What does Pathana do?
Pathana is a fractional operator and AI systems consultancy. We embed with small and mid-sized businesses to build the operations systems, automation pipelines, and SOPs that let you scale output without scaling payroll.
Which tools and platforms do you work with?
We're certified or build daily in Monday.com, Make.com, Asana, ClickUp, Zapier, HubSpot, and QuickBooks — and we work inside the tools you already use wherever possible, rather than forcing a rip-and-replace. The gap determines the tool, not the other way around.
Do you work with companies in regulated industries?
Yes. We build automations and SOPs for regulated environments such as legal and financial services, where accuracy and careful handling of sensitive information matter. We focus on the process and documentation that keep those systems reliable and auditable.
How do you price your work?
Engagements are scoped as fixed-scope projects or ongoing retainers, depending on complexity. Book a call and we'll scope to your situation.
How is hiring Pathana different from hiring a full-time operations person?
Instead of adding a salaried hire — plus recruiting, onboarding, and overhead — you get a senior operator who builds systems that keep working after the engagement ends. The goal is to rebuild with automation, not headcount.
Can you automate our manual, repetitive workflows?
Yes — it's the most common reason clients come to us. We map where time leaks out of your operation (intake, data entry, routing, reporting, follow-up) and build automation that handles it reliably.
We've cut staff or we're short-handed. Can automation fill the gap?
Often, yes. Many engagements start exactly here: a team smaller than the work requires. We identify which gaps are best closed with automation and SOPs, and which still genuinely need a person.
What does getting started look like?
We use a crawl-walk-run approach: we meet you at your current state, fix the highest-leverage thing first, and build in stages so every phase delivers something you can use.
Do you work remotely, and with businesses in the Northeast?
Yes. Pathana works remotely with businesses across the U.S., with a focus on the Northeast. Engagements run over video and shared project boards, so location is rarely a constraint.
What will we actually have at the end?
A working system you own — not a slide deck. Depending on the engagement, that's automation pipelines running in your tools, systems handling defined tasks, and operations processes documented so your team can run them. We define success measures with you up front.
