Businesses&Institutions-SanFranciscoBusinesses & Institutions - San Francisco

A custom ERP/CRM integration is a centralized business system that connects sales, inventory, finance, and customer data into a single platform built around your existing workflows. Data silos, where departments operate on disconnected systems that do not share information, are the root cause of duplicate data entry, reporting inconsistencies, and decision-making delays in enterprises with 50+ employees.

We build software that mirrors your proven processes rather than forcing adaptation to a vendor's template. Sales orders flow directly into inventory and invoicing. Customer interactions in the CRM are visible to support, finance, and management simultaneously.

By eliminating manual data re-entry between disconnected systems, our clients typically achieve a 20%+ increase in administrative efficiency and a measurable reduction in human error within the first quarter of deployment.

All integrations use REST APIs and PostgreSQL databases with real-time sync, ensuring data consistency across departments without batch processing delays.

AI-powered process automation applies large language models and document intelligence to cognitive tasks that previously required human judgment, invoice reading, contract analysis, report generation, and data classification. Unlike traditional automation that follows rigid rules, AI automation handles unstructured inputs (scanned documents, free-text emails, varied PDF formats) with accuracy rates exceeding 96% on standardized business documents.

We build automation pipelines using n8n, Python, and LangChain that integrate directly with your existing systems:

• An AI agent reads incoming vendor invoices, extracts line items, matches them against purchase orders in the ERP, and routes approved invoices for payment, turning a 3-day manual task into a 3-second automated process
• Customer support emails are classified by topic, urgency, and sentiment, then routed to the correct department with priority flags
• Monthly reports aggregate data from multiple sources and generate formatted summaries with key metrics highlighted

Each automation includes human-in-the-loop checkpoints for high-stakes decisions, error handling, retry logic, and monitoring dashboards. Your team maintains oversight without performing the repetitive execution.

A custom intranet portal is a centralized internal web platform where employees access company documents, submit HR requests, collaborate on projects, and find institutional knowledge in a single searchable interface. McKinsey research shows that employees spend an average of 1.8 hours per day searching for information, custom intranets with structured content and intelligent search cut that time significantly.

We build intranet portals that include:

• Document management with version control, department-level access restrictions, and full-text search
• HR self-service for leave requests, expense submissions, and payroll information
• Knowledge base with categorized articles, procedure manuals, and onboarding materials
• Internal communication, announcements, team channels, and project updates

Portals are mobile-responsive, ensuring field staff and office staff operate from the same source of truth regardless of location. Single Sign-On (SSO) with Microsoft Azure AD, Google Workspace, or Okta provides secure access without additional login credentials.

The result: reduced information search time, faster onboarding for new employees, and consistent processes across departments and locations.

An enterprise headless CMS is a content management architecture that separates content creation from frontend presentation, allowing marketing teams to publish across websites, mobile apps, and digital channels without developer involvement, while maintaining the security and performance standards enterprise IT requires. Enterprises still running WordPress or legacy PHP sites face ongoing security exposure, performance limitations, and high maintenance overhead.

We implement Sanity or Strapi as the content layer, paired with a Next.js 16 frontend that delivers pages via CDN in under 100ms. The architecture scales to millions of visitors without server-side bottlenecks.

Multilingual content management with next-intl supports publishing in multiple languages from a single admin interface. Each locale gets its own URL structure, hreflang annotations, and localized SEO metadata, critical for enterprises operating across EU markets.

Marketing teams gain full editorial independence: publish blog posts, update service descriptions, manage landing pages, and modify SEO metadata, all without filing a development ticket. Role-based access ensures content quality without slowing down publication speed.

Predictive analytics is the application of machine learning models to historical business data, sales figures, inventory movements, customer behavior, seasonal patterns, to forecast future outcomes and inform strategic decisions. Companies using predictive analytics report 5–10% improvement in forecast accuracy compared to intuition-based planning, directly reducing inventory waste and marketing overspend.

We build custom AI dashboards using Python, LangChain, and PostgreSQL that analyze your specific business data:

• Demand forecasting: Predict inventory needs based on historical sales patterns, seasonal trends, and leading indicators
• Customer churn prediction: Identify accounts at risk of churning based on engagement metrics and usage patterns, triggering retention workflows before the customer leaves
• Revenue forecasting: Project monthly and quarterly revenue based on pipeline velocity, historical close rates, and market conditions

All models are trained on your data exclusively. Predictions include confidence intervals so decision-makers understand the certainty level of each forecast.

The shift from reactive to data-driven decision-making is measurable: optimized stock levels, better-timed marketing campaigns, and proactive retention efforts that protect revenue before it is lost.

Enterprise digitization is the systematic replacement of manual processes, disconnected tools, and legacy systems with integrated digital infrastructure. Digitization fails most often not because of technology, but because of sequencing, replacing everything at once causes disruption; doing nothing causes stagnation. Our phased approach delivers measurable value at each step while managing organizational change.

Phase 1. Digital Audit (2 weeks): We map every tool your company uses, every manual process, every data handoff point. Output: a prioritized list of interventions ranked by ROI and implementation risk. Most companies are surprised by how many quick wins exist before any custom build is needed.

Phase 2. Quick Wins and Integration (4–8 weeks): Connect existing tools that are not sharing data. Automate the highest-volume manual tasks with n8n workflows. These changes often pay for the entire engagement within 60 days.

Phase 3. Core System Build (2–6 months depending on scope): Custom ERP modules, CRM, or intranet built to your specific business logic. We build modularly so each component is usable as soon as it is ready, not as a monolithic release at the end.

Phase 4. AI Layer (ongoing): Once data flows are clean and centralized, AI integration becomes straightforward. Predictive analytics, document automation, and intelligent reporting are added on a solid data foundation.

Phase 5. Scale and Optimize: Ongoing monitoring, module expansion, and performance tuning. Your system grows with your headcount, your revenue, and your operational complexity, without forcing a rebuild every three years.