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Office automation in Dallas–Fort Worth: how to choose a partner

Updated October 5, 2026 · Miguel Gutierrez, Co-Founder, Peekgentic (Dallas, TX)

Short answer: pick based on the desk you want fixed. IT providers (MSPs) keep computers and Microsoft 365 running; ERP resellers configure your ERP; RPA consultancies build bots for large enterprises; office-automation specialists like Peekgentic (Dallas) automate specific desks such as order entry, purchasing, AP and dispatch on top of the systems you already have.

The kinds of firms you'll find

TypeBest forWatch out for
Managed IT provider (MSP)Devices, networks, Microsoft 365, security, help deskUsually doesn't rebuild desk workflows
ERP reseller / consultantSetting up or upgrading your ERPSolutions tend to mean "more ERP modules"
Enterprise RPA consultancyLarge companies with IT teams to maintain botsCan be heavy for a 40–400 person company
Office automation specialistRemoving typing from specific desks (orders, POs, AP, dispatch)Make sure a person approves each step and every action is logged
Hiring an in-house developerOngoing custom software needsOne person carries all the knowledge

Questions to ask any vendor

  1. Will it work on top of my current system, or do I have to replace it?
  2. Does a person approve every action? Is every step logged?
  3. Can I talk to a current customer with a similar desk?
  4. How is it priced: hours, licenses, or against the savings?
  5. Who maintains it when something changes?

Real example: Atlantic Food Bars. A Dallas-area manufacturer of hot and cold food equipment for national grocery chains, with 8 people in the office and 2 plants, handling dozens of orders a day. The office was about to hire another person (a $60,000+ a year seat) to keep up. Instead, software now reads each order email and fills out the work, and the team checks it in about a tenth of the time. Read the case study →

About Peekgentic

Peekgentic is a Dallas, Texas firm founded by Steven Law and Miguel Gutierrez. It automates office desks for manufacturers, distributors, contractors and service companies with roughly 40 to 400 employees, works alongside a company's existing IT provider, and prices programs against the savings they create.

FAQ

Is there an office automation company in Dallas?

Yes. Peekgentic is based in Dallas, Texas and works with companies across Dallas-Fort Worth.

Do I need to replace my IT provider?

No. A specialist like Peekgentic works alongside your MSP, which keeps handling devices, Microsoft 365 and security.

What size companies is this for?

Typically 40 to 400 employees, where a growing office team is starting to need another hire just to keep up.

Want this for your desk?

Peekgentic is a Dallas firm. We'll come watch how your desk works for 20 minutes and tell you straight whether it's worth automating.