Catalogue
This is the full set of interventions I offer — nothing beyond this, and nothing here is sold without the diagnostic first. Each service has a name, a scope, examples of how it applies in the sector, and a typical timeframe. Scope and price are fixed before starting.
Task automation
One process, one integration, one point of friction. Without replacing systems you already have.
- Automatic assembly and delivery of monthly client reports
- Removing double entry between field records and invoicing
- Automatic alerts for certificate, inspection and insurance expiry
- A structured digital work order form, replacing paper
- Automatic status notifications to clients
Process digitisation
One complete process, start to finish, spanning several steps and several systems.
- A full work-order cycle: request → scheduling → execution → record → invoicing
- An approval and quoting flow with status visibility
- A document repository with structure, search and expiry control
- A client portal for status and history
Process Diagnostic — Part A / Part B
A structured conversation about how the work happens today, followed by a written report with the process map, the current level of digitisation, and the possible ways to resolve it.
- 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
AI-assisted solution
For when the point of friction is unstructured information. Running costs — model and hosting — are always presented separately, before signing.
- Extracting data from invoices, certificates, spec sheets and supplier documents
- Automatic triage and routing of requests received by email
- Generating narrative reports from structured operational data
- Search over accumulated documentation ("where is the procedure for X")
- Turning field notes and photographs into structured records
Ongoing support
Maintenance, small changes, monitoring and periodic review, once a project has been delivered.
- Monitoring and fixing errors
- Small changes to what has already been built
- A periodic report by email
- A periodic check-in call
- A quarterly process review
Consulting and architecture
Vendor selection, independent technical assessment, integration architecture, a second opinion.
- An independent assessment before you buy a system
- Reviewing a proposal from another vendor
- Integration architecture for a third-party project
- A second opinion on a stalled project
Every service starts with a diagnostic.
None of these services is sold apart from the process that justifies it. Start with the 45-minute conversation.
Or write directly: geral@cerzo.pt