Business Technology Consulting

Creating Systems that Enable Growth

Your systems should support your mission.

We are dedicated to helping you design and build technology systems that allow you to focus on the heart of your work.

  • Salesforce Consulting

    You’ve decided on Salesforce as your CRM, but you don’t have enough in-house expertise to make it work for you. We offer:

    - System architecture and design

    - System build out, training, & adoption

    - Strategic planning

    - Data & Insights

    Learn More

  • Business System Planning

    You know that the business systems you have aren’t working but you’re not sure which systems to use instead. We offer:

    - Business analysis

    - Defining system requirements

    - Vendor evaluation for tool selection

    - Implementation planning

    Learn More

About Stephanie

I bring over a decade of experience in Salesforce consulting and business systems design, helping organizations create technology solutions that support their mission.

With an engineering degree from MIT, I combine technical expertise with a human-centered approach. Previously, I managed the Business Systems Analysis team at Yelp, where I oversaw business technology systems across sales, customer success, operations, legal, and other teams. Throughout my career, I've worked with over 40 Salesforce instances, ranging from small teams of 2 to enterprise-level systems with 4,000 users.

My experience spans diverse industries, including tech, nonprofits, energy, and health and wellness. No matter the sector, I believe technology should serve the people using it. I focus on understanding your team's day-to-day needs so I can design systems that empower you to do your best work.

I'm also a lifelong learner who thrives on diving into new industries, quickly mastering the complexities of unfamiliar domains to deliver solutions tailored to your unique challenges.

Whether you're looking to refine your Salesforce setup or rethink your broader business systems, I’m here to help you build technology that works for you.

Spencer, Program Director @ Nonprofit

"Stephanie is smart, driven, passionate, committed, strongly client focused, and capable beyond words. She is a thought partner, mission accomplisher, roller-with-the-punches, and maker of fun work space all rolled into one.”

Christine, Customer Success & Operations @ Tech Startup

“Stephanie worked with us to help get our Salesforce CRM configured and operational.  As a startup, we weren't confident that we had the right processes in place.  She helped us refine our processes and get them implemented. She was a great asset to help us put some order to the chaos that is typical of any startup.”

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