Custom software · Practical AI · Connected systems

Custom software, AI solutions, CRM migration, and integration

Every practice on this page started as a problem we kept seeing at client sites. Find the one that sounds like yours, or skip the reading and describe it to us.

Primary solutions

Where most projects start

Most projects touch two or three of these. A CRM migration turns up an integration that was never built, and a new application needs its data cleaned up first. The same team carries it through, so nothing falls between practices.

AI solutions & intelligent automation

AI pointed at a specific job: reading invoices, or answering questions from your own files. A person stays in the loop where it matters.

  • Document processing and inbox triage
  • AI inside the software you already use
  • Testing on your real cases before rollout

API & systems integration

When QuickBooks, the CRM, and the warehouse system each have their own version of a customer, we connect them so there’s one. No more retyping, no more Friday reconciliation spreadsheet.

Database & legacy modernization

An Access database past the 2 GB limit, or a SQL Server that slows down every month end. We stabilize first, then move it somewhere supported.

  • SQL Server performance and design
  • Access to SQL Server migration
  • Replacing a legacy system in stages
Database consulting

GoldMine CRM migration

We’ve supported GoldMine for more than 15 years, and we move it into HubSpot, Salesforce, or Dynamics 365 with the notes, email history, and custom fields intact. A spreadsheet export is not a migration.

Supporting capabilities

Smaller practices that often ride along

Each of these can be its own project. More often, one of them turns up halfway through something bigger.

Automation & workflow engineering

The request that lives in email and gets lost twice a month becomes a workflow with a queue, an owner, and a record.

Workflow automation

Data analysis & business intelligence

One dashboard that pulls from the systems you already have, so the Monday meeting starts with the same numbers.

Data and BI

Platform configuration & deployment

Hosting, backups, monitoring, and a way to deploy changes that doesn’t depend on one person remembering the steps.

Platform and deployment
How we work

How a project runs

We start by understanding the work as it happens today, then pick the smallest change that will hold up.

01 / DISCOVER

Understand the operation

We sit with the people doing the work and look at what they fight with every day.

02 / PLAN

Choose the approach

You get a written recommendation with a cost range. Sometimes it says keep what you have.

03 / DELIVER

Build and verify

Working software early, tested on your real data and your ugliest exceptions.

04 / SUPPORT

Operate and improve

We run the cutover, write it down, and stay on. The same people, years later.

A focused first conversation

You don’t need to know the technical answer yet.

Bring the thing that’s slowing people down, in whatever words you’d use to describe it to a colleague.

We’ll ask questions, then give you a straight read on the options. If the best answer is to keep what you already have, we’ll say so.

Request a project assessment

Have a project in mind? Let’s talk it through.

Tell us what’s slowing your business down. A senior consultant will walk you through the options: build, integrate, migrate, or automate. No sales script, no obligation.

Call Discuss a project