Customer Relationship ManAgement (CRM).


Are you properly leveraging the knowledge and relationships of your personnel ? Are you missing important contact and cross-selling opportunities ? A properly configured CRM system can help you make new contacts and increase revenue.

Document Retention  Planning


Are you prepared for e-discovery and litigation against your business ?   Without a defined paper and electronic documentation retention plan in place you are opening yourself up to risk.

comprehensive technology review


Are you getting the most for your technology spend ? Are you over-paying for services ? Are you missing technology that would make you staff more efficient and cut down on labor costs ?

A partial list OF research PRODUCTS & SERVICES we provide

Business Continuity Planning


Are you ready for your next outage ? What will this cost you ?  Our consultants have many years experienced in creating successful business continuity plans.

Profitability analysis



Are you properly tracking the costs of servicing your clients ? Do you have the technology in place to capture time worked and disbursements ? Do you in a position to use past experience to bid on new work ?

Vendor and Contract Review


Are you really getting the best value from your vendors? Could you have negotiated a more favorable contract ? We will review your existing vendor contracts and make recommendations for changes or suggest alternate vendors