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Services

Software Implementation Services: Platforms We Implement

Your tools already hold the data. We implement, connect and report on them, so they answer one set of business questions.

See how we work
CRM, ERP or accounting, web analytics and the BI dashboard all report the same Q3 revenue of $4.20M on one governed data modelBig number $4.20M Q3 revenue with one definition, matched by the CRM, ERP or accounting, web analytics and the BI dashboard.Four systems report one revenue figureQ3 revenue as each platform shows it, on one governed data modelDemo dataQ3 revenue, one definition$4.20MDefinitionInvoiced revenue, net of credits,by invoice monthPlatformQ3 revenueMatchesCRMHubSpot or Salesforce: closed-won deals$4.20MERP or accountingNetSuite or QuickBooks: invoices$4.20MWeb analyticsGA4 sources joined to CRM revenue$4.20MBI dashboardPower BI leadership view$4.20MReconciled daily, so no one rebuilds the number in a spreadsheet.CRM, ERP or accounting, web analytics and the BI dashboard all report the same Q3 revenue of $4.20M on one governed data modelBig number $4.20M Q3 revenue with one definition, matched by the CRM, ERP or accounting, web analytics and the BI dashboard.Demo dataFour systems report onerevenue figureQ3 revenue as each platform shows it, on onegoverned data modelQ3 revenue, one definition$4.20MInvoiced revenue, net of credits,by invoice monthCRMHubSpot or Salesforce:closed-won deals$4.20MERP or accountingNetSuite or QuickBooks:invoices$4.20MWeb analyticsGA4 sources joined to CRMrevenue$4.20MBI dashboardPower BI leadership view$4.20MReconciled daily, so no one rebuilds thenumber in a spreadsheet.

A company might run a CRM, an ERP or accounting tool, web analytics and a few automations. Each tells a different story. We start from the systems you have, connect them through one governed data model and add new tools only when the current stack cannot do the job. We hold no vendor ties, so each recommendation rests on your needs and running costs.

From the systems you run to one set of numbers

Select a stage, use Next or the arrow keys

Start from your stack. We map the CRM, ERP or accounting tool, web analytics and automations you already run.

Step 1 of 4
BI and CRM platforms

BI, CRM and web analytics platforms that share one definition of revenue

Power BIHubSpotSalesforceGoogle Analytics
A visit tracked in GA4 becomes a lead and opportunity in HubSpot or Salesforce and closed revenue in Power BI, with one revenue definition across all threeNumbered flow: GA4 48,200 sessions and 1,130 form fills; HubSpot or Salesforce 640 leads and 118 opportunities; Power BI $2.9M closed revenue across 4 channels.One revenue definition follows a visit from GA4 to Power BIOne quarter of activity as it moves through each platformDemo data1Google Analytics(GA4)48,200sessions1,130form fillsDecidesWhich pages and campaignsconvert2HubSpot orSalesforce640leads118opportunitiesDecidesWhich deals go in theforecast3Power BI$2.9Mclosed revenue4channels comparedDecidesWhere leadership investsnextShared definition in all three platformsRevenue = closed-won amount, counted in the month the deal closesA visit tracked in GA4 becomes a lead and opportunity in HubSpot or Salesforce and closed revenue in Power BI, with one revenue definition across all threeNumbered flow: GA4 48,200 sessions and 1,130 form fills; HubSpot or Salesforce 640 leads and 118 opportunities; Power BI $2.9M closed revenue across 4 channels.Demo dataOne revenue definition followsa visit from GA4 to Power BIOne quarter of activity as it moves througheach platform1Google Analytics (GA4)48,200sessions1,130form fillsDecides: Which pages and campaigns convert2HubSpot or Salesforce640leads118opportunitiesDecides: Which deals go in the forecast3Power BI$2.9Mclosed revenue4channels comparedDecides: Where leadership invests nextShared definition in all threeRevenue = closed-won amount, counted inthe month the deal closes

Leadership dashboards

Governed models that combine CRM, ERP, finance and marketing data in one place.

  • Role-based dashboards
  • Scheduled refresh
ERP and finance platforms

ERP, accounting and automation platforms that close the books faster

ERPQuickBooksAirtable and Zapier
Connecting ERP, accounting and automations cuts the month-end close from 9 working days to 4, mostly through faster reconciliationTwo stacked bars of close days: spreadsheets 4 reconciliation, 3 manual entries, 2 reporting = 9; connected systems 2, 1 and 1 = 4.Connected finance systems cut the close from 9 days to 4Working days to close the month, by taskDemo dataReconciliationManual entriesReportingSpreadsheets andmanual entry4 d3 d2 d9 daysERP, accounting andautomations connected2 d1 d1 d4 days5 working days saved each month0369working daysConnecting ERP, accounting and automations cuts the month-end close from 9 working days to 4, mostly through faster reconciliationTwo stacked bars of close days: spreadsheets 4 reconciliation, 3 manual entries, 2 reporting = 9; connected systems 2, 1 and 1 = 4.Demo dataConnected finance systems cutthe close from 9 days to 4Working days to close the month, by taskReconciliationManual entriesReportingSpreadsheets and manual entry4329 daysERP, accounting, automations2114 days5 working days saved each month

Finance and operations in one system

NetSuite, Odoo and Zoho implementation, migration, integration and reporting focused on finance and operations results.

  • NetSuite, Odoo, Zoho
  • Reporting designed before configuration
How we work

Every platform project follows the same four rules

The tool changes. The method does not. We advise first and build when you are ready.

Every platform project runs the same four steps: model, integrate, report and supportFour connected steps with icons: data model first, integration by design, reporting outcomes and flexible support, looping back for each new platform.The same four steps on every platform1. ModelDefinitions first2. IntegrateOwnership rules3. ReportChecked vs source4. SupportAdvisory to embeddedRepeat for each new platformEvery platform project runs the same four steps: model, integrate, report and supportFour connected steps with icons: data model first, integration by design, reporting outcomes and flexible support, looping back for each new platform.The same four steps onevery platform1. ModelDefinitions first2. IntegrateOwnership rules3. ReportChecked vs source4. SupportAdvisory to embeddedRepeat for each new platform

Reports that hold up: data model first

Fit and readiness confirmed, then objects, fields and metric definitions agreed before any tool is configured.

Systems that agree: integration by design

Each platform connected with ownership rules, monitoring and documentation.

Dashboards people use: reporting outcomes

Every project ends with views checked against source systems.

Help that fits: training and support

Training for your admins where needed, then advisory, fractional or embedded support through adoption.

Tell us your stack and we will show you the shortest path to one set of numbers

Share which platforms you run and what your reports need to answer. We start with advice and recommend a practical path.

See how we work
Your CRM, ERP and analytics stack turns into one leadership dashboardIsometric stack of three platform layers with an arrow to one dashboard card.AnalyticsERPCRMOne leadership viewRevenue$9.4MMargin38%Cash runway14 moDemo dataYour CRM, ERP and analytics stack turns into one leadership dashboardIsometric stack of three platform layers with an arrow to one dashboard card.CRMERPAnalyticsOne leadership viewRevenue$9.4MMargin38%Cash runway14 moDemo data
Platform finder

Which platform page fits your question?

2 questions. We suggest one platform. Nothing is sent anywhere.

Illustrative
1. Where do your reports break today?
2. Which finance or operations system matters most?
0 of 2 answered