“CTS has been punctual and collaborative. They listen and are capable.”
Business Process Automation
Simplify workflows, reduce manual work, and gain clarity with proven automation solutions.
Eliminate repetitive manual tasks by automating daily workflows, clients report faster onboarding and fewer errors after implementation.
Centralize tracking and documentation for all processes, giving decision-makers real-time visibility and actionable insights.
Reduce delays in project transitions with structured 30-day onboarding plans, clients avoid confusion and missed deadlines.
Strengthen asset management with automated alerts and device tracking, minimizing the risk of loss or unauthorized use.
Receive expert support for process-heavy environments, ensuring every automation aligns with strategic business goals and compliance needs.
Request a Quote for our Business Process Automation
CTS Startup Support Pillars
Core
Everything you need to run IT day-to-day, without thinking about it.
End-user helpdesk support, remote and onsite. SaaS application support across Microsoft 365, Google Workspace, and core business tools.
Automated onboarding and offboarding with full identity and access management. Endpoint monitoring, OS patching, and device lifecycle support from procurement through replacement.
Network monitoring, firewall and Wi-Fi management, and managed server backups with offsite replication.
Cyber+
Everything needed to actively defend the business and satisfy insurance, customer, and investor expectations.
24/7 Security Operations Center with Managed Detection and Response.
Endpoint and cloud threat detection across Microsoft 365 and Google Workspace. DNS-based malware protection, advanced email phishing defense, and ongoing phishing simulations.
Security awareness training, centralized SIEM logging, and Incident Response Plan creation.
Advisory+
Strategic cyber risk management without hiring a full-time security leader.
Dedicated cybersecurity advisor with monthly posture review calls and annual risk assessments.
Ongoing risk tracking, vendor due diligence, and policy creation.
Audit and compliance support across ISO 27001, NIST, CMMC, and SOC 2, plus executive and board-level security reporting.
Our Clients
Clients Experience Fewer Delays and Less Manual Work
Hear how tailored automation and high-touch support deliver real results for organizations
“First, I want to say that the charging cart wiring installation was truly not an issue at all. Projects of this size and complexity always have moving pieces, and what matters most is having great partners who work together to find solutions. Your team’s flexibility, responsiveness, and willingness to jump in are exactly what make working with CTS such a wonderful experience. We are one team working toward the same goal, and I have always felt that from every interaction with all of you. I also wanted to take this opportunity to recognize you and the entire CTS team.
You guys are an incredible group of professionals. Over the past year, from helping us open MESA South Brooklyn to supporting our continued expansion, everyone we’ve had the pleasure of working with has been absolutely outstanding. Each of you is professional, knowledgeable, detail-oriented, responsive, kind, and genuinely invested in our success. The level of care you bring to your work does not go unnoticed. Our jobs are incredibly demanding, and having a partner like CTS makes what could be a stressful process feel organized, collaborative, and seamless. As Director of Operations, I work with many vendors and partners, and I can honestly say CTS has been one of the very best teams I’ve ever had the privilege of working with. Beyond the technical expertise, it’s your attitude, partnership, and commitment to doing what’s best for our school that truly set you apart. Thank you for everything you guys have done and continue to do for MESA. I am incredibly grateful for each of you. You guys are an exceptional team representing CTS. Looking forward to continuing our partnership for many years to come.”
“CTS currently provides our 24x7x365 Managed Detection and Response (MDR) and Endpoint Detection and Response (EDR) services. Their Security Operations Center is exceptionally responsive, identifying and remediating potential threats quickly—often before they have the opportunity to impact our business. Their proactive approach has significantly strengthened our security posture and helped us avoid disruptions that could have resulted in downtime or operational issues. Beyond security monitoring, we’ve engaged CTS on Level 1, Level 2, and Level 3 support activities. Whether it’s remote troubleshooting or coordinating on-site support, their technicians and engineers have consistently executed with confidence and professionalism. They have efficiently dispatched resources to our branch offices in Connecticut and Massachusetts when needed, ensuring issues were resolved promptly and with minimal disruption to our users. CTS has become a trusted extension of our IT team. They are currently assisting us with Microsoft 365 tenant migration projects, and we will also be working with them to manage our Microsoft 365 licensing going forward. Their expertise with Microsoft technologies and their ability to manage complex projects have been invaluable. What stands out most about CTS is their responsiveness, technical depth, clear communication, and commitment to customer success. Regardless of the size or complexity of the issue, their team takes ownership, follows through, and consistently delivers high-quality results. I would highly recommend Charter Technology Solutions to any organization looking for a dependable IT and cybersecurity partner.”
“Working with CTS has been an exceptional experience for PEACE Academy. Their team has consistently demonstrated professionalism, responsiveness, and a genuine commitment to supporting mission-driven organizations like ours. Beyond their technical expertise, what has stood out most is their willingness to serve as a true thought partner. CTS has supported us across multiple fronts — from strengthening operational infrastructure to assisting with fundraising strategy and board development — always bringing insight, creativity, and a solutions-oriented mindset to the table. As a growing educational organization, having partners who understand both the technical and organizational realities of nonprofits and schools is invaluable. The CTS team has been reliable, proactive, and deeply supportive throughout our engagement. We are incredibly grateful for the partnership and highly recommend CTS to any school, nonprofit, or organization seeking a trusted and forward-thinking technology and strategic partner.”
“The high-touch customer service CTS provides is unlike any other IT company I have worked with.”
“They were very responsive and eager to support and help.”
“CTS was professional and delivered on time throughout the engagement.”
“This customized relationship allows us to move forward with confidence.”
“What stands out most about CTS is their combination of technical expertise and proactive collaboration.”
