Transform Partnership
Your long-term automation, AI and integration partner in business transformation.
Transform is not simply a retainer. It’s a strategic growth partnership where flowmondo operates as part of your extended team. We think, build, support, and lead across whatever systems, tools, or processes your business needs to scale.
What you walk away with
Access to flowmondo’s full-stack expertise: automation, AI and integrations.
Working deliverables, rolled out month by month.
A dedicated contact who understands your team, tools, and priorities.
Not sure if this solution fits your needs? Here’s when it’s a great choice.
You're in industrial, technical services, or engineering sectors and internal systems can’t keep up with demand
You have multiple tools and disconnected workflows that need alignment
Your team keeps requesting fixes, improvements, and “just one more build”
You need a trusted, multi-skilled partner to think with you, not just build
How the Transform method works
Strategic planning, focused sprints, and ongoing support, all in one rhythm.
Quarterly Planning Session
Define upcoming priorities, opportunities, and technical direction
Sprint-Based Execution
Deliver new systems, upgrades, and fixes in focused 1–2 week sprints
Strategic Review
Every quarter, revisit the roadmap, reprioritise, and plan the next sprint cycles.
This method works best in these situations. See where it shines (and where it doesn’t).
Best for
Clients who’ve outgrown single-scope projects.
Clients unsure of what they need yet (→ try a Pathfinder Workshop).
Businesses managing multiple systems and teams.
Founders and ops leads who want to delegate direction, not just delivery.
Not ideal for
Quick one-off builds (→ try InstantBuild).
Clients unsure of what they need yet (→ try a Pathfinder Workshop).
Teams who can’t commit to a quarterly roadmap rhythm.
Projects with highly fixed engineering scope or compliance constraints.
InstantBuild Pricing Options
Get your automation built live with an expert in a single session.
60 minute session
Perfect for straightforward automations that need expert implementation.
120 minute session
Ideal for complex workflows requiring additional development time.
Method used
App(s) involved
Overview
We developed reporting dashboards in Airtable to provide BB7 with real-time visibility across invoicing and forecasting workflows. The system tracks sync success rates, highlights errors, and surfaces trends for proactive resolution. This monitoring layer reduced time spent diagnosing issues and gave stakeholders confidence in data accuracy and performance.
Method used
App(s) involved
Overview
We built an Airtable-based forecasting and revenue recognition system to automate and consolidate daily data pulls from BB7’s financial sources, replacing static spreadsheets with real-time insights. The tool supports work package-level tracking, improves planning accuracy, and gives the finance team a reliable, scalable foundation for future growth.
Method used
App(s) involved
Overview
We built a structured system to consolidate customer records from multiple tools into Pipedrive, giving the client a single, reliable source of truth. This centralised view dramatically improved support response times, streamlined sales tracking, reduced internal confusion, and eliminated the inefficiencies caused by scattered customer data across systems.
Frequently asked questions
Still have questions?
Not a problem, our team of experienced experts are at hand to answer any questions you might have.
Absolutely. That’s what the Discovery Call is for. We’ll help you decide what’s right.
Start with a Pathfinder Workshop; we’ll help you define the path forward.
We build in flex time each quarter for small urgent needs or bonus builds to make sure you're covered..
Quarter by quarter, no long-term lock-in. We plan ahead but you’re never stuck.
Yes, we offer one free Discovery Call to any new prospective customer. This call is designed to help you understand whether we’re the right fit and to briefly discuss your goals and needs. If you’re exploring a larger engagement and are comfortable with our project minimums, we’re happy to have a conversation to outline next steps.
We take confidentiality and data security seriously. We have clear practices in place to protect your information throughout your engagement with us. If you require an NDA to be signed, we’re happy to review and accommodate this. Please note that due to legal review requirements, an admin fee may apply.