Elevated Business Consulting
Personalized, scalable solutions that turn today’s challenges into tomorrow’s growth—powered by expert insight, strategic execution, and a commitment to excellence.
We align on your business goals, architect the right solution, deliver efficiently, then optimize and expand—so your investments compound over time.
Our methodology connects strategy to execution without the lag. Each phase is outcome-driven, integration-first, and designed to show value early—then build on it.
Discover
Align with purpose, leverage for impact
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Stakeholder interviews, data & process audit, tech stack review
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Define success metrics, constraints, and business case
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Prioritize opportunities and quick wins
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Deliverables: Discovery Brief, Current-State Map, KPI Baseline, Risk Register
Design
Craft solutions that matter, the right way
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Target-state blueprint, integrations, and security model
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UX flows, data models and project plans with milestones
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Change management and training approach
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Deliverables: Solution Blueprint, Architecture Diagram, Backlog & Roadmap, Pilot Plan
Implement
Deliver value, minimize risk
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Iterative testing with walkthrough embedded on the QA workflow
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Data migration, UAT, and production cutover
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Enablement: Tailored learning paths designed for each role, ensuring every team member gains the skills and knowledge they need to succeed
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Deliverables: Production release, operational guides, and adoption plan
Scale
Optimize, automate, expand
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Streamline business processes and operations through automation for scalable growth
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Leverage real-time insights to identify growth opportunities
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Scale with confidence with a partner who evaluates your organization and implementation, identifies improvement opportunities, and collaborates to build solutions that drive growth
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Deliverables: Ongoing support, Continuous improvement roadmap using Dashboards, real-time performance metrics, and insights for decision-making
Personalization at startup speed
Unlike generic providers, we combine high-touch consulting with efficient, integrated delivery—plus ongoing support that adapts as you grow.
We tailor every engagement to your goals, stack, and stage—then move with the urgency of a product team. The result is a solution that fits today, scales tomorrow, and keeps improving without rework.
Smart solutions. Built to scale.
Custom Web Design & Development
Launch a modern, conversion-ready site that grows with you
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Responsive UI/UX tuned for speed, SEO, and accessibility
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E-commerce, membership, and mobile experiences
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Analytics and A/B testing baked in from day one
ERP Implementation
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Create one source of truth across your operation
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Tailored modules for Finance, Manufacturing, CRM, and Inventory
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Clean data migration, workflow mapping, and training
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Real-time dashboards for insight and control
Personalized Software Development
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Build software around your workflow, not the other way around
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Custom CRMs, workflow automation, and BI dashboards
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Secure APIs and integrations with your existing stack
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Phased approach delivery with clear milestones and demos
AI Technology Solutions
Automate the repetitive, elevate the strategic
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AI agents for support, sales, and internal ops
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Document search, knowledge bots, and AI-driven data retrieval pipelines
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Privacy-first design with governance and monitoring
Ongoing Software Support
Deliver consistently. Evolve continuously
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Proactive maintenance, enhancements, and updates
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Performance monitoring and incident response with SLAs
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Quarterly roadmap co-planning for continuous value
Digital Marketing
Turn visibility into a pipeline you can measure
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SEO, SEM, paid social, and content strategy
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Email/lifecycle programs tied to attribution
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Conversion optimization and growth analytics
Tailored Solutions
Solutions crafted for you, ensuring maximum impact and efficiency.
Professional Services
Standardize delivery and showcase value.
• Connect CRM, proposals, projects, time, and invoicing
• Improve utilization, on-time delivery, and margin visibility
• Build client portals and automate status updates
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E-commerce & Retail
Smarter storefronts, stronger ops.
• Connect CRM, proposals, projects, time, and invoicing
• Improve utilization, on-time delivery, and margin visibility
• Build client portals and automate status updates
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Light Manufacturing & Distribution
Visibility from order to dock.
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Integrate MRP, production planning, inventory, and logistics
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Reduce stockouts and lead times with real-time dashboards
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Digitize QA and compliance documentation
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Consumer Audio
Experience-led, omnichannel.
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Optimize D2C storefronts with fast PDPs, bundles, and product finders to lift conversion and AOV
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Connect ERP, inventory, warranties/RMAs, and marketplace feeds for accurate availability and on-time fulfillment
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Grow lifetime value with product registration, reviews/UGC, support knowledge bases, and automated lifecycle campaigns
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Nonprofit & Education
Mission first, systems that follow.
• Unify donors, programs, volunteers, and reporting
• Launch transparent dashboards for boards and funders
• Automate acknowledgments and grant deliverables
Real Estate & Construction
From pipeline to punch list.
• Centralize bids, budgets, schedules, and field updates
• Connect estimating, project management, and accounting
• Mobile-ready checklists and progress photo capture
The team behind the outcomes
Strategic vision meets operational rigor—one accountable team focused on measurable growth.
We’re a leadership-led consultancy built to close the gap between strategy and execution. Every engagement pairs big-picture thinking with disciplined delivery, so your initiatives launch faster, integrate cleanly, and keep paying dividends.
Carlos Cortez, CEO
Sets the vision and growth strategy, forging the partnerships and product direction that keep clients ahead of the curve. Focus areas: AI enablement, ERP modernization, data strategy, and go-to-market alignment.
Melody Fetterly, COO
Orchestrates execution across programs and teams. Builds the delivery frameworks—PMO, QA, change management, and governance—that keep timelines, budgets, and quality on track.
Results our clients feel—and can measure
“They automated core workflows and cut processing time by 38% in 60 days.” • “Our new ERP unified finance, CRM, and inventory—finally one source of truth.”
“The AI agent now resolves 62% of tickets without human touch."
Professional Services
(Operations)
“From kickoff to go-live in eight weeks. We cut handoffs, standardized delivery, and finally have predictable margins.”
— COO, Professional Services Firm
Retail & E-commerce
(ERP)
“One source of truth changed everything. Inventory, CRM, and finance are synced—and decisions are faster.”
— CFO, DTC Retail Brand
SaaS / Support (AI)
“Our AI agent now handles the repetitive stuff so humans can focus on edge cases.”
— Head of CX, B2B SaaS
Professional Services
Standardize delivery and showcase value.
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Connect CRM, proposals, projects, time, and invoicing
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Improve utilization, on-time delivery, and margin visibility
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Build client portals and automate status updates
Integration-
first builds
Every solution is designed to plug into the rest—so you don’t just adopt new tools, you build a scalable ecosystem that accelerates growth.
Standardize delivery and showcase value.
Integration-
first builds
Every solution is designed to plug into the rest—so you don’t just adopt new tools, you build a scalable ecosystem that accelerates growth.
Standardize delivery and showcase value.
Teams that are ready to level up
Small and midsize organizations across professional services, e-commerce/retail, light manufacturing & distribution, consumer audio, nonprofit & education, and real estate & construction.
We partner with leaders who want clarity, speed, and measurable outcomes. If you’re ready to replace disconnected tools with a cohesive, scalable stack—and you value high-touch collaboration—contact one of our team members.