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Automation & AI Services

Technology should do more than function. It should accelerate your business. Verve’s Automation & AI Services help you move beyond firefighting and into a new phase of productivity. Whether you’re just starting to explore automation or ready to build AI into your workflows, we help you cut costs, reduce repetitive work, and gain visibility into what your tech is actually doing for you.

Want to stop wasting time on tasks that should be automated?
Ask About Automation Strategy

What We Deliver

Our approach blends automation strategy, hands-on implementation, and emerging AI tools into a clear path forward for SMBs.

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Process Optimization & Workflow Automation

We map your business workflows, identify bottlenecks, and automate repetitive tasks using Microsoft 365 tools, RPA, and low-code solutions.

  • M365 Power Automate flows
  • Approvals, ticket routing, data entry reduction
  • Digital document workflows + form automation
  • Internal SOP → digital process design

One nonprofit partner eliminated three manual approval steps across five teams, cutting processing time from 3 days to 1 hour, with zero new software required.

AI Integration & Readiness

You don’t need to be an AI company to benefit from AI. We help you understand where AI fits, what’s real (and what’s hype), and how to get started with low-risk, high-impact tools.

  • AI readiness assessments
  • Pilot programs (AI chatbots, workflow agents)
  • Use case design + AI governance planning
  • Licensing + implementation of approved tools (M365 Copilot, ChatGPT for business)

For a growing CPA firm, we designed a chatbot that deflected 40% of common client inquiries, without compromising security or professionalism

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Business Intelligence & Analytics

Automation means nothing if you can’t see the results. We help firms surface the insights buried in their tools, tickets, and platforms.

  • ROI tracking dashboards
  • IT cost visibility + budget benchmarking
  • Workflow audit logs + success metrics
  • License utilization reviews
Let’s automate what’s slowing you down.

Start with Strategy. Scale with Confidence.

Whether you’re ready to deploy AI or just tired of manual workarounds, Verve gives you the tools and guidance to move forward with confidence and clarity.

You’re not paying people to push buttons, but many businesses end up doing exactly that. Verve’s Automation & AI strategy helps SMBs:

  • Reduce cost-of-goods sold (COGs)
  • Eliminate tedious, error-prone manual work
  • Accelerate team productivity
  • Make data-driven decisions in real time
  • Position for long-term scalability and transformation

We work with growing SMBs across legal, nonprofit, construction, healthcare, and professional services, especially those who:

  • Are hitting capacity without increasing headcount
  • Feel buried in duplicate tools and disjointed processes
  • Need better visibility into operational efficiency
  • Want to compete with larger firms through smarter systems

  1. Discovery
    We start by understanding your operations and identifying friction points.

  2. Roadmapping
    Together, we prioritize quick wins and long-term automation goals.

  3. Pilot & Build
    We test, iterate, and scale with your team, not to them.

  4. Measure & Evolve
    We report ROI, optimize workflows, and expand where it matters most.
  • Why It Matters

    You’re not paying people to push buttons, but many businesses end up doing exactly that. Verve’s Automation & AI strategy helps SMBs:

    • Reduce cost-of-goods sold (COGs)
    • Eliminate tedious, error-prone manual work
    • Accelerate team productivity
    • Make data-driven decisions in real time
    • Position for long-term scalability and transformation
  • Who It’s For

    We work with growing SMBs across legal, nonprofit, construction, healthcare, and professional services, especially those who:

    • Are hitting capacity without increasing headcount
    • Feel buried in duplicate tools and disjointed processes
    • Need better visibility into operational efficiency
    • Want to compete with larger firms through smarter systems
  • How It Works
    1. Discovery
      We start by understanding your operations and identifying friction points.

    2. Roadmapping
      Together, we prioritize quick wins and long-term automation goals.

    3. Pilot & Build
      We test, iterate, and scale with your team, not to them.

    4. Measure & Evolve
      We report ROI, optimize workflows, and expand where it matters most.

Testimonials

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So we've been working with Verve for about 6 years, and we've stayed again because they deliver on the services that they promise. They're very easy to communicate with.
They have a great team, very knowledgeable.
Having a partner like Verve really allows us again to focus on what we need to focus on and not try to figure out what our IT needs are. They're handling that from start to finish with their managed services.

Shawnna Weber

CFO, Stockton Hematology & Oncology
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Having a company like Verve help us to be successful, to make sure our internet's not down, to keep our communication across 5 offices, is very crucial to the success of our own practice. And so we are thankful for a company like Verve.

Ashley Mussi

Administrator, Stockton Hematology & Oncology
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I think it's important and critical to have an IT partner who is proactive, so that you are not frustrated every step of the way, that you're not having to just, you know, avoid the minefields out there.

Joelle Gomez

CEO, Children's Home of Stockton
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They're always looking to the future because they're partnering with us to help us be able to meet the goals that we have and you know and of course they're never trying to oversell us, if it's something that's not within our budget, but we can do this right now and you know, it's just they're always looking for what we need, helping us to see what we don't know that's out there, because there are things that are out there that can make us or allow us to do our jobs better, but if they didn't tell me we wouldn't know, so they tell me and we plan it out so that we could get to that place where we're using whatever these new products are.

Sheila Wiley

Administrator, Herum | Crabtree | Suntag

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