The problem
Your stack grew one tool at a time.
A CRM for sales, a board for projects, a sheet for hours. Each one made sense. Now the same client lives in five places, and each one tells a slightly different story.
Access
Every login sees a different slice.
Sales has the call notes. Finance has the invoices. Each person's AI only reaches what their own account can, so it fills the gaps by guessing.
The assessment
It starts with a look at everything you pay for.
I go through every tool and account: what it does, who uses it, and whether it's the right home for that work. Each one gets marked keep, move or cut.
The design
Then I design how it fits together.
What nobody uses goes. Work in the wrong tool moves to the right one, often into Notion. Every tool that stays gets one job and clear connections to the others, with an AI layer that can read across all of it.
Adoption
Your whole team works from it.
Your team works with Claude every day, and Claude works from the whole stack. Answers come from the full picture, not one login's slice.