Services
Operating leadership, backed by the intelligence and automation to make it stick.
Everything below is one engagement, not a menu. A Fractional COO or EOS® Integrator runs the leadership cadence. In-house business intelligence puts real numbers in front of every decision. In-house automation makes sure what gets decided keeps happening. Priced for SMB budgets, delivered by one accountable partnership.
Fractional COO & EOS® Integrator
Senior operating leadership embedded in your team, without a full-time executive hire.
Power BI Consulting
Custom dashboards built on your ERP, CRM, and QuickBooks data, with the modeling and refresh work underneath.
ERP Integration
Getting data out of your ERP, SAP, Sage, Jobscope, Woodware, FDM4, Epicor, Prophet 21, and others, and connecting it to what sits around it.
AWS & Cloud Engineering
Cloud architecture, systems integration, and the process automation that follows once it's sound.
Fractional COO & EOS® Integrator
Senior operating leadership embedded in your team, meeting rhythm, accountability structure, and quarterly planning discipline, with full EOS® discipline where you run it, or an equivalent cadence where you don't. This is the relationship every other capability on this page supports.
- Weekly or biweekly leadership meeting facilitation, in person or remote
- Rock setting, tracking, and quarterly accountability sessions
- Direct ownership of designated operational and P&L performance areas
- Delivered fractional, interim, or long-term, a durable partner or a bridge to an internal hire
Business Performance & Intelligence
What Makes It Stick
These capabilities aren't separate services to shop for. They're what keeps the leadership relationship grounded in real numbers and free of manual follow-up.
Financial Performance
CFO-grade visibility: revenue, OPEX, EBITDA, and cash position at a glance, with YOY trending, waterfall analysis, and cash flow forecasting built for confident board reporting.
Operational Excellence
ERP and process improvement, role and metric definition, and the issue-resolution discipline that stops the same problems resurfacing quarter after quarter.
Executive Intelligence™
Purpose-built dashboards, sales & pipeline intelligence, interactive P&L drill-down, geographic & market analytics, connected to your QuickBooks, ERP, CRM, or flat files. Built in-house, not outsourced.
AI Enablement
Practical AI readiness for small and midsize businesses: assessing where AI genuinely helps, preparing the data, and putting it to work inside the workflows you already run.
Most clients are live with their first dashboard within 2–4 weeks. We build on your existing systems, no rip and replace, and every engagement includes ongoing refinement, not one-and-done delivery.
The Operate Stage
Engineering that makes a decision permanent
Once leadership decides something should happen every time, our in-house cloud and automation engineer, Tyson Nichols, wires it into secure, reliable, cost-aware infrastructure, sized for small and midsize businesses, not enterprise price tags.
Systems Integration
Your ERP, CRM, accounting, and operational systems rarely talk to each other. We build the event-driven connections that make them work as one. If it has an API, we can put it to work.
Process Automation
The manual work between your systems, reports assembled by hand, data re-keyed between tools, files moved on a schedule, scripted, scheduled, and monitored so it happens every time.
Monitoring & Alerting
Uptime and performance monitoring, actionable alerting, and dashboards that show the health of every system you rely on, so you know about a problem before your customer does.
Cloud Architecture & AWS
Well-architected AWS environments: migrations, greenfield builds, security and cost reviews, and infrastructure-as-code, so your environment is documented, repeatable, and auditable.
Our Process
From kickoff to clarity in four steps
Discovery
We map your business questions, data sources, systems, and stakeholder needs. No assumptions. We start with outcomes.
Connect
Secure connections to your ERP, accounting, CRM, and operational systems. Cloud or on-premise.
Build
Iterative development with rapid prototypes, stakeholder reviews, and refinement cycles, for dashboards and infrastructure alike.
Activate
Training, onboarding, and a transition to ongoing advisory support, so value compounds over time.
How We Engage
A partnership model, not project consulting
ClearwaterIQ works fractionally, on an interim basis, or as a long-term partner: a durable resource for owners who intend to stay lean indefinitely, or a bridge to an internal hire for those building toward one. Either way, you work with one dedicated partner who learns your business in depth, not a rotating bench of consultants.
Not sure where to start?
Most engagements start with a single dashboard and grow from there. Start with a 30-minute discovery conversation and we'll tell you honestly what would move the needle first.