Digital Strategy
& Consulting.
We help businesses work smarter — for their customers and their teams. Whether you're mapping out a digital transformation, selecting new tools, or untangling internal processes, our strategy work is designed to make your business easier to buy from and work for. We focus on aligning teams, fixing broken workflows, and identifying the initiatives that create the most value with the least friction.
Technology & Platform Strategy 
Designing the right digital foundation for growth.
We evaluate your current ecosystem, identify redundancies, and recommend the right platforms to simplify operations and support scale. This includes commerce platforms, CRMs, ERPs, analytics, and supporting tools—always grounded in your goals, constraints, and real operating model. No bias, no fluff—just the right stack for where you’re headed.
CRM & Lifecycle Optimization
Connecting marketing, sales, and service into a single customer system.
We design CRM strategies that unify customer data and automate lifecycle touchpoints across acquisition, onboarding, retention, and support. Whether Salesforce, HubSpot, or a custom CRM, our focus is on reducing manual work, improving visibility, and increasing lifetime value.
Customer Experience & Journey Mapping
Identifying friction across the entire customer lifecycle.
We map how customers actually move through your business—from first interaction to long-term engagement—and pinpoint where breakdowns are costing conversions or creating churn. The result is a clearer, more cohesive experience that aligns teams and improves outcomes.
Business Process Transformation
Modernizing the workflows that run the business.
We streamline internal processes like quoting, onboarding, fulfillment, approvals, and support by redesigning workflows and applying smart automation. This creates faster execution, fewer bottlenecks, and more time spent on high-impact work.
Core Services
Digital Audits & Roadmapping
Understanding where you are—and defining a clear path forward.
What this includes:
- Technology and platform audits
- Data, workflow, and integration reviews
- Gap analysis and redundancy identification
- Opportunity sizing and prioritization
- Phased digital roadmap with clear sequencing
We assess your tools, data, and workflows to understand what’s working, what’s broken, and what’s holding you back.
From there, we build a phased roadmap that prioritizes initiatives with the highest impact—so you’re investing in the right improvements, in the right order.
Process Design & Documentation
Designing how work should happen—and making it repeatable.
What this includes:
- End-to-end process mapping
- Workflow redesign and optimization
- Automation opportunities and requirements
- SOP and documentation creation
- Change management and team alignment
We define how work should actually get done and document it in a way teams can follow. The result is clearer ownership, fewer handoffs, faster onboarding, and reduced day-to-day confusion—especially as teams and systems scale.
Platform Selection & Vendor Evaluation
Choosing the right tools without bias or sales pressure.
What this includes:
- Platform requirements definition
- Vendor shortlisting and comparison
- Total cost of ownership analysis
- Scalability and integration considerations
- Implementation readiness planning
We guide teams through selecting the right platforms based on real use cases—not marketing promises. Our recommendations are grounded in how tools perform in production, how they integrate with your ecosystem, and how they’ll support your business as it grows.
Strategic Advisory & Fractional Support
Senior-level guidance when you need it most.
What this includes:
- Fractional digital or systems leadership
- Embedded strategy support for key initiatives
- Cross-functional alignment and execution support
- Vendor and implementation oversight
- Decision support during growth or transition
For teams that need ongoing guidance or temporary leadership, we provide senior-level strategic support. This model works especially well during periods of growth, platform transitions, or internal change—when clear direction and experienced oversight matter most.
Case Studies
Conair Corporation
Delivered Salesforce Commerce Cloud development, enterprise integrations, and sales analytics enablement using Power BI to support large-scale ecommerce operations.
Volt Lites
Implemented and customized Salesforce to align tightly with Volt Lites’ existing workflows, enabling more efficient sales and operational processes.
UHY
Implemented Salesforce Sales Cloud and Service Cloud to support sales operations, service workflows, and internal process management.
SimiTree
Assisted with platform evaluation and Salesforce organization, helping align CRM structure and tools with evolving internal processes.
Marks Paneth, formerly CBIZ
Enhanced an existing CRM environment by introducing improved workflows and configuration updates to better support internal teams.
AnnSandra
Implemented a Shopify storefront alongside a custom Laravel-based bridal registry system, enabling complex registry logic and seamless coordination between commerce and gifting workflows.
Cuisinart
Supported Salesforce Commerce Cloud enhancements with system integrations and reporting capabilities to improve visibility into ecommerce performance.
Postcards R Us
Developed a custom ecommerce platform tailored to complex print-ordering workflows, enabling scalable digital ordering and backend efficiency.