Occasional deep-dive notes on infrastructure, CRM, and workflow tuning for professional firms. Not a blog — just substantial posts aimed at real questions.
A practical walkthrough for firms running on a patchwork of SaaS tools with no single owner. Covers audit, consolidation, and a backend-first migration path.
A checklist to determine whether your CRM owns your customer data or just displays someone else's. Includes common red flags and what to do about them.
A plain-English overview of the contract structure we use for every engagement: master agreement, SOWs, IP ownership, and compliance posture.
How small firms can adopt SOC-2-style controls — tenant isolation, encrypted secrets, audit logs — without hiring a compliance team.
The backend-first approach to integration design: define the data contract first, then let vendor adapters write into it instead of the other way around.
How to document schema, APIs, and workflows in Git as part of delivery so nothing lives only in someone's head.
Full guides coming soon. Want early access? Get in touchand we’ll send them as they publish.