YOUR PARTNER
IN SCALABLE, PROFITABLE, GROWTH SOLUTIONS

WHO WE ARE
Financial & Operational Process Technology Experts
We provide scalable technology solutions to businesses within the Microsoft Dynamics 365 suite of products. Business Central, CRM, Office, SharePoint, Teams, Power BI and the Power Platform.


What We Do

Scalable Technology Solutions
ERP Implementation and Process Automation Support Services for Microsoft Dynamics 365 Business Central. Implementation services, licensing and extension integrations.

Change Management Support
According to Gartner studies, the #1 reason why business application deployments fail has to do with failure to properly engage, train and prepare the stakeholders. Your Partner focuses on Change Management as the centerfold of our implementation methodologies.

Process Automation and Design
Is there a specific process your organization needs to automate? Are you unsure and just need an outside set of eyes to find where processes are breaking? Or maybe you simply need help mapping existing processes. Our experts can help.

Business Central Training & Documentation
Does your team need additional training on Business Central? We provide remote one-on-one as well as team training to ensure your users are confident in the system. We also offer on-site training events - ask for details.

Analytics & Reporting
Whether you need standardized reporting or a dashboard for your data, we utilize multiple reporting methodologies and software to provide your organization with the insights needed to make decisions quickly.

Finance Team Development
The finance team within organizations become the epicenter of ERP system management and reporting. In most cases, processes change significantly for these teams and additional development in processes and procedures is required to ensure the financial systems are humming. Your Partner provides finance teams using Business Central the tools and training necessary to ensure the financials are on track.
Who We Serve
Small to Lower-Mid-Market
Small businesses who are venturing into their first ERP solution or mid-market businesses looking to migrate
$5 million-$150 million
Multiple Markets
Distribution, Manufacturing (discreet, project & serial), Service Based (subscription, industrial, real estate/property management, professional)
B2B and B2C
Family, Foreign or PE Backed
Whether your business is a multi-generational family-owned business, owned by a foreign parent or backed by Private Equity, we have experience deploying projects in all situations with all types of stakeholders.

Kristina Smith
Founder & Managing Member
Why We Do What We Do
To give people the tools needed to upscale their work life - and to help businesses scale profitably.