Services

SIS/CRM Integration and
Custom Educational Platform Services

We specialize in the deep integration of student information systems, learning management platforms, and institutional CRMs - the connective tissue that most schools and educational organizations treat as separate silos but which, when unified, eliminate thousands of hours of redundant administrative labor annually.

Our team holds direct implementation and integration experience across the dominant platforms in the independent and public school ecosystem: Blackbaud (Education Management, Raiser's Edge, Financial Edge), Veracross, Sage (Intacct and legacy MIP), Canvas, Schoology, Google Classroom, and Toddle. We do not merely configure these systems. We can build the interstitial architecture between them - custom API bridges, automated data synchronization layers, single-source-of-truth reporting dashboards, and event-driven workflows that allow enrollment, grading, advancement, communications, and financial data to move across platforms without manual rekeying.

For institutions running heterogeneous technology stacks - a Veracross SIS alongside a Google Classroom LMS and a Blackbaud fundraising suite, for example - we resolve the fragmentation that forces registrars, advancement officers, and division heads to maintain parallel records in multiple systems. The result is a unified operational data layer: one enrollment record, one family profile, one giving history, one academic transcript pipeline, governed by consistent business rules and accessible to every authorized role without platform-switching.

We also build custom extensions and middleware for institutions whose operational requirements exceed the native capabilities of their chosen platforms - automated re-enrollment workflows, conditional financial aid modeling, cross-divisional reporting aggregation, and parent-facing portals that consolidate information from multiple backend systems into a single authenticated view.

Full-Service Business Process Consulting

Technology solves nothing if the process it automates is itself defective. Our consulting practice begins upstream of any technical implementation - at the level of how work actually moves through an organization, where decisions stall, where information degrades, and where human effort is consumed by structural inefficiency rather than mission-critical judgment.

We work at three levels of organizational resolution.

Single Business Unit. A registrar's office drowning in manual transcript processing. An advancement team maintaining donor records across three disconnected systems. We map the current-state process, identify every point of friction and failure risk, and redesign the workflow - then build or configure the technology to support it.

Department-Wide Transformation. When dysfunction spans an entire department - admissions, finance, academic affairs, development - we conduct a full operational audit: stakeholder interviews, process mapping, data flow analysis, and gap identification across every role and system. The deliverable is a redesigned operational architecture with defined handoffs, accountability structures, and technology requirements, followed by phased implementation with measurable benchmarks.

Enterprise-Level Organizational Redesign. For institutions undertaking wholesale modernization - merging campuses onto a single platform, consolidating program areas under unified reporting, replacing informal processes that have collapsed under scale - we provide end-to-end consulting from diagnostic through stabilization. This includes process modeling, technology stack selection, change management, staff training, and post-implementation review.

The governing principle across all three tiers: process design precedes technology selection, and both are subordinated to the operational reality of the people who will use them daily. We extract the latent logic in how an organization already functions, formalize it, and instrument it with technology that makes the improved process self-sustaining.