The Challenge
Enterprise platforms like Dynamics 365, Salesforce, SAP, and Workday offer powerful capabilities but often remain underutilized due to poor configuration, lack of integration, or insufficient adoption. Organizations struggle to extract value from expensive platform investments while managing data silos and manual workflows.
Our Approach
Integration-First
We connect disparate systems through APIs, data pipelines, and middleware to create unified views and automated workflows across platforms.
AI-Augmented Platforms
Enhance CRM, ERP, and analytics platforms with AI capabilities for predictive insights, automated data entry, and intelligent recommendations.
Adoption & Training
Configuration and customization aligned to actual business processes, with comprehensive training to drive user adoption and ongoing value realization.
Capabilities
- CRM Implementation & Optimization: Dynamics 365, Salesforce configuration, customization, and integration for sales, marketing, and customer service
- ERP Integration: Financial, procurement, and operational system integration with modern applications and data platforms
- HR & Talent Management: Workday, ADP, and HRIS implementation with onboarding automation and employee self-service portals
- Business Intelligence & Analytics: Power BI, Tableau, and data warehouse solutions that surface insights from multiple data sources
- Workflow Automation: Power Automate, Zapier, and custom automation to eliminate manual data entry and accelerate approvals
- Master Data Management: Data quality, deduplication, and synchronization across systems to ensure single source of truth
- Custom Extensions: Platform-specific development for unique requirements not met by out-of-box functionality
- System Health & Optimization: Performance tuning, security audits, and ongoing optimization of existing platform investments
Example Use Cases
Constituent Relationship Management
Dynamics 365 implementation for government agency to track citizen interactions, service requests, and case management with automated routing and SLA tracking.
Financial Reporting & Analytics
Power BI dashboards integrated with ERP and external data sources to provide real-time budget tracking, forecasting, and variance analysis.
Sales & Marketing Automation
Salesforce optimization with marketing automation, lead scoring, and AI-driven sales forecasting to improve pipeline visibility and conversion rates.