Assess & launch
If you came through the preview, you have already seen the portal on your own data; now it goes live. In the first 90 days, SEAD develops a working understanding of your business and operations, stands up your white-labeled portal in under a week, and delivers a working proof of concept by day 90.
The assessment answers one question: where should the portal sit?
Three honest answers, and we have shipped all three. The assessment exists to find out which one is true for you.
Your systems work, with gaps
The systems you run are doing their jobs. Co-Wright connects to them and fills the gaps around them — the workflows and reporting they were never built to cover.
CFGI runs recruiting this way; Leahy IFP runs demand planning this way.
You've outgrown a system
SEAD assists the migration. Co-Wright preserves your history and keeps reporting alive through the cutover, so the business never goes dark.
Direct Supplies Warehouse kept its Epicor history through the NetSuite transition.
No system fits
Co-Wright becomes the system of record, with proprietary software built on the portal — specific to how your business actually runs.
FinOptSys runs on a custom CRM built this way.
The same assessment covers the BI you already run — three postures toward your existing BI →
Step by step
- White-labeled portal live on your DNS and connected to your systems — your preview, promoted, if you had one; SSO and roles configuredWeek 1
- Systems inventory and data-source assessment with your teamWeeks 2–3
- First integrations connected, data reconciled nightlyWeeks 3–6
- First dashboards in Co-Wright Intelligence in front of your leadershipMonth 2
- Proof-of-concept review — keep going, adjust, or walk awayDay 90
What launches
On the table at the day-90 review:
90 days to prove it
The phase ends in a working proof of concept, backed by a 100% money-back guarantee. Keep going, adjust, or walk away — no questions asked.
The engagement is priced competitively with the salary of a single software developer — with unlimited data, storage, and users, proprietary software, and service included.
SEAD Software has been a true partner in our growth at FinOptSys. They quickly delivered a fully customized and precise CRM tailored to our sales workflows, with a level of flexibility that made customization easy and intuitive as our needs evolved. SEAD also enabled us to seamlessly merge sales and product data into a single system, creating meaningful, real-time analytics that resulted in more informed decision-making across the business. This gave us clear visibility into pipeline health, performance metrics, and client engagement, and provided a scalable, flexible platform that supported our growth without the constraints of a rigid, off-the-shelf CRM.
