Services

The engineering behind operations that just work.

Five capabilities, delivered by one team of architects, developers, integration engineers, QA automation specialists and program leaders. Engage one discipline or all five.

01 · Portfolio & Program Management

Clarity from intake to value realized.

We stand up or rescue the PMO function: one front door for demand, a scoring model everyone trusts, and delivery reporting that tells leadership the truth early.

  • Enterprise PMO and portfolio governance design
  • Demand intake, scoring and capacity-based prioritization
  • Agile, waterfall and hybrid delivery frameworks
  • RAID, budget and benefits tracking
  • Executive dashboards and AI-drafted status reports
  • Vendor and multi-team program leadership
JiraSmartsheetMS ProjectAsanaSalesforcePower BI
IntakeEvery request, one front doorScoreValue, risk, effort, capacityRoadmapSequenced, funded, visibleDeliverAgile, waterfall or hybridRealizeBenefits tracked to the dollar
Portfolio funnel we implement: every request scored, sequenced and tracked to the benefit.
02 · CRM

A CRM your teams open because it helps them.

We design and build CRM around your real lead-to-cash, service and constituent journeys — then automate the steps people used to do by hand.

  • Salesforce Sales, Service and Experience Cloud
  • Lead-to-cash, quoting and revenue workflows
  • Nonprofit Cloud / NPSP and grants management
  • Customer and partner portals
  • Agentforce and embedded AI assistants
  • Data migration, deduplication and org health checks
SalesforceHubSpotExperience CloudAgentforceData 360FlowApex / LWC
01LeadCaptured, scored and routed in minutes
02OpportunityGuided selling with next-best action
03QuotePriced, approved and e-signed
04OrderSynced to ERP with no rekeying
05InvoiceBilled and tracked to payment
06RenewHealth-scored before it is at risk
Lead-to-cash, end to end: the journey we design CRM around.
03 · ERP & Integrations

One version of the truth across every system.

Our MuleSoft and API engineers connect CRM, ERP, finance, field and data platforms so orders, customers, inventory and invoices move on their own — with monitoring when they don't.

  • ERP implementation and optimization support
  • API-led integration with MuleSoft and iPaaS
  • Event-driven and real-time syncs, webhooks
  • Master data management (MDM) and golden-record design
  • Data 360 (Salesforce Data Cloud) and warehouse-ready models
  • Data migration and cleansing
  • Integration monitoring, alerting and runbooks
MuleSoftData 360Master data managementNetSuiteDynamics 365QuickBooksZohoSnowflake
EXPERIENCEWeb & portalsMobileAI agentsPartner APIsENGAGEMENT · CRMSalesforceHubSpotService deskMarketingINTEGRATION FABRICMuleSoftREST / GraphQLEvents & webhooksiPaaS / ETLRECORD · ERPNetSuiteDynamics 365QuickBooks / ZohoInventory & billingDATA & AIData 360Master data (MDM)Models & RAGWarehouse & BI
Reference architecture: every layer connected through a governed integration fabric.
04 · QA & Release Automation

Release with confidence. Every time.

We build the test suites, pipelines and release gates that let your team release on a predictable cadence without last-minute surprises — and we use AI to write and maintain tests faster.

CommitBuildStatic scanAutomated testsRelease gateDeployObserveUnitAPIUI regressionData checksAI-generated casesDEFECT & TELEMETRY FEEDBACK

Test strategy & automation

Risk-based test plans, automated UI, API and regression suites, test data management.

CI/CD & DevOps

Source-driven Salesforce and app pipelines, environment strategy, branching and rollback.

AI-assisted QA

Test cases generated from user stories, self-healing locators and defect triage summaries.

GearsetGitHub ActionsSalesforce DXProvarPlaywrightSeleniumPostman
05 · AI for Business

AI that does the work, not the demo.

From the 6 a.m. brief to the invoice that chases itself, we build practical co-pilots for small and mid-size businesses — and responsible AI programs for agencies and enterprises.

ObserveRecommendApproveAutoYOU SET THE AUTONOMY — PER WORKFLOWValue capsHuman sign-offFull audit trail
The team

One pod. Every skill the job needs.

You get a cross-functional pod, not a relay race between vendors. The same people who design it build it, test it and hand it over.

Engagement models
Fixed-scope project · Managed capacity · Fractional PMO · Advisory
Delivery
US-led, with a blended onshore/offshore option
Sectors
Government, nonprofit, SMB, enterprise and SaaS
YouroutcomeSolution architectsPlatform developersIntegration engineersQA automationProgram & PMOAI engineers

Not sure where to start?

Tell us the outcome you need. We will tell you honestly which of these five capabilities gets you there — and which ones you can skip.