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 of IT consultants can help make sure that your software is enhanced to the best of its ability, your team is reducing time spent on manual administrative tasks, and your data is providing real-time, valuable insights into your business operations.

  • Improve visibility and confidence in your business operations
  • Identify opportunities for streamlined efficiencies and revenue growth
  • Reduce repetitive and manual processes
  • Reduce inconsistent or missing data across systems

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

Robotic Process Automation

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

Robotic Process Automation

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

Free Initial Assessment

We’ll analyze your business objectives, tech stack, and current processes and challenges. This helps us identify potential optimizations and determine if our solutions align with your goals.

Pilot (2-4 week)

For new challenges, we often recommend a pilot or “Proof of Concept” project to prove feasibility and minimize risks before committing resources and budget.

Contract

Next, we outline goals, timeline, approach, and budget. Whether you prefer a one-time project or an ongoing partnership, fixed fee or time-and-material basis, we will tailor the contract to your needs.

Design and Development

We then collaborate closely with you throughout the development process with a weekly or biweekly check in cadence. Our goal is to deliver solutions that are on point and exceed your expectations. 

Finalization

Finally, we support you in maximizing the benefits of our innovative solutions. This includes risk-based change management, user acceptance testing, end-user training, and comprehensive documentation to ensure a smooth transition and success.

Our Approach

Transforming Your Vision into Reality with Our Tailored Approach

Assessment of Requirements

Analyze business needs, objectives, and tech infrastructure to identify gaps and opportunities for tailored solutions.

Pilot project (2-4 week)

Limited scope within 2-4 weeks to demonstrate proof of concept that we can deliver what you need and solve your problems before establishing a specific scope.

Agreement on Engagement Models

Discuss and decide on the best cooperation model aligning with client goals, timeline, and budget.

Design and Development

Create custom solutions, focusing on exceeding client expectations through innovative Business Intelligence and analysis tools.

Deployment, UAT and Documentation

Facilitate smooth solution adoption with comprehensive training and documentation, ensuring client empowerment for maximal solution leverage.

Our Approach

Transforming Your Vision into Reality with Our Tailored Approach

Assessment of Requirements

Analyze business needs, objectives, and tech infrastructure to identify gaps and opportunities for tailored solutions.

Pilot project (2-4 week)

Limited scope within 2-4 weeks to demonstrate proof of concept that we can deliver what you need and solve your problems before establishing a specific scope.

Agreement on Engagement Models

Discuss and decide on the best cooperation model aligning with client goals, timeline, and budget.

Design and Development

Create custom solutions, focusing on exceeding client expectations through innovative Business Intelligence and analysis tools.

Deployment, UAT and Documentation

Facilitate smooth solution adoption with comprehensive training and documentation, ensuring client empowerment for maximal solution leverage.