Services

Software, Implementation and Consulting Services

 

Digital Software as a Service (SaaS) Ecosystem Solutions:  Full SaaS  tech stack for small to medium businesses.

 

  • ERP/MRP Solutions
    • Syspro
    • Oracle Netsuite
    • Unleashed ERP
    • MRP Easy
    • Katana MRP

 

  • E-Commerce Solutions:
    • Big Commerce
    • Unleashed B to B
    • Shopify Plus
    • Woo Commerce

 

  • Inventory Planning and Forecasting:
    • Stock Trim
    • Inventory Planner by Sage

 

  • CRM/Digital Marketing
    • Hubspot Sales and Marketing Growth Platform (Gold Partner)
      • Digital Marketing and Content Creation
      • Sales Development, Forecasting, Management, and CRM
      • Website Design and Hosting
      • Customer Service Portal
      • Sales Process Automation
      • E-Commerce solutions integrated into Hubspot

 

  • Inbound/Outbound Call Center Solutions:
    • Integrated Inbound/Outbound calling center solutions for Hubspot for automatic CRM recording, service ticket generation, and CS Rep assignment.
      • Ring Central
      • io
      • Aloware

 

  • CPQ Solutions: Gleanview Quote
    • Integrated with Hubspot for Configure, Price, and Quoting solutions

 

  • Corporate Performance Planning
    • com

 

  • Project Management Solutions
    • com
      • Integrated with Hubspot for Strategic Planning, KPI Tracking, and Team Project
    • com

 

  • Financial:
    • Quickbooks Online Advanced
    • Xero
    • Sage 100
  • Web design, hosting, and setup
  • App and Api Development

Enterprise Assessment and Valuation

  • Business Valuation, Operational Playbook and Value Creation Roadmaps
  • Complete Financial and Asset Review (CPA-certified)
  • Asset Strategies, Sale and Leaseback Options
  • Facility Startup, Movement, Integration, and Closure

 

 

M & A

  • Due Diligence | Restructuring | Workout
  • Mergers and Acquisitions, Deal Maximization, and Integration
  • Enterprise Selling/Marketing and Restructuring Assistance
  • Workout Assistance for Banks and Private Equity

 

Interim Management

  • Fractional C-Suite Support | Talent Development
  • Interim Leadership Teams (CEO, CFO, COO, CPO, CSO/CMO)
  • Senior Executive Coaching, Talent Training, Certification and Development Programs

 

Go-To-Market

  • Sales/Marketing | Business Development | Customer Experience
    • Market Assessments, SWOT Analysis’ and Growth Modeling
    • CRM Capabilities Evaluation and Sales Pipeline Development
  • Private/White Branding Strategies, Brand Development, and Market Execution
  • Sales Capabilities Training (Proprietary Program)
  • Sales & Customer Council Development and Moderation
    • Voice of the Customer Programs
  • Architectural and OEM Specification Placement

 

Supply Chain

  • Strategy | Operational Excellence | Re-Shoring
  • Risk Assessment, Stress-Testing and Cost Optimization
  • SI&OP Assessments
    • Inventory & Fill Rate Optimization
  • Manufacturing, Warehousing, Transportation and Logistics Process Evaluation
  • Operational Improvement Plans: Lean, Six-Sigma, OPEX, and CAPEX Programs
    • High Performance Work System Analysis
    • Lean Behavioral Based Safety and Leader Development
  • Procurement Strategy Optimization
    • Cost Savings Implementation
    • Commodity Hedging Strategies
    • Procure to Pay and Low-Cost Country Sourcing Process Enhancements
      • Strategic Sourcing Optimization (Voice of Supplier)

 

Product Development

  • Product Cost Extraction Strategies
  • Value Analysis and Value Engineering Assessments
    • Training and Seminar Moderation
  • Product Pipeline Development Process Optimization

 

 

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