How we can help

With your investment in operational software, it’s important that you’re getting the most out of your systems. Our team can enhance your tech stack to the best of its ability, reduce time spent on manual administrative tasks, and provide timely and valuable insights into your business operations.

  • Improve visibility and confidence in your data
  • Identify opportunities for streamlined efficiencies and revenue growth
  • Reduce repetitive and manual processes, cut cost

Our Services

Our Services

Business Analysis Section Illustration

Scale Your Business with Power BI Dashboards

Our comprehensive data solutions are aligned with your vision, empower your team, and drive informed decision-making. From system configuration and data warehousing to customized business dashboards, we provide sharp, actionable insights to:

  • Identify trends and anomalies quickly and effortlessly
  • Enable continuous monitoring with automated alerts
  • Track budget vs. actual and KPIs in real-time
  • Streamline reporting processes for efficient data analysis
  • Unify your team with a holistic view of the business
  • Make data-driven decisions for your business growth and success

Streamline operations and boost efficiency with RPA

Enhance your business efficiency and reduce manual workloads with Robotic Process Automation (RPA). By automating repetitive tasks, RPA allows your team to focus on higher-value activities, driving productivity and growth. Let RPA streamline your operations and unlock new levels of performance:

  • Seamlessly integrate AI capabilities for improved automation
  • Automate repetitive tasks to free up your team to focus on high-value work and cut costs
  • Bridge the gap between legacy and modern systems, ensuring compatibility and efficiency
  • Enhance compliance by standardizing processes and reducing errors
  • Streamline business processes for faster execution and improved productivity

Streamline operations and boost efficiency with RPA

Enhance your business efficiency and reduce manual workloads with Robotic Process Automation (RPA). By automating repetitive tasks, RPA allows your team to focus on higher-value activities, driving productivity and growth. Let RPA streamline your operations and unlock new levels of performance:

  • Seamlessly integrate AI capabilities for improved automation
  • Automate repetitive tasks to free up your team to focus on high-value work and cut costs
  • Bridge the gap between legacy and modern systems, ensuring compatibility and efficiency
  • Enhance compliance by standardizing processes and reducing errors
  • Streamline business processes for faster execution and improved productivity

Streamline operations and boost efficiency with RPA

Enhance your business efficiency and reduce manual workloads with Robotic Process Automation (RPA). By automating repetitive tasks, RPA allows your team to focus on higher-value activities, driving productivity and growth. Let RPA streamline your operations and unlock new levels of performance:

  • Seamlessly integrate AI capabilities for improved automation
  • Automate repetitive tasks to free up your team to focus on high-value work and cut costs
  • Bridge the gap between legacy and modern systems, ensuring compatibility and efficiency
  • Enhance compliance by standardizing processes and reducing errors
  • Streamline business processes for faster execution and improved productivity

Effective IT Innovations Management

Leveraging our audit expertise, we offer risk-based management for IT innovations. We align solutions and vendors with stakeholders and business objectives to mitigate disruptions. Our services include: 

  • IT Inventory Analysis: Get a comprehensive view of your IT assets and dependencies. 
  • Business Requirements and Feasibility Analysis: Align IT investments with strategic goals and manage expectations. 
  • Process Documentation: Facilitate approvals, training, and transition planning. 
  • System Migration Planning and Support: Ensure a smooth transition to new systems to support your strategic Merger & Acquisitions (M&A) activities. 

Client Testimonials 

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D. Fonseca
Director of an Incubation in Texas

“We used to operate on an on-premise ERP application which was rigid and difficult to maintain. Steven helped us secure the nonprofit package with Salesforce, built a state of the art ERP system and conducted a smooth data migration. My time was freed up. We grew tri-fold in terms of client and professional staff without additional admin overhead. It was like day and night.”

M. Salutoff
Director of IT at Accounting firm in LA

“Steven helped us build a synchronization between CCH Axcess Workstream and our Project Management system that I did not think was possible, but he found a way, and it’s probably the only way. That sync has been a critical part of our firms’ operation for many years.”

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M. Harris
Director at CPA Consultant in Hawaii

“I can personally account for his wealth of knowledge and expertise in the areas of project management, development support, and solution architecture. Steven is known to put 110% effort into the projects he oversees and supports. He demonstrates excellent follow-through on projects and works to ensure satisfaction has been achieved.”

Our Approach

Transform Your Vision into Reality. Manage Innovations with Confidence.

Our Approach

Transforming Your Vision into Reality with Our Tailored Approach

Our Approach

Transforming Your Vision into Reality with Our Tailored Approach