Technology & Operations

We have advanced experience in systems you know. We are always curious about new technology, and how processes and people can become more efficient. We can help with:

• Integration of multiple systems for data access and automation
• Scalable development of proven operational processes
• Facilitative program and project management leadership
• Leadership alignment, change management, end-user training and adoption measurement
• Metric definition, KPIs, data analysis, reporting, decision support
• Website design, implementation, monitoring, SEO, and marketing analytics

Strategic planning

Position yourself for growth with our future-thinking methodology around technology.

Design

Put a plan in place to achieve the goals defined in your strategy.

Implementation

See your design come to life with measurable results.

optimization

Keep everything updated and efficient.

 Salesforce

We have been working with Salesforce for more than 10 years. We can help design, administer and optimize your Salesforce org with a major focus on security. We can help with:

• Implementation, migration and administration of multiple Salesforce products:
  • Financial Services Cloud
  • Sales Cloud
  • Service Cloud
  • Experience Cloud
  • Marketing Cloud
  • CRM Analytics
• Dashboard design, maintenance and end-user training
• Simple to complex process automation design with Flow and other Salesforce tools
• Internal and external data integration
• Visualforce and Apex maintenance

 Cybersecurity

Let us be the qualified expert that provides the cybersecurity solutions you need. We can help with:

• Implementing security infrastructure from scratch or optimizing your current systems
• Maximizing firm-wide awareness of IT best practices and specific threats
• Simplifying and ensuring compliance across required regulatory frameworks
• User access, authentication and security implementations including SSO, SAML and MFA

We bring our experience and expertise to help you:

• Align your technological and cybersecurity initiatives with your business goals and objectives
• Optimize investments and drive innovation