01 · Understand
The operation first, the software after
Processes, people, decisions and systems: what is done by hand, where it breaks and who decides.
Process map
Custom software + AI
Process identified
Operation mapped
Connected systems
ERP→Database→CRM
The same data everywhere
AI inside the flow
«Reconcile yesterday's payments and set aside anything that does not match.»
The system proposes, a person approves
A connected operation
Automated processFull traceability
Human in control
We design, build and run it in-house systems, AI agents and integrations around how your company actually works.
01 · From the spreadsheet to a system
We take the process exactly as your team solves it today, with its steps, its owners and its exceptions, and turn it into a tool that carries it from start to finish. You do not have to change how you work.
Every movement with its history: who touched it, when and why.
02 · Integrations
ERP, CRM, PMS, invoicing, banks, databases, internal APIs and WhatsApp working as a single system. There is no need to throw out what already runs.
03 · AI agents
Agents that read your information, run the steps of the process and bring you the proposal ready. Anything with consequences is approved by a person, and everything is on the record.
Laura · FinanceReconcile yesterday's payments and set aside anything that does not match.
Proposal
Reconcile the 206 payments and adjust the 5 differences under $1. I will ask the 3 clients with no invoice for theirs on WhatsApp.
✓ Approved by Laura · 09:14 · on the audit log
04 · Intelligence over your data
You ask in plain language and it answers with the data from your own systems, not with a report someone had to put together over the weekend.
Three clients let their delay grow by more than 10 days this quarter. Distribuidora Norte grew the most: from 6 to 20 days. Do you want me to propose a collections call this week?
Previous quarterThis quarter
A purchase takes 5.5 days on average, and 3.4 of them go by waiting on Finance. With a rule for small amounts, that step could be skipped.
South grew 21% against last week. West is the only branch going down: 8% less.
Questions in plain language, answers from your systems' own data
05 · From idea to production
Four stages, each one with something delivered. It starts with a first session to understand the process, before talking about architecture or development.
01 · Understand
Processes, people, decisions and systems: what is done by hand, where it breaks and who decides.
Process map
02 · Design
Where each piece of data comes from, which system owns it, who sees what and at which point a person steps in.
Architecture and permissions
03 · Build
We develop the system and connect its sources: ERP, CRM, databases, internal APIs and WhatsApp.
Connected system
04 · Run
We put it to work, measure, correct and keep it evolving with your team inside it.
In operation, with your team
06 · Your software
The system lives under the infrastructure, the repositories and the ownership agreed with you. And we can keep supporting how it evolves.
Handover record
07 · How we work
Implementation continues until the system works inside the real operation, with your team inside it.
AI where it actually adds up: agents and questions over your own data, with clear rules and permissions.
We review the system with the people who use it and we adjust it as the operation changes.
First we understand how your company operates. Then we build the technology.
Two paths
They are two different ways of working with Strateia. It is worth knowing which one fits you before building anything.
For real estate, hotels and vacation rentals. It gets implemented and run with your team, with the features each industry needs.
See OVER OS→When the process belongs to your company and does not fit in a standard platform, it gets designed and built from scratch, with your systems connected.
Frequently asked questions
Question not here? We answer it on the first call, or write to us at hola@strateia.mx.
No. The system is designed around your process, not the other way round: if something is done a certain way because that is how your operation works, that is how it gets built. What changes is the manual work holding it up today.
Yes. We work on top of ERP, CRM, PMS, invoicing, databases, internal APIs and WhatsApp so they work as a single system. There is no need to throw out what already runs.
The system can live under the infrastructure, the repositories and the ownership agreed with you. Strateia can keep supporting how it evolves with maintenance, support and new features, and that is decided separately.
It adapts. From the design stage we leave whatever tends to move configurable (steps, owners, deadlines and rules) and the rest comes in as the same system evolving, without starting over.
On the infrastructure agreed with you. Your operation's data is yours, and permissions are defined by role before the system goes into production.
Yes. When there is an in-house team or a vendor, the design stage defines who runs what, what permissions each side has and how changes get handed over.
With a first session to understand the process, the systems involved and what the technology should actually solve, before talking about architecture or development.
OVER OS is our platform, already built, for real estate, hotels and vacation rentals: it gets implemented and run with your team. Custom software is a system designed around your operation, for when what you need does not fit in a standard platform.
First session · 30 minutes · no charge
In a first session we understand the process, the systems involved and what the technology should actually solve, before talking about architecture or development.
No cost · No commitment