QuickBooks Online is the Foundation. SEAD Unlocks Enterprise Scalability ThroughPartnership.
You’ve already invested in QuickBooks Online, and that was the right move. As your businessgrows, you need more than software. SEAD’s Chief Information Officer as a Service (CIOaaS)model brings Tech, Team, and Time together to enhance QBO with automation, reporting, andstrategic insight. Get the control and scalability of systems like NetSuite, Sage, or SAP withoutthe cost, complexity, or disruption.
Enterprises Trust SEAD Software
Why Choose SEAD's Analytics?
Unlock the full potential of your QuickBooks data with our comprehensive analytics and automation platform designed specifically for growing businesses.
One-Click QuickBooks Integration
Get live analytics within 24 hours of sign-up. No complex setup, no technical expertise required. Simply connect and start gaining insights immediately.
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Customizable Analytics Engine
Forecast future revenue, COGS, expenses, and income using weighted historical performance. Build custom KPIs, automated budgeting, and financial forecasting tailored to your business.
Unlimited Users & Exports
No hidden fees, no user limits. Perfect for M&A due diligence, board reporting, and team collaboration. Export unlimited reports with easy 30-day cancellation.
Multi-Entity Consolidation
Roll up multiple QuickBooks instances into unified reporting. Perfect for PE firms, VC portfolios, and family offices managing multiple entities with seamless data consolidation.
Choose the Perfect Analytics Package for Your Business
How SEAD Helps Businesses
Companies with CRM and ERP that are not yet Integrate
- Custom Integration Development and Advanced APIs: Build tailored integrations to connect your CRM with ERP systems, leveraging advanced APIs for real-time data exchange and seamless system communication.
- Robotic Process Automation (RPA): Implement RPA to eliminate manual data entry, enhancing accuracy and operational efficiency.
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Companies Without a CRM:
- Implement SEAD's Tailored CRM Solution: Introduce and deploy SEAD's proprietary CRM, customized to meet the unique needs of your business.
- Seamless Integration with ERP Systems: Integrate the new CRM with existing ERP systems to ensure real-time data synchronization across all business functions.
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Companies with an already integrated CRM and ERP
- Optimize Existing Integrations: Enhance CRM-ERP integrations to boost system functionality and performance.
- Process Automation: Automate processes like order management and invoicing to reduce manual effort and improve efficiency.
- Advanced Reporting Tools:
1. Capture accurate data across systems for better decision-making.
2. Provide a unified view of the customer lifecycle.
3. Provide insights into profitability and operations for strategic planning.
Why Choose SEAD?
At SEAD, we connect customer engagement with financial systems, turning operational challenges into measurable success. Our solutions empower businesses to optimize every dollar spent, fostering sustainable growth and long-term profitability. Here’s why SEAD stands out:
Actionable Insights & Comprehensive Reporting
Fill data gaps and provide real-time insights to enable informed decisions that drive growth.
Unified Data Source & Transparency
Ensure consistent, accurate reporting across all touchpoints, fostering trust and clarity.
End-to-End Analytics & Operational Efficiency
Track the entire customer lifecycle and streamline processes to boost productivity and growth.
Our Proven Process
Discovery and Consultation
Work together to define goals and challenges, crafting tailored solutions aligned with your business needs
Custom Integration Development
Design and implement CRM-ERP integrations that address system limitations and scale with future growth.
Ongoing Support and Optimization
Provide continuous support, adapting systems to new challenges and ensuring ease of use with customized features.
Transparent Pricing
Offer clear, scalable pricing models that reflect the level of customization, ensuring you pay only for what you need.
The SEAD Methodology:
Empowering Business Transformation
Project Kickoff and Alignment
In this initial phase, we’ll collaborate to assess your business needs, identify gaps, and analyze your sales and delivery processes. This ensures that your chosen Microsoft ERP or CRM solution aligns perfectly with your goals, enabling you to leverage the features and configurations that offer the optimal balance between efficiency and simplicity.
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Requirement Analysis and Strategic Planning
Following a thorough initiation, we will dive deeper into understanding your business processes, challenges, and objectives. This phase involves outlining your specific requirements in detail and crafting a milestone-driven roadmap that outlines the best approach to achieve your business goals.
Agile Execution and Iterative Progress
With the plan established, we enter the execution phase, adopting an agile methodology with two-week sprints. We focus on high-priority tasks, conducting regular workshops and review sessions to ensure progress is on track and that the system is ready for deployment.
User Acceptance Testing and System Go-Live
Prior to go-live, we conduct rigorous end-to-end testing to ensure the system’s functionality. This includes testing a typical customer order, from purchase through to shipping, and performing additional tests to verify the system’s performance across all phases.
Project Completion and Post-Go-Live Support
After go-live, we work with you to confirm that production is finalized and conduct a project retrospective. This session ensures that future support structures are in place, and you have all the resources needed to succeed moving forward.
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Seamless Integrations for Enhanced Productivity
Connect effortlessly with essential tools like QuickBooks, Salesforce, HubSpot, and more. Our platform’s one-click integrations simplify data syncing and management.
