Area 02 · The operating layer
Software and IT services
Custom software, integrations and the IT backbone underneath, run with the discipline of an engineering team.
Growing companies accumulate tools faster than they connect them. We map how work actually moves through your business, then build the APIs, automations and dashboards that remove the copy-paste.
On the IT side we run the unglamorous essentials, from identity and backup to compliance readiness, so the systems you depend on are documented, monitored and owned by someone.
What you get
- Fewer tools, better connected
- Documented, recoverable infrastructure
- A clear path to SOC 2 or HIPAA readiness
20 services
What is included
Custom software
Internal tools and platforms built around how your team actually works.
DirectAPI development and integrations
Reliable connections between the systems you already pay for.
DirectCRM and ERP setup (HubSpot, Salesforce, Zoho)
Pipelines, objects and permissions configured to match your sales motion.
DirectWorkflow automation (Zapier, Make, n8n)
Hand-offs and data entry automated, with error alerts built in.
DirectDatabases
Schema design, tuning and managed Postgres or MySQL.
DirectBI dashboards
One trusted view of revenue, operations and pipeline.
DirectData migration
Validated moves between systems with reconciliation reports.
DirectCloud migration and cost optimization
Right-sized cloud infrastructure and a smaller monthly bill.
DirectDevOps and CI/CD
Automated builds, previews and safe, repeatable deploys.
DirectQA and test automation
Test suites that catch regressions before your customers do.
DirectManaged IT and helpdesk
Responsive support for your people, devices and accounts.
DirectMicrosoft 365 and Google Workspace administration
Licensing, security policies and lifecycle management.
DirectBackup and disaster recovery
Tested restores and a written recovery plan.
DirectCybersecurity audits
Independent assessment of controls, exposure and risk.
Managed partnerPenetration testing
Certified testers probing your apps and network, with remediation support.
Managed partnerMFA and endpoint protection
Phishing-resistant sign-in and managed protection on every device.
DirectSecurity awareness training
Short, practical training and simulated phishing for staff.
DirectCompliance readiness (SOC 2, HIPAA)
Gap analysis, policies and evidence collection ahead of audit.
DirectvCIO and IT strategy
A senior technology lead at the table, without the full-time hire.
DirectVendor and license management
An inventory of every tool, contract and renewal date.
Direct
Bundles
Where this area connects
AI receptionist
A modern VOIP system with an AI voice agent at the front: it answers, qualifies, books appointments and writes the summary straight into your CRM.
Growth engine
A high-performing website with a chatbot that qualifies visitors, a CRM configured for your pipeline and automations that follow up before leads go cold.
In practice
Related work
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A referral engine for a firm that grows by word of mouth
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Share where you are and what is not talking to what. We will reply within two business days with a first view of scope and delivery.