Custom intelligence platforms.

Every tool in your business holds a slice of the truth. Your CRM knows the pipeline. Your spreadsheets know the numbers. Your inbox knows what is stuck. Someone on your team burns hours every week stitching those slices into a report, and by the time it is done, it is already stale.

An intelligence platform is a custom-built layer that pulls those sources together automatically, then adds what a static report never has: AI scoring that ranks your leads and jobs, summaries that explain what changed, and alerts when something needs a human. It is a decision dashboard, not another report.

I build it around the stack you already run. No platform switching, no analyst to hire. It works the same way as my workflow automation and AI agent builds: designed around your tools, then maintained on a simple monthly subscription as your business changes.

I start from your existing systems: your CRM, your spreadsheets, your project or practice management software, your billing tools. The platform connects what you already have instead of forcing your team to change how they work. Your data stays in your accounts; the platform reads from it and organizes it.

And once it is live, I keep it running for you. Your platform runs on a simple monthly subscription, which means I handle the maintenance, monitoring, and updates as your tools and business change. You get a working system and a clear operating guide, without hiring an analyst or a developer.

Not sure what you would want on the dashboard? That is what the free audit is for: I map your tools and the numbers you actually check, then design the first view around the decision you make most often. Pair it with workflow automation and the platform does not just show the work, it does some of it.

I build these hands-on for businesses in Salem, Oregon and remotely for firms across the country. The process is the same either way: unify the data, score what matters, and put it where you can see it.