Who We Work With

Our Clients Want To Build Their Businesses Using Technology

Our clients use technology in their businesses or want to upgrade to better technology. They see communications technology as the key tool to take their business to the next level, but need help getting there. Our customers come from a wide range of industries, including government agencies, major corporations, entrepreneurs and small businesses, retailers, manufacturing and warehousing, doctors offices, energy companies, legal professionals, schools and non-profit entities. They are business owners who are done “feeling stuck” in the frustrating world of business technologies. Our clients tend to fit these three categories:

• They are small business owners who want to set their business up for growth. They want to build in the ease and simplicity of affordable technology, and make it work for businesses with less than fifty employees per location. For example: phone systems that are easy to setup and manage, web presence, customer relationship management, conferencing, and inter-office instant messaging systems. They need someone to run the technology, so they can focus on running the business.

• They are attorneys who need someone who understands the specific workflow of a legal office. They want to streamline all the facets of running their own practice, including an integrated phone system with time tracking and click-to-call dialing, document management, case management system, and building a better billing solutions. They need to focus on maximizing billable hours, not wasting time fighting outdated technology.

• They are medical doctors, dental offices, or chiropractic practices. They have done the research, and understand that they need someone to plan and implement a better system. They are looking for solutions to connect with their patients and build a relationship for long-term retainment. Some examples include better phone system solutions for improving office communication and reminding patients of upcoming appointments, simpler billing and credit card processing, online directory listing and web presence content management for presenting new patients with the best image of your practice.

Expect Better Results.

Your Office Systems Aren’t Working For You, and That’s Costing You Money

Our clients come to us for a variety of reasons, but you can sum them up by saying they want to use technology to improve their business. Here are some of the typical situations our clients are experiencing when we first hear from them.

• Your office is chaotic, with information in different systems that are not integrated. You’ve made your break from the big law firm, set up your own practice and you’re finally gaining momentum. You’ve been “making rain” and business is rolling in, but the office is out of control. Access to account or case information is limited to the physical files in your office. When you travel, you can’t do your best work because your systems aren’t set up to give you access to the client data you need.

• Your staff can’t coordinate their projects, tasks, and scheduling, and information can’t be shared. You aren’t happy with the circumstances in your office, and you’re constantly frustrated. The way you’re set up is not working for you or your clients. You have a vision of how you want to operate, but don’t know how to do it or how to make it easy to fix the problems.

• The worst part is that you know you are not capturing all your billable hours. It’s just too hard to keep track of those snippets of billable time that happen in cabs and walking down the street. You could improve your bottom line considerably, if you could efficiently record your billable hours without being bound to a place, a computer or virtualization back in Windows.

• Maybe you’ve gotten frustrated because you’ve been trying to do it all yourself, or you’ve been relying on someone without adequate expertise. You’ve spent hours trying to do something yourself, like set up your office for remote access–then after all that, it still doesn’t work. You earn too much an hour to be spending your time this way. You are a professional in your business, let a professional like us focus on the technology. Your bottom line is hurting.

Your Business Can’t Grow Unless You Gain Efficiency Through Systems That Support Your Business

You’re ready to make a change and you want an expert on your team to guide that change. You need someone who understands your business, and knows how to get you the results you want. You want it to go easily and smoothly, without creating further havoc or downtime in the office.

You’re smart, and somewhat tech savvy, but it’s not the best use of your time to keep on trying to figure it out for yourself. You want someone to come in, set it up right, and then teach you and your staff how to maximize the systems.

Our Clients Are Already Success Stories, and They’re Ready for More Success

Our clients are poised to grow their business. They’re strong and growing businesses, but they need help to remove any existing constraints. They’re smart, bright and tops at what they do. They want their business systems to work for them and fit their lifestyle—instead of having to distort their lifestyle to fit the limitations of their office.

“It is not the strongest of the species that survives, nor the most intelligent, but rather the one most adaptable to change.” -Charles Darwin

We’ve noticed time and again that certain types of clients enjoy the best financial and efficiency results from working with us. We’ve identified specific traits in those clients who are most likely to achieve the efficient office that improves their revenue stream. This is what we’ve noticed about our most successful clients:

• They are not limited in their thinking about what is possible for their business. They have certainty that their business will continue to grow, and they are pursuing a vision to get there. They’re committed to long-term solutions—not just a quick fix.

• They are already successful and established. Their business is already doing well, and they are ready to take it to the next level. They want to make productivity and revenue gains through technological wizardry.

• They understand the value of paying for expertise, and they’re willing to budget for it. They appreciate and value input from a skilled IT professional. They understand that IT expertise is a necessary investment in a highly functional and efficient office and that that investment boosts profitability.

• They are excellent business-people. They operate (or want to operate) a well-organized, effective, and efficient business. They plan ahead, anticipate problems, and proactively avoid crises.

• They are “good” people—kind, respectful, caring, ethical and appreciative. They are able to laugh, and actively create a positive environment in their office–while not taking themselves too seriously. They are people-oriented, even nurturing—nothing like the stressed out attorney caricature so commonly associated with the career.

• They know that they are not using much of what their current systems have to offer, and want to maximize them. They’re probably only using about 5% of their capability, and haven’t made the training investment to learn more. They’re ready to give up their previous methodology of “doing it all myself”, and get the help they need.

• They’ve decided to make the most of their software as a tool to organize and develop their business. They want to set up their business properly and start out right. They know that with consulting help, they will get much more out of the software investment, and their business will benefit.

You’re Sick and Tired of Wasting Business Time, Money and Effort Running an Inefficient Business

You love the simplicity and efficiency of better technology and you want to run a business using it. You’ve done your research and you know what you want to do and have a lot of ideas about how to do it. Now that you understand the kinds of clients we work with and the problems they have, go to the How We Work page to learn how we work with our clients.