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Advisory & Integration

Advisory & Integration

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Strategic Technology Consulting

Expert guidance to navigate digital transformation and optimize your technology stack

What We Offer

1. Digital Transformation

Navigate the complex journey of digital transformation with expert guidance. We assess your current state, define your target operating model, and create a roadmap that aligns technology investments with business objectives for maximum ROI.

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40%

Efficiency Gains

Digital Transformation
Strategy Consulting

2. Procore Integration

Maximize your Procore investment with seamless integrations to your financial systems, ERP, and business intelligence tools. We configure workflows, build custom integrations, and ensure your construction data flows effortlessly across your organization.

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100+

Procore Projects

Procore Integration
Construction Software

3. Vista Integration

Connect Vista by Viewpoint with your project management, reporting, and operational systems. Our Vista experts configure integrations that automate data synchronization, eliminate manual entry, and provide real-time financial visibility across projects.

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75%

Manual Work Reduced

Vista Integration
ERP Solutions

4. Technology Roadmapping

Develop a strategic technology roadmap that prioritizes initiatives, allocates resources effectively, and delivers measurable business value. We help you make informed decisions about build vs. buy, vendor selection, and implementation sequencing.

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3x

ROI on Tech Spend

Technology Roadmap
Strategic Planning

How We Work

Strategic advisory, delivered with expertise and clarity.

Step-01

Assessment & Discovery

We evaluate your current technology landscape, business processes, and strategic objectives to identify opportunities and gaps.

Step-02

Strategy & Roadmap

We develop a prioritized roadmap with clear milestones, resource requirements, and expected business outcomes.

Step-03

Implementation & Support

We guide implementation, manage integrations, and provide ongoing advisory support to ensure long-term success.

Watch Full Process Video -

4.9 Client Satisfaction

Frequently Asked
Questions

What systems can you integrate with Procore?

We integrate Procore with a wide range of systems including Vista, Sage, QuickBooks, Yardi, MRI, Salesforce, Power BI, Tableau, and custom ERP solutions. We also build custom integrations using Procore's API for unique requirements.

How do you approach digital transformation projects?

We start with a comprehensive assessment of your current state, then work with stakeholders to define the target operating model. We create a phased roadmap that balances quick wins with longer-term strategic initiatives, always focusing on measurable business outcomes.

Do you provide Vista implementation services?

Yes, we offer full Vista implementation services including system configuration, data migration, workflow design, user training, and go-live support. We also specialize in optimizing existing Vista implementations and building integrations with other systems.

What is included in a technology roadmap?

Our technology roadmaps include current state assessment, gap analysis, prioritized initiatives, implementation timelines, resource requirements, budget estimates, risk assessment, and success metrics. We also provide vendor recommendations and build vs. buy analysis.

Can you help with Ramp integration?

Absolutely. We integrate Ramp with your accounting systems, ERP platforms, and project management tools to automate expense categorization, sync transactions, and streamline your financial workflows. This eliminates manual data entry and improves spend visibility.

How long does a typical integration project take?

Integration timelines vary based on complexity. Simple point-to-point integrations can be completed in 2-4 weeks, while comprehensive multi-system integrations typically take 2-4 months. We provide detailed timelines during our discovery phase.