Services
01.
Financial and Accounting Administration
- Intelligent Accounting: recording, reconciliations, automated reports.
- Accounts Receivable and Invoicing: CFDI/invoice issuance, preventive collections, bank reconciliation.
- Accounts Payable and Treasury: payment management, cash flow, supplier control.
- Payroll: automated calculation, payment disbursement, tax compliance.
- Taxes and Tax Compliance: declarations, audits, SAT/IRS compliance.
- Budget Management and Forecasting: projections, scenarios, deviation alerts.
02.
Human Resources and Talent
- Smart Recruitment: AI screening, automated interviews, success prediction.
- Onboarding: digital induction, training, legal documentation.
- Operational Personnel Management: incidents, turnover, replacements.
- Training and E-Learning: career plans, virtual courses, compliance training.
- Performance Evaluation: KPIs, automated feedback, dashboards.
- Workplace Climate and Surveys: satisfaction, engagement, early alerts.
- Labor Compliance: contracts, Mexico regulations (IMSS/INFONAVIT), USA (IRS, DOL).
03.
Operations and Administrative Processes
- Operational Supervision: digital rounds, checklists, photographic reports.
- Internal Control: policies, risks, compliance matrices.
- Continuous Auditing: remote reviews, alerts, corrective action plans.
- Document Management: digitization, approval workflows, electronic signatures.
- Customer Service: omnichannel help desk, L1/L2 support, satisfaction surveys.
- Purchasing and Procurement: sourcing, purchase orders, supplier management.
- Inventories: physical counts, reconciliation, real-time valuation.
- Facility Management: cleaning, predictive maintenance, digitized security.
04.
Logistics and Fleets
- Fleet Management: unit control, maintenance, fines, fuel tracking.
- Telemetry and GPS: smart routing, mileage control, security.
- Last-Mile Logistics: planning, delivery tracking, marketplace integration.
- Warehouse Management: WMS, smart restocking, space optimization.
- Supply Chain: supplier visibility, import/export compliance.
05.
Sales and Marketing
- Smart CRM: lead management, segmentation, automated campaigns.
- Telesales and Prospecting: calls, WhatsApp, email marketing.
- Digital Marketing: social media, paid campaigns, SEO.
- Design and Branding: visual identity, packaging, presentations.
- Market Analysis: commercial BI, competitive studies.
- Customer Success: client retention, up-selling and cross-selling.
06.
Legal and Compliance
- Legal Operations: contracts, renewals, KYC/AML.
- Compliance: local regulations (SAT, NOMs) and international (OSHA, HIPAA, GDPR).
- Risk Management: risk matrices, insurance, incidents.
- Intellectual Property: trademark registration, patents, licenses.
07.
Technology and Data
- IT Support: help desk, user management, network security.
- Cybersecurity: monitoring, threat detection, SOC2/ISO compliance.
- Low-Code/No-Code Development: internal workflow automation.
- System Integration: ERP, CRM, APIs, RPA.
- Business Intelligence (BI): dashboards, real-time reports.
- Data Management: cleaning, normalization, data governance.
- Cloud and Hosting: migration, administration, automated backups.
08.
Customer Service and User Experience
- Omnichannel Call Center: phone, WhatsApp, email, chatbots.
- Surveys and Feedback: NPS, CSAT, CES.
- Claims Management: fast resolution, traceability.
- Technical Support Level 1 and 2: simple and complex incidents.
- Loyalty Programs: design, implementation, and analysis.
09.
Strategy and Operational Consulting
- Planeación estratégica: OKRs, KPIs, tableros de control.
- Process Optimization: lean, six sigma, automation.
- Project Management: external PMO, tracking, and control.
- Digital Transformation: tech roadmap for SMEs.
- Sustainability and ESG: environmental metrics, impact reports.
