Owner-led execution
You work directly with the person who designs and builds the system. You skip the sales handoff and the “project manager telephone game.” You make decisions faster, and what ships matches how your business actually runs.
Calgary internal software tools for service businesses
Want to modernize operations without a huge, risky rollout?
We fix one workflow at a time in two week cycles. In week one, you leave with a scoped build plan and a fixed price. We sit with your team, map the work, and pinpoint the breakpoints that drive delays and rework.
In week two, we build the fix as a lightweight internal hub we provide. It connects to the tools you already use and gives you a workflow you can trust, with fewer moving parts and fewer surprises. When you’re ready, we repeat for the next workflow. You keep building operational gravity without a big rollout.
"We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined." ~ Cookies By George ★★★★★
- ✓ Relief and breathing room
- ✓ Clarity and control
- ✓ A system your team actually trusts
Most growing teams do not have a tool problem. They have a clarity problem.
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No visibility
If you cannot see what’s happening without asking around, the owner becomes the dashboard and decisions get delayed.
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Organizational amnesia
When key process knowledge lives in a few heads, details disappear under pressure. That creates rework, mistakes, and slower execution.
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Competitive gap
While you are coordinating with spreadsheets, memory, and follow-up, a competitor fixes one bottleneck and compounds speed and margin every week.
If your operations feel brittle, they are.
When the truth lives in spreadsheets, buggy software, inbox threads, and people’s heads, you become the human glue. Then someone says “just add AI,” and you get more noise instead of clarity.
You’ve seen the traps:
- X Big ERP rollouts that take months and still don’t get used
- X A pile of AI tools that creates more output, not more certainty
- X Sales pressure, vague ROI, and decisions made on hope
- X Custom builds that grow out of control, then ship and still don’t fit how work actually happens
We’ve built real systems for over 20 years. The hard part isn’t code. The hard part is turning messy human work into clear rules without breaking the business.
So we fix one workflow at a time in two week cycles.
Week one
We sit with your team, map the work, find the breakpoints, and leave you with a scoped plan and a fixed price.
Week two
We build a lightweight internal hub that connects to the tools you already use, with permissions, a clear record of changes, and a plan for what happens when something goes wrong.
If you want to stop holding operations together with spreadsheets, start with your most painful workflow.
Benefits
What You Get Working With Us
Certainty before you spend real money
Most projects go sideways because “done” stays fuzzy until it’s expensive to fix. We pin down the workflow, the breakpoints, and the definition of done in week one, then we price it clearly. You either greenlight it with confidence or you walk away with clarity.
A workflow you can trust on your worst week
Busy weeks, staff changes, and messy exceptions break most tools. We build for that reality. We bake in ownership, permissions, and a clear record of what happened so the workflow stays dependable instead of turning into another fragile patch.
The operators behind the wins
We partner with leaders who need results now - not someday. Here’s how they describe shipping ambitious launches without losing control.
RG
Rachel G.
Head of Retail Operations
“Great service, excellent at problem solving, a joy to work with! We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined.”
DE
Derek E.
Product Director, Fintech
“SwiftRoot built the integration layer we needed while we were shipping new features. They handled shifting requirements like pros and kept the entire release on schedule.”
LM
Leslie M.
Executive Director, E-Learning
“We think of SwiftRoot as our embedded IT director. They keep our learning platform humming, launch new ideas, and coach our team through every upgrade.”
DD
Dianne D.
Operations Lead, CCR International
“I am always so impressed with how organized, detail oriented and knowledgeable SwiftRoot is when dealing with clients. It’s been an absolute pleasure working with you guys!”
CD
Cathy D.
Founder, Avery’s Legacy
“Working with SwiftRoot has been an ABSOLUTE pleasure. They understood my vision, found the right tech fit, and stayed relentless about helping our organization succeed.”
You
Maybe You?
Next Success Story
“Your testimonial here. Tell us the change you want to see and we’ll help you land it.”
Sample Intake
Intake speed increased by 50%
Operational Flow
Sample workflows assigned with live status views
Lab Visibility
Real-time status across collection and bench
Lab Information System / Health Care / API
Provincial Medical Lab Platform
We built a custom Laboratory Information System focused on secure workflows, accurate tracking, and faster turnaround across intake and processing.
- Sample Registration: Structured intake with validation to reduce errors at entry.
- Worklist Assignment: End-to-end sample assignment with completion views and automatic routing by workflow rules.
- Auto Range Finder: Techs enter result values and the system auto-maps ranges to the correct assignment path.
- AHS HL7 Integration: HL7 interfaces for secure data exchange with Alberta Health Services.
E-Commerce / Gift Giving / Retail
Cookies By George
We initially underestimated the challenge of selling cookies but ended up delivering an awesome batch:
- Multi-Recipients In Single Order: One order, infinite postal codes. We mix'matching delivery and pick-up. Each rate is calculated independently.
- API Integration: Automatic address lookups, giftcard purchasing, multiple courier integrations, and instant error reporting.
- Store App: Retail stores fulfill orders, manage hours and inventory with an easy-to-use iPad interface.
Orders Coordinated
Nationwide gifting from one cart
Fulfillment Tempo
Retail + e-comm sync in real time
Customer Joy
Handwritten notes triggered automatically
Assessments Launched
Thousands dispatched per facilitator
Revenue Streams
Practitioner credit system built-in
Engagement
Action plans delivered instantly
Platform / Dashboard / Payments
Conflict Is For The Birds
We built a commerce agnostic platform that helps people understand their conflict style and how to use it to their advantage. Practitioners can send and track assessments, and even create their own groups.
- E-Commerce Agnostic: Platform works without being tied to one e-commerce provider.
- Practitioner Control: Can create contacts, groups and even sign-up links their test takers can access through a QR code.
