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Built by an operator who's lived the gap between sales and operations

One connected platform, built to scale past where spreadsheets break.

You can't sell what operations can't deliver — and a late invoice ties up the credit your customer needs to buy again. When sales, the field, billing, and reporting each run on their own island, your people become the glue: chasing, re-keying, and re-aligning in weekly meetings. We connect it into one system — sales, dispatch, field execution, billing, and reporting in one place, built around how your team already works. No spreadsheets. No re-entry. No guessing.

We sit with your sales reps, dispatchers, drivers, and accountants, map how the work actually flows, then build the platform that connects it end to end.

Live in production in 8–12 weeks. You own everything we build. Platforms from $50K · integrations from $15K.

For businesses where sales, ops, and accounting have stopped talking

Sales & RevOps · Logistics · Manufacturing · Field service · Food service

What We Build

One system instead of five disconnected tools

Right now, your team is switching between systems, re-entering data, and chasing updates across departments. That slows everything down and creates gaps between what's happening in the field and what leadership can see. We replace that with a single platform where everything flows from job creation through scheduling, field execution, billing, and reporting.

Before

What most operations look like today

  • Data lives in spreadsheets and separate tools
  • Field updates are delayed or incomplete
  • Billing requires manual re-entry
  • Leadership relies on outdated reports
After

What the platform replaces it with

  • One system with real-time visibility
  • Field activity updates instantly
  • Jobs flow directly into invoices
  • Leadership sees operations as they happen
8–12
Weeks to production

Working platform, not a prototype

100%
Source code ownership

Open-source stack, no vendor lock-in

Monthly
Retainer that keeps evolving

We stay embedded after launch

Real Operations, Real Results

Three workflows. Three platforms. One playbook.

A multi-region fuel delivery operator. A global food & beverage sourcing firm. A capability-led federal opportunity platform. Different industries, different workflows — same four-stage method, all live in production.

0%
Source code ownership
8wks
Discovery to production
0
Operations. One playbook.
Fuel Delivery & Logistics
Fuel delivery dispatch dashboard, driver mobile portal, and billing workflow connected by route lines

Same-day invoicing replaced end-of-week paperwork.

A multi-region fuel delivery operator running gasoline, diesel, and DEF across internal drivers and contractor fleets.

Before

Paper delivery tickets. Phone-based dispatch. End-of-day billing runs. No real-time view of where drivers were or whether deliveries landed on time.

After

Four-portal platform: public quote site, ops portal for dispatchers, mobile driver portal, and a self-service customer portal — with live GPS, recurring schedules that auto-generate sales orders, same-day invoicing tied to completed deliveries, and a system-wide audit log behind every change.

Status
Live in production
Key result
Same-day billing replaced end-of-week paperwork
Read the Fuel Delivery & Logistics case study
Food & Beverage Sourcing
Email automation pipeline turning purchase orders and shipment documents into operational dashboards

PO volume scales without adding admin headcount.

A 30-year global food & beverage sourcing firm handling truckload-scale purchase orders across retail, foodservice, and industrial buyers.

Before

Every purchase order, shipment document, and payment notification arrived by email and was manually re-keyed into the client's accounting system across many vendor relationships.

After

Scheduled pipeline that parses incoming emails, books orders into the client's accounting system, drafts compliance documents, and tracks payments — all without human intervention.

Status
Runs continuously
Key result
New vendors onboarded by editing one config file
Read the Food & Beverage Sourcing case study
Federal Capture Workflow
Federal opportunity intelligence dashboard connecting discovery, scoring, compliance, and proposal drafting

Organizations start from capability, not portal noise.

A capability-led federal opportunity platform grounded in capture experience and operated in production.

Before

Teams scanned SAM.gov, grants.gov, and state portals before knowing whether the work fit their capabilities. Go/no-go decisions depended on memory, spreadsheets, and deadline pressure.

