Technology Solutions

We ensure that the stated and implemented business tasks, systems, and methodologies are practical, efficient, and cost-effective and that they support the goal of security governance through the reduction of vulnerabilities and the avoidance, reduction, and mitigation of risk.

Get Started

Business Management Software

Consolidate all your business processes into one simple, all-in-one business software that empowers collaboration with your team and automates client interaction.

Training Portals

Make your employee handbook, standard operating procedures (SOPs), checklists, and compliance training available to your employees through the training portal of your choice.


We assist with improving your security posture, performing risk assessments, establishing risk management, and determining OSHA and infection control compliance.

All-in-One Business Software Solution

Software Solution

Consolidate all your business processes into one simple, all-in-one business management portal. From your customer relationships to file sharing, invoicing, and project management, this All-in-One Business Software empowers collaboration with your team and automates client interaction.

All-in-One Processes

Client Portal Software


Advanced File Exchange


CRM / Client Management


Advanced Form Builder


Appointment Scheduling


Project Management


Time Tracking and Billing


Email and Drip Marketing


and more!!!

Technology Solutions

Employee Training Solutions

How-To Customizable Solutions

Remove knowledge bottlenecks and recover productive time lost when staff looks for how-tos or unknown policies and procedures. Empower them with an online training system to house necessary how-to-core documentation. Put your employee handbook, standard operating procedures (SOPs), checklists, and compliance training at your employee’s fingertips.

Security Audits

Establishing your security posture is a critical aspect of doing business today. We provide extra eyes on your security posture and help ensure protection from known and unknown threats. We provide the steps and possibilities that best fit your business. We assist with improving your security posture, perform risk assessments, establish risk management, plan business continuity, and review IT security audits. 

Security Posture

Cybersecurity Audit


Data Privacy


IT Risk Advisory


Security Advisory


HiTrust Controls

Your Organization at Your Fingertips

Our Process Management Portal

Our easy-to-use Service Solution Packages include access to our custom Management portal that allows you to manage your employees, employee-related documents, and training at your fingertips.

  • Share and share your important organizational documents.
  • Allows for electronic signatures.
  • Access to customizable forms, policies, and procedures.
  • Online training modules, such as employment, HIPAA, IPC, OSHA, and more.
  • Customized Employee Onboarding and Orientation.*
  • Customized Compliance Assessments, Review Calendar, and Documentation

Available Technology Services

Click on the Service to Learn More

Security Management Planning

Security management planning aligns the security functions to the strategy, goals, mission, and objectives of the organization. This includes designing and implementing security based on business cases, budget restrictions, or scarcity of resources. It incorporates the administrative, physical, and technological safeguards needed through federal, state, and industry governance.

Compliance Policies and Procedures

Get your roadmap to compliance for your organization with the policies, standards, procedures, and guidelines needed to maintain your compliance efforts. Once documentation is reasonably complete, it can be used to guide decisions, train new users, respond to problems, and predict trends for future expansion. We offer HIPAA, IPC, OSHA, and State Board regulation documentation review.

Employee Training Sessions

We advocate helping new team members, existing people, customers, and vendors become productive organizational contributors. We provide in-person and online training programs to foster and motivate performance improvement, accountability, compliance, and team building. We focus on outcomes and building teams to serve customers with care, passion, and insight.

Starting at $39.00 per session.*

Employee Training Portal Solutions

Getting organized, motivating performance, and ensuring compliance are critical to success – especially when providing value-based customer experiences. We help compile your organization’s process materials into an easy-to-use, mobile-friendly employee training portal. 

Starting at $99.00 per month.*

Get Trainual

Achieve Operational Excellence

Business Tools to Improve Performance


Employee Handbook

Your customized legal employee handbook protects your business and answers what it is like to work there. We keep them compliant when laws change.

Advertising and Marketing

Organizational Management

Organizational governance and management tools of policies and standards set the stage for what rules and procedures are needed.

Privacy and Security Regulations

Business SOPs and Guides

Operational manuals communicate how to complete certain standard jobs and procedures. We help you break them down into easy-to-follow actionable tasks. 

Get Started Today!

You are scheduling your initial (no obligation or cost) discovery conversation with us via video conferencing. With a cup of coffee (or tea, if you prefer), share with us what you are experiencing, your goals and needs, and how you would like to proceed.

Subscribe To Our Newsletter

Join our mailing list to receive the latest news and updates from our team.

You have Successfully Subscribed!