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We Can Help With Your Project

Unique Perspective from a Depth & Breadth of Strategy, Operations & Technology Experience

We neither sell products, nor earn commissions from others – eliminating conflict of interest. We transparently focus on earning your trust, adding value and helping you repeatedly achieve your objectives. Our seasoned professionals can help with your digital marketing, sales, customer service, operations, financial, business intelligence, and information technology solution objectives.

Assess

We'll assess current capabilities and identify opportunities.

Opportunity

We focus on pragmatic, sustainable, best practices.

Plan

We'll filter noise, clarify direction and outline specific plans.

Alignment

Actionable plans, prudent budgets and defined outcomes.

Execute

Whether turnkey or advisory, we'll ensure success.

Leadership

We’ll transfer knowledge and enable your team.

Results

We'll measure results and follow through to ensure success.

Satisfaction

Measurable value and Customer satisfaction.

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Our Recent Work

IT Transformation

Global Microsoft Dynamics 365 project, including D365 Finance and Operations, D365 Marketing, D365 Customer Engagement, business intelligence & analytics solutions.

Strategic Assessment

Identified high margin opportunities through strategic business & technology assessment & planning – including a prioritized, step-wise execution plan.

Power Apps & Power Automate

Rapidly built, low-code, feature-rich, integrated, cloud-based, run-anywhere applications. Modernized business processes. Eliminated costly, manual effort. Reduced cycle times.

Agile Program Management

Designed and implemented agile project and portfolio mgt. using Atlassian Jira & Microsoft DevOps solutions. Team training and coaching.

Governance

Conducted risk assessment and action plan for financial svcs. firm, aligning board and management. Developed standards-based IT security assessment, remediation, incident mgt & response program.

Digital Marketing and Content Mgt

Marketing automation & e-­commerce solutions through leading content management solutions.

Customer Engagement

Integrated lead generation, capture & conversion; e-mail, social media and event marketing automation & analytics. Implemented Customer service hub.

Microsoft Office 365

Advanced communication, collaboration, & mobility, including desktop conferencing, messaging, file sharing, corporate social, digital publishing, video presentation & streaming.

Our Customers Say

“Our Dynamics 365 Customer Engagement effort was unquestionably successful. Thank you for a great job with the business process definition and platform implementation.”

DIGITAL MARKETING MANAGER

“You’ve greatly accelerated our information technology governance effort. You brought a pragmatic, risk-based approach, simplifying our policies and procedures, enabling sustained compliance.”

CHIEF INFORMATION OFFICER

“Your program leadership insights were on point and directly applicable.  The training delivered was engaging, insightful, and filled with practical experience and tips for success.”

DIRECTOR, PMO
PowerApps_Quality

“With PowerApps the data collected on our mobile device is instantly available in PowerBI, aligning all team members, from shop floor to the executives, around timely, factual information. Previously, data collection was cumbersome, handled differently in each location and would require two weeks each month to merge.”

QUALITY MANAGER

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