- Credit Management: Practitioners purchase credits directly and spend them to send assessments—no marketplace required.
SwiftRoot
How It Works
A clear path to calmer operations in three straightforward steps.
01
Step 1 Discovery Meeting
Quick fit check.
We align on your biggest friction point and decide the right next step with no pressure.
02
Step 2 Flight Map & Take-Off
One workflow, fully handled.
We map the real workflow, lock clear scope, and build the simplest hub to run it cleanly.
03
Step 3 Calm, Reliable Operations
Hub installed. Team aligned.
Status and ownership stay obvious, so work moves without chaos or constant follow-up.
Advantage
10 reasons clients choose us
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✓
Owner accountability
You get a single responsible builder who owns the outcome end-to-end.
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✓
20+ years
Deep experience building systems from scratch means fewer naive mistakes and fewer re-dos.
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✓
Operator mindset
We design for how work actually happens, not how people wish it happened.
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✓
Clear scope
You know what is included, what is not, and what “done” means before the build starts.
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✓
Transparent pricing
No mystery quotes. Costs tie back to workflows and integrations, not hand-waving.
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✓
Security first
Access control, auditability, and risk mitigation are built in, not bolted on later.
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✓
Adoption focus
If the team will not use it, it does not ship. We design for real behavior, not ideal behavior.
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✓
Tool-agnostic
We keep what works, replace what fails, and connect the stack you already have.
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✓
Pragmatic AI
We test AI constantly, but only deploy it where it is stable, explainable, and safe.
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✓
Calgary local
A nearby partner who understands the local business cadence and is here for the long haul.
Features
How We Make It Real
Six features that make the promise real.
Workflow Shadowing
We capture the real steps, handoffs, and exceptions so you stop building on assumptions.
Bottleneck Diagnosis
We identify the constraint that is leaking time, margin, and sanity, then target it first.
Build-Ready Plan
A clear scope, system design, and fixed price so you can commit with confidence.
Internal Hub Build
A simple internal tool that runs the workflow end-to-end in one place.
Integrations that Stick
Connect email, spreadsheets, CRM, payments, calendars, and databases without duct-tape brittleness.
Permissions and Auditability
Roles, access control, and an audit trail so the system stays trustworthy as you grow.
SwiftRoot
3 Simple Steps
01
Step 1: Discovery Meeting
Quick fit check.
A short call to understand your pain, goals, and whether we are the right fit.
You leave with a clear next step, no pressure.
Learn more
02
Step 2: Flight Map & Take-Off
One workflow, fully handled.
We map how the work actually happens, expose the bottleneck, and lock scope.
Then we build and launch the smallest hub that makes that workflow run cleanly.
Learn more
03
Step 3: Calm, Reliable Operations
Hub installed. Team aligned.
Status is visible, ownership is clear, and copy-paste work is gone.
Your team can breathe, and operations stop feeling chaotic.
Pilot Program Notice
Swiftroot is currently offered as a limited pilot.
That means we’re running this engagement with a small number of teams, keeping the scope tight, and working directly with founders and operators to refine the process and artifacts.
In exchange for early participation and feedback, pilot Swiftroot engagements are offered at a reduced, fixed price.
If at any point it’s clear Swiftroot won’t deliver value for your situation, we’ll say so directly.
This pilot phase is intentional and time-limited.
You still leave with
- Documented reality, not assumptions.
- A build-ready workflow or a clear stop decision.
- Clarity you can act on.
Frequently asked questions
Clarity before you commit
Quick answers to help you decide if Flight Plan is the right next step.
- What happens in the Discovery Meeting?
- How is this different from buying an ERP or adding another AI tool?
- Do we need to replace our current tools?
- How fast do we see progress?
- What if our team does not adopt the new system?
- How do you prevent scope creep and vague outcomes?
- How do you handle security and operational risk?
The operators behind the wins
We partner with leaders who need results now - not someday. Here’s how they describe shipping ambitious launches without losing control.
RG
Rachel G.
Head of Retail Operations
“Great service, excellent at problem solving, a joy to work with! We iterated fast, never lost clarity on priorities, and the finished product outperformed what we imagined.”
DE
Derek E.
Product Director, Fintech
“SwiftRoot built the integration layer we needed while we were shipping new features. They handled shifting requirements like pros and kept the entire release on schedule.”
LM
Leslie M.
Executive Director, E-Learning
“We think of SwiftRoot as our embedded IT director. They keep our learning platform humming, launch new ideas, and coach our team through every upgrade.”
DD
Dianne D.
Operations Lead, CCR International
“I am always so impressed with how organized, detail oriented and knowledgeable SwiftRoot is when dealing with clients. It’s been an absolute pleasure working with you guys!”
CD
Cathy D.
Founder, Avery’s Legacy
“Working with SwiftRoot has been an ABSOLUTE pleasure. They understood my vision, found the right tech fit, and stayed relentless about helping our organization succeed.”
You
Maybe You?
Next Success Story
“Your testimonial here. Tell us the change you want to see and we’ll help you land it.”
Frequently asked questions
Clarity before you commit
Quick answers to help you decide if Flight Plan is the right next step.
- What happens in the Discovery Meeting?
- How is this different from buying an ERP or adding another AI tool?
- Do we need to replace our current tools?
- How fast do we see progress?
- What if our team does not adopt the new system?
- How do you prevent scope creep and vague outcomes?
- How do you handle security and operational risk?
Ready to make your next move with confidence?
The fastest way to lose momentum is building the wrong thing. SwiftRoot helps you choose the right starting point, execute with precision, and keep improving as the business grows.
Start with a free discovery call. Get started with us and we will map the right first workflow.
Client Results & Testimonials
Teams trust SwiftRoot when execution has to work under pressure, not just in demos.