Practical leadership for technology and business operations
WestIntel provides fractional executive guidance, embedded leadership, and hands-on delivery across business
systems, data, security, AI, marketing, and operations.
We help organizations set priorities, coordinate teams and vendors, and implement improvements – from a defined project to
ongoing leadership and support.
The right level of support for the work ahead
ADVISE
Executive Leadership
& Advisory
Experienced guidance for strategy,
investment decisions, governance, and
business priorities.
Assessments, roadmaps, executive
oversight.
LEAD
Embedded Leadership
& Execution
Dedicated leadership to coordinate
people, manage initiatives, and carry
plans through to implementation.
Team and vendor coordination, delivery
oversight, adoption.
DELIVER
Managed Delivery
& Specialists
Practical implementation and ongoing
support for systems, analytics,
integrations, automation, security
improvements, and marketing programs.
Defined projects and ongoing services.
Engage WestIntel for a specific project, ongoing leadership, or a combination of services.
When systems and processes need to work better together
As organizations evolve, reporting, workflows, and business
systems can become harder to manage. WestIntel helps
address the gaps that slow decisions and everyday work.
– Data spread across disconnected systems
– Reports that require manual reconciliation
– CRM workflows that do not reflect the business
– Unclear ownership across teams and vendors
– Marketing activity that is difficult to measure
– AI adoption without clear priorities or controls
Connected capabilities. Practical improvements.
Business Systems & CRM
Improve Salesforce and related platforms so workflows, data, and
reporting support how the business operates.
Data & Analytics
Bring data together with Azure SQL, integrations, and reporting in Power BI or Looker Studio.
Operations & Automation
Remove bottlenecks, improve handoffs, and reduce repetitive
work through better processes and automation.
Security & Risk
Prioritize security improvements, strengthen access controls and
policies, and coordinate remediation.
AI Adoption & Readiness
Identify useful applications, prepare data and access controls,
and support rollout, training, and ongoing governance.
Marketing & Measurement
Manage paid campaigns, improve conversion tracking, and
connect marketing activity with business performance.
Support when the business is changing
Focused help for transitions that place new demands on systems, teams, and reporting.
Scale & Exit Readiness
Improve reporting reliability, document key processes, reduce
operational dependencies, and prioritize gaps.
Post-Acquisition Integration & Remediation
Coordinate inherited systems, data, reporting, and access changes
while addressing identified weaknesses.
Technology & Operational Due Diligence
Review systems, data, vendors, and operational dependencies to
identify risks and likely integration effort before an acquisition.
Go-to-Market Systems & Enablement
Connect CRM, lead routing, marketing automation, pipeline
reporting, and sales workflows.
Experience grounded in the work
OUR LEADERSHIP APPROACH
WestIntel brings together senior leaders and subject matter experts to guide business transformation through technology. Stan Berezovsky leads the practice, drawing on more than 25 years of experience spanning infrastructure, engineering, and senior technology leadership. We involve specialists according to each client’s priorities and work alongside executives, department heads, and team leads to connect systems, streamline operations, and scale the business. Our work spans CRM, analytics, secure AI adoption, technical team development, and capacity planning for expansion and acquisition integration.
PROJECT EXAMPLE – PRE-EXIT SELF-SERVE PRODUCT PORTFOLIO ADDTION
Improve Salesforce and related platforms so workflows, data, and
reporting support how the business operates.
Data & Analytics
Bring data together with Azure SQL, integrations, and reporting in Power BI or Looker Studio.
From Fragmented to Unified
- A single source of truth across systems
- Executive dashboards built for decision-making
- CRM aligned with actual revenue processes
- Salesforce reflects activity, not operational reality
- Marketing spend tied to measurable outcomes
- Operational KPIs with accountability
- Integrated data architecture that scales
Designed for Growth-Stage Organizations
Our engagements are structured for organizations between $10M and $150M in revenue experiencing operational complexity and system fragmentation.
- Multi-department operations
- Multi-location businesses
- Preparing for scale or exit
- PE-backed or founder-led growth firms
A Structured Executive Process
1. Diagnostic & Blueprint
We conduct a structured assessment of systems, revenue processes, reporting, and operational workflows to establish a clear executive roadmap.
2. Alignment & Implementation
We redesign and integrate CRM, analytics, and operational systems to reflect how the business actually runs, not how software defaults define it.
3. Oversight & Optimization
We provide ongoing executive-level governance and refinement to ensure sustained operational clarity and measurable results.