Services

Guided by Strategy. Backed by Experience. Focused on What Works.

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Core Advisory Services

Help organizations clarify business goals and align teams before any vendor or system is selected. This includes identifying current gaps, defining desired outcomes, and setting a roadmap.

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Efficiency and Cost Optimization

Streamline internal processes and vendor interactions to improve productivity and cut waste.

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Project Oversight

Serve as an independent advisor during system implementations to ensure alignment with business goals, prevent scope creep, and hold vendors accountable.

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DMS Advisory Services

Provide strategic guidance and technical insight on DMS (dealer management system) evaluations, transitions, and optimization—especially in multi-location, complex environments.

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Salesforce Advisory Services

Maximize the value of Salesforce through process automation, integrations between systems, and harmonized data across customer and product records.

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Vendor Advisory Services

Help technology vendors (including implementation partners) better understand the dealer/OEM space, refine go-to-market messaging, and structure offerings that speak directly to client priorities