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Technology Consulting

Fix Your Processes.
Connect Your Systems.
Accelerate Your Business.

From discovery to deployment — we assess your operations, identify broken workflows, and implement the right technology to eliminate friction and drive growth.

We Start With Your Business, Not the Technology

Most technology projects fail because they start with a tool instead of a problem. We flip that. Our process begins with a deep-dive discovery into your company's workflows, pain points, and goals — then we design and implement a tech stack that actually fits how your team operates.

Whether you need a Salesforce implementation, a third-party integration, a custom application, or a complete process overhaul — we bring the cross-platform expertise to get it done right.

100%

Discovery-First Approach

End-to-End

Assessment to Deployment

Multi-System

Integration Expertise

Custom

Apps Built to Your Needs

Our Process

A structured approach that leaves nothing to guesswork.

1

Discovery

We sit down with your team and map every business process — what's working, what's broken, and where time and money are leaking out. No assumptions, just facts.

2

Assessment & Roadmap

We analyze your current tech stack, identify gaps, and deliver a prioritized roadmap — detailing which systems to implement, integrate, or replace, and in what order.

3

Implementation

We build, configure, and integrate — from Salesforce implementations and RingCentral setups to custom applications and data pipelines — handling the technical heavy lifting end to end.

4

Enablement & Handoff

Your team gets trained, documented, and fully supported so you can operate confidently. We don't disappear after launch.

What We Implement

Hands-on expertise across the platforms and problems that matter most to growing businesses.

Salesforce Implementation

Full Salesforce setup and configuration tailored to your sales and operations workflows — not a generic out-of-the-box install.

  • CRM configuration & data migration
  • Custom objects, flows & automation
  • Lightning Web Components (LWC)
  • Dashboards, reports & analytics
  • User training & adoption support

System Integrations

Connect your business tools so data flows automatically between them — eliminating double-entry, errors, and blind spots.

  • CRM ↔ Phone / Communications (e.g. RingCentral)
  • ERP, billing & accounting systems
  • Marketing & customer success platforms
  • API-first custom integrations
  • Webhook & event-driven architecture

Custom Application Development

When off-the-shelf doesn't cut it, we build. Custom apps designed around your specific process gaps, built to scale with your team.

  • Internal tools & portals
  • Salesforce-connected custom apps
  • Workflow automation & scheduling
  • Document generation & e-signature
  • React + .NET full-stack development

Data Architecture & ETL

Centralize your data so it's clean, consistent, and ready to power reporting, AI, and decisions — not scattered across spreadsheets and siloed systems.

  • Database design & setup
  • ETL pipeline development
  • Data migration & cleanup
  • Reporting & BI readiness
  • AI-ready data foundations

Process Analysis & Optimization

Technology alone doesn't fix broken processes — the right process has to come first. We document, analyze, and redesign your workflows before a single line of code is written.

  • Workflow mapping & gap analysis
  • Bottleneck & inefficiency identification
  • Tech stack recommendations
  • Prioritized implementation roadmap
  • Change management support

Add AI Intelligence

Once your systems are connected and clean, unlock the power of OnpointIQ — ask natural language questions about your business data and get instant AI-powered answers.

  • Natural language querying
  • Salesforce & multi-system AI insights
  • Instant business intelligence
  • No technical skills required
  • Your own <company>GPT

What an Engagement Looks Like

A real-world example of how we help companies go from broken processes to a fully connected tech stack.

Example Client Engagement

Multi-system implementation for a growing service company

! The Challenge

  • • No CRM — customer and sales data lived in spreadsheets
  • • Phone system completely disconnected from sales records
  • • Manual, error-prone quoting and follow-up processes
  • • No visibility into pipeline or team activity
  • • Data scattered across systems with no single source of truth

What We Built

  • • Full Salesforce CRM implementation with custom objects & automation
  • • RingCentral integrated directly into Salesforce for call logging
  • • Automated workflows for lead routing and follow-up sequences
  • • Custom app for scheduling and document generation
  • • Central database with ETL pipeline pulling from all systems

The Outcome

  • • Full pipeline visibility for sales leadership
  • • Zero manual call logging — all activity auto-captured
  • • Reps spend more time selling, less time on admin
  • • Decisions backed by clean, centralized data
  • • Foundation in place to layer on AI-powered insights

Ready to fix what's holding your business back?

Let's start with a conversation about your processes, your systems, and your goals — no pitch, just discovery.