Founded by a cybersecurity specialist. Built for businesses that want automation done right: secure, documented, and maintainable.
Waldman Systems was founded with a simple premise: most small and mid-size businesses are drowning in manual, repetitive work that software could handle. Your business needs someone to build the right connections between the tools you already have.
William brings a background in cybersecurity, GRC, and SOC operations to every automation engagement. That means every workflow we build is designed with security in mind from the start: permissions scoped correctly, data flows documented, nothing wired up in a way that creates unintended access.
Unlike large agencies that assign a project manager and then hand the actual work to junior staff, at Waldman Systems you work directly with William. Every engagement, start to finish.
We work with small and mid-size businesses across industries, private investigation, legal, insurance, professional services, anywhere that runs on Microsoft 365 and needs their tools to actually talk to each other.
A few things that define every engagement we take on.
We don't build first and audit later. Every automation is designed with proper permissions, scoped connectors, and documented data flows before a single flow goes live.
We never recommend a new platform just to have something to sell. If the answer is inside your existing Microsoft 365 or HubSpot subscription, that's what we build on.
Every engagement ends with documentation your team can read, follow, and modify. No dependency on us to keep things running. You should be able to maintain it yourself.
You work with William directly. Not a project manager who passes notes to someone else. The person scoping your project is the same person building it.
Large automation lists fail when built all at once. We start with the highest-impact items, prove they work, then add layers. You see value before committing to the full scope.
Rates are posted publicly. Discovery is a flat $950. Build phases are estimated before work begins. You always know what you're committing to before saying yes.
Most automation consultants don't think about access controls until something goes wrong. We think about it first.
If your list is too ambitious for Phase 1, we'll tell you, before you've paid for anything you don't need.
We're not managing 50 clients at once. When you're in a build phase, you have our full attention.
The architecture we set up in Phase 1 is designed to support everything you'll add in Phases 2, 3, and beyond, without rework.
The Discovery Phase is a $950 flat-rate engagement. You get a full written automation plan, tool audit, and phase-by-phase cost estimates, with no obligation to continue.
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