Our work

Three decades of systems, distilled to a few stories. Client work is often confidential — these are representative engagements, told with permission or anonymized.

Enterprise-wide sales tax, integrated across every system

National nonprofit

Challenge

Sales tax compliance scattered across NetSuite ERP, Dynamics CRM, and multiple sub-journal systems.

Solution

Designed and built a cross-enterprise tax solution integrating Avalara via API, with data feeds across a multitude of eclectic accounting subsystems.

Outcome

One authoritative tax process across the enterprise; sales tax compliance successfully managed.

NetSuite Avalara API Dynamics CRM

A data warehouse that turned CRM data into answers

Enterprise organization

Challenge

CRM system with years of data, effectively unusable for reporting and analysis.

Solution

Architected and built a data warehouse — SSIS, KingswaySoft, ETL pipelines — extracting and reshaping CRM data for use.

Outcome

Reliable, current reporting across the organization from data that was previously locked away.

SQL Server SSIS / ETL KingswaySoft

Accounting and workflow systems for newly spun off division of large beverage company

Enterprise organization

Challenge

Organization operations were nonexistent — running on spreadsheets and yellow notepads.

Solution

Purpose built inventory, accounting, order entry and project management systems fitted to how the industry actually works.

Outcome

Long-running client relationships — systems still in daily use years after delivery.

Accounting systems Inventory Microsoft stack

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