product

“…your industry is constantly moving, and we must create products for where the market will be tomorrow, not where it was yesterday." - Marty Cagan

SMB

When COVID-19 struck we pivoted our traditional architecture business to consider how our pain points might be echoed throughout the service industry. We sought to solve some of the most common issues in our field by creating a B2B financial services subscription tool, with the ability to dial up or down involvement based on individual need. The problem with most DIY accounting and bookkeeping software is that it falls short of educating its users how to property account business and analyze data. SMB is built on top of existing software and utilizes multiple API’s to pull necessary data forward for our users. The results have been tremendous, with an ever increasing book of business and growing office of remote personnel. SMB can handle bookkeeping, accounting, data analytics, business intelligence, digital marketing, and is poised to continue rolling out features for clients.

Project Portal

The most common problem we found in our reference customer engagement was the inability to track specific project financial data alongside resource allocation and utilization. The following wireframe can be personalized for your business and pull data from Quickbooks, BQE Core, Harvest, or any time tracking tool with public API.

RESOURCE PORTAL

Internally tracking resource performance, training, customer satisfaction profitability, and other custom metrics is not possible on one screen through existing platforms. After many iterations we were able to ship an employee resource portal that assists managers in their overall resource management.