Our capabilities

Better systems.
More useful work.

Three connected capabilities, shaped around a specific business problem. Start with the workflow you want to improve; choose the tools after the need is clear.

Automation connects repeatable steps. Custom software gives people a better place to do the work. Business intelligence helps them see what needs attention. A project may combine these capabilities, but the first priority is the point where work gets delayed, duplicated, or difficult to judge.

Describe your project

01 / Capability

AI & automation

Connect your tools, reduce repeated steps, and use AI where it helps the people doing the work.

A useful starting point: A recurring workflow crosses several tools, depends on copying information, or stalls while someone checks what should happen next.

Explore ai & automation

02 / Capability

Custom software

Give a specific business problem a focused application, a clearer interface, or a better connection between systems.

A useful starting point: People rely on a fragile spreadsheet, repeat the same work in several systems, or struggle to follow a process that existing software does not support well.

Explore custom software

03 / Capability

Business intelligence

Bring scattered information into reporting that answers real questions and makes the next action easier to see.

A useful starting point: Recurring reports take too much manual effort, teams disagree about the numbers, or important decisions depend on information spread across several sources.

Explore business intelligence

Choose a starting point

You can describe the problem before choosing a service.

Tell us what starts the work, where it gets stuck, and what your team does to get it moving again. Those details help identify the capability worth exploring first.

How we work together

A clear way to begin.
Room to learn.

Capabilities describe the kind of work. An audit, a pilot, and optional care describe how an engagement is structured. You do not need to commit to all three.

  1. Workflow audit

    Understand the work

    Map one process, establish a starting point, and identify where a practical change could help. Leave with priorities and a recommended next step.

    Possible takeaways: A process map, the main points of friction, a starting measure, and a recommendation for what to explore first.

    Implementation is a separate decision. An audit can also identify a simpler process change or an existing tool worth considering.

  2. Scoped pilot

    Build a useful first version

    Agree on the outcome, boundaries, and acceptance criteria. Build one useful workflow, review it together, and document how to run it.

    Possible takeaways: One agreed path from start to finish, representative review examples, and the operating notes specified in the proposal.

    Additional workflows, sources, roles, or features need a scope review. A pilot is a way to learn before committing to a broader rollout.

  3. Optional ongoing care

    Keep it useful

    Where support is needed, define responsibilities, review routines, and a limited allowance for changes. Decide on care based on the work delivered.

    Possible takeaways: A written agreement covering the systems supported, included maintenance, contact process, and any allowance for small changes.

    Support hours, response expectations, exclusions, and escalation are agreed individually. Ongoing care is optional and does not imply unlimited changes.

See the approach from discovery to handover

Pricing with context

Understand the commitment before making it.

The right budget follows a clear problem and a defined scope. A project discussion should make implementation, running costs, and future decisions visible.

Define what the estimate covers

The workflow, tools, data condition, review requirements, and handover all affect the effort. Agree on deliverables, exclusions, dependencies, and payment milestones in the proposal. Where a material unknown remains, scope a discovery step first.

To judge the investment, bring a picture of the current effort: how often the task happens, who spends time on it, and what a delay or correction means. Include the effort of reviewing and operating the proposed solution in that comparison.

Separate build and running costs

Hosting, software subscriptions, viewer licenses, and usage-based services can continue after a project ends. Identify likely provider charges, the account owner, and how usage changes would be approved alongside the implementation estimate.

Make changes a conscious decision

New ideas often emerge during a demonstration. Record the request, assess its effect on effort and timing, and agree whether it replaces existing work, adds to the scope, or waits for a later phase before proceeding.

Choose support deliberately

Decide who will operate the result and what help they need. Maintenance, monitoring, training, and enhancements should each have a defined place in the agreement. A completed pilot does not automatically start a support subscription.

Working with your team

Put the right people around the problem.

A useful project needs someone who owns the process, someone who understands the tools and data, and people who can review the result in context. In a small team, those roles may be the same person.

Agree how demonstrations, written feedback, file sharing, and access approvals will work before a build starts. Availability, review dates, and any in-person needs belong in that discussion.

  • Your team explains the business rules, supplies appropriate examples, and approves priorities.
  • Palmetto proposes a focused scope, makes decisions visible, and prepares the agreed work for review.
  • Together, we define acceptance, account ownership, operating responsibilities, and the handover before the project closes.
Explore the review and handover process

A practical starting point

Bring a problem. Start with a useful question.

You do not need a technical specification to begin. Describe the recurring task, the tools involved, and where the work slows down. These guides can help you decide what belongs in the first conversation.

When you are ready, send a project brief. Include a goal and any known constraints; keep passwords and confidential records out of that first message.

Make room for what matters

A better system starts with
one good question.

What is the one workflow you would change first? Give it a name, define a better outcome, and start there.

Start your project brief