ARION

Digital Presence & Branding

SPARK

Marketing & Growth Systems

OLIVER

Operations, Admin & Execution

STELLA

Data Intelligence & Analytics

FORGE

Custom Apps & Integrations

ARGUS

Automation & Orchestration

ARION — Digital Presence & Branding

Build, host, and grow your online presence with a fully integrated platform.

Website BuilderFast, modern, conversion-ready websites HostingHigh-performance, reliable, always-on SEO ToolsRank higher and grow organic traffic Lead CaptureForms, funnels, and tracking built in ARION PricingPlans for every stage of growth

SPARK — Marketing & Growth Systems

Turn contacts into loyal customers with automated, data-driven marketing.

CRMContact and pipeline management Email & SMSAutomated, personalized campaigns Lead GenerationCapture, score, and qualify leads SPARK PricingPlans for every stage of growth

OLIVER — Operations & Execution

Run your business smarter — portals, payments, and workflows in one place.

Client PortalsBranded, secure client-facing spaces Employee PortalsInternal tools for your whole team Payments & InvoicingGet paid, track revenue, send invoices WorkflowsAutomate approvals, handoffs, and tasks OLIVER PricingPlans for every stage of growth

STELLA — Data Intelligence & Analytics

Turn raw business data into decisions you can actually act on.

Database ManagementStructured, centralized, always ready Business ReportingClear, exportable, actionable reports KPI DashboardsTrack the metrics that matter most Anomaly DetectionCatch problems before they get costly STELLA PricingPlans for every stage of growth

FORGE — Custom Apps & Integrations

Build exactly what your business needs, connected to every tool you use.

Custom ApplicationsPurpose-built apps for your workflows IntegrationsConnect your full technology stack FORGE PricingPlans for every stage of growth

ARGUS — Automation & Orchestration

The intelligence layer connecting every platform, automatically.

Automation EngineEvent-triggered, cross-platform workflows System OrchestrationKeep all six platforms in sync ARGUS PricingPlans for every stage of growth

One login. One data model. Six platforms. Zero app-switching. Explore the full ecosystem →

Build Your Brand

Presence, Visibility & Growth

Build Your Foundation

Operations, Process & Workflows

Build Your Clarity

Reporting, KPIs & Data Strategy

Build Your Engine

Integrations, Automation & Tech

Build Your Brand

Your brand is more than a logo. We help you show up online in a way that attracts the right clients and converts them.

Website StrategyArchitecture, copy direction & conversion design

SEO StrategyKeyword mapping, content strategy & local search

Lead Generation StrategyFunnels, campaigns & conversion planning

Digital Brand AuditFull review of your online presence & gaps

Brand Consulting PricingEngagements for every stage of growth

Build Your Foundation

Chaos doesn't scale. We help you design the systems, processes, and workflows your business actually needs to run smoothly.

Process MappingDocument, design & optimize how work flows

Workflow DesignBuild approval chains, handoffs & automations

Operations AuditFind what's broken before it costs you more

Portal StrategyDesign client & employee portal experiences

Foundation Consulting PricingEngagements for every stage of growth

Build Your Clarity

If you can't read your numbers, you can't steer your business. We help you measure what matters and act on what you find.

KPI FrameworkDefine the metrics that actually predict success

Reporting DesignDashboards & reports your team will actually use

Data StrategyStructure, clean & centralize your business data

Analytics AuditFind out what your data says about your business

Clarity Consulting PricingEngagements for every stage of growth

Build Your Engine

Your tech stack should work for you, not the other way around. We design, connect, and automate the systems that run your business.

Tech Stack AssessmentFind the gaps, redundancies & quick wins

Integration PlanningMap how your tools connect & where they should

Automation StrategyDesign triggers, workflows & system logic

Microsoft SolutionsM365, Azure & Microsoft partnership services

Engine Consulting PricingEngagements for every stage of growth

Build Your Foundation › Portal Strategy

CONSULTING ENGAGEMENT

Portal Strategy

Design the customer and employee portal experience before it is built.

The Portal Strategy engagement defines what your OLIVER customer and employee portals should do, what information they show, and how they connect to your workflows. The output drives the OLIVER configuration and any FORGE custom surface requirements.

Build Your Foundation

Portal Strategy

Custom pricing · Discovery first

CONSULTING ENGAGEMENT

What the Portal Strategy engagement delivers.

The Portal Strategy engagement defines what your OLIVER customer and employee portals should do, what information they show, and how they connect to your workflows. The output drives the OLIVER configuration and any FORGE custom surface requirements.

DELIVERABLES

✓

Customer portal feature requirements

✓

Employee portal feature requirements

✓

Data display and permission mapping

✓

Job lifecycle touchpoint design

✓

Notification and messaging flow spec

✓

OLIVER configuration brief and FORGE requirements (if applicable)

WHO THIS IS FOR

This engagement is the right fit if…

Pre-OLIVER Launch

You are about to activate OLIVER and want to design the portal experience intentionally, not accept defaults you will have to change later.

Customer Complaints

Your customers complain about not knowing what is happening with their jobs. A well-designed portal solves this before it becomes a review.

Crew Coordination Problems

Your field crew misses details, submits incomplete proof of work, or needs constant direction. The employee portal, designed correctly, fixes this.

RELATED ENGAGEMENTS

More from Build Your Foundation.

Operations Audit

Understand how your operation currently runs before designing the portal layer.

Workflow Design

Configure OLIVER workflows that connect to your portal design.

Process Mapping

Document the processes that the portal needs to support.

Ready to scope your Portal Strategy engagement?

All Intelligent Analytics Consulting engagements are custom priced. Start with a free discovery call — we scope the work and send a fixed-price proposal before anything begins.