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WHAT WE DO/Ongoing Systems Administration

Ongoing Systems Administration

Implementation is the beginning. We stay embedded as your fractional technology team — handling CRM admin, website updates, marketing support, and platform evolution as your firm grows.

The Problem

Even well-designed systems degrade without active stewardship. Within 6 months of launch, most firms experience:

  • Data entropy from inconsistent usage patterns across teams
  • Automation drift as business processes and personnel evolve
  • Website content falling behind (fund data, fact sheets, team bios)
  • Feature requests and optimization ideas with no internal owner

Our Approach

We operate as your embedded technology team: a dedicated ticket queue, quarterly roadmapping, and the people who built the system running it. Our delivery runs on Claude under written rules, and a person approves every client-facing send, production deploy, and delete. Our team handles everything from CRM configuration changes and marketing email staging to fund page data updates and regulatory notice publishing — so your team can focus on raising capital and managing relationships.

Deliverables

CRM Admin, Marketing & Sales Support with SLA
Website Content & Fund Data Management
Quarterly System Health Reports & Roadmapping
User Onboarding, Training & Documentation

Ready to Build?

This is the first step in our engagement model. Let's discuss your current state.

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