IT Innovation
Automate Today, Transform Tomorrow
Let Haefele Flanagan revolutionize your IT operations by increasing efficiency, reducing manual tasks, and ensuring smoother workflows—all without the need for a full-time IT expert. Our solutions provide valuable business insights, automation, and tech-driven efficiency improvements, freeing up your staff to focus on high-value work. We can transform data into actionable information, empowering you to make informed decisions, strategize effectively, and drive long-term growth. Let us help you harness the power of technology to unlock your business’s full potential: Book time with Josh Smith: Technology Discussion
Haefele Flanagan’s three-tier InnovateIT-Tech Automation Services include:
Silver Package: Essential Efficiency ($2,500/month)
For firms looking to introduce technology and automation to their business. Up to 10 hours per month. Special projects will be priced separately.
- Microsoft 365 Administration & Security (User management, security policies, compliance)
- Custom Excel Automations (Macros, Power Query, data cleanup scripts)
- Process Workflow Optimization (Identify bottlenecks, recommend automation)
- Basic Power Apps Development (One small app per quarter)
- IT Strategy Consulting (1 strategy session per month)
- Helpdesk Support for troubleshooting and minor requests
Perceived Value: Increased efficiency, reduced manual tasks, and smoother IT operations without hiring a full-time IT expert.
Gold Package: Strategic Advantage ($5,000/month)
For firms looking to integrate technology into their business strategy. Gain insights, improve reporting, and automate processes with customized solutions. Up to 20 hours per month. Special projects will be priced separately.
Everything in Silver +
- Custom Power BI Reports (Automated financial dashboards, firm KPIs)
- Advanced Power Apps Development (Custom apps for workflows, reporting, client tracking)
- API Integrations (Connect QuickBooks, Caseware, CRM, and other tools)
- Process Automation & RPA (Eliminate repetitive tasks with automated workflows)
- Cybersecurity Hardening (Data protection, multi-factor authentication setup)
Perceived Value: Business insights, automation, and tech-driven efficiency improvements, freeing up staff for high-value work.
Platinum Package: Enterprise Evolution ($7,500)
For firms that want IT to be a competitive advantage. Unlimited expert support, a Fractional CTO, and full-scale automation to future-proof your business. Up to 30 hours per month. Special projects will be priced separately.
Everything in Gold +
- Fractional CTO Services (Proactive strategy, vendor negotiations, long-term IT roadmap)
- AI & Machine Learning Integrations (Predictive analytics for accounting trends, automation suggestions)
- Custom Security & Compliance Audits (Ensure best practices, SOC 2 readiness, data protection policies)
- Advanced API & ERP System Customization (Seamless integration of firm-wide systems)
- Quarterly Innovation Reviews (Stay ahead with emerging technologies tailored to your firm)
Perceived Value: A dedicated IT partner ensuring security, automation, and efficiency with no resource limitations—effectively an in-house innovation team without the overhead.
All Services available at Hourly Rates
Complimentary AI and Automation Assessment
Your strategic key to unlocking unprecedented productivity. We’ll provide a comprehensive report revealing exactly how your current technology infrastructure can be transformed to leverage cutting-edge AI and automation technologies – potentially saving you thousands in operational costs and hundreds of hours of manual work annually. Automate Today, Transform Tomorrow – don’t let your competition leap ahead while you’re left behind. Book time with Josh Smith: AI & Automation Readiness Assessment now and see how your business can work smarter, not harder.
