ALOMA CONSULTING GROUP
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Process Optimization & Automation

We streamline how work gets done across teams by removing bottlenecks, clarifying roles, and automating repetitive tasks. Practical improvements that boost speed, quality, and customer experience—without adding complexity.

What We Deliver

  • Current → future state maps for key workflows and handoffs
  • Standard Operating Procedures (SOPs), roles, and RACI
  • KPI definition and lightweight dashboards to monitor throughput and quality
  • Prioritized automation opportunities with ROI and implementation plan
  • Enablement so your team can maintain and evolve improvements

Our Approach

  1. Assess: Observe how work actually happens. Identify bottlenecks, rework, and unclear ownership.
  2. Design: Redesign the flow. Define roles/SOPs, set KPIs, and choose where automation adds real value.
  3. Deliver: Implement changes in small increments. Train, measure, and iterate with your team.

Real‑World Examples

Pipedrive Sales Flow Automation

Automate handoffs from lead capture to closed‑won while keeping reps focused on selling and managers on insights.

  • Lead Intake: Web form or inbound email creates a Person and Deal in the correct pipeline with required fields.
  • Stage Automation: Moving stages triggers tasks, emails, and SLA timers (e.g., follow‑up within 24h).
  • Enrichment: Append data from Clearbit/LinkedIn; flag duplicates and assign ownership rules.
  • Docs & E‑signature: Auto‑generate proposals from templates; send via DocuSign/PandaDoc and sync status back.
  • Reporting: Weekly dashboards for conversion rates, cycle time by stage, and rep adherence.

Stack: Pipedrive automations + Webhooks, Zapier/Make, Gmail/Outlook, Google Docs/Word, DocuSign/PandaDoc.

Excel / Office Scripts Automations

Replace error‑prone manual updates with reliable, repeatable workflows.

  • Monthly Reporting: Power Query pulls data from CSVs/Sheets, transforms, and refreshes dashboards in one click.
  • Reconciliation: Office Scripts or VBA validates totals, flags anomalies, and emails a summary to stakeholders.
  • Data Hygiene: De‑dupe, normalize, and validate data before import to CRM/ERP.

Stack: Excel, Power Query, Office Scripts/VBA, SharePoint/OneDrive, Power Automate, Google Apps Script.

Tools We Commonly Use

Pipedrive, HubSpot, Zapier, Make, Power Automate, Google Apps Script, Python, Excel/Office Scripts, Airtable, Slack, Gmail/Outlook, DocuSign/PandaDoc.

Ready to explore your use case?

We’ll review your current workflow, identify quick wins, and outline a practical roadmap.