Work | Joe Peres

Case studies

Multi-site healthcare clinic

ProblemEvery inbound fax was handled by hand. Front-desk staff opened each one, worked out what it was, filed it into the right folder, then emailed it on to whoever needed it. It was constant, it was interrupt-driven, and it was the first thing to fall behind on a busy day.

BuiltAn automated intake path: documents are classified on arrival, filed to the correct destination, and routed to the person who actually needs them — without a person in the middle.

ResultThe front desk stopped touching inbound faxes entirely, and moved that time to calling patients. Over the same period the clinic went from 25 visits a day to 68 on average, peaking at 75. I won't tell you the automation caused that — it was a component of it, not the primary driver. But the staff hours it freed went straight into the work that grows a clinic.

Healthcare clinic

ProblemPerformance reviews were episodic and largely subjective. There was no agreed definition of what good looked like in a given role, so feedback arrived late, inconsistently, and often as a surprise to the person receiving it.

BuiltA review system built on explicit KPIs defined per role, with AI tracking progress against them continuously and surfacing feedback to both the manager and the employee — rather than saving it all up for an annual conversation.

ResultManagers and staff see the same picture of performance, against the same standard, on an ongoing basis instead of once a year.

Healthcare billing

ProblemBilling data held the answers to most operational questions, but getting an answer meant knowing how to query it — so questions either went to whoever could run the report, or went unasked.

BuiltA chatbot interface over the billing data, so the people with the questions can ask them directly, in plain language.

ResultBilling answers no longer route through a bottleneck. The person with the question gets it themselves.

Ventures

Real Simple SolutionsAI-powered business automation. Where my focus is now.Visit site

Kinetic ConversionsMarketing automation and paid acquisition.Visit site

The Peres GroupPolitical campaign consulting.Visit site

Frequently Asked Questions

If the answer you need isn't here, ask me directly.

Will AI replace my staff?

No, and I'd be sceptical of anyone selling you that. AI is a force multiplier, not an employee replacement. The businesses that get real value from it are the ones that understood their own operations first — the technology amplifies whatever process you already have, including a bad one.

What tools do you build with?

n8n for orchestration, Claude and OpenAI models for the reasoning layer, and whatever systems the business already lives in — EHRs, practice management, CRMs, Microsoft and Google's stacks. The goal is to fit the tools to the operation, not to move the operation onto a tool.

Where does automation actually pay off?

In the work you do hundreds of times a month without thinking about it. Billing, intake, routing, follow-up, reconciliation, reporting. It rarely pays off in the interesting, judgement-heavy work people assume it will — that's where you want your humans.

Do you only work with large companies?

No. Most of the leverage I've seen is at mid-size operators — big enough that the repetitive work is genuinely expensive, small enough to change how they work without a committee.

How do you start an engagement?

By understanding how the business actually runs, which is usually not how the org chart says it runs. I map where the time and the handoffs are going before proposing anything. You cannot automate a process you haven't understood, and most failed AI projects are failures of that step, not of the technology.

Do you speak or come on podcasts?

Yes. Reach out through the form and pick 'Speaking' — it routes straight to me.

Still have a question?Bring the process you think shouldn't need a human doing it, and we'll talk it through.