Operational Intelligence & Business Systems
We Solve the Operational Problems Slowing Your Business Down
The manual work, the disconnected tools, and the handoffs that fall through the cracks are costing you time and money. We turn them into systems that run reliably and scale, across customer acquisition, operations, data, and the field.
We start with your workflow, build the system that fits it, and stay until it delivers a result you can measure. AI is part of the solution when it earns its place.
Outcomes we have delivered
Most businesses run on fragments.
Spreadsheets, email, phone calls, forms, and disconnected tools, stitched together by people. We turn those fragments into connected systems. Sometimes AI is part of the solution, sometimes it is not. The workflow always comes first.
Business Systems We Build
Five kinds of system, built around the workflow, with AI where it earns its place.
Customer Acquisition Systems
Turn inbound interest into booked, qualified work.
We build the connective tissue between a first phone call and a closed deal, so leads get answered, scored, and followed up without anyone watching a queue.
Example capabilities
- AI phone receptionists that answer, qualify, and book
- Lead qualification and intake routing
- Appointment scheduling and calendar sync
- CRM automation and record updates
- Sales follow-up workflows
- Website chat assistants
Business outcomes
- More qualified leads reaching sales
- Faster response on inbound inquiries
- Fewer missed opportunities after hours
- Higher conversion to booked work
Operational Intelligence Systems
Turn scheduling and resource decisions into software.
When the planning problem has too many moving constraints for a spreadsheet, we build an engine that solves it and explains the answer.
Example capabilities
- Constraint-based scheduling optimization
- Workforce and capacity planning
- Route planning and resource allocation
- Permit-aware and regulatory-aware scheduling
- Forecasting and decision support
Business outcomes
- Better crew and asset utilization
- Lower operating costs
- Planning in seconds, not days
- Visibility into every decision
Data & Intelligence Platforms
Turn raw records into sales intelligence.
We index public and proprietary data, enrich it, and turn it into something you can target, sell, or sell from.
Example capabilities
- Permit and contractor intelligence
- Lead intelligence, scraping, and enrichment
- Market intelligence and segmentation
- Predictive analytics and reporting
Business outcomes
- Sharper sales targeting
- Clear market visibility
- Faster decisions from structured data
- A data asset you can monetize
Workflow Automation Systems
Turn manual handoffs into connected systems.
We wire the tools you already run into one flow, so data moves once and stays clean across every platform.
Example capabilities
- Salesforce, Airtable, SharePoint, Forms On Fire
- Microsoft 365 and Google Workspace
- Stripe and Twilio
- n8n orchestration and custom APIs
Business outcomes
- Less administrative work
- Cleaner data, fewer re-keying errors
- Fewer manual handoffs
- A consistent process every run
Custom Software Platforms
Turn spreadsheets and workarounds into software that fits.
When off-the-shelf tools do not match how you operate, we build the portal, directory, or dashboard that does.
Example capabilities
- Customer and workflow portals
- Contractor directories and SaaS apps
- Internal systems and operational dashboards
- Business intelligence applications
Business outcomes
- Software built around your business
- Capabilities off-the-shelf cannot match
- Operations that scale without headcount
- One system your team actually uses
Connected Systems
We build complete business systems, not isolated tools.
A single automation saves an hour. A connected system runs the whole operation. Each step below feeds the next, so data moves from first contact to final report without anyone retyping it.
From phone call to closed deal
From permit data to qualified pipeline
From field form to management report
Systems We've Built
Real systems, running in production.
Each one solves a specific operational problem for a real business. Every link below goes to a system running today.
100%
constraint compliance
Scheduling Optimization Engine
A custom constraint-scheduling engine for city-scale utility infrastructure work. It models block adjacency as a graph and assigns crews under six interacting constraints, from regulatory zones and permit lead times to spatial separation and crew specialization, optimizing revenue across a multi-year timeline. Built from scratch in Python on AWS Lambda.
