Christine Boucher seeks to streamline and automate her business operations by integrating and optimizing various software tools. The goal is to create a cohesive system that minimizes manual intervention and maximizes efficiency, using as few software platforms as possible. This project will focus on evaluating the current use of tools such as Airtable, Make.com, QBO, Google Workspace, Calendly, and Clickup, among others. The team will identify redundancies and opportunities for automation, ensuring that all business processes are seamlessly connected. The challenge is to maintain or improve current functionality while reducing the number of software applications in use. This project provides learners with an opportunity to apply their knowledge of business process analysis, software integration, and automation.

The deliverables for this project include a comprehensive report detailing the current software usage and proposed automation solutions. The team will provide a step-by-step implementation plan for integrating and automating the selected tools. Additionally, a presentation summarizing the findings and recommendations will be delivered to Christine Boucher. The final deliverables will ensure that the business processes are streamlined and efficient, with minimal reliance on multiple software platforms.