Dolphin Solutions — Discovery Results

Where you said AI could help

Four opportunities you raised on our call

In your own words — these are the areas you already flagged. The audit puts a dollar figure on each one using Dolphin Solutions' own numbers.

NetSuite reporting is clunky

Your number-one headache. Reporting today is limited to saved searches; you've heard from your network how straightforward an API plug-in into NetSuite is for far richer reporting.

“The actual reporting side of things is a bit clunky. I would like to get some better reporting out of that.”

Shop drawings are labour-intensive

Every time a builder requests a change, the shop drawings get re-done by hand. You've discussed using AI to automate this internally — it just hasn't been actioned.

“Automating that shop drawing process so it's not so labour-intensive every time the builder needs a change — something we've discussed but haven't actioned.”

Quotes to builders can take a week

Estimators manually take off quantities from architectural drawings before a quote can go out. You named this as a current bottleneck — and slow quotes lose specified work.

“That probably is one of the bottlenecks at the moment — being able to get a quote back to them… could be up to a week.”

Three platforms that don't talk

HubSpot, NetSuite and Asana each hold part of the picture but don't connect. You want them tied together into one view of the business — a single source of truth — so you can scale without adding headcount.

“Tie it together… speeding up processes as the business grows rather than adding on more labour, more people.”

Where we'd start

The opportunity we'd quantify first

Shop drawings · estimator takeoffs · quote turnaround

The drawing-to-quote bottleneck

manual takeoffs from architectural drawings, manual re-drawing on every builder change, and quotes that can take a week to go out

“Automating that shop drawing process so it's not so labour-intensive… that probably is one of the bottlenecks at the moment, being able to get a quote back to them.”

We've done exactly this shape of work before — for a contractor running everything through AutoCAD, we trained AI on their drawing templates and removed roughly 90% of the manual drawing time, leaving the last 10% as a human tweak. The audit measures what this is costing Dolphin Solutions in hours and lost-quote value using your estimating team's own numbers — we don't put a figure on it from the outside.

The honest part

We also tell you where AI is a risk, not a win

Everyone's selling AI as pure upside. It isn't — it carries real risk. Part of the audit is telling you, plainly, where putting AI into Dolphin Solutions would be a mistake: where the risk outweighs the time it saves, even when it technically works.

The hype never mentions the downside. We do. The kind of thing we'd flag as too risky to hand to AI:

• Anywhere a wrong number is expensive. Having AI read drawings and produce takeoffs can save hours — but on a $1M specification project, one unchecked AI error means under-quoting the job or missing a compliance detail. That's a case where AI assists and a human signs off; full hands-off automation isn't worth the risk.
• Your data and IP. Pushing proprietary pricing, drawings and project data into public AI tools is a security risk. We flag where that line sits and keep sensitive work local — the audit itself ships as a local zip, never hosted on the internet.
• The relationships that win specification. Your edge is people in front of architects. Automating that outreach to “save time” risks the exact relationships your pipeline runs on — some things are deliberately left to your team.

The audit · $10,000 + GST (AUD)

What you get

A complete operational blueprint of your business — built from the inside out.

Full Operational Audit Document

10–15 hrs

A complete map of how your operation actually runs — every tool, workflow, and manual process — and where it's breaking down. Department-by-department process maps with waste points identified and costed.

AI & Automation Opportunity Map

8–12 hrs

Every opportunity where AI and automation will have real impact in your specific business — mapped to your actual tools, team, and workflows. Not a generic list.

ROI Projection & Savings Report

6–10 hrs

Hard numbers showing how much time and money each fix saves — with formulas visible. Use this to justify the investment to partners, co-founders, or your board.

Priority Matrix — What To Fix First

10–15 hrs

Every opportunity ranked by impact and effort so you know exactly where to start, what to ignore, and in what order to move.

Strategy Walkthrough Call

4–6 hrs

We present the full blueprint live to you and your team. Every question answered, every next step mapped out. You keep the blueprint whether you work with us or not.

Stakeholder & Process Deep-Dive Meetings

5–10 hrs

Direct sessions with key stakeholders and team members to understand every process, tool, and bottleneck from the inside.

Total hours invested 45–70 hrs

See a real example

Preview what your finished audit looks like

Explore a completed audit we built for a home services business — real structure, real insights, demo data.

Explore the Demo Portal →

The audit is $10,000 + GST — $5,000 + GST to start, $5,000 + GST on completion.

