Our Approach

Experienced leadership for complex technology change

With over 20 years of experience leading CRM and technology initiatives, we’ve seen what works—and what doesn’t. Most technology challenges aren’t caused by the tools themselves, but by unclear ownership, competing priorities, and systems that don’t account for how people actually work. Our approach is grounded in practical problem-solving and change management. We focus on both the technology and the humans using it—because lasting solutions require clarity, trust, and adoption, not just configuration.

How We Deliver ?

Our work is guided by a clear, repeatable approach designed to reduce risk, support change, and help teams adopt technology with confidence. The goal isn’t just implementation — it’s outcomes that stick.

Assess

We start by listening and understanding context. This phase focuses on clarifying goals, constraints, current systems, and how people actually work today. Together, we identify priorities, risks, and what success should look like before decisions are made.

Action

With clarity in place, we bring structure to the work. We define the plan, coordinate stakeholders, and guide execution—keeping communication clear and progress visible. This phase balances momentum with care for teams navigating change.

Activate

Implementation is only successful when people can use what’s delivered. We support rollout, adoption, and stabilization so systems are understood, trusted, and integrated into daily workflows. Ongoing support ensures changes are sustainable—not disruptive.

Technology and CRM Services

We provide leadership and hands-on support across CRM, technology projects, and core systems—helping organizations reduce friction and adopt tools that support real work.

  • Strategy, assessment, roadmap development, and fractional leadership for CRM and core systems.

  • Hands-on leadership for CRM and technology initiatives—from planning through delivery and adoption.

  • Workflow automation and system integrations that reduce manual work and scale with your team.

  • Community platform setup and optimization (i.e. Circle Platform), streamlined communication and document-sharing solutions, and website forms and lead capture tied to CRM systems

Explore Our Services

Testimonials

  • "Devan has an incredible understanding of the nuances of Salesforce and other CRM’s and the ability to interpret and implement complex organizational operational elements within CRM’s and other back-office solutions."

    Scott Honse
    Global IT Director, World Resources Institute

  • " It's been 2 years since Devan helped us and our clients have remarked on how much they appreciate how easy it is to move through our systems. Devan went beyond the call of duty and I am grateful for it. In 2024, we will be working with Devan again to refine our Dubsado efforts. Technology moves so fast and I know Devan will set us up for success! I cannot wait to see where those shifts take my firm."

    Alison McNeil 

    Chief Creative Officer, McNeil Creative Enterprises

  • "Devan was instrumental in helping me research and select a CRM, and then was able to implement it with a fairly complicated setup and lots of customization specific to my business' workflow. I would never have been able to get all of that work done without Devan, and being able to use a customized CRM has made my business run more smoothly and helped keep things on track. "

    Lisa M. Keyser
    Owner/Principal, LMK Web Service