sr-leaf Don’t automate the wrong problem.

We help you choose where to start with automation. We watch how the work is actually done, step-by-step, and design a workflow a developer can build.

Canadian owned, Canadian operated🍁.

SwiftRoot leaf Most teams don’t fail at automation. They just never get clear on where it would actually help.

Preflight

PreFlight gives you a clear outcome.

Here’s What You Walk Away With

A clear place to start

You get a focused understanding of where automation will actually help your business. Not vague ideas. One real path you can evaluate.

A documented picture of how the work really happens

We observe the work as it’s done and capture the real steps, not opinions, not guesses, but evidence of how things actually flow from start to finish.

A workflow you can build from

Based on that evidence, we design a cleaner version of the workflow so there is something a developer, team, or tool can actually use.

A decision you can defend

You leave with a clear outcome, a build-ready plan or a reason not to build yet. This means you save time, money, and effort on the wrong things.

Preflight

How PreFlight Works

We break the PreFlight decision process into three clear stages, usually over 1-2 weeks.

01

Choose

You tell us where you think automation might help. Together we pick the most promising area to investigate first.

02

Capture

We observe and record how that work really happens using real examples and artifacts instead of guesswork. Then we document the exact steps.

03

Decide

You get a clear, build-ready plan or a clear reason not to build yet. This decision is backed by evidence, not opinion or assumptions.

Pilot Program Notice

PreFlight 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 PreFlight engagements are offered at a reduced, fixed price.

If at any point it’s clear PreFlight 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 PreFlight is the right next step.

What exactly is PreFlight?
How long does PreFlight take?
Will I get something I can act on?
Is this just an analysis with no result?
What if we are not ready for automation yet?
Who should lead PreFlight on our team?
How much does it cost?

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.”

Ready to make the right call before you build?

If automation is on the table, the riskiest move is guessing where to start. PreFlight helps you slow down just enough to see what’s really happening, identify what’s worth fixing, and decide with confidence.

Start with a free discovery call. You’ll leave knowing whether PreFlight makes sense for your business and what clarity it will give you.