Make your business systems work harder.
Business System Consultation
We can help you select back office systems that fit your organization’s size, growth trajectory and operational realities.
Implementation and Process Development
We configure with the end in mind: efficient systems that collect the right data efficiently and give you actionable information.
System Update and Reconfiguration
Business isn’t static, and neither are regulatory and IT environments. If it’s time to update your systems, we can help.
Accounting and ERP
Most small businesses in the U.S. start with QuickBooks. It’s easy, it’s inexpensive, and it works. We can help you choose the right version, configure it for your organization, and learn to use it efficiently to run your projects and your business.
For project-based businesses that have outgrown QuickBooks, we often recommend Unanet, a robust all-in-one timekeeping, project management and financial accounting system that can handle DCAA and SCA compliance for government contractors.
File Management
Cloud-based file management has become essential for businesses of every size. We can help with configuration, policies and training for SharePoint and OneDrive.
We also like M-Files, a metadata-based file management and business process management system. Ask us for a demo!
Customer Relationship Management
There are many, many CRM systems marketed to small business. Just about any of them will do the job – if your team uses them consistently. That’s the hard part.
If your system is configurable, we can help identify the minimum number of fields you really need, find ways to standardize the data, and build reports your team will find valuable, creating incentive for your people to use it.