Tech Debt, Software Customization, Process Automation, & More
Consider your company's tech problems, resolved
We are the local small-business-focused consulting company you call when you want a tech savvy partner to support your business!
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Consulting | Software Implementation & Customization
Streamline your business
Smoother business processes equals more time for you to increase your revenue. How do you do that? Implement software, configure to meet your needs, integrate and utilize data and project management best practices, and more.
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Real Life Example
Imagine you keep all of your passwords in a spreadsheet. Every time you need a password, you have to open it, copy the username and paste, then copy the password and paste again.
Enter password managers like 1Password and Google Password Manager.
Simply set it up by linking the tool to your browser. Then, as you work it’ll ask if you want to save the password for that website (i.e. Gmail, Canva) with your username, password, etc.
After saving, next time you go to that website and are required to log in, instead of all the copying and pasting back and forth, the password manager shows you your saved login credentials.
Click. Enter. Go!
That’s what we do for you. Whether it’s a single step like entering a password, or an entire process from end-to-end, we’ll simplify the steps which in turn, streamline your process.
Consulting | Process Automation
Automate Repetitive Tasks
Think about the tasks that you do on Repeat. Are your retainers or subscriptions invoiced manually? These and similar tasks can be automated, saving you time, and time is money!
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Real Life Example
Are you tracking your mileage for tax season? There’s an app for that.
Are you manually duplicating, editing, and sending invoices for 10+ clients per month? Software can automate that for you.
Have you created email templates yet? What a time saver!
All these tasks and more can be automated which, you guessed it, streamlines your processes.
Fun how that comes together!
Consulting | Process Improvement
Reduce Manual & Redundant Work
Unlike repetitive tasks, redundant work is unnecessary repetition. Do you receive emails from contact forms and clients you have to manually enter into your CRM, accounting, or project management software? Integrate these software tools to reduce manual entry.
tell me more, let's chat
Real Life Example
Where does the information from the contact forms on your website go?
Emailed to your inbox, so you…
- save their contact info to Google Contacts/Outlook.
- copy their info manually to add to a spreadsheet or software like a Customer Relationship Management tool (CRM).
- respond to their email.
- update the last contact date in your spreadsheet or CRM
- add the notes from their inquiry and your response to the same spreadsheet or CRM.
Wow, that’s a lot of steps.
What if information from a website inquiry or subscription form went directly to your CRM, automatically extracts the data into reportable fields, saves that lead and logs the email as a related activity, then emailed you?
- Now all you have to do it reply, with the email template you now have.
One step. That’s a lot less work! We’ll set that up for you.
Consulting Services
CRM Research & Implementation
CRM Research & Implementation
Implementing a CRM is no small task. We will guide you through the due diligence process to determine which CRM software is the best fit for your business’ needs.
There are many factors we consider, including, but not limited to:
The best approach
Data cleansing and prep for import
Planning CRM infrastructure
Integrations and testing
Resources (budget, timeline, etc.)
CRM Consulting
CRM Consulting
Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, we are here to support your business maintaining its CRM.
We are 5x Salesforce Certified, but have also worked with clients using Oracle CRM On-Demand, HubSpot, Monday.com, Pipedrive, industry-specific CRMs, and more.
Conference Management
Conference Management
If your company attends one or more conferences a year, locally or nationally, you should be tracking leads, ROI, costs, shipping, contacts, and more.
We have a decade of experience managing conferences for multiple companies across the USA. We've created proprietary templates that can be customized to your company that has helped meet budgets, improve ROI tracking, and reduce expenses and mitigated loss.
Corporate, Community, And Nonprofit Event Management
Corporate, Community, and Nonprofit Event Managemnt
We work with companies to create corporate conferences, community and nonprofit events, from the ground up, increase growth by attendance and revenue, and improve the attendee and sponsor experience.
Over the last decade we have developed proprietary event management documentation for budgets, tracking income and credits, execution timeline, and more.
Data Management
Data Management
The data that goes in to your business software, like a CRM, is what your business has to work with.If your data has duplicates, is missing key information on records, or just has bad data (from purchased leads or bad import), your reports will be distorted.
Get the ROI you deserve and let us clean-up your data.
Documentation
Documentation
Documenting your business processes is best practice for new hire user training, and continuity if anyone leaves your organization.
