Configured a manufacturing company's CRM — 8 stages from quoting to closed, automated invoicing with prepayment workflows, data cleanup across products, customers, and companies. The invoicing "bug" was a configuration issue — the feature already existed. Saved them from buying a new system.
Fix the systems you have before buying new ones.
Operational Systems & Business Setup
Most operational problems aren't technology problems — they're configuration problems. The CRM that doesn't match your pipeline. The invoicing workaround nobody remembers creating. The data that lives in someone's head. We fix what you already own, clean up what you already have, and build infrastructure that scales without an IT department.
What this looks like:
- CRM and pipeline configuration (Scoro, HubSpot, Airtable — whatever you're already using)
- Data cleanup and migration (deduplication, normalization, import/export)
- Financial systems setup and analysis
- Business infrastructure for new practices (registration, finance, templates, processes)
- Vendor audits and cost optimization
Evidence
From our work
From our work
Built a financial audit pipeline that processed 30 months of credit card statements (1,528 transactions), resolved 186 vendors from 473 raw descriptions, and identified $515/month in recurring savings.
Not a dashboard — an answer.
Systems broken? Data scattered? Let's look at what you have.
Half the time the fix is configuration, not replacement. We'll assess what you have, tell you what's actually broken, and fix it — or tell you when a new system is warranted.
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