at lisa@makably.com — we respond within a business day.