Business Sectors

We focus primarily on automation in the following business categories

Customer Engagement

Lead tracking, response management, customer support...

Product and Service Delivery

Search websites, gather pertinent information. administer purchase orders, track invoices...


Onboarding, time management, evaluations, benefits...

Our Strategic Services

Process Automation Roadmap

We are with you on the frontlines, where revenue and costs are challenging your business.

Our Process Automation roadmap development service identifies where and what process improvements and automation will best grow revenue or reduce costs, what automation technologies are currently holding you back, and what innovations will leap you ahead of your competition.

Technology Blueprint

Just like building a house, without the right blueprint, it won’t be properly built. Creating a blueprint for each layer of automation is key. An AI CRM or a Robotic Process Automation blueprint are examples of necessary building blocks for a comprehensive customer engagement solution, for example.

Digital Assessment

Assessing the current digital automation state of your organization is essential in finding gaps and problem areas in technology, processes, and resources.

We developed a set of comprehensive process assessment tools that include a visual language to help appropriately communicate the results to stakeholders, executive leadership, departments, and IT team members..

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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