AI & Automation Consulting · Melbourne & Regional Victoria

Small business automation
& AI adoption for regional Victoria.

Stop doing work a system can do. We help small businesses in Daylesford, Hepburn and across regional Victoria reduce admin, connect disconnected tools, improve workflows and adopt AI in practical, low-fuss ways — without needing to understand the technology themselves.

15+
Years delivering
automation & systems
92%
Process reduction
achieved for clients
$1M$5M
Business growth
supported via systems
2009+
Consulting since —
not a career pivot

Real outcomes. Real businesses.

1hr 5min
Daily file management task automated — 92% time reduction
15–30hrs
Saved per week — reduced contractor and overtime costs
$1M $5M
Business scaling supported through integrated systems
"The team now identifies problems and delivers solutions themselves. That is not a consultant creating dependency — that is a team building capability." — Peter Nguyen
Process Automation Microsoft Power Platform AI Integration Systems Architecture Change Management Team Capability Building Workflow Design Legacy Uplift Process Automation Microsoft Power Platform AI Integration Systems Architecture Change Management Team Capability Building Workflow Design Legacy Uplift
The Problem

Most owners are doing work
their business should be doing

The technology exists. The problem is nobody has ever sat down, understood how your business actually works, and built something that fits.

Trades & Construction

Quoting, scheduling, invoicing — all done manually

Automate the full job lifecycle from quote to invoice. Get hours back every week without changing how your team works.

Professional Services

Client intake, billing, and follow-ups eating the day

Automate intake, reporting, and routine client comms. Stop chasing. Start doing the work you're actually paid for.

Healthcare & Allied Health

Appointments, recalls, referrals — all handled by hand

Automate bookings, recalls, and documentation. More time for patients. Less time on admin a system can handle.

"

Most small business owners are spending 30–40% of their week on admin that a well-designed system could handle automatically.

How It Works

From problem to running system

One person, end to end. No handoffs, no translation layer between strategy and delivery.

01

Diagnose

We start with your workflows, not a product. A 2–3 hour deep-dive to map where the time actually goes.

02

Design

We design the right solution for your business. Tool selection comes after the problem is fully understood.

03

Build

We build it. Every automation runs through a service account the business owns — not us.

04

Train & Hand Over

We stay until it works. Training, documentation, and change support — your team runs it without us.

You're thinking

"I know the week disappears — I just couldn't tell you where."

01

Diagnose

We start with your workflows, not a product. A 2–3 hour deep-dive to map where the time actually goes.

You're thinking

"We've tried software before and it didn't work."

02

Design

That's usually because the tool was chosen before the problem was understood. We design the right solution for your business. Tool selection comes after the problem is fully understood.

You're thinking

"What happens if you disappear — do we lose the lot?"

03

Build

We build it. Every automation runs through a service account the business owns — not us.

You're thinking

"Our team won't adopt it."

04

Train & Hand Over

We stay until it works. Training, documentation, and change support — your team runs it without us.

Services

Four ways to engage

Start where it makes sense. Most clients begin with an Efficiency Audit.

01

Tier 1 · Entry Point

Efficiency Audit

Find Your Hidden Hours

A 2–3 hour deep-dive into how your business operates. Plain-language report with ROI estimates. No obligation beyond this.

$500–$1,500 — or free for retainer clients

02

Tier 2 · Most Popular

Done-For-You Build

We Fix It For You

1–3 automation workflows, built end to end. Includes team training and handover documentation.

$3,000–$15,000

03

Tier 3 · Full Engagement

Full Transformation

End-to-End Overhaul

Full process audit, multi-workflow program, change management and adoption coaching. 8–16 weeks.

$10,000–$40,000+

04

Tier 4 · Ongoing Partner

Fractional Automation Lead

Your Ongoing Tech & Ops Partner

Monthly retainer as your part-time Head of Operations and AI. Continuous improvement as you grow.

$1,500–$5,000/month

See full service details
What We Help With

Pick the problem.
We'll handle the plumbing.

Six ways we help busy, admin-heavy small businesses get hours back every week — each explained in plain English.

Why Advanced Monkey

Most consultants
do one thing.

01

Tech builders who don't understand business

They build what you ask for, not what you need. The tool doesn't fit because the problem was never understood.

02

Strategists who can't build

Good advice, no delivery. You get a report and have to find someone else to implement it.

03

Trainers who teach tools but don't implement

You learn what's possible but still have to build it yourself.

The Difference

We diagnose the problem, design the solution, build it, and train your team to own it. One team. Problem to outcome. No handoffs.

Power Automate Power Apps Copilot Studio SharePoint Dynamics 365 Microsoft Copilot Make n8n REST APIs Power BI Zapier Xero

Tools are chosen after the problem is understood — not before.

Client Work

Real projects. Real outcomes.

Case Study 01 · Education-Adjacent Organisation

National Licensing & Builder Platform

92%
Process time reduction
15–30hrs
Saved per week
$100k
Engagement value
Zero
Data loss risk

What was delivered

  • File management automated: 1 hour → 5 minutes daily
  • Completed CRM–SharePoint integration a previous vendor couldn't finish
  • Automatic document backup — data loss risk eliminated
  • AI pilot: Copilot agents for document generation and marketing
  • Microsoft Centre of Excellence established

Case Study 02 · Professional Services

Bid Writing Company — Multi-State Business Scaling

$1M
Starting revenue
$5M
Post-systems revenue
4+
Platforms integrated
Live
Lead-to-invoice visibility

What was delivered

  • Multi-platform operating environment designed and integrated
  • CRM + Project management + Time tracking + Accounting connected
  • Live reporting dashboards — lead to invoice pipeline
  • Staff training and change support across three states
  • Scalable architecture enabling interstate expansion
See full case studies
"Most consultants will tell you what to do or build something and disappear. I stay until it works and your team can run it without me."
— Peter Nguyen, Advanced Monkey
Start With a Process Review

Know what you'd get back
before spending a dollar

The Efficiency Audit is a 2–3 hour conversation about how your business actually works. You walk away with a plain-language report and a clear picture of what's possible — wherever you are in Victoria, from Daylesford to Melbourne.

Book a Free Efficiency Audit → Tell us what you need →

No commitment beyond the audit. Most clients know what they want to do within 48 hours.

Not ready for a call? The questionnaire takes two minutes — we reply within one business day. Or email enquiries@advancedmonkey.com