After

Capability profile, multi-source discovery, fit scoring, amendment tracking, compliance matrices, and proposal drafting in one workflow — so teams pursue work they can credibly perform.

Status
Live in production
Key result
Market discovery tied to organizational capability
Read the Federal Capture Workflow case study

Client names withheld by request. Details are based on real implementations currently running in production. Individual results may vary depending on project scope and complexity.

Want to see what this looks like for your operation?

Get My Custom Audit
The Create Method

Four stages. Live in 8–12 weeks.

We don't start with a product and ask you to fit into it. We learn your operation first, then build around it. Same four stages, every engagement.

Step 01

Learn the Work

We shadow your team and document how jobs actually flow — dispatch, field execution, billing, reporting. You approve that map before we write a line of code.

Step 02

Design the System

Database, workflows, dashboards, integrations — designed around how your team operates. Your team reviews; we refine before we build.

Step 03

Build & Ship

A working platform in production in 8–12 weeks — order management, dispatch, field tools, dashboards, integrations. Not a prototype. The system your team uses every day.

Step 04

Measure & Evolve

Monthly sprints. You call the priorities — we build and ship. The platform gets better every month because we stay embedded in the operation.

Our Principles

How we decide what to build

Four rules that shape every platform we ship.

Ship, don't pitch

We prove ideas in real operations and put working software in front of your team fast. Trust comes from production, not presentations.

Built around your workflow

We learn how your team already works, then build around it. Your platform fits your operation — not the other way around.

Connect before you replace

Your existing tools stay connected where they work. We only replace what's actually broken — starting with the gaps between systems, not the tools themselves.

Outcomes over output

Every engagement is measured by operational change — faster billing, live visibility, less re-entry — not features shipped or hours logged.

FAQ

Questions we hear in every discovery call

Straight answers to what operations and sales leaders actually ask us.

What is a custom operations platform?
One system that replaces the patchwork of spreadsheets, disconnected tools, and manual handoffs your team uses today. Field work, dispatch, order management, billing, accounting, and executive reporting all run in one place — with data flowing between them instead of being re-entered.
How long until we're live?
Most clients go to production in 8–12 weeks. We start by connecting the systems you already use and surfacing the data they already hold, then build the missing pieces in priority order — biggest operational wins first.
Do we own the software?
Yes. Everything we build becomes your property. It's on an open-source stack — any developer can maintain or extend it. If we stop working together, the platform stays yours.
How is this different from hiring a dev shop?
Dev shops start from your spec. We start from your operation. We shadow your team and map how work actually flows before anything gets built — so you don't write a requirements doc, and we don't ship something that misses how the work really runs.
What industries do you work with?
Businesses where coordination is complex and invoicing is tied to real work. We've shipped platforms in fuel delivery (Orbit Fuels) and global food & beverage sourcing, and we also work with manufacturing, food service, field service, logistics, and distribution.
We're a sales org, not an ops-heavy business. Can you still help?
That gap is usually where the real problem lives. A sale only counts once operations can deliver it and accounting can invoice and collect on it. Our Sales Platforms work connects your CRM, proposals, and lead intake to dispatch, fulfillment, and billing — so what sales closes, ops delivers and accounting bills without the handoff breaking. Sales-led or ops-led, we build the seam between them.
What happens after launch?
We stay embedded through a monthly retainer. You call the priorities — we build and ship. Bug fixes, small features, and training are included. Bigger initiatives are scoped separately with clear timelines.
What does the delivery process look like?
Four stages — The Create Method: learn the work, design the system, build and ship, measure and evolve. Same four stages whether we're building a dispatch platform or an automated PO pipeline.

Still have questions? Start with the free 5-minute audit — we'll map your gaps and answer them with specifics.

Get My Custom Audit
Free Software Audit

Find what your software is really costing you

Most businesses pay twice — once for the tool, once for the team working around it. Tell us your stack. We'll come back with 2–3 specific savings opportunities and what a custom replacement would look like.