Request a Data Assessment
Start with a data assessment.
Tell us what you are working through. Whether you need help organizing your records, improving how the work flows, or building something new, we would like to understand your goals first.
Ways to Connect
Choose what works best for you.
Email Us
Email us directly if you would rather not use the form, or if you have a question before requesting an assessment.
contact@bpsystemsconsulting.comRequest a Call
Pick a time that works for you and we will walk through where your records live today. No charge for the first conversation.
Request a CallThe Assessment Request
Request a data assessment.
How the engagement works
From scattered files to one working system
Five steps, in order. You know the scope and the price before any records are touched.
Data assessment
We look at where your records live now: paper files, spreadsheets, email, shared drives, accounting software, photos, and whatever else has accumulated. This is what sets the scope and the setup price.
Scope and implementation plan
You get a written plan covering what gets organized, in what order, what it costs, and what we need from you. Nothing starts before you agree to it.
Organization and migration
We digitize, sort, and file your records into a consistent structure inside your own Google Workspace, reconciling duplicates and conflicting versions as we go.
Workflow and application setup
We set up the forms, workflows, and application access your team will use day to day, shaped around how your business already works.
Training, launch, and ongoing improvement
We train your team, launch, and stay on to adjust things as you use them. Improvements continue after go-live rather than stopping at it.
The assessment is what determines your setup scope. It identifies record quality, access, provider, security, and workflow requirements before anyone quotes a number.