That's $11,000 including 10% GST ($5,500 per milestone), all amounts in AUD. Fixed price, no scope creep. If we don't find a justifiable amount of waste in your business, you get a full refund — and you keep the roadmap either way. It's yours to act on with us, in-house, or with any other partner.

If we don't find a justifiable amount of waste, you get every dollar back.

The whole point of the audit is to de-risk the decision for the board — you see exactly where AI pays off before you commit to building anything.

Money-back no justifiable waste found, full refund

You keep it the roadmap is yours either way

Vendor-neutral act on it with us or anyone else

Who you're working with

A team you won't find at another tech agency

One founder has presented to audiences of over five million and educates hundreds of thousands through a dedicated research & education branch. The other was CTO scaling systems for some of Australia and America’s fastest-growing companies. Combined: 300+ projects across every major platform your business already uses.

Adam

Founder, APG Software

YouTube Upwork LinkedIn

100+ projects

60+ reviews

Speaking & Recognition

• Presented at the Africa AI Summit in Cape Town — n8n sponsored event with a combined audience of 3.5M+, presenting on this exact audit methodology
• Speaker at the AAA AI Event in Sydney, Australia
• Appeared on n8n’s official channel, Liam Ottley’s channel (800K+ subscribers), and various other leading AI podcasts — widely recognised as an expert in the space
• Top 1% on Upwork — Expert-Vetted in the world’s largest freelancing marketplace

Adam presenting at Africa AI Summit in Cape Town

Africa AI Summit — Cape Town

n8n sponsored event · Combined audience 3.5M+

AAA AI Event — Sydney

Australia’s leading AI community event

Podcast & Media

Featured on n8n, Liam Ottley (800K+), and more

n8n Liam Ottley

Patrick

Co-Founder, APG Software

200+ projects

Make.com

Monday.com

HubSpot

Former CTO

200+ projects in process automation and CRM optimisation across Salesforce, HubSpot, PipeDrive, and every major platform. A registered Make.com, Monday.com, and HubSpot integration partner — Patrick doesn’t just know these tools, he’s certified to build on them.

Before APG, Patrick was CTO at Pittsburgh’s fastest-growing solar company, where he built the systems that powered that growth from the ground up. He went on to build operational systems for one of Australia’s biggest TV shows and one of Australia’s biggest solar companies out of Byron Bay — bringing deep, real-world experience in scaling the exact kind of operations we audit.

Proof

See for yourself

Seven years of results. Verified everywhere.

Upwork Profile

60+ projects · 100% Job Success · Expert-Vetted

View on Upwork

YouTube Channel

6,000+ subscribers · 100+ videos · 200,000+ views

View on YouTube

AI Builders Hub

400+ members · Skool community

View on Skool

Client Reviews

60+ third-party verified reviews

View reviews

“Adam genuinely understands the tech, the business side, and how to connect the two. He built our entire platform from vision to MVP — on time, under budget, and exactly how we imagined it. If you need someone who actually delivers, this is the guy.”

Gavin Tye

Founder, DealBuddi

60+ verified reviews • 300+ projects completed • Rated Excellent on Trustpilot

Case study

What happens when you inject a system behind a team

Flawless Gardens & Landscaping — Sydney’s Northern Beaches

We audited their entire operation and found they were running everything through Excel, phone calls, and Outlook — no CRM, no system for tracking leads or follow-up times, and zero visibility over their pipeline. Here’s what changed.

Flawless Gardens & Landscaping team at work

HM

Hamish M

Operations Manager & Head of Landscaping

July 2025 — Before

$200K/year

70 maintenance contracts

Excel spreadsheets — no modern CRM

No business system — phone, Outlook, and memory

All IP lived in the owner’s head

March 2026 — 9 months later

$2M/year

$200K/month revenue run-rate

15 headcount

5 vehicles on the road

1 system runs the entire operation

One system for Scheduling Timesheeting Invoicing CRM Quoting Takeoffs Proposals Phone Calls Client Comms

flawlessgardens.com.au

Next step

Take this to the board

Nothing to book or pay today. Share this proposal with the board, and we'll reconvene on our call on 1 July (same time as today) to walk through any questions. If it makes sense, we start the audit from there — and if it doesn't, you still leave with a clearer view of where AI fits than most businesses ever get.

Bringing the UK head office in?

You mentioned Dolphin Solutions UK may want to join — happy to have them on the 1 July call. They're in my time zone, so scheduling is easy, and an AI audit could be just as relevant for them.

Money-back guarantee · you keep the roadmap either way · vendor-neutral.