From data model to a platform agents can work on.
The data model comes first
Objects, relationships and one leading system per data object. Pipelines and lifecycle stages mirror the real processes, with defined criteria instead of room for interpretation.
Migration is a data quality project
We treat migration as a data quality project, not a copy job. Duplicates, legacy records and dead fields stay behind. Whatever enters the new system has a reason, otherwise nobody will maintain it again.
And we build agentic-ready
Clean permissions, logged transactions and documented interfaces, so agents can work on the platform later instead of having it retrofitted for them.
Four building blocks, live and documented.
Implemented platform
HubSpot set up to your target picture: hubs, objects, pipelines and lifecycle, done properly rather than quickly.
Data model & migration
Clean data in the new model: duplicates resolved, legacy records sorted out, origin documented.
Automations & workflows
Assignments, notifications and follow-up tasks run in the system, not in someone’s inbox.
Permissions & governance
Roles, teams and visibility on a need-to-know basis, logged and traceable.
