Process automation for regulated businesses · New Jersey
Give your busywork a new groove.
Isorhythm Solutions builds automations inside the software you already pay for: Microsoft 365, Outlook, SharePoint and Power Automate. The routine work settles into a steady rhythm that runs on its own, and your staff stop re-keying, chasing and reconciling. Every automation is designed by an operator from regulated industries, so privacy, audit trails and controls are built in, not bolted on.
What we do
Most small and mid-sized businesses already own the tools to automate their back office. The work is designing the process so it holds up on a busy Tuesday.
Process automation
Flows that take the manual steps out of everyday administration.
- Email intake turned into structured records
- Reminders, follow-ups and escalations
- Scheduling, attendance and status tracking
- Daily and weekly reports that assemble themselves
Workflow and controls design
Processes built the way a regulated business would build them.
- Clear ownership of every exception
- Audit trail of what happened and why
- Nothing fails silently; problems surface to a person
- Documentation your team can maintain
Apps
Focused web and mobile apps where off-the-shelf software falls short.
- Phone-ready tools for staff in the field
- Dashboards on top of existing data
- Our own apps for musicians and specialists
Built for regulated work
If an examiner, auditor or compliance officer will eventually ask how a process works, it should be built so the answer is easy to give. We design to the rules your business operates under, working with the compliance and legal teams who make the final call.
Financial services
Two decades inside banks, wealth managers and payments businesses, from operations to the COO seat.
- GLBA Safeguards Rule and SEC Regulation S-P for customer data
- BSA/AML and OFAC screening workflows
- SOX-style controls: approvals, segregation of duties, evidence
- PCI DSS boundaries around card data
Healthcare
Automation for practices and providers that handle protected health information.
- HIPAA Privacy and Security Rule safeguards in every design
- Business associate agreement signed before any work touches patient data
- Minimum-necessary access, limited to the staff who need it
- Built and tested on sample data, never real records
In every engagement
The same discipline, whatever the industry.
- Your data never leaves systems you control
- A record of what ran, when and why
- Least-privilege access and change control
- Documentation an auditor can follow
How an engagement runs
Automation earns trust by being tested against real cases before anyone relies on it.
Map the process
Walk through the work as it actually happens today, including the exceptions people handle by memory.
Build a working model
Build and refine the automation in a separate model of your environment, using sample data, so nothing touches your live systems or real records until it has been approved.
Test against real cases
Run a full set of realistic scenarios and check every result against an answer key until everyone agrees on what is happening.
Move it over
Move the agreed design into your own Microsoft 365 environment, with documentation and support while it settles in.
About
Isorhythm Solutions is led by Andrew Schmidt, an operations executive with more than 20 years in regulated financial services, spanning banking, wealth management, operations, compliance and financial crimes, most recently as a chief operating officer.
Today the work spans financial services and healthcare. The standard is the same in both: processes designed with controls, sensitive data that stays where it belongs, exceptions that reach the right person, and systems that keep running when the person who built them isn't in the room.
Contact
Tell us about a process that eats your team's week. A short description is enough to start.