illuminate

who we are & What we do best

At Illuminate, we help businesses make use of their data, increase efficiency, and streamline their operations. Our team of experienced professionals has a proven track record of developing solutions that meet the unique needs of each client, from startups to established enterprises. Whether you need help with data analysis, automation, or the development of a comprehensive data strategy, we have the expertise and experience to deliver results. Our commitment to innovation and staying up-to-date with the latest trends and technologies ensures that we can help our clients achieve their goals, no matter how complex the challenge may be. 


Data Strategy & Data Initiatives

Developing a strong data strategy is essential for any business that wants to stay competitive in today's rapidly evolving digital landscape. A comprehensive strategy will enable your organization to leverage the latest technologies and tools to extract value from your data, optimize your processes, and enhance the customer experience. By leveraging data analytics, artificial intelligence, cloud computing, and other cutting-edge technologies, businesses can unlock insights that can help them make better decisions, reduce costs, and improve their overall performance. 

At the heart of any successful data and technology strategy is a commitment to ongoing learning, collaboration, and innovation. It is not as complicated as you may think.  Our process begins with understanding your organization's goals, challenges, and opportunities. We partner with you to develop a strategy that meets or exceeds the needs of your business. 


Fractional COO & operational support

If you are considering adding operational headcount but not sure you are scaling correctly, it might be time for a second opinion. Fractional COO's are on the rise as the business landscape evolves, providing insights into scalability and efficiency to help business owners grow their firm cost effectively.  Consider the risks for business continuity, disaster recovery, or fraudulent activities, especially if you are in a financial services field where regulators are ramping up their requirements. Let us help you focus on risk mitigation and planning, so you can protect the business you've worked so hard to build. 

Contact us today for more information of how we've helped other firms, and get an assessment for your specific business needs.  


Business Analysis & Automation

With 20 years of experience in business process analysis and automation, our team has witnessed firsthand the incredible benefits that automation can bring to an organization. By streamlining and optimizing processes through automation, businesses can save time, reduce costs, and minimize the risk of errors or delays.  

Businesses can then allocate resources to more important areas of their operations, and improve their overall efficiency. Our team has seen automation transform countless businesses, and we remain committed to helping our clients unlock the full potential of automation to achieve their business objectives. 

Through our expertise in process analysis, we will identify areas of inefficiency and develop automated solutions. In most cases, we can work within your pre-defined tech stack using commonly used programming languages or no-code solutions available in the market such as Alteryx. 


Salesforce CRM Solutions & SUPPORT

At Illuminate, we specialize in Salesforce® CRM and offer a wide range of services. Our experts are skilled in everything from setting up and configuring Salesforce to developing complex custom applications.  Certified in Salesforce and experienced across Sales Cloud, Service Cloud, Financial Services Cloud, and Experience Cloud, we bring a host of expertise to the table.  We also have extensive experience in Salesforce implementation, data management, integrations with third-party applications, and the creation of custom reports and dashboards.  

Our deep knowledge of Salesforce and other related technologies allows us to help businesses streamline their processes, freeing them up to focus on what they do best. Whether you need help with a new Salesforce implementation or want to optimize your existing Salesforce environment, we have the expertise and experience to deliver results.  

Contact us today for more information on our support plans or specific project needs.   


Top Tech We Know & Love 

Amazon Web Services
Snowflake
Orion
eMoney
Salesforce
Alteryx
Eze
Google Big Query
Box
DTCC
Quickbooks by Intuit
Advent (APX)
Odoo
Salesforce Financial Services Cloud (FSC)
SS&C Black Diamond