Vertical Services

Our Digital Swagger

Customer Engagement

Marketing and Sales Automation, CRM Optimization, AI Chatbot design

Process Automation

Robotic Process Automation, workflow enhancement, AI capability

Data Activation

Data analytics and platform assessment, Citizen Data Scientist Program, Data Platform

Our Strategic Services

Strategy Development

We are with you on the frontlines, where revenue and costs are challenging your business. We can help you tame the technology monster and get the right solutions in place to advance your business.

Our digital strategy roadmap development process identifies where and what technology will best grow revenue or reduce costs, what technologies are currently holding you back, and what innovations will leap you ahead of your competition.

Designing Solutions

Just like building a house, without the right blueprint, it won’t be properly built. Creating a blueprint for each layer of technology is key. A CRM blueprint and a data blueprint are necessary for building a comprehensive customer engagement platform, for example.

We have helped many companies successfully find, acquire, and implement large and small scale business solutions. We ensure that technology works for you and not against you!

Supporting Implementations

Over 50% of technology projects underperform or don’t meet expectations. Finding the right solution, the right vendor, negotiating the best deal, and ensuring successful implementations are what we do.

Years of experience in implementing digital solutions both large and small are at the core of our service offering. We’re successful because we have that depth of experience.

IT Development

Information Technology is our background. We believe in working with your IT department to help them be successful. They are the ones that know the business the best and will be around to support the solution.

We know the challenges IT faces and most importantly we know the business of IT. We can support IT in creating services to meet new challenges – ITSM, EA, PMO, Data as a Service, Planning, Financials, and the resources needed to support these efforts.

Vertical Services

In addition to the strategic services, we provide the following vertical expertise:

  • Customer Engagement – Marketing Automation and CRM
  • Automation – RPA capability development
  • Data Assessment and activation
  • Data platform development, integration, and monetization
  • Data Analytics Business Applications
  • AI and Machine Learning adoption
  • Applied Analytics for Sales and Marketing performance
  • Patient Engagement

Development Services

  • Public Speaking
  • Workshops and Seminars
  • Digital Maturity Assessment
  • EA Blueprinting and Process Mapping
  • vCIO/vCTO

Our Partners

We are partners with the leading Data, Marketing Automation, and CRM Solutions


Marketing Automation and CRM

SharpSpring is our highest growth sector for marketing automation and CRM. It's competitive pricing and consolidated approach makes it a strong fit for many of our clients.



Salesforce is the clear leader in CRM solutions. Because it goes well beyond Sales CRM we refer to it as an xRM. X meaning that it can be configured to provide multiple business solutions

Microsoft Dynamics


For our customers that are Microsoft centric, Dynamics is an obvious option due to its integration with the rest of the Microsoft ecosystem


Marketing Automation

An MA solution, it is a major player in digital marketing. A good solution for those focused on SEO specific solutions.



Adobe's Marketo marketing campaign focused marketing automation solution


Data Cloud and Analytics

Provides a single data platform for data sharing, analytics, data warehouse. Verticals for Healthcare, Financial Services, etc.

What leaders are saying:

Ed K.

Ed K.


"Everything Dan is involved in will be done with integrity and class."

Dan B.

Dan B.


"Dan Shuart is an incredible person with the highest level of integrity and passion to serve the business, his employees, and customers."

Eddie H.

Eddie H.


"You went above and beyond to make our projects a success... truly appreciate your time and dedication."


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