SHAPED SI
SHAPEDSI FLOW · WORK, IN MOTION
Less back and forth.
More flow.
Keep schedules, invoices and field notes moving between the tools you use. Agree on the rules, automate routine steps and send exceptions to a person.
An imagined place. A handover you can try.
WHAT FLOW IS
Flow is how your systems stay in step. Update a person, a shift or an invoice once, and it reaches everywhere it belongs, with someone on your team deciding anything that doesn’t add up.
WHAT FLOW CAN INCLUDE
Start with the hand-off that costs you the most time.
Everything is scoped with you before work begins.
01Change something once and it updates where it should, across HR, payroll, scheduling, accounting and field apps.
02The routine hand-offs that fill a week, handled reliably so your team can stay on the work itself.
03See what moved, when and why, so you can trust the connections and notice problems early.
HOW FLOW COMES TOGETHER
Walk us through your systems, the records they share and where things get typed in twice.
Agree which system leads for each record, what gets automated and where a person reviews.
Build the connections in stages, test them with real records and watch the results together.
Receive the change history, health checks and simple notes on how everything fits together.
TRY THE HANDOVER
Try a sample site-visit request. Two times disagree, so the handover waits for your decision. Every record and connection in this example is fictional.
A site visit is requested for Monday at 09:00.
The existing calendar says 10:00. A person chooses the time that should lead.
The selected time and the reviewer’s decision stay in the change history.
Sample request · Project team
01 / RECEIVE
Receive the sample request to compare its two times.
THE RECORD’S TRAIL
No activity yet. Receive the record to begin.
This example runs on this page. No records are sent to an external system.
Open the full example dashboardFLOW IN THE SHOP
Flow work is shaped around your own systems, so we agree the connections, cost and schedule with you first. Prices are in Canadian dollars, and final scope is confirmed before work begins.
Business workflow automation
Records kept in step between your systems and everyday hand-offs automated, with review steps where they matter.
Scoped Discuss itConnected tools
Forms, tools, databases and notifications connected into working automations, with a map of how it fits and a monitored handover.
Scoped Discuss itFree first step
Not sure where to begin? A written look at your work, with an opportunity map, risks to watch and a suggested first project.
Free In the shopNo. Flow works with the systems you already have. We look at what each one can connect to and recommend changes only where they make the work simpler.
You decide ahead of time which system has the final word for each kind of record. When something still doesn’t line up, Flow flags it for a person to review rather than guessing.
Many HR, payroll, scheduling, accounting and field tools, along with calendars and email, offer a way to connect. Some don’t, or only partly. We check what yours allow early on and tell you plainly what is possible.
Each connection only gets the access it needs, and the setup is designed with Canadian privacy obligations in mind. We don’t give legal advice, so we’re glad to work alongside your own advisers.
It depends on how many systems are involved. We usually begin with the one or two connections that matter most, so useful progress comes early. You will have a realistic schedule before work begins.
ShapedSI works with businesses across Canada, by phone, by video or in person by appointment.
THE SHAPEDSI FAMILY
Each part of ShapedSI looks after a different side of your work. Many projects bring two or three together.
YOUR FIRST CONVERSATION
I’m Andrés, working with businesses across Canada.
Tell me which systems you use and where the work tends to get stuck.
Free 30-minute meeting · Phone, video or in person by appointment