Process mapping
We watch how each task is really done, step by step, and count the hours it takes.
Home / Strategy / Digital transformation consulting
Digital transformation · Processes, CRM and automation · USA and Canada
Digital transformation consulting for small and mid-size companies
PromotEdge International offers digital transformation consulting for small and mid-size businesses in the USA, Canada and other markets. We map how work really gets done, decide what to move onto software first, and then build it: CRM workflows, HR and HRMS processes, marketing automation and AI. Our delivery team is in India.
One process at a time moved onto software that saves real hours, with a person in charge where it matters.
In short
We help growing companies replace manual, repeated work with software they already own or can adopt, starting with the process that costs the most hours. It is a step-by-step plan, not a big-bang project.
Digital transformation consulting services
Start with one area, and widen it once the first change pays back.
A plan in order
Which processes to change first, which tools to keep, and what each change should save, in hours or errors.
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CRM workflows
Leads, follow-ups and handovers set up in your CRM, so nothing depends on someone remembering.
HR and HRMS workflows
Onboarding, approvals and records moved out of email and spreadsheets.
Marketing automation
Follow-ups, nurture emails and lead routing that run on their own.
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AI automation and agents
AI for the parts of a task that need reading or judgment, with a person checking the output where a mistake would cost you.
Training and handover
A simple guide for your team, and a review on a schedule as your tools and processes change.
Most automation connects the tools you already have, such as your CRM, HR system, email and spreadsheets. We say plainly if a tool is the real problem.
Brands we have worked with
- Fine Organics
- Weichai
- Novozymes
- Dozco
- SANY
- Prezent
- Honest AI
- SCENNE
- Sara International
- Vega MPS
- Desi Machine Pvt. Ltd.
Work delivered from India. Results are shared one to one, under NDA.
- Since 2015
- Round the clock, as per your location
- 4 pillars
- We travel to our clients every 3 to 4 months
Talk to us
Tell us what you need
We use these details only to reply to you.
Rather talk now?
How we work
- 01
Tell us the goal
A rough note through the form on what you sell and what needs to change.
- 02
We study your market
How people find you today, where inquiries get lost, then a call in your working day.
- 03
A written plan
The work, who does it and how it is measured. Nothing starts until you approve it.
- 04
The work starts
Our team in India does the work, with calls set in your working hours.
- 05
Reports and visits
Every number we report shows its source and date range, and we travel to our clients every 3 to 4 months.
Industries we serve
- ConstructionMarketing for construction
- ManufacturersMarketing for manufacturers
- SaaS and techMarketing for saas and tech
- Real estateMarketing for real estate
- StartupsMarketing for startups
- Professional servicesMarketing for professional services
- HealthcareMarketing for healthcare
- Car dealershipsMarketing for car dealerships
- LandscapingMarketing for landscaping
- Engineering firmsMarketing for engineering firms
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- Hotels and tourismMarketing for hotels and tourism
- LogisticsMarketing for logistics
- EducationMarketing for education
- FinanceMarketing for finance
- ChemicalsMarketing for chemicals
- Life sciencesMarketing for life sciences
- MiningMarketing for mining
- Building productsMarketing for building products
Common challenges
Signs your company is ready for this work
Typical situations, not results from a named client.
The same data typed twice
Orders, leads or staff details copied from one system to another by hand.
Work that waits for one person
Approvals or follow-ups stall whenever a key person is away.
Spreadsheets running the business
Critical processes live in files that only one person understands.
Tools bought but not used
A CRM or HR system that the team works around instead of in.
Growth adds headcount, not output
Every new customer means more admin hours.
How we work
How digital transformation consulting runs
- 01
Map the processes
We see how the work is really done, and count the hours and errors.
- 02
Pick the first target
The process with the clearest return, and what success means in hours or errors.
- 03
Build a pilot
A working version runs on real data, in your tools, with a person approving each output at first.
- 04
Roll out
Once the numbers hold, the checks loosen where it is safe, and your team gets a simple guide.
- 05
Next process
We review the first change on a schedule and move to the next process on the plan.
Our beliefChange one process at a time, and prove it saved hours before the next.
What digital transformation consulting means for a smaller company
For a large enterprise, digital transformation can mean years of programmes. For a small or mid-size company, it usually means a few processes that waste hours every week, moved onto software one at a time.
Cost
What digital transformation consulting costs
There is no public price list, because the cost follows the job.
