Whether you are getting a new startup off the ground or running an established business, creating and refreshing your strategic vision are key activities. SailOne Solutions works closely with you to see beyond the horizon and chart the course for your organization’s success.

Business Plans

Prepare for your next phase

Creating a compelling and achievable business plan is key to your success. SailOne Solutions has the tools and expertise to create a business plan that will get you off the ground or take your business to the next level.

SWOT Analysis

Know your organization’s strengths and weaknesses

Looking inside and outside your organization to identify Strengths, Weaknesses, Opportunities, and Threats is the cornerstone of the strategic planning process.

Product Planning

Keep your product mix ahead of your competition

Ensuring that your products (and/or services) are differentiated in the marketplace and meeting the needs of your customers is an ongoing challenge for all product managers. Staying a step ahead is an even bigger one… SailOne Solutions is here to help.

Technology Strategy

Evolve your systems with your business

It’s critical that you have a plan to evolve your technology as you hit the milestones in your strategic plan. SailOne Solutions will help you incorporate a technology strategy into your overall strategic plan so you can seamlessly scale your platforms with your organization.

Budgeting & Forecasting

Align your financial plans with your business goals

Whatever your budgeting and forecasting needs are, SailOne Solutions is here to support you to ensure that you have targets to measure against.


As your business evolves and your needs change, processes and systems that once worked may no longer be sufficient or you may end up with two systems doing the same thing! SailOne Solutions will help you ensure that your processes and systems are working for you in the most efficient way possible.

System Evaluation

Make sure you have the right systems for your business

Technology moves nearly as fast as your business, and systems that worked a year ago may need to be updated or overhauled to keep up with new trends and your ever-changing needs. SailOne Solutions will evaluate your systems to ensure that you are getting the most out of your technology investment and make recommendations for improvements when appropriate.

Business Process Automation

Make your technology work harder for you

Automating your routine business processes will allow you and your employees to spend more time creating value for your customers and your business.

Customer Relationship Management (CRM) Systems

Increase your conversions and retention

Customer Relationship Management (CRM) tools such as, Microsoft Dynamics CRM, or any number of competitors, have become powerful tools for managing and growing your business with a variety of features and cost structures. Whether you are using a CRM today or thinking about implementing one, SailOne Solutions will make sure you are maximizing the benefit and minimizing the cost of this critical tool.

Journey Mapping

View your business processes from your customer’s perspective

We will create customer “personas” or use real customer experiences to look at what it is like to be one of your customers and discover hidden opportunities for improvement of the customer experience.

Voice of the Customer

ENSURE your customers see your business the way you want them to

Providing an easy to use feedback channel for your customers gives you instant insight into what they really care about and how they see your business. And just as importantly, how they are talking to their friends about you.

Enterprise Architecture

Lay the foundation for your future

Preparing for growth and increasing efficiency starts with understanding and documenting the current state of your business and building plans from that foundation. SailOne Solutions provides you with the expertise needed to create and maintain comprehensive enterprise architecture assets.

Process Improvement

The key to efficiency

Scalability is about more than just technology. Establishing consistent written processes across your organization will position you to take advantage of opportunities as they arise without the pain many organizations feel as they expand and evolve.

Custom Software Development

For your unique challenges

For business needs that aren’t met by off-the-shelf tools, SailOne Solutions provides custom software development in a variety of frameworks that will meet your needs.


Your systems are gathering data every day, but in order to gain value from all those ones and zeroes, they need to be organized and presented in a way that provides you insights and helps guide your business decisions. At SailOne Solutions, we are passionate about helping our clients turn data into information that provides crucial insight to run their businesses.

Key Performance Indicators

Track what’s most important to your success

Establishing and monitoring Key Performance Indicators (KPIs) gives you a quick way to gauge the health of your business in real time. SailOne Solutions will work with you to define and monitor your KPIs, and make adjustments as your business evolves.

Targeted Marketing Lists

Get the right message to your customers

Leveraging internal and external data sources, SailOne Solutions will tailor marketing lists to reach segments with targeted messaging and other data-driven approaches to maximize the impact of your marketing investment.

Interactive Maps

See where your business is performing

Visualizing data using maps is a powerful tool to gain insight into how your business is performing in a number of ways. SailOne has significant experience geocoding and visualizing a variety of data in interactive maps.

Custom Reporting

We love data!

Whether you are looking for one-time analysis and visualization, or real-time dashboards of your data, SailOne Solutions has the tools and experience to make your data work for you.