“I appreciated Abi’s patience, outstanding knowledge and explaining the reason for the service, making it a enjoyable and productive experience.”
“What can I say about your CTS Experts and services! So thrilled to know that your IT Expert was onsite and able to correct my concerns right away. Your services are by far the best and will highly recommend them to others. Thank you!”
“Eric works so well with others! In this case, he worked with one of our vendors to move our office alarm system to a new laptop. Eric is a great team player!”
“Whether it is thinking through all of the aspects of preparing a new building for occupancy or overhauling the way we manage inventory, CTS has worked closely with us to ensure that our growth has been smooth and seamless. The team is detail-oriented and brings strong project management skills to the table.”
“What is most impressive is the high-touch care, attention, and values of their founder!”
“Their dedication to delivering high-quality results is evident at every step.”
AWARDS & CERTIFICATIONS
Explore Process Automation Services That Save Time and Reduce Errors
Comprehensive business automation solutions
Streamline repetitive tasks and daily operations through custom workflow automation, freeing staff to focus on higher-value work and reducing costly manual errors.
Centralized hardware asset management with automated monitoring helps you track devices, receive proactive alerts, and reduce the risk of loss or unauthorized use.
Automate onboarding and offboarding processes for staff and vendors, ensuring seamless transitions, compliance, and full documentation every time.
Implement structured provider and technology transitions with 30-day documented plans that eliminate confusion and prevent project delays.
Custom reporting and dashboard solutions turn process data into actionable insights, empowering better decisions and supporting budget oversight.
Automate device status checks and collection follow-ups, making it easy to identify missing equipment and trigger timely communications.
Integrate automated alerts for compliance and policy milestones, supporting audit readiness and reducing risk across your organization.
Enable process automation tailored for structured and process-heavy environments, ensuring every workflow meets regulatory and organizational standards.
Receive expert support and consulting to align automation projects with your unique business goals, compliance needs, and technology landscape.
Our Partners
Key Results from Business Process Automation
Unlock Reliable, Documented Automation for Every Workflow
Business process automation replaces time-consuming manual efforts with reliable, repeatable workflows that match your organization’s unique needs. With Charter Technology Solutions, you gain access to expert-led automation strategies that reduce errors, speed up operations, and provide transparent reporting. Every detail is documented, so you always know what to expect, and how your business benefits at every step.
Experience less manual work and more reliable business outcomes with tailored automation.
Case Study: Network Expansion & Technology Refresh
Building Hybrid Learning Without Boundaries
Tailored technology, rapid deployment, and unwavering focus on student success.
Where Systems Meet Purpose: CTS and the Digital Backbone of Classical Charter Schools
From infrastructure backed by E-Rate, to cloud-based curriculum delivery, this partnership proves what’s possible when technical execution meets educational vision.
Ethos Classical—Liberal Education Rooted in Literacy & Creativity
Ethos Classical is a tuition-free K–5 charter school in Atlanta focused on a liberal education rooted in literacy and the arts, serving families who value literacy as the foundation of learning.
Strategic IT Consulting to Optimize Costs, Reduce Risk, and Drive Digital Growth
Frequently Asked Questions
What does Business Process Automation include for my organization?
Business Process Automation covers the streamlining of routine tasks, coordination of vendor and provider onboarding, management of device inventory, and scheduled reporting. You get a centralized view of assets, automated alerts for device status, and smooth transitions between service providers, all designed to reduce manual effort and avoid delays that disrupt your daily operations.
What are the main benefits of Business Process Automation for schools or nonprofits?
With Business Process Automation, you can expect:
- Less manual data entry and fewer repetitive tasks
- Faster response times for IT requests and support
- Improved device tracking and asset management
- Custom reporting for better budget oversight
- Clear, reliable workflows that minimize confusion and keep your team focused on core goals
How do you approach automating business processes without disrupting existing workflows?
Every automation project starts by mapping your current workflows and identifying repetitive or error-prone tasks. Solutions are piloted and rolled out in phases, letting your team adapt gradually. Ongoing support and documentation ensure any changes are clear, and you always have input before major adjustments are made to your processes.
How long does it take to implement Business Process Automation?
Most Business Process Automation projects follow a 30-day implementation plan, designed to avoid unnecessary disruption. The actual timeline depends on your current systems and the complexity of the processes being automated, but a clear roadmap is provided up front so you know what to expect and when each stage will be completed.
What makes your Business Process Automation service different from other providers?
You benefit from a strategic advisory team that goes beyond basic automation. There is a focus on complete IT oversight, transparent documentation, and proactive support for transitions and onboarding. Deep experience with structured environments means you get a well-documented, predictable process that keeps your goals and budget in focus, not just a set of disconnected tools.
Gain Visibility and Control with Automated Tracking and Alerts
- Centralized asset tracking keeps you informed about every device, reducing loss and unreturned equipment.
- Automated onboarding and offboarding ensures smooth staff transitions and uninterrupted operations.
- Proactive status alerts allow issues to be addressed before they impact productivity.
- Custom reporting turns data into action, supporting smarter decisions and budget control.
- Structured 30-day project plans guarantee seamless technology and provider transitions.
Expert Guidance for Process-Heavy Environments and Compliance
Automation solutions are tailored for organizations with complex, process-driven needs. Whether your challenge is device management, onboarding, or compliance, you receive hands-on support from experienced professionals. Every automation is built to minimize risk, improve efficiency, and ensure your workflows match your organization’s pace and standards, backed by proven project management.
See Measurable Impact from Every Automation Project
Transparent, measurable results are central to every automation project. From automated alerts to detailed documentation, you see exactly how process improvements drive efficiency and reduce uncertainty. Charter Technology Solutions’ high-touch approach means you always have a clear view of what’s working, and what’s next for your business.