B2B Services
Acquisition-driven expansion brings together teams with different delivery models: time-based, fixed-fee, success-based. We help organizations integrate these models with consistent reporting, clearer margin visibility, and reliable forecasting to support scalable growth.

Our B2B Services Expertise
Whether your teams manage time-based work, project engagements, recurring customers, or newly acquired units, consistent revenue reporting is essential. We structure ERP and CRM data to consolidate key account revenue, YTD results, backlog, and forecasts, providing a reliable operational foundation that strengthens financial planning and supports scalable growth.
Your ability to understand full delivery costs shapes every operational decision you make. We implement and optimize time-tracking tools and pair them with your salary data to reveal accurate project margins, identify unprofitable customers, and help your teams steer resources toward the initiatives that improve operational outcomes.
As your organization grows through acquisitions, consistency in systems and processes becomes essential. We align platforms and data across entities and establish a clear integration path that enables newly acquired companies to be onboarded quickly, ensuring the combined organization operates with unified, efficient practices as fast as possible.
Whether you're scaling operations or modernizing inherited systems, success depends on having a unified, consistent data foundation. We consolidate data across functions and legacy tools, building a secure, unified foundation that enhances reporting, strengthens performance management, and enables seamless collaboration across teams.
Business managers make informed decisions when they have clear visibility into profitability. We design net-margin reporting that connects financial data with timesheets, CRM and invoicing, giving BU managers the insight they need to meet EBITDA targets.
Identify and pursue growth opportunities within an existing client base by analyzing shared customers across acquired business units. Build account planning and set expansion targets per account to track progress, drive accountability, and ensure your teams focus on the relationships with the highest revenue potential.
Customer Stories
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Omnes: Building a Scalable IT Backbone for Medical Distribution Consolidation
Omnes Medical partnered with Stratos to design a unified IT framework for its aggressive buy-and-build strategy. By standardizing finance ERP and a central CRM, they created a "plug-and-play" infrastructure to integrate diverse SMEs while preserving operational agility

How Clinique des Champs-Elysées Scaled via Data & Digitalization
Clinique des Champs-Elysées pivoted from surgery to aesthetic medicine under Tracy Cohen Sayag. Data-driven ops fueled growth from one site to 20+ clinics, with plans for Europe

Chronos Dental - Digitalizing the Dental Lab Network
Chronos Dental modernized its network of laboratories by deploying a custom tool to replace manual workflows with real-time traceability and a seamless digital link between dentists and prosthetists.
Insights
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The Mismatch Trap on CRM: Why One Size Does Not Fit All in Business Services CRM
Your CRM succeeds only when it reflects how you actually go to market

EFOR: Discipline Before Digitalization
EFOR’s success shows the paradox: no tools until 100m of revenue, just world-class execution
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The Current State of Systems, Data, and AI in B2B Services
B2B services firms show strong delivery digitization but still operate with fragmented systems, complex data, and uneven AI adoption.
