Digital transformation partner
Automate how your business runs.Do more with a leaner team.
We connect your website, donor system, client portal and AI agents into one operation, so your team can do the work only people can do.
A 30-minute review to map your most repetitive processes. A 15-minute intro is also available if you just want to talk.
Website
Forms, content, booking
Donor system
Giving, receipts, reporting
Client portal
Documents, invoices, messages
AI agents
Triage, draft, follow up
Integrations
CRM, accounting, email
Hosting & VPS
Backups, patching, uptime
Website
Forms, content, booking
Donor system
Giving, receipts, reporting
Client portal
Documents, invoices, messages
AI agents
Triage, draft, follow up
Integrations
CRM, accounting, email
Hosting & VPS
Backups, patching, uptime
Efficient
No double entry, no chasing, no waiting
Lean
A small team with the capacity of a larger one
High-performing
Faster, more accurate, always available
In control
People approve; systems are secure and monitored
Our mission
Automate businesses to run efficiently, with lean staffing and higher performance.
Digital transformation means replacing manual, disconnected processes with connected, automated ones. Not a new tool to learn: the same work, done without the re-typing, the waiting and the chasing. Automation takes over the routine so your people can focus on relationships, judgment and growth.
Efficient
The routine stops eating the week. Receipts, reminders, follow-ups and data entry happen without anyone chasing them.
Lean
Your existing team carries more, because automation takes the repetitive work instead of another hire.
High-performing
Faster responses, cleaner records and reporting you can trust, measured against the baseline we set together.
What we do
Eight capabilities, one connected stack.
Most firms sell you one piece. We build the whole path: the website, the systems behind it, the agents that remove the routine, and the plumbing that holds it together.
Before and after
The work you already recognise.
None of this is unusual. It is what running a lean operation actually looks like. Here is the same week, automated.
Today, by hand
With automation
The same details typed into the website, the spreadsheet and the donor system.
Entered once. Every system updates itself.
A gift arrives and the receipt waits until someone has time.
Receipt sent, record updated and follow-up queued. Same day.
An enquiry sits in an inbox until someone notices it.
Triaged on arrival, drafted and routed for approval.
Month-end means chasing numbers from three places by hand.
Reports build themselves from live data.
Answers to "where is this?" live in someone's memory.
Status is visible in the portal, to you and the client.
Signature automations
What automation actually looks like.
Four typical workflows. The tags show where a machine acts, where an agent drafts, and where a person still approves.
Enquiry to booked call
Trigger: Someone submits the website form
- 1
Qualify and tag the enquiry
AI - 2
Draft a reply with the right booking link
AI - 3
Mike reviews and sends
PERSON - 4
Reminders until the call happens
AUTO
Gift to acknowledgment
Trigger: A donation is received
- 1
Receipt issued with the required wording
AUTO - 2
Donor record and campaign updated
AUTO - 3
Stewardship follow-up scheduled
AUTO - 4
Anything unusual flagged for review
PERSON
Client onboarding
Trigger: A proposal is accepted
- 1
Portal account created and populated
AUTO - 2
Welcome pack and document requests sent
AUTO - 3
Kickoff scheduled and briefed
AI - 4
Owner confirms the plan
PERSON
Month-end reporting
Trigger: The reporting period closes
- 1
Pull figures from every connected system
AUTO - 2
Draft the summary and flag anomalies
AI - 3
Assemble the board-ready report
AUTO - 4
Reviewed before it goes out
PERSON
Illustrative workflows. Real client examples will replace these once the first pilots report their results.
Who we work with
Nonprofits first. Then associations and small business.
The same connected stack serves all three. What changes is which piece matters most to you.
Nonprofits & Foundations
Donor management, giving, acknowledgments, board dashboards and member portals.
ExploreAssociations & Membership
Member portals, communities, renewals and managed hosting.
ExploreSmall & Midsize Business
Client portals, AI intake, workflow automation and integrated IT.
ExploreAssess, Architect, Automate, Operate
One workflow at a time. Results arrive early, risk stays low, and Operate keeps it running once it is live.
- Step 1
Assess
Map what actually happens now, and baseline the manual hours and response times.
- Step 2
Architect
Choose the smallest change that removes the most routine. One workflow at a time.
- Step 3
Automate
Build it with approval gates and logs, then measure against the baseline.
- Step 4
Operate
Host it, monitor it, patch it and keep improving it as the business changes.
The foundation
Portals and donor systems need somewhere serious to live.
A client portal or a donor database holds the records your organisation runs on. Shared hosting at a few dollars a month is not built for that, and when it fails, nobody is on the hook.
We host on managed infrastructure with real backups, patching and monitoring, and a named person accountable when something goes wrong. One partner instead of five vendors.
Hosting, websites and VPSBackups
Taken on a schedule and restore-tested, not just configured and assumed.
Patching
Security updates applied for you. No version quietly ageing for two years.
Monitoring
Uptime and errors watched continuously, with someone accountable when something moves.
Human approval
AI agents propose; people approve anything that matters. Every action is logged.
Who you work with
A named partner, not a ticket queue.
Mike Beasley & Associates is a small, founder-led firm. The person who scopes your work is the person who builds it and supports it, which is the point, not a limitation.
We work with organisations in Virginia and North Carolina, and remotely with clients anywhere in the US. Engagements start with a free review, so you can see whether there is a sensible first workflow before committing to anything.
- Business automation
- AI agents
- Donor management
- Managed hosting
- IT integration
- Reporting
Mike’s headshot goes here
Questions
The things people ask first.
If yours is not here, ask it on the review call. That is what it is for.
It means replacing manual, disconnected processes with connected, automated ones. In practice: your website, donor or client records, portal and reporting stop being separate things you re-enter data into, and start behaving like one system.
Next step
Find the first thing worth automating.
Thirty minutes, no cost, and you leave with your top three automation candidates whether or not we work together.