About Smarter Solutions

Helping business owners work on their business — not just in their business.

Smarter Solutions is a strategy and implementation partner for founders and operators who are ready to get out of the weeds.

We help you design smarter systems, automate the repetitive work, and integrate AI in a way that actually sticks — so your team can focus on the work that moves the business forward.

What We Do

Operations, systems, and AI that actually work in the real world.

We sit at the intersection of operations, technology, and AI — and turn chaos into clear, repeatable systems.

Operational Workflow Design
We map how work actually gets done across your business, then redesign your workflows so they’re simple, documented, and scalable. Clear ownership, fewer bottlenecks, and no more “who does what?” chaos.
Systems & Automations
We implement and connect tools like CRMs, project management platforms, and automation tools so information lives in one place — and your team spends less time on manual, repetitive tasks.
Practical AI Integration
We don’t chase shiny objects. We help you implement AI where it creates real leverage — from templates and assistants to agentic workflows that support your ops, sales, and client delivery.
Founder

Meet the operator behind Smarter Solutions.

I’m Paul Kegelman, founder of Smarter Solutions and a long-time operator at the intersection of product, finance, and operations.

Before starting Smarter Solutions, I led technical product and operational teams focused in financial services and oil tanker logistics — building and scaling complex platforms for clients with high expectations and low tolerance for noise.

At the same time, I’ve been in the trenches helping build and scale a high-touch wellness practice, giving me a front-row seat to what growing service businesses actually need:

  • Clear, documented systems
  • Thoughtful use of tools and automation
  • A partner who can translate between vision, strategy, and execution

Smarter Solutions was born from that mix — a way to bring big-firm thinking and hands-on implementation to founders and operators who want to grow without burning out.

I’m not interested in handing you a 30-page deck. I’m interested in helping you build a business that runs smoother in the real world.

Process

How we work together.

Simple, collaborative, and grounded in what your business actually needs — not what the latest tool is selling.
1. Discovery & Diagnosis
We start with a structured conversation and a review of your current tools, workflows, and pain points. The goal: get clear on what’s working, what isn’t, and what “better” looks like for you.
2. Roadmap & Priorities
We build a practical roadmap that balances quick wins with foundational improvements: systems to tighten, automations to build, and where AI can create real leverage.
3. Implementation & Iteration
We roll up our sleeves and implement — building, integrating, and documenting as we go. You get working systems, not just ideas.
4. Support & Optimization
As your business evolves, we help your systems evolve with it — through ongoing advisory, support, or periodic audits.
Fit

Who we’re a great fit for.

Smarter Solutions is a strong fit if you’re:

  • A founder, COO, or operator of a service-based or advisory business
  • Juggling multiple tools, spreadsheets, and manual processes
  • Growing — but feeling your current systems won’t scale with you
  • Interested in AI and automation, but want it done thoughtfully and strategically

What changes for you:

  • Your team knows who does what, when, and where it lives
  • You spend less time putting out fires and more time on strategy and clients
  • You have a clearer picture of your pipeline, workload, and capacity
  • You have a trusted partner to think through tools, automation, and AI — without the hype
Client Perspective

What clients say.

“Having Smarter Solutions guide my team has freed up my headspace, and optimized everything (which was a lot) that was falling through the cracks. I have been able to step back into the stuff I should be doing, instead of getting so lost in the weeds and overwhelmed. Can’t recommend them more.”

– Client Name, Title, Company (replace when ready)

Ready to make your business run smarter?

Let’s talk through where you are today, where you want to go, and what systems need to change to get you there.