Your company has outgrown patchwork tools and manual workarounds. We install the Business‑in‑a‑Box Framework—your governed operating system—and enable your team to build safely with no‑code.
Your team is stuck managing repetitive tasks, chasing status, and reconciling inconsistent data across disconnected tools.
Small changes require big meetings—or a bottlenecked IT queue. Every improvement routes through the same overwhelmed team.
Tribal knowledge, siloed spreadsheets, and patchwork integrations create fragile systems with a hard ceiling on growth.
Stitching together apps, hiring junior staff to manage workflows, and commissioning piecemeal fixes drain budget silently.
A single, trusted source of truth across Sales, Marketing, Finance, and Operations.
Documented, auditable no-code patterns built with Zapier, Make, and Airtable.
A Center of Excellence that empowers your "citizen developers" with training and guardrails.
An unlimited, asynchronous request queue that compounds value every single month.
Speed and creativity come from a well-organized foundation. We deliver robust frameworks and governance that make innovation safe and scalable.
Our success is measured by how much we enable your people to build. We transfer knowledge, not just deliver outputs.
We make operational excellence accessible through clear training, plain language, and simple, unlimited support.
We design and deploy your governed operating system: clean data architecture, integrations, and core automations that become your single source of truth.
CoreWe train your people, install guardrails, and provide reusable patterns so "citizen developers" improve operations safely and fast.
CoreOne flat monthly fee for unlimited requests, handled one at a time with clear SLAs and documentation to keep your system clean and compounding.
CoreAccess controls, data quality rules, audit trails, and executive dashboards. A reliable "single source of truth" for fast, accurate decisions.
AssuranceWe define the 5–10 metrics that matter, wire up trustworthy data, and deliver an executive scorecard with alerts and targets.
StrategyWe review automations, credentials, and RBAC, then harden secrets management and implement monitoring and incident playbooks.
SecurityGoverned lead and deal scoring in your CRM—reps get a daily hot list, leaders get transparent logic.
Quote‑to‑Cash automation: proposal, e-signature, invoicing, collections, reconciliation—zero manual re‑entry.
Full health audit—fields, objects, automations—to remove redundancy and fix fragile flows.
Round-robin routing, reminders, reschedule links, and post-meeting tasks synced to CRM.
AI-powered call transcription, summaries, next-step extraction, and CRM auto-logging.
Auto-create projects, load templates, assign owners, and share kickoff packets at close.
Unified dashboard tracking CAC, ROAS, pipeline, and revenue attribution across all channels.
Transform long-form into derivatives—clips, posts, emails—with approval and publishing automation.
Adaptive journeys that change messaging based on real-time behavior. Governed segments, clear rules.
Inventory your stack, eliminate overlap, streamline data flows, and reduce software spend.
Automate testimonial capture and syndicate reviews across platforms on demand.
Standardized checklists with dependencies, QA gates, and post-mortems for clean launches.
White-glove flow: welcome, document collection, kickoff scheduling, SLA tracking—automated.
AI-assisted triage, knowledge article deflection, and SLA-aware escalations for faster answers.
Automated surveys, trend analysis, and at-risk account flagging with recovery playbooks.
Unified portal for messages, files, approvals, and decisions—organized by project.
Automated weekly client digests from your PM tool—milestones, risks, and next steps.
Skills matrix and capacity views that auto-assign resources to new work.
Automated provisioning, equipment requests, training plans, intros, and 30/60/90 playbooks.
AI-searchable knowledge base with taxonomy, ownership, and review cadences.
Automated sourcing, screening, scheduling, and structured scorecards for fair, fast decisions.
Timed deprovisioning, asset tracking, permissions audits, and evidence logs.
Streamlined requests, approvals, calendar updates, and payroll sync.
Anonymous pulse surveys with AI sentiment analysis and a leadership action board.
Smart reminders, dunning cadences, escalation rules, and payment links to reduce aging.
Cash, revenue, pipeline, and margin views with drill-downs and trends from unified data.
OCR classification, policy checks, approvals, and reimbursements via email or Slack.
Auto-match transactions, surface exceptions, and post reconciliations on cadence.
Route POs by department, spend thresholds, and budgets with audit trails.
Track every subscription, renewal, and usage—flag redundancies and recommend consolidation.
We map processes, data, and roles to create a clear systems blueprint, governance standards, and a prioritized roadmap.
We implement the core framework—data model, integrations, and resilient no-code automations with documented patterns.
Cut over with minimal disruption, train your team through the No-Code Academy, and stand up your Center of Excellence.
Through the Unlimited Queue, we deliver ongoing improvements, measure impact, and keep your system clean and fast.
"Working with Business-In-A-Box has been more than a partnership—it's been a channel to unlock operational confidence. Their framework gives us a governed, clean system where our team can actually build without breaking things."
"The unlimited request queue changed how we think about improvement. Instead of big, risky projects, we get a steady stream of clean, documented changes. It feels like compound interest for operations."
"We had tribal knowledge everywhere. BiAB installed a real system, trained our power users, and now we have citizen developers who solve problems without routing everything through IT. Game changer."
"The No-Code Academy gave our team real confidence. Within two months, non-technical staff were building automations safely—with governance that keeps everything auditable and clean."
A CEO's guide to scaling without firefighting. Codifies the full Business-in-a-Box Framework methodology.
Score your readiness across six pillars and get a 90-day improvement plan with prioritized quick wins.
A framework for shipping clean automations weekly with impact matrices, governance, and live demos.
How a 120-person agency cut cycle time with a governed request queue and unified architecture.
How a SaaS firm standardized sales-to-delivery and eliminated information drop-off.
How a B2B company unified reporting for the C-Suite with a governed data hub.
Let's install the operating foundation your growth deserves—and enable your team to keep improving it safely.