Technology consulting that actually moves the needle.
Based in Chino Hills, CA, I help businesses streamline operations through expert Salesforce and Microsoft administration, seamless system integrations, and smart document management.
Services
End-to-end consulting across the platforms your business depends on.
Salesforce Consulting
Administration, configuration, custom development, and optimization to get the most from your Salesforce investment.
Microsoft Consulting
Microsoft 365, Dynamics, Power Platform — deployed and managed so your team can focus on work, not tools.
Systems Integration
Connect your platforms with robust APIs and middleware so data flows where it needs to, automatically.
Document Management
Structured document workflows, version control, and compliance-ready systems tailored to your process.
Business Process Automation
Custom automation solutions that eliminate manual work — from approval workflows and data routing to end-to-end process orchestration across your platforms.
Platform Administration
Ongoing admin, user management, security audits, and proactive maintenance across all your platforms.
A straightforward process
No bloated timelines. No unnecessary complexity. Just clear steps to a better system.
Discovery
Understand your current stack, pain points, and business objectives through focused conversations.
Strategy
Map out a pragmatic roadmap with clear milestones, costs, and expected outcomes.
Implementation
Execute with precision — configuring, building, integrating, and testing until everything works seamlessly.
Support
Ongoing administration and optimization so your systems keep pace with your growth.
Jakob Beach
I'm an independent consultant specializing in Salesforce, Microsoft ecosystems, and the connective tissue between enterprise platforms. I work directly with teams — no layers, no hand-offs.
My focus is practical: understand the problem, design the right solution, build it well, and make sure it lasts. Whether it's a CRM migration, a complex API integration, or getting your document workflows under control, I bring the same level of care and precision.
Let's talk
Tell me a bit about your project and I'll get back to you within a business day.