Connected data
Give scattered business information a common home.
Bring supported business records together so a report does not begin with another round of manual exports.
The situation
Your CRM, project workspace and accounting tool each contain part of the answer. Before anyone can make a decision, someone has to reconcile the pieces.
A practical approach
Identify the records and relationships that matter. Scope the supported connections, access rules and refresh requirements in ThatApp. Build the report against those sources, with the original records available for inspection.
How we would verify the result
Compare the report with known source records. Check the organization boundary, refresh behavior and how missing information is represented. Define acceptance using your actual business questions.
Start with the work
What would make
your business work better?
Bring the bottleneck, the spreadsheet or the system that isn’t keeping up. Talk directly with Seth about a practical way forward.
A defined scope, clear deliverables and an agreed estimate before implementation.