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Scale Operations without Doubling Headcount

We eliminate manual sprawl in $5–20M firms by building a stable foundation for running operations and launching new services

Where Global Brands Place Their Trust

Trusted by leading companies across industries.

We support you in Every Aspect of your Digital Transformation

Business-First Approach

Every initiative is tied to measurable KPIs—revenue, cost optimization, and customer experience improvements—supported by trusted AI consultants.

Rapid Time-to-Value

Our Agile AI consulting approach delivers working prototypes in 4 weeks and production systems in 12 weeks—faster than traditional consulting models.

Deep Technical Expertise

Our consultants pair deep technical expertise with applied AI to deliver scalable, data-driven solutions that drive measurable business impact.

Our Technology Partners

We’re certified partners with the leading workflow integration and automation platforms.

The Business Transformation Accelerator

Our projects have a 95% adoption rate.

Everyone wants AI. Few are ready for it. We meet you where you are and guide you to where you want to be.

People

People Services

When leadership and teams aren’t aligned, growth stalls. Priorities compete, pilots fail, and trust breaks down.

We fix ownership and decision paths first so internal friction doesn’t stall progress.

When leadership and teams aren’t aligned, growth stalls. Priorities compete, pilots fail, and trust breaks down.

We fix ownership and decision paths first so internal friction doesn’t stall progress.

Team Working Agreements

Service Description

Change Adoption

Organization Design

Center of Excellence

Process

Process Services

Most firms jump into automating broken workflows, making the mess faster.

We pressure-test your roadmap, address team bottlenecks, and redesign workflows to ensure smooth progress before exploring automation.

Most firms jump into automating broken workflows, making the mess faster.

We pressure-test your roadmap, address team bottlenecks, and redesign workflows to ensure smooth progress before exploring automation.

Process Mapping

Future State Design

Department Workflow Design

Cross-Functional Process Design

Workflow Handoff Audit

Process Governance

Innovation Analysis

Systems

Systems Services

Disconnected systems and bloated stacks kill efficiency. Teams double-enter data, chase approvals, and lose trust in their tools.

We evaluate what you have, cut what you don’t need, and integrate platforms that support your growth goals and team culture.

Disconnected systems and bloated stacks kill efficiency. Teams double-enter data, chase approvals, and lose trust in their tools.

We evaluate what you have, cut what you don’t need, and integrate platforms that support your growth goals and team culture.

Software Asset Management

Platform Selection

Identity & Access Management

Requirements Gap Analysis

Security Standards Analysis

Network Design & Architecture

Post Launch Enablement

Rapid Innovation

Data

Data Services

You can’t lead with bad data. Duplicates, gaps, and inconsistent reporting wreck confidence and stall decisions.

We rebuild your data foundations: cleaning, standardizing, and validating so you can trust your dashboards.

You can’t lead with bad data. Duplicates, gaps, and inconsistent reporting wreck confidence and stall decisions.

We rebuild your data foundations: cleaning, standardizing, and validating so you can trust your dashboards.

BI & Reporting

Data Governance

Data Lineage

Data Integrations

Executive Dashboards

Data Platform Architecture & Build

Data Quality

Automation

Automation Services

You can’t scale with spreadsheets and workarounds. They slow teams down and hide inefficiencies, costing hundreds of hours and dozens of FTE salaries.

We automate what proves value first (quick wins that show ROI fast), then expand what works across the business.

You can’t scale with spreadsheets and workarounds. They slow teams down and hide inefficiencies, costing hundreds of hours and dozens of FTE salaries.

We automate what proves value first (quick wins that show ROI fast), then expand what works across the business.

Workflow Automation

Cross-System Automation

iPaaS Integration

Custom APIs

AI (Agentic) Enablement

AI Services

Everyone wants AI. Few are ready. Without clean data, aligned teams, and working systems, AI fails fast and publicly.

Once your foundation’s solid, we help deploy AI where it drives real ROI. You automate the right work…not just the visible work.

Everyone wants AI. Few are ready. Without clean data, aligned teams, and working systems, AI fails fast and publicly.

Once your foundation’s solid, we help deploy AI where it drives real ROI. You automate the right work…not just the visible work.

