Domain fluency matters. We don't show up to learn your business — we show up to apply patterns we've already shipped in companies like yours.
A senior technology partner without the full-time hire. We help founders pick the right tech stack, design the architecture, build the custom pieces, integrate the systems, and surface a 360° view across sales, marketing, operations, project management, and finance.
Choose the right CRM, ERP, accounting, marketing, ops, and PM tools for your stage, team, and budget. Build-vs-buy decisions, vendor selection, and a pragmatic 6–12 month tech roadmap your board will fund.
CRM setup & hygiene (Salesforce, HubSpot), marketing automation, lead capture, marketing sites, SEO, and analytics. Pipeline measurement that ties campaign spend to closed revenue — not vanity dashboards.
Workflows on Monday.com, Asana, ClickUp; ticketing, hand-offs, approvals. Microsoft 365 / Google Workspace productivity stacks that complement — not fight — your operating system.
Custom apps where no SaaS fits — internal portals, admin tools, customer dashboards, lightweight APIs. Azure or AWS, .NET, React, Python — chosen for your runway and your team, not the trend graph.
Connect CRM ↔ ERP ↔ Accounting ↔ PM ↔ Marketing ↔ Telematics — with Zapier, Make, Power Automate, Azure Functions, or custom code. Eliminate the spreadsheets everyone re-keys.
One unified view across sales, marketing, ops, customer success, and finance. Power BI / Tableau dashboards the founder, head of sales, and CFO all open — single source of truth, no spreadsheet drift.
Quote-to-Cash for bare and operated equipment rental. Deep experience leading the SaaS platform that's the system of record for North American crane and heavy-haul operators.
End-to-end QTC workflow: quoting, dispatch, job tracking, invoicing. Win/loss conversion analytics, revenue forecasting, profit margin tracking.
Modernized dispatch experience with rich-text editing, spell-check, and a modern web-based UI — a real upgrade from outdated WinForms.
Samsara, GeoTab, Fleetmatics, Tadano — equipment hours, GPS, utilization. Configurable integration patterns that survive vendor changes.
Sage Intacct, Sage 300, NetSuite, Microsoft Dynamics GP, Dynamics 365, QuickBooks. Bidirectional sync with error handling and reconciliation.
ADP, PayChex, PayCom. Labor-hour reporting tied to job costing. Productive vs nonproductive hour analytics for fleet owners.
Utilization, preventive maintenance, revenue variance, forecasted vs actual profit margin — KPIs co-developed with fleet owners and ops managers.
Years of building enterprise BI and operational platforms for major global relocation networks — agent performance, claims management, and consolidated reporting across mainframe, ERP, and file feeds.
Inside Performance Management (iPM) BI portal patterns. Multi-source KPI aggregation, scorecards, ranking systems — at agent and branch level.
Consolidated EDW pulling from mainframe ADABAS, DB2, PeopleSoft, and flat-file extracts. SAP BO Data Services / Data Integrator pipelines.
SAP Business Objects, Web Intelligence. Role-based dashboards delivered via .NET BI portals with SSO and granular permissions.
Claims management workflow, customer portals, agent statement generation. Web applications focused on operational efficiency.
Migrating legacy SAP BO and other reporting estates to Power BI / Tableau without losing the audit, compliance, and operational reports the business runs on.
Years inside Revenue Cycle Management — claims, denials, appeals, patient registration. We speak HL7 and X12 EDI, not "healthcare-adjacent." This is where our deepest domain wiring sits.
Billing & follow-up, appeals & denials management, under-payment recovery, patient pay & pre-collect. Skills-based case routing for operations teams.
ADT messages, 270/271 eligibility, 837/835 claims & remittance, 277 claims status. CorePoint workflows with A2 high-availability failover.
Epic, Cerner, Midas+ integration patterns. Inbound clinical message routing, outbound document generation (PDF clinical reviews & appeals).
Utilization review, Level of Care, Peer-to-Peer review, clinical denial workflows. Ranking engines to route emergency cases to physician leads.
Claims status scraping from BCBS, Aetna, Cigna, HAP. Two-way ETL with Relay Health, Ovation Health. Top-of-list cost-saving automation.
Healthcare data lake, conformed dimensions across departments, HIPAA-grade governance. Democratized analytics without compliance fires.
Data integration, cloud migration, AI agents, and SaaS automation look similar across sectors. If your problem rhymes with what we've solved, we'd like to hear about it.