Discipline 03 of 04

Systems cleanup & implementation

AI is only as good as the record underneath it, and most records are a mess of duplicates, dead fields, and three systems that disagree. I implement and untangle the platforms you run on, connect them, and structure the knowledge sitting in documents, so your data becomes something chats, agents, skills, and workflows can use.

What this covers

Clean systems, end to end.

  • Salesforce and HubSpot implementation, rebuild, and migration
  • Snowflake and Databricks foundations that your reporting can stand on
  • ERP implementation and the integration layer around it
  • Notion workspaces that give documents and tribal knowledge a structure agents can query
  • Data cleanup: dedupe, normalize, and keep it in shape for AI to consume
BeforeCRMERPSheetNo sourceAfterSystemsIntegrateRecordTeamAgents
Three systems, three answers. One record is what makes the rest of it possible.

What gets built

5 builds under this discipline.

These are the ones worth naming. Each one gets reshaped around your systems and your data.

CRM Rebuild & Migration

Salesforce or HubSpot rebuilt around the way you sell now instead of the way you sold four years ago. Clean object model, fields that earn their place, migration handled without losing history.

ReplacesSix hundred custom fields, forty of which are populated.

Manufacturing & distributionTrades & construction

Data Warehouse Foundation

Snowflake or Databricks stood up properly: your CRM, ERP, POS, and finance data landing in one modeled place with definitions everyone agrees on, so reporting stops being an argument and AI has something real to sit on.

ReplacesThree departments bringing three different revenue numbers to the same meeting.

Manufacturing & distribution

Record Cleanup & Hygiene

Deduplication, normalization, and enrichment of the accounts, contacts, jobs, or matters you already have, plus the validation and automation that keeps it clean after I leave, which is the part most cleanups skip.

ReplacesThe same customer entered four ways, and a team that stopped trusting search.

PR & communicationsTrades & constructionManufacturing & distributionSmall law firms

Notion Workspace & Knowledge Base

Your SOPs, project docs, and institutional knowledge rebuilt in Notion as databases with fields and relations instead of a pile of pages, so your team can find things and your chats, agents, skills, and workflows can query them.

ReplacesA wiki nobody updates, and answers that live with whoever wrote the doc.

PR & communicationsSmall law firmsTrades & construction

ERP Integration Layer

A connective layer around your ERP so production, inventory, purchasing, and demand reconcile, with the side spreadsheets people built to compensate finally retired instead of tolerated.

ReplacesThe planning workbook one person maintains and nobody else can read.

Manufacturing & distribution

How the four connect

Each discipline leans on the other three.

Sales process fails without clean data. AI fails without a process to enforce. Custom software fails when it's bolted onto systems nobody trusts.