Practical AI & Automation for Small & Mid-Sized Businesses

Parallel View Intelligence helps growing businesses use AI and automation to reduce manual work, simplify reporting, and speed up decision-making — without needing a data science team or a huge budget.

Talk About AI Use Cases See Example Automations

AI That Fits How Your Business Actually Works

This service is designed for small and mid-sized organizations that are curious about AI but don't want risky experiments or buzzword projects. You want practical wins you can feel in day-to-day operations.

Typical clients include:

  • Owners and operators who are drowning in repetitive reporting and email tasks
  • Leaders who want better visibility into performance without adding headcount
  • Teams already using tools like Microsoft 365, Google Workspace, Slack, or industry systems

The focus is on simple, safe automations that plug into your existing tools and workflows — not rebuilding everything from scratch.

AI Workflows
Reporting Automation
Email & Notification Flows
Document Processing
LLM Integrations
Cloud & API Connectors
SMB-Friendly Design
Security-Aware Setup

What AI & Automation Support Includes

Start small, prove value quickly, and grow from there.

AI Use Case Discovery

Identify where AI and automation will actually help, not just add noise.

  • Short discovery sessions with key stakeholders
  • Prioritized list of high-value use cases
  • Effort vs. impact matrix and recommendations

Workflow & Tool Design

Choose the right tools and design simple, robust workflows.

  • Evaluation of existing tools (Microsoft, Google, CRM, ticketing)
  • Recommendations for AI and automation platforms
  • Security, access, and data-handling considerations

Implementation & Integration

Hands-on help to get your first automations into production.

  • Build and configure automations and integrations
  • Connect to APIs, spreadsheets, and operational systems
  • Testing, rollout, and documentation

Monitoring & Iteration

Make sure automations stay accurate, useful, and maintainable.

  • Health checks and simple monitoring approaches
  • Adjustments as your processes change
  • Guidance on when to expand or retire automations

Example AI & Automation Use Cases

Concrete ways small and mid-sized businesses can use AI today.

Reporting & Decision Support

  • Auto-generate weekly KPI summaries from your source systems
  • Send owner/manager email digests with key trends and alerts
  • Turn raw data exports into clean tables or dashboards

Customer & Internal Communication

Draft and summarize customer emails, support tickets, and internal updates while keeping a human in the loop.

Document & Contract Processing

Extract key fields, flag unusual terms, or route documents to the right person automatically.

Operations & Task Automation

Trigger tasks based on events (new order, new customer, form submission) and keep systems in sync.

Industry-Specific Workflows

Restaurant, services, and local business workflows built on top of your existing tools and data.

How an AI & Automation Engagement Works

  1. Discovery (1–2 sessions): Understand your business, systems, and manual pain points.
  2. Prioritized roadmap: A simple, realistic plan for first automations and quick wins.
  3. Implementation: Build, test, and roll out automations with your team involved.
  4. Review & handoff: Documentation, training, and clear next steps.

Engagements can be one-time projects or ongoing fractional support. The goal is always the same: less manual work, better visibility, and faster decisions.

Talk About AI & Automation for Your Business

Even a short conversation can usually surface a few promising use cases.

Email

info@parallelview.ai

Location

Louisville, CO

Serving clients remotely across the U.S., with local on-site support available for businesses in Boulder County and the greater Denver area.

Use Main Contact Form