//THE ROUTE
From disconnected tools to a connected stack you own.
For B2B teams running ten tools that don't talk to each other. We design the architecture, connect what you already pay for, and build the internal apps that fill the gaps, so your stack works as one system instead of ten silos with copy-paste in between.
The architecture that makes your apps act like one system.
// SIGNS YOU ARE IN THE WRONG TRAIL
Ten tools. None of them talk.
Symptoms that your apps are a pile, not a system.
SIGN 01
The same record lives in four apps.
CRM, billing, project tool, spreadsheet. Update one, the other three go stale.
SIGN 04
No single screen shows the whole picture.
Leadership opens five tabs to answer one question. Nobody trusts the total.
SIGN 02
Your "integration" is a person.
Someone exports a CSV every Monday and pastes it somewhere else. That person is your API.
SIGN 05
Every new tool makes it worse.
More apps, more logins, more places the truth could be. Adding software stopped helping.
SIGN 03
You bought software for a problem you half-have.
The tool does 60% of what you need. The other 40% lives in email and memory.
SIGN 06
The workaround became the system.
A spreadsheet someone built two years ago runs a core process, and only they understand it.
// WHAT WE BUILD
Architecture, integrations, and the apps that fill the gaps.
What you own at the end. Documented, transferable, built on platforms your team can run.
01
System architecture map
Every app, every data flow, every handoff on one diagram. Where the truth lives, how it moves, where it breaks. The blueprint before anyone builds.
03
Internal tools & custom apps
The app that fills the 40% gap. Forms, portals, dashboards, role-based interfaces. Built no-code, low-code, or full-code depending on what the job needs, not what we like to sell.
02
Integrations & data flow
Native connectors, APIs, or middleware (Make, Zapier, n8n, Bridge), and custom when the job needs it. Records sync once and stay in sync. No more Monday CSV.
04
Single source of truth
One database, one record, one number everyone trusts. We pick where the truth lives and make every other tool defer to it.
06
Documentation & handoff
Architecture docs, data dictionaries, and runbooks in plain language. Your team owns the system because it is written down, not locked in our heads.
// METHODOLOGY
The 5-phase app architecture route.
Five phases. Clear deliverables. No surprises mid-climb and a defined exit.
01 / Discovery
Discovery
Map the terrain
Inventory every app, data source, and manual handoff. Find where the truth fragments.
02 / Analysis
Plot the route
Design before you build.
Architecture proposal: where the source of truth lives, what connects to what, what gets built versus bought.
03 / Build
Make the climb
The actual work.
Stand up integrations, build the internal tools, wire the data flows. Progress you see weekly.
04 / Test
Field test
Before going live.
Run real data through the system. UAT with the people who live in it. Fix before go-live.
05 / Optimize
Beyond the summit
After launch.
Documentation, training, and tuning as your stack and team grow.
// TOOLS
We build on what you run. Not on what we resell.
Architecture is platform-agnostic. We connect and extend the tools you already pay for.
Data/Backend
Supabase · Postgres · Airtable · Google Sheets · Smartsheet · MySQL
Automation / Middleware
Make · Zapier · n8n · Smartsheet Bridge · native webhooks
App layer
Smartsheet WorkApps · Softr · Retool · custom web/PWA (Next.js, React)
Integration targets
Salesforce · HubSpot · QuickBooks · Xero · Slack · Microsoft 365 · Google Workspace · Stripe · Jira · DocuSign
PLUS: any tool with an API. If it can connect, we can route it.
// CONNECTED ROUTES
Architecture rarely travels alone.
This route most often connects to:
01
Business Optimization & Automation
The process layer
Architecture connects the tools. Process design decides what should flow in the first place.
02
Smartsheet Consulting
The platform layer
When Smartsheet is the backbone, WorkApps and Control Center carry the build.
02
Knowledge Base Creation & Maintenance
The documentation layer
A connected system needs a place its rules and runbooks live.
// BASE CAMP
Bring your messiest workflow. We'll map it live.
30-minute call. Walk us through the process that touches the most tools. We'll diagram where your data breaks and show you what a connected system looks like. No slides, no sales pitch.
SMARTSHEET·OPTIMIZATION·APP ARCHITECTURE·AUTOMATION·PROJECTS·STRATEGY·FINANCE·CX·DATA·KNOWLEDGE BASE