Privacy Policy

Personally Identifiable Information (PII):

The personal information we collect may include your name, email address, phone number, and any other information you choose to provide in the message fields of our contact forms.

Business Process Data (Audit Engagements):

During the course of providing our Automation Strategy Audit service, we may collect and analyze information about business operations, including:

• Workflow documentation and process maps describing how tasks are currently performed
• Time-tracking data for manual tasks and repetitive processes
• Software and tool usage information, including current technology stack
• Employee role descriptions and organizational structure relevant to workflows
• Financial data related to operational costs (only where voluntarily provided)
• System access credentials (with appropriate security controls and time-limited access)

This information is collected solely for the purpose of delivering the diagnostic audit and identifying automation opportunities. It is not shared with third parties except as described in Section 4, and is securely deleted within 90 days of audit completion. We provide audit services only and do not retain data for implementation purposes.

Usage Data:

We may automatically collect information when you access and use our website. This information does not reveal your specific identity but may include device and usage information, such as your IP address, browser and device characteristics, operating system, referring URLs, country, location, and other technical information.

To Respond to Inquiries:

To respond to your questions and requests submitted through our contact forms.

To Deliver Audit Services:

To analyze business processes and workflows to deliver comprehensive automation strategy audits with ROI projections and implementation roadmaps.

To Support Our Partner Network:

To communicate with partners about referrals, facilitate commission payments, and provide program updates to our B2B partner network.

To Provide and Improve Our Services:

To analyze usage data to understand how our website is being used and how we can improve the user experience.

For Marketing and Promotional Communications:

We may use personal information to send information about our services to prospective partners and clients, but only where this is in line with marketing preferences. You may opt out of marketing emails at any time.

Third-Party Service Providers:

We may share your data with third-party vendors, service providers, or agents who perform services for us or on our behalf. This includes our use of Google Forms for certain contact methods, whose use of your information is governed by their own privacy policy.

Audit Delivery Tools:

We may use cloud-based productivity tools such as Google Workspace, Microsoft 365, or similar platforms to create and deliver audit documentation. Business process data may be temporarily stored in these systems during the audit process under appropriate security controls (encryption at rest and in transit, multi-factor authentication, least-privilege access). This data is deleted from our systems and cloud storage within 90 days of audit completion.

Partner Network Information:

If you were referred to us through our B2B partner network, we may share your contact information and audit completion status with your referring partner to facilitate commission payment and maintain the partner-client relationship. We do not share detailed audit findings without your explicit consent. Partners are independent advisors and are responsible for their own data privacy practices.

Legal Requirements:

We may disclose your information where we are legally required to do so in order to comply with applicable law, governmental requests, or legal process.