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