Start with an assessment
Edgerton. Software that shows where your team's time goes.
By Automated Edge
AI automation consulting for small businesses, built by IT and security pros.
Built by IT and security pros: 20+ years running networks, help desks and MSP operations for small businesses.
Edgerton is our custom assessment software. We install it on the computers you choose for ten business days, with your team's knowledge and consent. It helps us understand who does what, which apps they use, where work gets repeated, and which systems should connect.
Brian Kelly, founder. 30 minutes. If it's not a fit, we'll tell you.

Built forBusiness owners who want to know what is worth automating, what it would cost, and when it could pay for itself before buying a build.
Assessment at a glance
- 10 business days on the computers you choose
- Fixed fee, quoted on the call, refunded if we find no path to a return
- A ranked list of work to automate, with a payback proposal
- No ongoing commitment. You keep the report either way
What a client says
Their assessments in particular have been an outstanding source of actionable information for our organization.
Explore the evidence
See the assessment report before you book.
Explore a fictional company, its people, machines and repeated procedures. See the read-only agents we could create and the method behind the time estimates. Your assessment is based on your own work.
Fictional companies and illustrative data. Explore without signing in.
Open the live sample report01 / The outcome
What you get.
- A clear picture of who does what, which software they use, and where your team's time goes
- Step-by-step procedures, also called standard operating procedures or SOPs, built from the work we observe
- A ranked list of work that could be automated and systems that should be connected
- A report explaining the findings in plain language
- A full proposal with the work, price, build timeline, and estimated time for savings to cover the cost
- A decision you can make with the facts in front of you. You keep the report and proposal whether or not you go ahead
The scope
What's included.
- A kickoff workshop with your owner or operations team
- Our Edgerton software installed on the computers you choose
- A dedicated database for your assessment, isolated from other customers
- An agreed collection scope and written consent for each computer
- 10 business days of information about tools, tasks, and time
- A review of repeated work, missing connections, and opportunities to automate
- Documented procedures and a written assessment report
- A walkthrough of the findings and a full proposal for the recommended work
- Estimated savings and payback, with the assumptions explained
02 / Delivery
How we do it.
- 01
Agree the scope and install
We explain the assessment to your team, agree what can be collected, provision your dedicated database, and install Edgerton on the computers you choose. You know what the software does before it starts.
- 02
Learn from ten business days of work
Edgerton gathers information about tasks, apps, and time. We use it to document procedures, spot repeated work, and find which systems should be connected.
- 03
Review the report and decide
We walk you through what we found and what we recommend. Your proposal explains the build, cost, timeline, and estimated payback. You decide whether to move forward with EdgeKeeper, the managed AI server, and Switchboard, where your team gets answers, reports, dashboards and read-only AI agents from the systems we connect for you.
03 / In practice
What this can look like.
Illustrative workflows. Your assessment determines the scope.
Copying between apps
A customer detail is entered into one system, then typed into another. We look at where a connection could remove that repeated work.
Preparing quotes
Your team searches through old work, price lists, and emails to put a quote together. We find the steps an automation could help with.
Building the same report
Someone gathers numbers from several tools every week. We trace the process and estimate what it would take to automate it.
Work only one person knows
A useful process lives in one employee’s head. We help turn the observed steps into a procedure the team can use.
Advice grounded in how your business works.
We start with the work your team actually does. That gives us a basis for the proposal and gives you a way to judge it. If we find no clear path to a return on your investment, the assessment fee is refunded and you keep the report.
Not a fit if...
- You want to watch employees without telling them. We only install with your team's knowledge and consent.
- You want a stand-alone chatbot or AI receptionist. We don't sell one.
- You want software installed today without looking at how your team works first.
- You're not planning any changes to how work gets done this year.
Before you decide
Questions we get.
What do you install?
Edgerton is a software agent, meaning a program that runs on the computers you choose. During the assessment it gathers agreed information about work so we can find useful improvements. We handle the setup and explain it to your team first. We do not offer covert deployment: your team is always told.
Is this employee surveillance?
No. Edgerton runs with consent and a defined scope, keeps captured data siloed to your company, and shows you everything it captures. Its job is to find automatable work and quantify ROI, meaning the estimated return on your investment. It is not used to score, rank, or police individual employees. We explain that purpose to your team openly.
How much does it actually see?
You choose, per machine. Tier 1 (Activity) sees apps, window titles, and active/idle time. Tier 2 (Workflow) adds screen context so we can understand workflows and spot repeated data entry. Tier 3 (Full Picture) adds meeting audio, only with signed consent from each employee, and with a rule for outside calls wherever the law requires both parties' consent. Keystrokes, clipboard contents, and email bodies are never captured, at any tier.
Where does the captured data go?
Assessment records are stored in a dedicated database, isolated from other customers. Authorized access is limited to us and the providers needed to deliver your engagement. The data is not used to train public models. Captured assessment data is hard-deleted five business days after report delivery under the engagement terms; retention for reports and backup copies is described separately. You keep the report and proposal whether or not you go ahead.
Does our assessment share a database with other customers?
No. We provision a dedicated database for your business before the assessment begins. It is reserved for your assessment records and isolated from other customers. We operate the infrastructure; your business data remains yours. Our database hardening standard and the controls that apply to your deployment are part of the security review.
Do we have to keep the measurement running forever?
No. Measurement runs for the agreed assessment window. The report and proposal help you decide what to do next. Any ongoing automation and managed service are a separate decision.
Do we have to buy EdgeKeeper after the assessment?
No. You keep the report and proposal. If the plan makes sense, we can set up EdgeKeeper and build the recommended automations. You decide before that work begins.
Are the savings guaranteed?
No. The proposal estimates savings and the time it could take to cover the cost, based on the findings and stated assumptions. We explain those assumptions so you can judge the business case.
How is it priced?
The assessment has a fixed fee agreed before installation. If we find no clear path to a return on your investment, that fee is refunded. Any build has its own proposal and price, followed by a monthly fee for the system we manage.
Related guides.
Your next step
Start with an Assessment.
We install Edgerton on the computers you choose, with your team's knowledge and consent. After ten business days, you get a report and a proposal to help you decide what to do next.