Wispr Flow
AI dictation that turns spoken thought into clean text faster than typing. We use Wispr Flow to capture interviews, draft documentation, and move from voice to Playbook content in real time during Capture-stage sessions with clients.
About
Technology Partners
A curated stack of tools we know inside-out, deploy regularly, and stand behind. These are the platforms where your Codified Operational Intelligence™ lives.
Knowledge & Training
Where Playbooks live
Certified Partner
Trainual
Our most-common home for documented Playbooks. We're a Trainual Certified Partner, trained, vetted, and deploying clients on the platform regularly.
Start with Trainual →
Certified Partner
Whale
SOP-first knowledge management, strong for trades and field-service businesses where reference-on-the-job matters. We're a certified Whale partner.
Start with Whale →
Notion
Flexible, team-friendly knowledge management for businesses that want everything, wiki, docs, lightweight project tracking, in one place. A common deploy for teams that already live in Notion for collaboration.
Start with Notion →
AI & Productivity
The AI layer we build with
AI runs through every stage of the ControlShift™ methodology. These are the tools we use to deliver it.
Why AI is at the core
Most operations firms use AI as a productivity boost. Expansive EDGE was built around it. AI drafts our Insights reports, accelerates Capture-stage documentation, structures Playbook content during Codify, and is being woven into the Activate, Amplify, Refine, and Oversight stages on our roadmap.
Every ControlShift engagement moves faster because of Claude, and every page on this site, including this one, was built with Claude as the co-developer.
Project & Work Management
How teams run the work
Day-to-day execution platforms, where tasks, projects, and accountabilities live alongside the Playbook.
ClickUp
All-in-one workspace combining docs, tasks, and process. Strong for ops-heavy teams that want execution, knowledge, and accountability under one roof.
Start with ClickUp →
Monday.com
Visual work-management platform that's easy on non-technical teams. Strong fit for businesses that need lightweight project tracking without the complexity of a full PM tool.
Start with Monday.com →
Process Mapping
Visual workflow tools
For mapping end-to-end workflows and collaborative whiteboarding during Process Mapping engagements.
Lucid
Our go-to for process maps. Easy to share, easy to version, plays nicely with every other tool in the stack. Lucidchart for diagrams, Lucidspark for collaborative whiteboarding.
Start with Lucid →
Miro
For collaborative workshops and whiteboard-style mapping, especially when the team is distributed. We use Miro alongside Lucid depending on engagement shape.
Operations & Finance
Run-the-business tools
The operational and financial-workflow tools we deploy alongside the Playbook, especially for client-services businesses, accountants, and bookkeepers.
Ignition
Proposal-to-payment platform for service businesses. Engagement letters, signed proposals, recurring billing, and payment all in one workflow. Particularly strong for accountants, bookkeepers, and consultancies. Formerly known as Practice Ignition.
Start with Ignition →
Dext
Pre-accounting and receipt-capture automation for bookkeepers and finance teams. Snap a receipt, the data extracts, the books update. Eliminates the manual data-entry chore that keeps finance teams stuck in the weeds.
Start with Dext →Not sure which tools fit?
Our Technology Stack Assessment picks the right ones for your size, budget, and workflow shape.