OUR SOLUTIONS
Intelligent Systems for Long-Term Growth
Our solutions start with a deep understanding of your business from the inside out. By mapping your processes, identifying inefficiencies, and spotting automation opportunities, we design systems that not only address today’s challenges but also adapt with you for sustained growth and efficiency.
Data Modeling & Governance
WHAT IS IT:
Define objects, their relationships, lifecycle states, CTQs, ownership, and data quality rules.
Custom objects and pipelines, Ops Hub data quality, property governance, custom functional development
Canonical data model, master data strategy, data contracts, and validation in your CRM/ERP/CDP of choice
API-Led Integrations & Middleware
WHAT IS IT:
Secure, observable two-way syncs across CRM, ERP, finance, product, support, and portals.
Private apps, webhooks, custom endpoints, iPaaS orchestration (e.g., Make/Workato) with Ops Hub sync health
Direct APIs or middleware (Node/Go/.NET), message queues, event buses, and observability for improved architecture
Automation & AI Agents
WHAT IS IT:
Automations and LLM-powered agents that draft, summarize, route, and recommend.
Workflow automation, playbook logic, AI-assisted content, call summaries, deal insights, SLA timers
Orchestrated agents (OpenAI/LangChain/RAG) triggered by events in your systems; queued actions back to CRM/ERP/ITSM
Customer-Centric Portal & App Experiences
WHAT IS IT:
Role-based web apps and portals that read/write to the command center with audit trails.
Authenticated experiences tied to HubSpot objects; activity logging; “one record of truth” for internal teams
Next.js/React apps with your identity provider; write-backs to CRM/ERP via middleware; full telemetry
RevOps & Process Governance
WHAT IS IT:
Lifecycle alignment, handoffs, CTQs, and SLAs across revenue-critical workflows.
Stage gates, required fields, approval flows, QA automations, and audit logging in HubSpot
Cross-system workflow design with approvals, escalations, and service levels enforced across CRM/ITSM/ERP
Insight Layer & Decision Support
WHAT IS IT:
Attribution, operational metrics, and role-based dashboards tied to business decisions.
Attributed pipelines, Ops Hub data sync to warehouse, curated HubSpot dashboards by role
Warehouse-first or BI-led models (dbt/Looker/Power BI); reverse ETL back to frontline tools
