Client story · Partner since 2023Multiple systems, multiple truths, and no one in the CIO seat
Wright's Impact Window & Door is a retail business in West Palm Beach, Florida, running on a stack of good tools that didn't talk: the accounting system, the CRM, the quoting software, the field apps, the marketing platforms, the vendor portals — each holding its own version of the truth. And Wright's prices a window on the first encounter: a business built on confidence in a number, with no CTO or CIO to make the numbers agree.
This is the story where SEAD is the seat — not advising it, filling it. Five chapters follow.
Connected in days, not months
The sprawl had a center of gravity: QuickBooks Online holding the actuals, and Salesforce — through Improveit 360, the industry's version of Salesforce — holding the jobs. That pairing came first. Within days of receiving the QuickBooks Online API token, the financial suite was live and reconciled: income statement, balance sheet, receivables, payables.
The infrastructure is the answer: a version-controlled database, a malleable schema, auto-generated endpoints. And because Wright's runs lean by design, SEAD didn't advise the CIO seat — it filled it, including stepping in as the Improveit 360 administrator across users, roles, and integrations.
One truth per job
Improveit 360's budgeted costs, married to QuickBooks actuals: margin variance per project, attributable to the project manager or the rep, drillable to the line item that explains it. This pairing is the pattern behind our ERP & accounting and CRM integration work.
- Budget vs Actual
- Alerts
- Reporting
Accountability got teeth: the not-resulted appointment trend, the automated Monday report, and change-order alerts emailed to the rep and to management the moment a job's economics move.
Budget vs actual — variance per project, attributable and drillable.
Sales and commissions — the rep-level view the Monday report draws on.
Return on every dollar of marketing
Spend, married to closed sales per source. Cost to acquire each customer, against what that customer returned. Wright's learned which channels earn their budget.
Return on marketing — spend against what it closed.
Live prices, like a ticker
Keeping vendor pricing current was 2 full-time-equivalent roles' worth of work — and quotes were still going out on numbers up to three years stale. That is money lost at the kitchen table, because Wright's honors a signed quote.
Their premise — price the window on the first encounter — needs live data the way a hedge fund needs live data on a stock. The Wall Street to Main Street thesis, proven a second time, after Leahy's order pooling.
Illustrative SKUs and prices — Wright's real vendor data is masked.
SEAD engineered automated retrieval across four vendor pricing sources, keeps a scrape-to-scrape audit trail, and regenerates the import that Leap, their quoting system, needs. When Wright's needed it, SEAD stepped in for those 2 FTE roles outright. This is real infrastructure and real engineers, not a prompt.
Their reps trust the number they're quoting.
The hub that runs the back office
One simple schema became the automation hub, replacing Zapier ETL work that had been breaking consistently. Invoices push to QuickBooks automatically when a Salesforce process completes. CompanyCam projects are created the moment a job exists. Housecall Pro schedules sync so no rep gets double-booked. Receivables follow-up letters generate automatically at the 30-day mark. Order-status files are ingested with human-in-the-loop matching — a pattern proven at MedTech MedCare and re-applied here; their commission system is launching on the same baseline.
Every automation is visible — successes and failures on one screen.
What's next: the measurement cross-check engine — contracts, final measures, and orders compared line by line, catching the wrong-size window before it's ordered — and migration to the new infrastructure.
On cost, one sentence: we don't believe in scopes — we grow with your business, at a price competitive with the salary of a single software developer, with unlimited data, storage, and users, proprietary software, and service included. The comparison, in full.
Bring us the stack that doesn't talk
Three years in, Wright's still prices the window on the first encounter — now on numbers everyone trusts. The preview of your portal is built and shown by engineers, not a sales script.