AI Implementation and Training
Empowering Your Team with AI Solutions and Training
Do you feel behind or intimidated when it comes to using AI? We teach you how to use AI tools so you can confidently integrate them into your moving business, applying them to real-life practical scenarios.
To do so, we:
- Conduct a brief remote audit with questionnaires to understand the company’s use and understanding of AI as well as its technology maturity.
- From there, we customize a training seminar tailored specifically to the company’s needs, focusing on both general AI training and practical solutions with AI.
- Three 1 hour customized training sessions. These can be either group sessions or one-on-one training to offer tailored individual solutions.
- Summary report with insights into your digital maturity, and AI usage policy for your company to use (royalty free).
Business Process (End-to-End) Auditing
Optimize Every Step with End-to-End Process Audits
We carefully examine your moving company’s day-to-day operations to identify inefficiencies and bottlenecks. This audit uncovers opportunities to streamline workflows, reduce errors, and improve overall productivity, helping your business run more smoothly and profitably.
This end-to-end process review focuses on how technology integrates with your processes. The goal is to find out how to maximize process efficiency, effectiveness, and better user experiences, with current or new tools and enhanced data flows. This process takes about two months, in which we:
- Conduct remote questionnaires to understand the entire company structure, services, and tech stack.
- Dedicate one week on-site doing staff interviews and mapping out all processes.
- Create a detailed findings report with your current systems and processes by department, area, and service type; as well as detected inefficiencies and recommendations for how to solve those. Each opportunity will be defined with its recommendations for tools, best practices, costs, benefits, interdependencies, risks, complexity, and more. We consider the initiatives, value, type of value, complexity and risk so that you can choose which initiatives to tackle, in what order, with a full understanding of your ROI.
Tech Stack Auditing
Find the Gaps and Boost Your Tech Game
We review how all the software systems needed for your company work together, spotting gaps, redundancies, or outdated technology. Our goal is to optimize your entire tech environment so it supports your operations seamlessly and scales as your business grows. We conduct an assessment of your current software to see whether it suits your company’s needs, assess possible cost reductions, improve usage of your current software, or recommend a new one. Then, we:
- Conduct a remote or on site audit, based on customer preference, via questionnaires and staff interviews.
- Conduct a market analysis to assess what tech solutions are currently available in the market that could address the company requirements.
- A detailed and thorough report mapping your tech stack, levels of utilization, and initiatives oriented to technology changes, such as discontinuation, improvement or addition of systems.
Software Selection
Smart Software Picks for Your Business
With over 20 years in the industry, we have built an extensive database of software solutions for moving and storage providers. We analyze each client’s needs and requirements in detail to identify the best fit, because while no single system works for everyone, we believe there is a perfect solution for every mover. From specific moving platforms to ERP, CRM, and scheduling tools, we navigate the entire tech landscape so you don’t have to. Since we do not have any affiliation or commercial agreements with any software vendors, all recommendations are one hundred percent objective and with your ROI best interests in mind.
To do so, we:
- Conduct an audit of business requirements, processes and workflows.
- Combine our knowledge of the industry with our database of available systems to conduct a filter and narrow down options.
- Manage the entire communication with the pre-selected software vendors and their RFI (request for information) RFP (request for proposals), as well as schedule and attend demos to filter the list of possible software, and negotiate pricing.
- Provide you with a final list of two to three possible solutions with our recommendations, and support you directly until a purchasing decision is made.
Software Onboarding Project Management
Simple Steps to Seamless Software Onboarding
Software is only as effective as the way it’s implemented and used, which is why the right setup, proper training, and a well-managed rollout are critical. With over 12 years of experience leading large-scale software projects, we provide the expertise of a dedicated project manager, without the cost of a full-time hire, to ensure your implementation is completed on time, within scope, and on budget. We stay actively involved throughout the entire process to make your software investment a success. Project Management includes:
- Requirement analysis
- Solution scoping
- System configuration
- Vendor coordination
- Staff training,
- Rollout planning, and
- Go-live support.
Custom Software Development
Your Vision, Our Custom Software
When off-the-shelf software can’t fully solve your unique moving company challenges, such as complex route optimization, custom billing, or specialized inventory tracking, I design and manage custom solutions built specifically for your operations. Acting as both product owner and product manager, I serve as the central point of communication to keep developers, users, and business leaders aligned. I oversee the entire Software Development Life Cycle, from product design and scope definition to sprint planning, development oversight, release coordination, and ongoing support, leading the project from concept to completion to ensure it delivers exactly what your business needs to excel. We can work with our own development resources, the company’s resources, or any third party provider.
Product Advisor (Fractional CPO)
User Driven Product Strategy that drives revenue growth
Serving as your part-time Chief Product Officer, I define and guide the development of software products tailored to the moving industry, ensuring your product strategy aligns with business goals and customer needs without the cost of a full-time executive. Combining deep knowledge of the moving industry with expertise in technology and software development, I act as the product’s user champion, shaping system functionality and feature design to deliver tools adapted to your operations. I work closely with your team to prioritize features, design user-focused solutions, and align product development with your business goals. While your in-house team handles daily product execution, I bring strategic oversight and industry insight to ensure the best software for your company.
Technology Advisor (Fractional CIO)
Guiding Your Tech Journey
As your part-time Chief Information Officer, I oversee your moving company’s entire technology strategy, from software selection and IT infrastructure to cybersecurity and digital transformation, ensuring every investment boosts efficiency, supports growth, and reduces risk. I create a plan that your in-house project managers execute, focusing on the day-to-day operations, while I guide, advise, and make sure every step stays aligned with your business goals. This way, you get high-level strategic direction without the cost of a full-time executive, while fully leveraging the resources you already have.
By combining deep knowledge of moving operations with expertise in technology management, I help you make smart, cost-effective tech decisions and handle all vendor relationships, so your systems work seamlessly together and support your business goals.