LeanDNA

• Meet with department leaders to understand current workflows, bottlenecks, and manual effort in order to build and deliver working AI-powered solutions • Automate repetitive data entry in Salesforce, ensuring CRM data stays current and reducing the administrative burden on Sales team • Redesign the QBR creation process to automatically pull, structure, and format data — cutting prep time significantly and reduce administrative burden on Customer Success teams • Identify and implement AI-assisted improvements in finance workflows, such as automating report generation, flagging anomalies, or streamlining month-end processes • Build lightweight, repeatable solutions that teams can own and scale after the engagement ends • Create clear documentation for updated processes— what was built, how it works, and how to maintain it