BIReporting

BI Reporting & Dashboards

We build the dashboards and scorecards leadership actually trusts to run the business, and the data pipeline underneath them, so the numbers are fast, accurate, and don't cost a fortune to maintain.

  • Dashboard design & build (Power BI, Tableau)
  • KPI scorecard & reporting design
  • Data warehouse & pipeline architecture (Google BigQuery, managed PostgreSQL, DuckDB + dbt)
  • Financial modeling & Excel-based reporting
  • Data source integration
AIAutomation

Copilot & AI Automation

We deploy Microsoft Copilot and design AI-assisted workflows that remove manual, repetitive work — built with your team, not around them.

  • Microsoft Copilot deployment across business functions
  • AI-assisted workflow design
  • Automation strategy & rollout
ClCloud

SharePoint & Cloud Migrations

We build company-wide intranets and manage cloud migrations designed for real adoption, not just a completed deployment checklist.

  • SharePoint intranet builds
  • Cloud environment migration
  • Systems integration
ChChange

Change Management & Adoption

The best system in the world fails if nobody uses it. We build the training and rollout plan that makes new systems actually stick.

  • Training & documentation
  • Rollout planning
  • Adoption tracking
ErERP

ERP & WMS Support

Guidance and hands-on support for ERP, warehouse management, and delivery platforms — we work with whatever system you already run.

  • ERP implementation & migration support
  • Warehouse management system (WMS) migration
  • Delivery & logistics platform integration
AuWorkflow

Workflow Automation

Power Automate-driven automation that eliminates manual, repetitive tasks and frees your team to focus on higher-value work.

  • Process automation builds
  • Manual task elimination
  • Cross-system workflow design

How These Combine

Every engagement is scoped to what your business actually needs — these are examples of how the pieces come together in practice.

BIReporting
ChChange
→
A new dashboard rollout, paired with the training that gets leadership to actually trust and use it.
ErERP
ChChange
→
A system-wide ERP migration, paired with the change management that keeps the business running through the transition.
AIAutomation
AuWorkflow
→
A Copilot deployment, paired with the workflow automation that removes the manual work around it.
ClCloud
AIAutomation
ChChange
→
A full modernization push: cloud migration, AI-powered automation, and the change management to bring the whole team along.

Close Enough to Show Up, Built to Work Anywhere

We're based in Northeastern PA, within easy reach of New York and Philadelphia for on-site work when a project calls for it. For everything else, our systems and workflows are built to run just as well from anywhere, remote clients nationwide, no drop in how the work gets done.

NEPA New York Philadelphia

Not Sure Where to Start?

The Systems & Automation Assessment is a flat-fee review of your current systems and workflows, with clear, prioritized recommendations — credited toward your project if you move forward.

Book a Free Strategy Call