Modernize the systems your business runs on — without burning a year on slides. Strategy, roadmap, and execution from the same team.
What you get when this service is part of a Yab engagement. Scoped per project.
Audit of the systems, integrations, processes, and data you have today. What's load-bearing, what's a liability, what's already working.
Target stack, integration map, and data architecture for where the business is going — not a copy-paste reference architecture from a consulting deck.
A 12–24 month plan broken into shippable phases with real budgets, real timelines, and a real way to fund it. Defensible in front of a board.
What to replace, what to integrate, what to leave alone. We have no resellers and no commissions, so the recommendation matches the situation.
Strategy without execution is a deck. We can run the actual build alongside the roadmap — or hand it cleanly to your team or another vendor.
Training, documentation, internal communications, vendor wrangling — the things that make adoption stick after the implementation ships.
The data foundation, the integration patterns, and the governance structure that make AI useful when you need it — not retrofitted after the fact.
Operating numbers and posture you can quote back to us. These are commitments, not aspirations.
Real engagements where this service was load-bearing. Click through for full case studies.
EHR-integrated patient intake, referral coordination, and clinical document handling across six clinics.
NetSuite-integrated B2B commerce with account pricing, quote workflows, and a customer portal that handles 80% of orders.
Member portal, supply-chain integration, certification program, and public impact reporting on one platform.
The shape of a typical engagement. Phases overlap on larger projects, but the sequence is the same.
Workshops with leadership and ops, technical audit of the stack, interviews with the people doing the work. Findings written up, not slidewared.
Target architecture, integration map, data model, vendor recommendations. Reviewed with leadership before it becomes a budget number.
Roadmap broken into 4–8 shippable phases, each with a budget, a timeline, a success metric, and a 'why now.' Defensible in any board meeting.
We execute the build alongside the roadmap — or hand cleanly to your team or another vendor. Strategy without execution is just paper.
Sectors where we’ve done this service often enough to know the patterns — and the patterns that don’t work.
The things people ask before they reach out. If yours isn’t here, send it over — we’ll add it.
Digital transformation is the work of modernizing the systems, processes, and data that a business runs on so they keep up with what the business actually does today. For most SMBs and mid-market organizations, that means: integrating systems that were bought separately, replacing the parts that block growth, and laying the groundwork for AI without setting fire to the budget.
There is no off-the-shelf 'solution' — that's the trap. The right answer is a sequenced plan that picks the right CRM, the right integration pattern, and the right amount of custom development for the specific business. We've seen $1M transformations underperform $150k ones because the smaller one started from the actual problem.
Software vendors sell you their product and let you figure out the rest. Digital transformation companies look across your whole stack, recommend what to keep and what to replace, and execute the integration work that no single vendor will own. We sit firmly in the second camp — and we don't sell software.
Full transformations span 12–36 months, but they should never feel that long because they're phased. Each phase ships working software in 6–12 weeks. If you're 9 months in and nothing has gone live, the program is broken and you should walk.
A short written document — usually 15–25 pages — that lays out the current state, the target state, the phases to get there, the budget per phase, the integration architecture, the data model, and the risks. Not a 60-slide deck. Defensible to a board, executable by an engineering team.
Only when it's actively blocking the business. Most of our work makes the systems you already have work together properly. Replacement is the most expensive and riskiest move and we say so out loud.
One reply within a business day. No sales pipeline. We’ll either propose a path or point you somewhere better.