The practical tools and services for your business growth.

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Action

Create Short, Actionable Tasks



  • Client profile and preferences for targeted activities
  • Onboarding discovery and collaboration planning
  • Action task creation and ongoing follow-through
  • Ongoing short disoveries based on conversations and engagement
  • Contract expiration tracking







  • Anticipation

    Deliver Relevant Updates and News When They Matter



  • Automatic information updates based on preferences and needs
  • Create automatic action items based on information updates
  • Trigger automatic action alerts
  • Private conversations between client and partner
  • Community peer-to-peer and peer-to-partner conversations







  • Knowledge

    Grow the Knowledge Hub



  • Partner discovery templates
  • Partner checklists
  • Client checklists
  • Exclusive partner-produced content
  • Exclusive client-created content
  • Exclusive Collaboration Studio content
  • Business financial calculators







  • Insight

    Turn Data into Meaningful Growth Tools



  • Progress dashboards
  • Actionable tasks based on progress
  • Identify opportunities through analysis and collaboration
  • Resource sharing among peers and partners
  • Company data and application mapping
  • Quickbooks data integration
  • Sage Intacct data integration







  • Perspective

    Learn from the Collaboration Exchanges



  • Strengthen existing partner relationships
  • Develop new partner relationships
  • Idea triage app
  • Online peer-to-peer roundtables
  • Online peer-and-partner roundtables
  • Partner-led in-person roundtables
  • Client-led in-person roundtables







  • Strategy

    Develop Actionable, Measurable Plans Together



  • OKRs application
  • OKRs collaboration with partner community
  • Opportunity discovery based on listening and conversations
  • Referrals among community members
  • Innovation opportunities among collaborators
  • Data and application integration
  • Technology strategy and infrastructure planning









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    How We Help


    Business Partner-Client Collaboration Community
    Business Growth Strategy
    Data Strategy, Integration, Analytics
    Technology Strategy, Implementation, Support
    Technology Infrastructure
    Marketing Strategy, Planning, Implementation

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