Processes that take work off your plate.
Recurring tasks, data copied by hand from A to B, systems that don't talk to each other. I simplify processes pragmatically: with the tools you already have, and AI where it really helps.
In short: TSAM simplifies recurring processes for small businesses, freelancers and teams without their own IT department: from process analysis and connecting systems such as CRM, ERP, Microsoft 365, website forms and shop, to workflows using Microsoft 365's built-in tools or suitable automation services. AI is used only where it saves time and the result stays checked. Ron Portner starts with the one process that's most annoying and only builds once scope and cost are clear; the initial consultation (around 15 minutes) is free and non-binding.
Who is this for?
For small businesses, freelancers and teams without their own IT department, where emails, quotes, reports, data maintenance or scheduling keep repeating. You don't need to be a tech person, you just need to know what's bothering you.
Typical time sinks
- Enquiries arrive by email, WhatsApp and form and get typed into the CRM by hand.
- The same data lives in Excel, the ERP and Microsoft 365, never quite in sync.
- Quotes, invoices or reports get rebuilt from scratch every time.
- Appointments, reminders and follow-ups run in your head instead of in a system.
- AI tools are bought, but nobody uses them day-to-day.
What I actually do
- Process analysis: which steps repeat, where time is lost, what's actually worth automating. Clearly prioritised, not everything at once.
- Connecting systems: CRM, ERP, Microsoft 365, website forms, shop. Data flows once and lands where it's needed.
- Setting up workflows: automatic forwarding, templates, reminders, notifications, using Microsoft 365's built-in tools or suitable automation services.
- Using AI sensibly: drafting text, pre-sorting enquiries, summarising documents. Only where it saves time and the result stays checked.
- Walkthrough and documentation: you and your team understand what's running and can adjust it yourselves.
How I work
We start with the one process that's most annoying. I look at how it runs today and propose a solution that fits your existing tools. We only build once scope and cost are clear. Then it runs as a test in daily use, followed by fine-tuning and handover.
My background in CRM, ERP and IT consulting helps connect systems in a way that actually gets used day-to-day. No buzzword consulting, no solution that only works in the slide deck.
Free initial consultation, around 15 minutes, no obligation. Describe the process that costs you the most time.
Discuss a processFrequently asked questions
Do I need new software for this?
Usually not. Many processes can be connected using Microsoft 365, your existing CRM or ERP, and an automation service. New tools only come into play if they solve a real problem and ongoing costs stay reasonable.
How safe is my data when using AI?
We clarify this upfront: which data may go to a service at all, which may not, and which providers are suitable. Customer data doesn't go into external tools unchecked.
What if my process changes later?
Then you adjust the automation yourself, or I do it. Everything I set up is documented and built so it keeps running without me.