/ 01
API integrations
Get information where it needs to go without entering it twice.
- Connect CRMs, forms, and business platforms
- Sync records with clear matching rules
- Handle failures, retries, and exceptions
CUSTOM SOFTWARE · CONNECTED SYSTEMS
Your business
has a way of working.
Your software
should fit.
Connect the tools you already use. Cut the repetitive work. Build the missing piece that makes your day run better.
Independent software consulting. Based in Western New York.
THE WORK, CONNECTEDEXAMPLE
START WITH WHAT YOU HAVEA new customer request
From your form, inbox, or spreadsheet
Receive & validate
BUILT AROUND YOUR RULESThe right next step.
Without the copy and paste.
Without the copy and paste.
Route & update
Your CRMCustomer updated
Your teamWork assigned
Less busywork.Fewer disconnected tools.More room to do your work.
01 / WHAT WE BUILD
Close the gaps
between your tools.
You don’t always need a new platform. Sometimes you need your existing systems to work together—and a small, well-built tool for the job they can’t do.
/ 02
Business automation
Turn a repeatable manual process into a dependable workflow.
- Route requests and approval steps
- Prepare recurring reports and exports
- Send reminders and surface missing information
/ 03
Custom software
Build a focused application around the way your team actually works.
- Internal dashboards and admin tools
- Intake, tracking, and scheduling tools
- Practical replacements for unwieldy spreadsheets
02 / IN PRACTICE
Small changes.
A better working day.
A few examples of the kinds of problems we can tackle. These are illustrative projects, not client case studies.
01From inquiry
From inquiry
to assigned work.
THE FRICTION
A new inquiry lands in an inbox. Someone copies it into the CRM, checks the details, and messages the team.
A BETTER FLOW
Capture the request once, check required information, create the record, and route it to the right person.
02Reporting without
Reporting without
the spreadsheet shuffle.
THE FRICTION
Your weekly report means downloading several files, cleaning columns, and reconciling the same records.
A BETTER FLOW
Pull the data on a schedule, apply consistent rules, and produce a report with exceptions flagged for review.
03One place to see
One place to see
what needs attention.
THE FRICTION
Job status lives in spreadsheets and conversations. Finding what’s stuck means asking around.
A BETTER FLOW
Give the team a focused view of active work, missing information, and the next action for each item.
03 / HOW WE WORK
Understand it.
Build it. Make it useful.
Start with one clear problem and a scope everyone understands. Keep the work visible from the first conversation through handoff.
Walk through the work
Show us what happens today: the tools, the handoffs, and the parts that take too much effort.
Define a useful result
Agree on the scope, price, milestones, and how we’ll know the solution works before development starts.
Build and test together
Review working progress. Test against agreed examples and handle the edge cases that matter to your operation.
Put it to work
Plan the launch, document the setup, and hand over the code and access agreed in the project scope.
A PRACTICAL PARTNER
Talk to the person
building your solution.
Fitted Workflow is an independent consultancy led by Bob Anastasia. The focus is straightforward: understand the operation, build what’s needed, and leave you with something you can use.
Projects are scheduled around evening and weekend availability. Meeting times, delivery windows, and any ongoing support are agreed up front.
Based in Niagara County, New York · Working remotely
LET’S START WITH THE PROBLEM
What are you tired
of doing manually?
You don’t need a technical specification. Tell us which tools you use, where the work gets stuck, and what a better day would look like.
Start a conversation [email protected]