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.
CRM
ERP
Project Management
AI Tools
Human Resources
Intelligent Transformation Delivered
One guided journey, from company-wide diagnostic to managed rollout
ShapeConnect AI and your advisers walk every step with you - understanding your business, mapping your stack, prescribing the right fit, and keeping implementation on track.
1
Company-wide diagnostic
Understand the whole business, not just one tool
A guided intake with ShapeConnect AI surfaces issues you may not know you have - aging software, integration gaps, workflow inefficiencies - across every department, so we start with real clarity.
AI chatbots interview each stakeholder in plain language
Captures goals, pain points, and hidden risks - no recommendations yet, just clarity
2
Current state analysis
See exactly where you stand today
We turn the diagnostic into a clear, department-by-department analysis - ranked by severity, with the key findings spelled out. Your stakeholders confirm each area before anything moves forward.
Every finding reviewed by Mark or Yvonne before you see it
Stakeholders agree or disagree area by area - you stay in control
3
Complete tech stack map
A fully integrated stack, mapped end to end
Instead of tools chosen in isolation, you get a future-state roadmap that shows how the right software and AI connect across every part of your business - no gaps, no overlap, no runaway spend.
Prescribed right-fit tools for each key area, shown as one connected map
Prioritized initiatives across every category - downloadable and shareable
4
Implementation management
The right experts and projects that stay on track
We match you with vetted specialty experts and track every vendor against real milestones - from kickoff to go-live - so nothing quietly slips and someone is always accountable.
Milestones, next steps, and vendor progress in one place
An AI assistant guides you, and we escalate the moment something stalls
$900B
of software used every year
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.
No technology team to lean on
Most small and mid-market companies have no CIO mapping how the pieces fit and no architect checking whether the new tool talks to the old one.
That work still has to happen
Building an integrated tech stack is a full-time discipline. ShapeConnect is that function - without the headcount.
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
96%
Move forward with our pick
Adopt the right-fit software we prescribe first
x9
Faster than self-sourcing
Find the right software 9x faster than searching alone
82%
Average cost reduction
Average decrease in software spend after optimization
Our vetted expert network
Specialists who make your software actually work
Picking the right tool is only half the job. Our specialty experts ensure you effectively implement, connect, and optimize every tool in your stack - so it delivers from day one
David E.
ERP Implementer
Vetted expert
Raman A.
CRM Optimizer
Vetted expert
Guillermo F.
Web & E-commerce Specialist
Vetted expert
Jen G.
Financial Data Configuration
Vetted expert
Implement
Connect & Integrate
Optimize
Case studies
Software decisions that paid off
Construction · ERP
40 hrs/week
saved in manual work at Hoists.com/Sievert Electric
We compared ERP platforms against their eCommerce workflow and budget, then implemented Acumatica - eliminating manual processes and doubling sales.
Rick Hernadez
CPA, Sievert Electric & Hoist.com
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