What affects the cost
- How many processes the plan covers
- How many systems they connect to
- How closely a person must check the output
- Whether we build the changes as well as plan them
How we price
Software and AI service fees are separate, and we estimate them before you commit. You see the scope and the fee in writing before work starts.
Questions buyers ask us
Mapping how your work gets done, a plan for which processes to change first, and the build itself: CRM and HR workflows, marketing automation and AI automation. You can take the plan alone, or the plan and the build.
No. Our work suits small and mid-size companies that lose hours to manual, repeated tasks. Large enterprise programmes are a different kind of project.
Usually not. Most automation connects the tools you already have. We say plainly if a tool is the real problem.
Against what we agreed before the pilot, in hours saved or errors avoided. The checks loosen only once those numbers hold.
Yes. The work happens in your tools, over the internet, and the people who know the process are yours, so we work closely with them. We travel to our clients every 3 to 4 months.
Our website coding team, led by Avijit Bhattacherjee on front end and back end, builds automations, with Raju Barui, a backend developer, and Rima Shaw, Senior Account Manager, as your day-to-day contact. They use licensed tools and software.
Tell us what is not working
A real person reads every message and replies.
Guides on this topic
- Guides
Digital transformation examples in manufacturing, and what a mid-sized maker can copy
Digital transformation is an easy phrase and a hard project. The clearest way to understand it is to look at manufacturers that have published what they did and what changed. This guide uses three public examples described from the companies' own press releases, Siemens, BMW and Schneider Electric, draws out the pattern they share, and shows what a mid-sized manufacturer in the USA or Canada can copy without their budgets. None of these companies is a client of ours and none of this is our work; the examples are theirs.
- Guides
Digital transformation roadmap for a mid-size company
Mid-size companies rarely lack ideas for technology: a new CRM, automation, AI, a data warehouse, a customer portal. What they lack is an order to do them in, so projects compete for the same people and stall. A roadmap fixes the order, ties each project to a business result, and spaces the change so the business can absorb it. This guide sets out how to build one for a company of a few dozen to a few hundred people. It is part of our strategy work series.
All our services
Four kinds of work. One plan.
Strategy
- Brand strategyKnow what you stand for
- Marketing strategy consultingA plan before you spend
- Digital transformation consultingProcesses that run on software
- AI consultingWhere AI pays off for you
- CTO as a serviceTechnical leadership, part-time
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- India go-to-marketFor companies outside India
Technology
- AI automationHours back for your team
- AI agentsSoftware that does the task
- AI chatbotsAnswers day and night
- Outsource web developmentYour code, our team
- Hire developersEvery role, by the month or the hour
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- Staff augmentationExtra developers for your team
- Web app developmentSoftware your team uses daily
- Mobile app developmentApps for iPhone and Android
- CRM implementationOne record of every customer
- AnalyticsNumbers you can trust
- SaaS developmentYour product, built and run
- API integrationYour systems talking to each other
- MVP developmentA first version you can sell
- Software testingBugs found before your users do
- DevOpsReleases that ship without drama
- Software maintenanceUpdates, fixes and support
- Application modernizationOld systems made current
- Power BI consultingDashboards your team reads
- AI integrationAI inside the tools you use
- Custom CRM developmentA CRM built around your sales
Marketing
- SEO servicesGet found by buyers
- Local SEOCalls from nearby customers
- AI SEOShow up in AI answers
- Technical SEOA site search engines can read
- Content marketingArticles that bring in buyers
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- Paid socialAds where your buyers scroll
- LinkedIn adsReach decision makers
- Email marketingEmails that bring buyers back
- Conversion rate optimizationMore inquiries from the same visits
- Ecommerce marketingMore orders for your store
- Influencer marketingCreators your buyers follow
- Lead generationQualified inquiries, not just clicks
- App store optimizationGet your app found and installed
- Social media optimizationSocial that supports sales
- Amazon adsProfit on Amazon, not just sales
- White label for agenciesDelivery behind your agency
Designing
- Website designSites that bring in leads
- WordPress websitesSites your team can edit
- Shopify developmentStores that sell across borders
- Ecommerce website designCustom stores beyond Shopify
- Brand identityLogo, colors and voice that match
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- UI and UX designScreens people find easy
- Landing page designOne page, one action
- Website maintenanceUpdates, fixes and backups
- Website redesignA new site without losing rankings
- Creative designCampaigns, motion and collateral
- White label web developmentBuilds under your agency's name