Whether you don't have any SOPs or update existing documents with changes, we create detailed documentation including workflow diagrams.
Employee for a Day
Employee for a Day
With our vast experience across industries, departments, and skills, when you need a temporary employee to push through heavy client work, catch up on administrative tasks, or manage your office when you're away, we are a subcontractor you can trust.
From creating spreadsheets in a fraction of the time it would've taken a client, importing and cleansing data, designing flyers and digital ads, and more, we have plenty of experience with ad-hoc, need-help-today, work.
Project Management
Project Management
Could you use help tracking projects, understanding what your workload capacity is, and keeping customers informed of project statuses?
Whether you need a project manager or to implement project management software, we can do both.
Software Implementation
Software Implementation
Software Implementation is the actual customization of various applications for business use (Calendly, QuickBooks Online, Salesforce, HubSpot, etc.).
We implement software to digitize, centralize, automate, and streamline business processes!
Software Integrations
Software Integrations
Software Integrations means connecting software applications together and/or to a central application (source of truth), such as a CRM or accounting software.
We recommend integrations to create an end-to-end business solution resulting in the ability to report on complete company insights and customer journeys.
User Training
User Training
End-user adoption is a common problem businesses have after implementing software or changing processes.Quality UX training materials and training sessions increase the likelihood of higher user adoption.
We create the training materials and help train your users.
CRM Research & Implementation
Implementing a CRM is no small task. We will guide you through the due diligence process to determine which CRM software is the best fit for your business’ needs.
There are many factors we consider, including, but not limited to:
The best approach
Data cleansing and prep for import
Planning CRM infrastructure
Integrations and testing
Resources (budget, timeline, etc.)
CRM Consulting
Whether you have a dedicated Certified CRM Admin, an Executive CRM Sponsor acting as an interim admin, or no one on staff managing your CRM, we are here to support your business maintaining its CRM.
We are 5x Salesforce Certified, but have also worked with clients using Oracle CRM On-Demand, HubSpot, Monday.com, Pipedrive, industry-specific CRMs, and more.
Conference Management
If your company attends one or more conferences a year, locally or nationally, you should be tracking leads, ROI, costs, shipping, contacts, and more.
We have a decade of experience managing conferences for multiple companies across the USA. We've created proprietary templates that can be customized to your company that has helped meet budgets, improve ROI tracking, and reduce expenses and mitigated loss.
Corporate, Community, and Nonprofit Event Managemnt
We work with companies to create corporate conferences, community and nonprofit events, from the ground up, increase growth by attendance and revenue, and improve the attendee and sponsor experience.
Over the last decade we have developed proprietary event management documentation for budgets, tracking income and credits, execution timeline, and more.
Data Management
The data that goes in to your business software, like a CRM, is what your business has to work with.If your data has duplicates, is missing key information on records, or just has bad data (from purchased leads or bad import), your reports will be distorted.
Get the ROI you deserve and let us clean-up your data.
Documentation
Documenting your business processes is best practice for new hire user training, and continuity if anyone leaves your organization.
Whether you don't have any SOPs or update existing documents with changes, we create detailed documentation including workflow diagrams.
Employee for a Day
With our vast experience across industries, departments, and skills, when you need a temporary employee to push through heavy client work, catch up on administrative tasks, or manage your office when you're away, we are a subcontractor you can trust.
From creating spreadsheets in a fraction of the time it would've taken a client, importing and cleansing data, designing flyers and digital ads, and more, we have plenty of experience with ad-hoc, need-help-today, work.
Project Management
Could you use help tracking projects, understanding what your workload capacity is, and keeping customers informed of project statuses?
Whether you need a project manager or to implement project management software, we can do both.
Software Implementation
Software Implementation is the actual customization of various applications for business use (Calendly, QuickBooks Online, Salesforce, HubSpot, etc.).
We implement software to digitize, centralize, automate, and streamline business processes!
Software Integrations
Software Integrations means connecting software applications together and/or to a central application (source of truth), such as a CRM or accounting software.
We recommend integrations to create an end-to-end business solution resulting in the ability to report on complete company insights and customer journeys.
User Training
End-user adoption is a common problem businesses have after implementing software or changing processes.Quality UX training materials and training sessions increase the likelihood of higher user adoption.
We create the training materials and help train your users.