Book a diagnostic

The hours are not lost on the work. They are lost between systems.

Process consulting and automation for facilities and asset management companies. I map what happens every day, measure what it costs, and only then do we talk about technology.

Book a diagnostic — 45 minutes

No cost. Written report delivered within 3 working days.

You have probably heard this in your own company

  • It's in João's spreadsheet.
  • Then I copy it into the system.
  • Send me a photo on WhatsApp and I will log it.
  • This month's report? I need two days.
  • The system can do that, but nobody uses it.
  • It's in Maria's head — if she's out, nobody knows.

None of these sentences is a software problem. They are all the same problem: information that exists, but that someone has to write down again, go looking for, or remember. That has a cost in hours — and nobody counts it, because it is spread thin across the working day.

Diagnostic first. Always.

I don't sell software. I don't recommend tools before I understand the process. The work starts with a structured conversation and ends with a document that has numbers in it.

  1. Diagnostic conversation

    45 minutes · no cost

    A guided interview about how the work actually happens in your company: who does what, how often, how long it takes, and where it ends up recorded. By video call or in person.

  2. Report — Part A

    3 working days · no cost

    A written document with:

    • the map of your main processes, as they run today
    • the current level of digitisation and the level within reach, measured against an explicit scale
    • the hours per month you could recover, estimated conservatively
    • the points where the process stalls, repeats itself, or depends on one person

    Part A answers what, where, and who. It is yours, with no obligation, and it is written to be read by someone who was not in the room.

  3. Report — Part B

    at a cost · deductible

    The possible ways to resolve the points found: which approaches make sense, in what order, how much effort each takes, and what changes under each scenario. Part B answers how. That investment is fully deducted from the first project you commission.

  4. Execution

    If and when it makes sense. Fixed scope, fixed price, agreed before starting.

What "level of digitisation" means

It is a score, not an opinion. I assess seven dimensions of your process, each on a scale of 0 to 4, and I show you the full grid in the report — so you can disagree with any line of it. The grid here is deliberately blank: it publishes the instrument, not anybody’s scores — I fill it in when I write your report.
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Data capture in the field How information gets into the system from whoever does the work
Flow between systems Whether the systems you already have talk to each other, or depend on someone
Approvals and decisions How long a request waits on someone
Client and supplier communication How much manual work it takes to keep everyone informed
Reporting and indicators Whether the numbers exist, and what it costs to produce them
Document management Whether you can find a document when you need it
Documented knowledge How much of the process lives in people’s heads

The same scale is applied twice: where you stand today, and where it is realistic to be in 12 months. The gap between the two is the work to be done.

I work with

  • Facilities management and multiservice companies
  • Industrial maintenance and HVAC
  • Condominium administration
  • Asset and property management
  • Equipment maintenance
  • Fleet management

Companies with 10 to 150 people, with field operations and office administration. That's exactly where the problem lives.

I'm not the right fit if

  • you are looking for a website or digital presence
  • you are looking for off-the-shelf software without changing the process
  • you have nobody free for 45 minutes of honest conversation

David Carvalho

David Carvalho, founder of Cerzo

I've spent more than 10 years working in digital transformation, continuous improvement and process automation — most of that time inside operations, not presenting slides to management boards. With a specialisation in asset and facilities management.

For the last 3 years I've been working with artificial intelligence applied to real processes: extracting information from documents, automatic triage, report generation. I build and run the systems I recommend.

Cerzo is just starting out. It's me, directly, from diagnostic to execution — no layers, no junior team, no account manager. And with introductory pricing that will not last once the schedule fills up.

In return, I ask one thing of my first clients: honesty about what worked and what did not.

Frequently asked questions

Is this an audit?
No. An audit checks compliance with a standard. This measures where you are losing time and what can be recovered.
How much does the first step cost?
Nothing. The conversation and the Part A report have no cost. Part B has a cost, deducted from the first project you commission.
Why is Part A free?
Because it's the best way to show you how I work, and the best way for me to find out whether I can actually help you. If I conclude I can't, I say so in the report.
What if we don't move forward with anything?
You keep the report. It is yours, whether you continue or not.
Will we have to change software?
In most cases, no. The starting point is always getting more out of what you already have.
Is the conversation recorded?
With your permission, yes — so the report reflects what you said, not what I remember. I ask permission before I start recording. If you would rather not, I take notes.
How long does a project take?
The simplest interventions are done in 2 to 3 weeks. The more structural ones, between 1 and 3 months. Scope and price are fixed before starting.
Do you work across the whole country?
Yes. The diagnostic conversation is usually by video call.

Forty-five minutes.

At the end you have a written document with numbers about your operation, even if we never speak again. It is hard to find a better return for 45 minutes.

Book a diagnostic

Or write directly: geral@cerzo.pt