Audits, needs assessments, vendor selection, custom BI and CRM builds, field-service system work, and oversight for the systems that hold reporting, billing, and customer decisions.
We start with what you have, what the business actually needs, and whether the next dollar should go to a vendor, a build, or cleanup.
When the right answer is to build or extend, we design for maintainability and handoff. When the right answer is ongoing oversight, we stay accountable after go-live.
Data Services owns the data estate: audits, pipelines, CRM and BI builds, operational workstreams, and oversight. Applications, public sites, demand programs, AI, executive seats, and broad IT projects hand off to the matching engagement when that is the real ask.
We start by figuring out whether you need to build something, buy something, or just clean up what you already have. Plenty of engagements end at the assessment because the answer was simpler than expected.
Honest, orderly project management keeps work on track. Milestones are set before the work ramps, status reaches stakeholders before decisions pile up, and scope changes get a conversation instead of a surprise invoice.
Assessments and builds get milestones and status checkpoints; ongoing oversight keeps a named owner after go-live.
Data Services is the practical span: assess what you have, decide what to keep or change, help select vendors, build or extend BI and CRM systems when needed, and oversee the result. Pure strategy decks without delivery, and narrow pipeline-only engineering retainers without a business owner, are not the default shape.
Software Development builds applications, APIs, and product systems. Data Services focuses on the data estate: audits, assessments, warehouses and reporting stacks, custom BI and CRM work, vendor choices, and ongoing oversight. Many engagements use both so the app and the data model stay aligned.
Both. We audit and advise when buy-versus-build is unclear, and we build when that is the better path: custom BI, CRM and field-service system work, and customization of our own affordable, scalable BI platform. If a packaged CRM or analytics product fits the workflow, that is usually the recommendation.
Yes. Data Services owns the systems and workstreams that connect customer records, billing, membership or service plans, and the intake path campaigns feed. Managed Marketing runs the demand side; we keep the data model and flows accountable so leads, renewals, and plan enrollments do not live in separate black boxes.
If the ask is a public marketing site, landing pages, hosting, and care, start with Website Services. CRM systems, internal reporting, and BI platforms sit under Data Services. When a site needs forms that feed a CRM, we often scope both so the lead path and the data model stay aligned.
Yes. Vendor selection assist is a common scoped engagement: requirements, shortlist, evaluation, and a recommendation you can defend. If a custom build is the better path, we recommend that too.
Assessments and vendor selection are typically fixed-fee with a defined deliverable set. Builds and integrations are scoped after discovery. Ongoing oversight can sit on a retainer once the operating model is clear. We quote after we understand the estate.
If leadership needs an ongoing seat for budget, risk, and vendor decisions across IT, start with Fractional CIO/CISO. If the brief is governed copilots or automation on top of a sound data foundation, see Enterprise AI. Data Services is the right front door when the pain is the data systems themselves.
Where this offer shows up often across Ohio. Start with the industry that fits:
We serve Cincinnati, Cleveland, Columbus, and Dayton. Nearby towns are covered from those cities. Start with all Ohio locations, or go straight to a market:
Serving from Cincinnati since 2014. Hamilton, Butler County, and Northern Kentucky are part of our Greater Cincinnati coverage.
One briefing covers IT, marketing, or both. We use it to work through goals and what belongs in the first engagement.
6809 Main St · Cincinnati, OH 45244
