Process before technology.
The workflow is mapped and redesigned before anything is configured. Most failed implementations are process failures, not software failures.
CRM implementation and systems architecture for public agencies
- TheOpsArchitect.io builds constituent and customer relationship management systems, migrates data off legacy platforms, and automates the workflows underneath. All work is performed in the United States by the principal.
Core Competencies
CRM implementation and configuration in Zoho One, Zoho CRM, and HighLevel
Constituent, case, and records management system design
Data migration, cleansing, and legacy system retirement
Business process reengineering and workflow automation
Requirements gathering, gap analysis, and systems architecture
Reporting and dashboard design for operational and executive visibility
Standard operating procedure documentation and end user training
Differentiators
One practitioner, start to finish.
All work is performed in the United States. No offshore delivery, no subcontracting, no account handoffs.
A documented quality method.
Engagements follow a DMAIC approach with requirements sign-off, sandbox build, user acceptance testing, and post-deployment review.
The agency keeps the process, not just the software.
Every engagement produces written standard operating procedures, so the knowledge stays with the organization after the work is done.
Company data
NAICS Codes
- UEI: NGXDQLBVXGK5
- CAGE Code: 22H15
- CA Entity: No. B20260066424
- Business Type: LLC
- Socioeconomic Status: SBA Certified Woman-Owned Small Business
- SAM Registration: Active
- 541512: Computer Systems Design Services
- 541611: Administrative Management and General Management Consulting Services
- 541618: Other Management Consulting Services
- 611420: Computer Training
Licenses and Certifications
- SBA-Certified Woman-Owned Small Business (WOSB), certified August 18, 2026
Why a small business partner
Small awards are where most agency modernization actually happens, and they are also where large integrators are least interested. A project that needs one experienced person for six weeks does not need a program office wrapped around it.
Working with a certified small business means the person who scoped the work is the person who does it. There is no bench, no ramp-up, and no handoff to a team you have not met. Purchase card and micro-purchase awards can be placed directly, and a WOSB award counts toward federal small business contracting goals.
Let's talk about the work.
If you have a system that is not doing what it was bought to do, or a migration coming and no clean data to move, that is the conversation. No cost for the first one.