What We Deliver
Technology Consulting Services
Eight practice areas — pick the lever that matches your problem, then review proof from related client work.
Not sure where to start?
Practice areas
Choose a lever
Each card names the practice first — with client results as supporting proof.
Salesforce & CRM Consulting
Make CRM serve the business result — revenue operations, adoption, and scale — not a feature checklist.
Proof
CRM & billing ready for acquisition growth
Cornerstone OnDemand
- Post-acquisition stack live on schedule — Smarsh
- $220M+ billings unified — Internet Brands
Process Engineering & Operational Efficiency
Fix how work actually happens — so systems and automation amplify results instead of chaos.
Proof
5x scale with same headcount
Subsplash
- ~$1.8M/year savings — Fuhu / Nabi
- Unified data layer across tools — Oversee
Digital Strategy & Transformation
12–24 month roadmaps tied to P&L priorities — sequenced for legacy, cloud, and growth.
Proof
Open-source stack cut licensing cost
Motion Picture Association
- 400% traffic growth in 45 days — TheWrap.com
- $6M/year tech savings — Martindale-Hubbell
Technical Due Diligence
Technical clarity for investment decisions — risk, scalability, and a path to the outcome after close.
Proof
Post-acquisition stack live on schedule
Smarsh
Voice AI Consulting
Missed calls, after-hours gaps, inconsistent service — solved with Voice AI where it earns the outcome.
Proof
1,600 concurrent Voice AI calls
SmarterHello
AI Workflow Consulting
Turn meetings and ops noise into CRM hygiene, follow-up, and accountability — AI as the means, not the goal.
Proof
Meeting follow-up into Salesforce
SmarterMeetings
Outsourced CIO & CTO Services
Senior technology judgment on demand — roadmap, rescue, and spend in service of the business result.
Proof
~$1.8M/year savings
Fuhu / Nabi
- $6M/year tech savings — Martindale-Hubbell
ERP Integration Consulting
Unified order-to-cash and reporting — ERP connected to CRM and billing so the business can run as one.
Proof
CRM & billing ready for acquisition growth
Cornerstone OnDemand
- $220M+ billings unified — Internet Brands
Overview
How we get to the outcome
Representative flows across CRM architecture, process engineering, and executive advisory.
CRM sits at the center of revenue operations — connected to billing, ERP, and customer channels.
Map current state, design future workflows, then automate — so tools amplify good operations.
Executive technology leadership on demand — strategy, vendors, and program oversight.
Eight practice areas, one partnership model
Foundation5 organizes consulting capabilities into eight practices so clients can engage surgically — a Salesforce migration without a full digital strategy program, or Voice AI design without an ERP component — while knowing the same senior team can connect dots across the stack when needed.
Each practice page describes capabilities, ideal client profiles, technologies, related case studies, and practitioner articles. Read across practices if your initiative spans multiple domains — most enterprise transformations do. Start with the outcome you need (forecast trust, coverage, diligence clarity, throughput per FTE), then choose the practice that owns that outcome.
How engagements start
Initial conversations are complimentary and focused on fit: your timeline, internal capacity, constraints, and whether our experience matches your problem. We may recommend a fixed-scope discovery workshop before larger implementation spend. Call our team for urgent diligence timelines; book online if you prefer scheduling a video session with a consultant.
When process is unclear, we often begin with process engineering before heavy configuration. When CRM data cannot support AI or reporting, we stabilize Salesforce before layering agents or workflows.
Talk about the outcome you need
Tell us what is stuck or what result you need — we will outline whether CRM, process, AI, or leadership is the right lever.