Workflow is the life blood of your business. It pumps revenue through your sales pipeline, adds value in your operations, and brings clients back with customer service. We believe great technology improves these workflows and when done right it enables your company to scale like never before.
Founded in 2012, we are a rapidly growing workflow innovation and software development company. We have a proven track record leveraging the promises of technology to drive multi-million dollar growth in the private lending, real estate and investment management industries. We value our clients’ ongoing trusted and collaborative relationships and invest deeply in them to learn about their business, their goals, and their challenges. Every engagement starts and ends with a focus on the business strategy that drives both top-line revenue growth and bottom line profitability. Our holistic solutions consistently solve multiple complex problems while supporting existing investments.
Bottom line… We know how to make technology work for you… We are the workflow company.™
Automating your business critical workflows is not about replacing your people with technology. We believe that people drive the best businesses and the technology they use should automate the repetitive, mathematical, or mundane parts of their daily work. This opens your people to think more and work harder for your business, bringing back the most important part of the business world … the human element.
It seems like every day we read a new headline talking about the latest company that’s been hacked. If you’re not evaluating your own company’s security then it’s only a matter of time before you’re the next target. We leverage some of the best talent in the industry to thoroughly evaluate both your technical infrastructure and your operational workflows for security holes. We will make recommendations and can implement for you if needed. Not only does it take robust and secure IT systems, but your staff needs to be trained and your workflows need checks and balances to make sure you are protected against every angle that hackers use today.
We specialize in building custom applications from the ground up. We can also develop critical integration layers and upgrade or extend existing systems. Our 15+ years of experience building software from the largest ERP and custom applications down to the individual mobile app gives us the credentials to know how to get it done. We are experts in the latest web and mobile technologies and have a team of project managers, software architects, and developers to help you through each phase of the project.
We believe in a holistic approach to business success. We immerse ourselves in your business, looking at the whole picture, your organization as a complete system, rather than just a snapshot of issues that need to be addressed. We consider all parts of your company workflows, both internal and external. Our task is to understand your unique business value so that we can provide solutions that further set you apart from the competition.
Change is the most difficult part of the process. It’s often done wrong, causing a project to fail even before it starts. It’s been our experience that understanding the personalities and internal politics is critical to success. Our team knows these challenges all too well and will guide you through the obstacles that come with any major change in an organization. We are not the type of company that will just provide recommendations and leave you to implement them. We require that our engagements include the execution phase where we work hand in hand with you to deliver success.
Automated Email Marketing PlatformJuly 8, 2015
When executives believe great marketing is the key to success, you know you want to control every aspect of the marketing engine and only a custom platform can deliver just that.
Our client faced fierce competition in the real estate lending market and their goal was to modernize an existing contact database and grow it into a marketing powerhouse fueled by the concepts of inbound marketing. We have since built and delivered an automated email marketing platform capable of sending millions of emails worldwide targeted at specific demographics and audiences.
Integrated into their existing marketing strategies, the technology automates key workflows and drives a measurable and significant impact on their loan origination and new borrower acquisition goals.
Investor & Fund ManagementJuly 8, 2015
Bringing automation and technology into a high stakes, people driven industry is a delicate matter and requires a deep understanding of what people really want.
Our client (one of the largest private funds in the country) was very sensitive to the relationships that built their business and skeptical that technology might remove the human element from something that was so critical. With our guidance, we successfully advised, architected and built a ground up solution that effectively enhanced their business workflows to manage close to 1,000 investors while prominently placing their personable investor relations department at the front of every investor conversation.
The platform delivered on client requirements such as automated investment return and distribution calculations, monthly web-based statements, seamless real-time reporting, automated direct to bank ACH deposits, and integrated investor communications management.
Good investors require strong relationships and even better customer service.
Netflix Metadata Management & Delivery ToolJuly 8, 2015
If you know anything about the content delivery business for movie studios and post production houses, you know that metadata management is one of the least solved problems in the market today.
Our client approached us with an immediate turnaround project driven by a hard customer go-live date. We responded with a full product delivery cycle in under 5 weeks to meet the launch date on time. Using our own industry expertise we were able to quickly assess the workflow and create a robust software solution that automated the delivery of highly complex metadata files to Netflix.
Today our client uses this system daily to deliver thousands of hours of media and metadata to Netflix and is listed as a Netflix Preferred Vendor.
“We will chase perfection, and we will chase it relentlessly, knowing all the while we can never attain it … but along the way, we shall catch excellence.”
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5627 Kanan Rd, Suite 190
Agoura Hills, CA 91301
Phone: (424) 230-3080
Fax: (424) 704-2456