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Five practice areas. One delivery promise: ship things that work.

From Claude-powered agents to Power BI dashboards your leadership opens every morning — we are not a slide-deck shop. Engagements end with running pipelines, integrated systems, and analytics your operators rely on daily.

/ 01 — Practice Area

AI & Claude Agents

Custom AI agents, internal copilots, and document/data extraction — built on the Anthropic API and the Claude Agent SDK. Production-grade prompt engineering, retrieval, and evaluation, not demo magic.

Claude API Agent SDK MCP RAG

What we deliver

Custom Claude agents for business workflows

Agents that read your SaaS data, take actions in tools you already use (Salesforce, Slack, Airtable, Power BI), and report back. Tool-use orchestration, guardrails, and audit trails.

Document & data extraction

PDFs, contracts, claim forms, invoices, EOBs — into clean structured data. Claude handles the messy real-world variability; we wire it into your warehouse and downstream systems.

Internal copilots & chat assistants

Domain-tuned assistants on top of your own knowledge — policies, runbooks, support tickets, account history — with proper RAG and source citation.

RAG pipelines

Document ingestion, chunking, embedding, retrieval, re-ranking — built to scale and stay fresh. Tied into Azure AI Search, Pinecone, or your existing data lake.

Prompt engineering & evaluation

Prompt design, eval suites that measure accuracy / latency / cost, and the discipline to compare model versions before you bet a workflow on one.

Claude Agent SDK builds

Multi-step agents using the Claude Agent SDK — tool use, subagents, memory, and the operational instrumentation to run them in production.

Stack we know cold

Claude Opus / Sonnet / Haiku Anthropic API Claude Agent SDK Model Context Protocol Azure AI Search Python · TypeScript LangChain (where it fits)
/ 02 — Practice Area

Data Integration

Synapse, Microsoft Fabric, Data Factory, and Zapier — connecting your SaaS, ERPs, and warehouses into one trusted source. Pipelines that don't break when the team rotates.

Synapse Fabric Data Factory Zapier

What we deliver

Azure Synapse Analytics

Synapse workspaces, dedicated SQL pools, serverless pools, data lake integration, and pipeline orchestration. Cost-aware sizing, partitioning, and governance baked in.

Microsoft Fabric

Lakehouse and warehouse architecture in Fabric. OneLake, Direct Lake mode for Power BI, Dataflows Gen2, and the unified semantic model — replacing the legacy patchwork.

ETL / ELT pipelines

Production pipelines on Azure Data Factory, AWS Glue, SSIS, or Airflow. Idempotent, monitored, alerted — chosen for the team that will operate them, not the trend graph.

Zapier & automation builds

Multi-step Zaps tying SaaS tools together — onboarding, billing, document generation, reporting. Auditable, monitored, maintainable as your business grows.

SaaS data integration

Pulling data from Salesforce, QuickBooks, Stripe, Airtable, Slack, Google Sheets, HubSpot — and unifying it into the warehouse for cross-system reporting.

Healthcare integration (HL7 & X12 EDI)

ADT messages, 270/271 eligibility, 837/835 claims & remittance, 277 claims status. CorePoint workflows with A2 high-availability failover for Epic, Cerner, Midas+.

Warehouse modeling & governance

Dimensional & Data Vault. Conformed dimensions, SCDs, RBAC, lineage, PII/PHI handling — designed for HIPAA, SOC 2, and your sector's regulators.

Stack we know cold

Azure Synapse Microsoft Fabric Azure Data Factory Azure Data Lake Zapier · Make Power Automate Apache Airflow AWS Glue SSIS Snowflake · Redshift HL7 · X12 EDI · CorePoint
/ 03 — Practice Area

Growth & Marketing

Sales and marketing websites, form capture pipelines, SEO, and analytics — built so your digital presence works as hard as your team. Conversion-ready, measurable, and tied back to the CRM and warehouse from day one.

Marketing Sites SEO GA4 Formkeep

What we deliver

Sales & marketing websites

Custom-built corporate, product, and campaign sites — fast, accessible, mobile-first, and SEO-ready. Bootstrap or modern frameworks; clean HTML/CSS/JS so your team can maintain content without a developer in the loop.

Form capture & lead pipelines

Lead forms wired straight into the systems you already use — Formkeep, Azure Functions, or Zapier as the capture layer; HubSpot, Salesforce, Airtable, or Google Sheets as the destination. Spam protection, validation, and audit trail built in.

SEO & content strategy

SEMrush-driven keyword research, technical SEO audits, on-page optimization, schema.org / JSON-LD structured data, sitemap and robots.txt discipline. Search Console wired up so you can see what's actually working.

