Expert Consulting Solutions for Business Growth

Our success stories

Healthcare: Precision CRM Integration

Client: Regional Healthcare Provider

The Challenge: The client was struggling with fragmented patient data spread across multiple systems and sheets, leading to scheduling bottlenecks and poor follow-up care. They needed a secure, HIPAA-compliant way to manage patient relationships.

Our Solution:

  • Deployment of HIPAA digital signature solution.

  • Management of Google Workspace account.

  • Custom CRM Development: Designed and deployed a bespoke CRM tailored to clinical workflows, ensuring end-to-end encryption and compliance.

  • Ongoing Support: Provided tailored IT-Consulting services to align their tech stack with their aggressive growth goals.

RETAIL: Streamlined Billing at Sea

Client: Local Seafood Retailer and Reseller

The Challenge: Operating in a traditional industry, the client relied on manual invoicing and delayed bank transfers. They needed a way to process high-volume credit card transactions securely, even from remote locations.

Our Solution:

  • Secure Billing Setup: Implemented Clover billing integrated with their inventory system.

  • Remote Connectivity: Deployed ruggedized, mobile-first hardware to allow for on-the-spot billing at the point of catch.

  • Managed IT Services: Provided 24/7 monitoring to prevent downtime during peak seasonal harvests.

Marketing: agency it solutions

Client: Boutique Marketing & Growth Agency

The Challenge: A startup agency was looking to setup their initial digital footprint and corporate setup, while setting up to leverage AI tools.

Our Solution:

  • Full-Stack IT Setup: Setup their whole IT infrastructure for email, website and contact management.

  • Applied Artificial Intelligence: Implemented advanced artificial intelligence workflows to automate interactions and content generation workflows. Provide ongoing support for adoption and new use cases.

  • Ongoing Support: Act as CTO to guide their IT practices as well as lead AI-adoption.

Schedule your appointment

Schedule your consultation today to leverage our expert insights and drive your business forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs.

We specialize in:

  • Process Improvement & Automation

  • Process Time & Work Studies

  • Website Creation, Marketing, and Administration

  • Google Workspace Suite of Applications:

    • Domain and Email Account Management

    • Workspace Suite Applications Management

    • Appsheet Application Development

    • Looker Studio Dashboards and Graphics

  • Salesforce & Dynamics 365 CRM Implementation and Setup

  • Artificial Intelligence and Machine Learning Applications

Contact us

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info@ptxconsulting.org