Transformation Simplified

Build a smart stack with the right software & services.

We analyze all your key workflows and prescribe a fully integrated stack of software and AI - then connect you with the experts to implement it. No disconnected tools, no overspend.

Tool
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Process
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Experts
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Ramp Logo

Stop the waste

$45M

per month in wasted software spend.

Source: Ramp

Licenses nobody logs into. Overlapping tools bought by different departments. Platforms that were never fully implemented. It's what buying software one decision at a time actually costs.

The one-at-a-time trap

Buying tools one at a time leaves you with a disconnected stack

Pick a CRM this quarter, an ERP the next, an AI tool because it's trending - and you end up with overlapping features, brittle integrations, and software spend that quietly balloons.

Workflows nobody has mapped end to end
Tools that don't talk to each other
Overspend nobody is tracking

The ShapeConnect way

We recommend a fully integrated stack of software and AI

Instead of choosing tools in isolation, we analyze all of your key workflows first, then recommend software and AI that work together as one connected stack - no gaps, no overlap, no runaway spend.

Every key workflow mapped end to end
Tools chosen to integrate, not collide
One roadmap that controls total spend
How it works

One guided journey, from company-wide diagnostic to managed rollout

Our Smart Stack AI and advisors walk every step with you - understanding your business, mapping your stack, prescribing the right fit, and keeping implementation on track.

01

STEP ONE

Diagnose

AI intake surfaces aging software, integration and workflow gaps across your organization.

02

STEP TWO

Match

Get a roadmap of vetted software and fractional experts - compared side by side, priced with group-level leverage.

03

STEP THREE

Execute

Your advisor oversees implementation, integrations, and vendor performance - through go-live and ongoing optimization.

The ShapeConnect platform

One place to see, plan, and manage your entire stack

Current state
See a full view of the disconnects and inefficiencies in your tech stack
AI-guided interviews with every stakeholder build a department-by- department current state analysis - confirmed by your team and reviewed by an advisor.
See a full view of the disconnects and inefficiencies in your tech stack
Tech roadmap
Get a complete tech roadmap of best-fit integrated tools
Prescribed software and AI for every key area of your business, shown as one connected map with prioritized initiatives.
Get a complete tech roadmap of best-fit integrated tools
Vendor management
Manage all your vendors in one place
Contracts, documents, payments, milestones, and ongoing recommendations - tracked together, with an AI assistant and your advisor on hand.
Manage all your vendors in one place
Our experts

Leverage experts who maximize the use and ROI of your software

Transformation advisors lead your engagement. Vetted specialists implement, connect, and optimize every tool.

Transformation Advisors

Brian Zielinski

Brian Zielinski

Co-Founder & President

Yvonne Patterson

Yvonne Patterson

Co-Founder & Sr. Advisor

Mark Kennedy

Mark Kennedy

CIO & Software Advisor

Harlan Harris

Harlan Harris

AI Strategist

Vetted Specialty Experts

David E.

David E.

ERP Implementer

Vetted
Raman A.

Raman A.

CRM Optimizer

Vetted
Guillermo F.

Guillermo F.

Web & E-comm Specialist

Vetted
Jen G.

Jen G.

Financial Data Configuration

Vetted
Case studies

Real transformations, real results

See how companies diagnosed their challenges and matched with the right solutions.
Ready to build your smart stack?

Stop buying one tool at a time.

Get a fully integrated stack of software, AI, and experts - with an advisor from diagnostic to go-live.