- Compliance100%
- Efficiency96%+
- Decisionssub-second
- Scale1000s of sites
- StackPython + NetworkX
- RuntimeAWS Lambda
Read the write-up on LinkedIn
167K+ permits
92 MA cities · 11 counties
Permit Intelligence Platform
We index permit filings scattered across 92 Massachusetts municipal portals into one searchable sales feed, delivered as daily alerts or pay-per-record CSV with Stripe checkout. Turn public permit data into a qualified pipeline of contractors and projects.
- Coverage92 cities, 11 counties
- Indexed167K+ permits
- Niches20 trades
- Deliveryalerts + CSV
Live at permits.llc
Field to Flow
Mobile field capture with required-field validation, geo-stamped photos, and voice-to-text, even offline. Field submissions flow into clean billable data with automatic exception routing. Turn field work into office-ready reports without re-keying a thing.
- Data entry68% less time
- Cash collection11 days faster
- Capture90s vs 20 min
- Offlinesyncs on reconnect
Live at field2flow.geninfos.com
MA-P.A.C.E.
A homeowner uploads an HVAC quote as a photo, PDF, or spreadsheet. AI reads it, checks it against Massachusetts market pricing and Mass Save incentives, and returns a fair-price verdict in minutes. Homeowner education and lead generation from one workflow.
- Readsphotos, PDFs, sheets
- Checksmarket + Mass Save
- Outputfair-price verdict
- Turnaroundminutes
Live at mapace.org
Lead Intelligence Platform
A sourcing and enrichment engine that compiles target lists automatically. For each business it captures name, phone, website, and email, then exports a clean dataset to CSV or Excel. Turn manual list-building into a repeatable export.
- Capturesname, phone, web, email
- ExportCSV + Excel
- Enrichmentbuilt in
- Runslocally, no cloud
Live at leads.geninfos.com
How We Work
From workflow to working system, in five steps.
We start with how your business actually runs, not with a tool we want to sell you.
Understand the Workflow
We map how work actually moves through your business: the forms, emails, calls, spreadsheets, people, documents, and software a job touches from start to finish.
This is the part no AI can do for you. It takes knowing how your business and your people actually work, and it is where every working system starts.
Design the System
We find the bottlenecks, the manual handoffs, and the integration points, then turn them into clear requirements before anyone writes code.
Build the Platform
We build the applications, workflows, automations, and infrastructure the system runs on, sized to the problem in front of you.
Connect Everything
We connect it to the tools you already use: websites, CRMs, phone systems, forms, payments, databases, and reporting. Data moves on its own instead of by copy and paste.
Measure Outcomes
We track the result in business terms: hours saved, errors reduced, and time to respond. The outcome matters more than the technology behind it.
Why General Informatics
Most shops build the website. We build the system underneath it.
A typical agency:
- Builds you a website
- Builds you a chatbot
- Creates a demo that looks good
- Optimizes for the technology
- Leaves your workflow exactly as it was
GENERAL INFORMATICS:
- Builds business systems
- Solves the operational problem
- Integrates the real workflow
- Works with the messy data you actually have
- Automates the handoffs between people and tools
- Improves the decisions the business makes every day
- Delivers outcomes you can measure
AI is part of some of these systems and none of others. The workflow decides, not the trend.
Industries We Help
Built for operations that run on field work, follow-up, and paperwork.
We work with companies where the bottleneck is moving information between people, tools, and the field. If that sounds like your operation, we have built for it.
Trades and contractors
- Home service companies
- HVAC contractors
- Roofing contractors
- Siding contractors
- Window and door companies
- Construction companies
- Utility contractors
Field and operations
- Field service organizations
- Operations teams
Services and growth
- Professional service firms
- Growing SMBs
Tell us what you are dealing with.
Not sure what is slowing you down? That is what we are here to help you figure out, and to fix.
Estimated Monthly Cost
$10,825
Estimated Annual Cost
$130,000
If this number is painful, the workflow is worth mapping.