Tech Solutions
That Speak Your Business Language
SharedVision is a technology partner for businesses and teams looking to implement AI and automation in a practical, controlled, and scalable way. We combine strategic consulting, process mapping, and hands-on implementation to reduce operational load, improve decision-making, and unlock value from the systems and data you already have. Our approach is not tied to a single tool, we build solutions that fit your workflows and keep improving as your business grows.
AI Implementation for Business
When is it suitable?
- When you have a lot of data, but it's hard to turn it into decisions and actions.
- When you need prediction, classification, behavior analysis, or prioritization.
Benefit: More accurate decision-making, earlier insights, and a measurable competitive edge.
What does it include?
- Business data analysis models and decision-support logic.
- Systems that produce reliable insights (dashboards, scoring, prioritization).
- Forecasting, optimization, and customer behavior analysis integrated into workflows.
Business Process Automation
When is it suitable?
- When the team wastes time on coordination, data entry, and repetitive reporting.
- When there are gaps between systems (CRM, email, accounting, WhatsApp, calendars, etc.).
Benefit: Fewer manual tasks, fewer human errors, and more consistent execution across the business.
What does it include?
- Automation for marketing and sales operations (lead flows, follow-ups, customer journeys).
- Operational workflows (reports, reminders, approvals, internal alerts).
- System integrations to create a single, reliable workflow across tools.
Strategic Technology Consulting
When is it suitable?
- When there are too many tools and “AI promises” and you need clarity and direction.
- When you want the right foundations before building and automating.
Benefit: Better decisions, less wasted budget, and a roadmap you can execute.
What does it include?
- Discovery sessions and process mapping (what happens today vs. what should happen).
- Technology roadmap tailored to goals, constraints, and internal teams.
- Tool selection, implementation planning, and team onboarding.
Business Chatbots
When is it suitable?
- When customers need fast answers and consistent service 24/7.
- When you want lead capture, meeting booking, qualification, and routing to teams.
Benefit: Less load on the team, more inquiries handled, and a consistent customer experience.
What does it include?
- Chatbots for customer support, sales, lead capture, and qualification.
- Integration with existing tools: forms, CRM, email, WhatsApp, calendars, and more.
- Rules and governance: handoff to agents, tagging, summaries, and QA-friendly reporting.
Custom CRM Systems
When is it suitable?
- When lead/customer status is unclear and tasks fall through the cracks.
- When you need a CRM that matches your actual process. Not a generic template.
Benefit: Clear ownership, better tracking, and measurable performance across the pipeline.
What does it include?
- Custom pipeline stages, screens, and fields aligned with your workflow.
- Automation inside the CRM (alerts, reminders, assignments, SLAs).
- Dashboards and reporting built for management, not just storage.
Smart Video Systems
When is it suitable?
- When you have large amounts of video and need to find, reuse, and manage it quickly.
- When you need to turn a single source into multiple formats and outputs efficiently.
Benefit: More output from the same material, time savings, and improved consistency.
What does it include?
- Video content repurposing: cuts, variations, titles, and formats for each platform.
- Editing assistant: clip suggestions, summaries, tagging, and preparation for faster editing.
- Smart video archive: cataloging, search by keywords and content, and team accessibility.
For organizations with large video volumes: dedicated solutions can enable advanced cataloging and search across video assets as part of a scalable organizational infrastructure.
Who are these services for?
SharedVision works with businesses and teams facing complex processes, fragmented systems, or growing volumes of data and looking to implement AI and automation as part of day-to-day operations.
We support service companies, startups, sales and marketing teams, and organizations where execution is still highly manual and critical workflows span multiple tools.
How does the process work?
We work transparently, systematically, and collaboratively.
Discovery & Mapping
We align on goals, map current workflows, identify bottlenecks, and define measurable outcomes.
Build & Integrate
We design and implement the solution, integrate with existing tools, and validate it in real operations.
Implement & Train
We roll out the solution and train your team so adoption is smooth and controlled.
Support & Improve
We provide long-term support, upgrades, and optimization as your business evolves.
Frequently asked questions
Do we need prior AI experience to get started?
No. We guide discovery, define the right scope, and implement gradually, so the solution fits your team and workflows without requiring deep AI expertise.
Can you integrate with our existing systems?
Yes. We typically integrate with CRMs, email platforms, calendars, databases, internal tools, and messaging workflows to create a single reliable process.
How do we start?
We start with a discovery session to map needs and constraints, then propose an implementation plan with clear phases and timelines.
Have a different challenge?
Let's find a smart solution for it.
Whether you know exactly what you need or just feel that "there must be a better solution" we're here to listen.
Talk to a Consultant