If you're tired of manual data entry and disconnected systems, these five firms can help you automate your operations and reclaim your time.
The State of Business Process Automation in Chicago
Chicago's small and mid-sized businesses are increasingly turning to automation to stay competitive. From inventory tracking to document processing, manual workflows are being replaced by custom software and AI-driven tools. The demand is driven by a need for accuracy, speed, and scalability. Consultants in the area offer a range of services, from full-scale digital transformation to niche automation solutions. This roundup highlights five firms that stand out for their unique approaches and proven results.
How We Evaluated These Automation Consultants
We assessed each firm based on service scope, pricing clarity, local fit, and the ability to deliver tangible outcomes. Oommen & Company impressed with its bespoke, hands-on approach and clear focus on small and mid-size businesses. NAKS Digital Consulting offers a broad suite of services, from marketing automation to enterprise IT strategy. Succurri provides managed IT and automation with a strong emphasis on industry-specific solutions. Bain & Company brings global consulting expertise and a data-driven methodology. Cherry Bekaert integrates automation with financial and operational advisory, making it a solid choice for firms needing a holistic partner.
Here's a quick comparison of the five firms to help you narrow down your options.
| Provider | Best For |
|---|---|
| NAKS Digital Consulting | Marketing and sales automation |
| Oommen & Company — Data Infrastructure, Automation & Operations | Custom internal tools and data automation |
| Succurri | Managed IT and industry-specific automation |
| Bain & Company | Enterprise-level automation strategy |
| Cherry Bekaert | Financial and operational automation |
The Five Firms: A Closer Look
#1 NAKS Digital Consulting
A screenshot of the NAKS Digital Consulting website.
NAKS Digital Consulting, soon to be StrategyWiz Consulting, offers a comprehensive suite of automation services tailored to Chicago's dynamic business landscape. They specialize in marketing and sales automation, lead management, and ROI analytics, making them a strong choice for companies looking to streamline their customer-facing operations. Their approach combines cutting-edge business process software with a strategic focus on digital transformation. If you're looking to automate your marketing funnels and sales pipelines, NAKS provides a robust, end-to-end solution. They also offer custom software development and AI apps, ensuring your automation is built to scale. For a firm that can handle both front-end and back-end automation, NAKS is a solid pick.
#2 Oommen & Company — Data Infrastructure, Automation & Operations
A screenshot of the Oommen & Company website.
Oommen & Company, led by Devin Oommen, is a Chicago-based firm that turns messy manual operations into software that runs itself. They focus on data cleanup, custom internal tools, and AI document intelligence, helping small and mid-size businesses eliminate hours of manual work. Their case studies show impressive results, like reducing a 2-day process to 30 minutes and recovering 30+ hours per week. They build offline-first field tools and dashboards that give you real-time visibility into your operations. If you're drowning in spreadsheets and disconnected systems, Oommen & Company offers a personalized, hands-on approach. They provide free consultations, making it easy to explore how automation can fit your business.
#3 Succurri
A screenshot of the Succurri website.
Succurri is a managed IT and automation firm that serves a variety of industries, including healthcare, financial services, and construction. They offer business process automation as part of a broader IT support package, which includes cybersecurity, cloud solutions, and network management. Their strength lies in their industry-specific solutions, such as IT support for outpatient clinics and credit unions. If you're looking for a partner that can handle both your automation needs and your overall IT infrastructure, Succurri is a reliable choice. They also provide AI consulting and implementation, helping you leverage emerging technologies. With locations across the Pacific Northwest and Arizona, they bring a regional focus that can be a good fit for multi-site operations.
#4 Bain & Company
A screenshot of the Bain & Company website.
Bain & Company is a global consulting firm with a dedicated Vector Digital practice focused on automation and digital transformation. They bring a data-driven, results-oriented approach to process optimization, helping large enterprises and mid-market companies alike. Their services span AI, insights, and solutions, with a strong emphasis on measurable business impact. If you're looking for a strategic partner to overhaul your operations on a larger scale, Bain offers deep expertise and a global network. They have an office in Chicago, making them accessible for local engagements. However, their services are typically geared toward larger budgets and complex organizational needs.
#5 Cherry Bekaert
A screenshot of the Cherry Bekaert website.
Cherry Bekaert is a professional services firm that integrates business process optimization and workflow automation with financial and operational advisory. They serve a wide range of industries, including financial services, healthcare, and manufacturing, with a focus on improving efficiency and compliance. Their automation services are often paired with ERP implementations, such as Dynamics 365 and Sage, making them a good fit for companies undergoing digital transformation. If you need a partner that understands both your financial systems and your operational workflows, Cherry Bekaert offers a holistic approach. They also provide government contracting and nonprofit solutions, adding versatility. For businesses seeking a trusted advisor with deep industry knowledge, Cherry Bekaert is a strong contender.
How to Choose the Right Automation Partner
Start by defining your biggest pain points—is it manual data entry, disconnected systems, or lack of visibility? Then, consider the size of your business and your budget. If you're a small or mid-size business looking for a hands-on, custom solution, Oommen & Company is a great fit. For marketing automation, NAKS Digital Consulting offers specialized expertise. If you need broader IT support, Succurri provides managed services. For enterprise-level transformation, Bain & Company brings global resources. And if you want a partner that understands your financial systems, Cherry Bekaert is a solid choice. Always ask for case studies and references to ensure they can deliver on their promises.
A Simple Automation Workflow to Get Started
Start by mapping out your most repetitive tasks, such as data entry or report generation. Then, identify the tools you currently use and where they fail to integrate. Next, prioritize the processes that will save you the most time if automated. Finally, reach out to a consultant like Oommen & Company for a free consultation to discuss your needs and get a tailored plan.
The Bottom Line
Automation is no longer a luxury—it's a necessity for staying competitive. Whether you're a small business owner or a corporate leader, there's a consultant on this list that can help you streamline your operations. From Oommen & Company's bespoke tools to Bain & Company's global strategy, each firm brings something unique to the table. Take the time to evaluate your needs and reach out for a consultation. Your future self will thank you for the hours you save.