Analytics & attribution

Google Analytics 4 and Google Tag Manager — event-based tracking, conversion goals, UTM discipline, and attribution back to the campaigns that produced revenue. Optional Microsoft Clarity for behavioral insight.

Landing pages & campaign builds

Targeted landing pages with the right form, the right messaging, and the right tracking — built fast for paid search, email, or partner campaigns. A/B-ready where it matters.

CRM lead routing

Captured leads pushed into HubSpot, Salesforce, or your warehouse — with deduplication, ownership rules, and the trigger that pings the right person on Slack or email within seconds.

Stack we know cold

HTML5 · CSS · JavaScript Bootstrap Formkeep Azure Functions Zapier · Make Google Analytics 4 Google Tag Manager Search Console SEMrush Microsoft Clarity HubSpot · Salesforce APIs
/ 04 — Practice Area

Azure Cloud Platform

Azure-first architecture, multi-tenant SaaS, secure identity, and the migration discipline to move legacy systems without breaking what's running. Production-grade defaults, not demos.

Azure SaaS DevOps Security

What we deliver

Multi-tenant SaaS architecture

Tenant isolation, scaling patterns, identity, and operational tooling — designed for B2B SaaS that needs to onboard customers without re-architecting.

Azure platform builds

Azure AD with MFA, App Gateway / WAF, Key Vault, App Services, Functions, Azure SQL, Synapse, Data Lake. Web Jobs, Application Insights, and Hangfire for background work.

Legacy modernization

WinForms / WPF / WCF desktop apps re-platformed to React + REST APIs on Azure. Phased migration that doesn't break the customers you have today.

CI/CD & DevOps

Azure DevOps pipelines, environment management, monitoring, and release discipline — the operational habits that keep your release cadence green.

Identity & security

SSO, OAuth/OIDC, MFA, SAML, role-based access. Audit logging, key management, secret rotation. Security baked into architecture, not bolted on at the end.

AWS where it fits

Azure-first but AWS-fluent. AWS Glue, Lambda, S3, Athena, Redshift, HealthLake — certified Solutions Architect and Data Analytics Specialty on staff.

Stack we know cold

Azure AD / MFA App Service App Gateway · WAF Key Vault Azure SQL Azure Functions Web Jobs · Hangfire Azure DevOps Application Insights AWS Lambda · S3 · Glue
/ 05 — Practice Area

Analytics & BI

The chart is the easy part. We spend the engagement upstream — defining the metric with operators, modeling the data, and only then designing the dashboard your leadership will actually adopt.

Power BI Excel Tableau KPIs

What we deliver

Power BI implementations

Power BI Service, Embedded, and Paginated. Row-level security, premium capacity sizing, gateway architecture, custom themes that match your brand. Direct Lake on Fabric where it fits.

Excel dashboards & financial models

Excel done well — Power Query, Power Pivot, dynamic arrays, structured tables. Models the finance team can audit and the CFO can present. For the cases where a BI tool would be overkill.

KPI co-development workshops

Sessions with operational leaders — fleet owners, ops managers, finance, CS — to define what "good" looks like before a single chart is built.

Operational dashboards

Quote conversion, fleet utilization, revenue forecasting, profit margin variance, claims status, denial rates, productive vs. non-productive labor hours. Real metrics, not vanity.

Executive scorecards

Board-grade summaries built on the same governed model as the operational layer. Single source of truth, consistent definitions, no spreadsheet drift.

Legacy reporting modernization

Replacing legacy SAP BO and other reporting estates with Power BI / Tableau — without losing the audit, compliance, and operational reports the business runs on.

Tableau implementations

Dashboards, server administration, embedded reporting via API. Tableau Desktop Specialist on staff; experience with both Tableau Cloud and Server.

Stack we know cold

Power BI Service Power BI Embedded Power BI Paginated Direct Lake (Fabric) Excel · Power Query Power Pivot · DAX Tableau Desktop & Server SAP Business Objects
How we work

Three engagement models. You pick the shape.

We adapt to where you are. Tell us the constraint — timeline, budget, or capacity — and we'll propose the shape that fits.

/ Model A

Fixed-scope projects

A defined outcome, a defined timeline, a defined price. Right for AI agent pilots, dashboard rollouts, integration builds, or platform migrations with a clear destination.

/ Model B

Fractional leadership

A senior practitioner embedded as your fractional Head of Data, Head of AI, or Director of Engineering — for the months when you need the role but not yet the hire.

/ Model C

Staff augmentation

Targeted senior capacity inside your existing roadmap — joining your team's standups, sprints, and tooling. Right when you have the plan and need the hands.

Zoom In, Zoom Ahead!

Ready to scope the engagement?

Tell us what you're working on. We respond within one business day with a real perspective on shape, sequence, and effort.