Gen-AI Tool Selection

LLM Deployment

Agent Workflows

Multi-Agent Systems

LLM Context Integration

Client Results

300

Hours saved by automating invoicing, HR, and asset management

30

Days to create custom TalkDesk integration, accelerating onboarding and training

5x

Faster port operations and billing time with a custom low-code ERP

100+

Workers onboarded in minutes with a custom, fully integrated Workday application

800

Users gain real-time visibility into 2500 construction initiatives with a custom app

2,500+

Construction projects approved and tracked across 19 teams with a custom application

3000+

Construction projects across 600+ sites managed with a custom application

Client Testimonials

Over the last two years, I have had the pleasure of working with Quandry Consulting on a project for a public sector client. They have provided excellent development and support during the entire life cycle, and the consultant who was working on the project was so awesome. He was dedicated and passionate about the project.

— Issa Barkett — Founder & President, Netsource Interactive (5/5)

LinkedIn: https://www.linkedin.com/in/issa-barkett-3940124/

The Quandary team was the ideal business partner. They took the initiative to learn and understand our business in an effort to provide solutions that would best benefit our organization and key users. Christine Garam and Melissa Doran level of customer services was absolutely World Class; always making themselves available when a questions arose.

— Craig Baptista — Vice President , Bureau Veritas (5/5)

LinkedIn: https://www.linkedin.com/in/craigbaptista/

Quandary has been professional and responsive. They took the time to learn our business model thoroughly and discovered our needs. They were able to provide helpful insights throughout the QuickBase build out.

— Lena Davenport — Director of Sales Ops , AmeriSave (5/5)

LinkedIn: https://www.linkedin.com/in/lenadavenport/

QCG is top notch with experience and skill to tackle your most difficult problems. They have been a huge part of our success in helping BV re-imagine the way we use and develop QuickBase. From internal to external, our service solutions have never been better. I look forward to more!

— Todd Tankersley — Director of Systems , Bureau Veritas (5/5)

LinkedIn: https://www.linkedin.com/in/todd-tankersley-71a376189/

Not only has Quandary always been fast and efficient, but they maximize the hours we spend with them so that we complete projects on or before time and within budget! They work hard to understand our unique business needs, then always come through with fantastic results. I highly recommend them!

— Deron Johnson — Director of Project Management , Sign Resource (5/5)

LinkedIn: https://www.linkedin.com/in/dejknox/

We work with Quandary on a daily basis. The team over there are awesome. Very knowledgeable and always go the extra mile to get us what we need.

— Pete Lopez — VP Sales , AiN Group (5/5)

LinkedIn: https://www.linkedin.com/in/pete-lopez-6b7180114/

I have been working with Quandary since February of 2021 and couldn't be more happy with the product they have produced for us using Quickbase. Their knowledge and use of Quickbase is spectacular and I know my company as well as the product and information we store on Quickbase are in good hands. I look forward to continuing this business relationship far into the future of both of our companies.

— Rebecca Knecht — Director of Project & IT , Life Scan Wellness Centers (5/5)

LinkedIn: https://www.linkedin.com/in/rebecca-knecht-ms-acsm-cep-b07b307a/

Finding a vendor that not only responds in a timely manner but also proactively identifies potential roadblocks is like finding a needle in a hay stack. Our assigned engineer from Quandary, Ben, was able to diagnose problems with surgical precision and with the efficiency of an energy star appliance. We look forward to working with Ben and the team at Quandary again in the future. If you have a tech project that could use some help, be sure to give Quandary a call.

— Ryan Parr — VP of Distributions & Acquisitions , Loop Media, Inc. (5/5)

LinkedIn: https://www.linkedin.com/in/ryan-parr-bb68283/

Just want to share that Quandary is an outstanding business partner. They have been instrumental in the design of our Quick Base app. Response time is fast. Their staff has taken the time to learn not only about our business but how we do business as well, resulting in a functional app. If you need a company to help you develop your Quick Base account, Quandary is the company to call.

— Dave Plekkenpol — Director of Integration & Technology , KR Wolfe Inc (5/5)

LinkedIn: https://www.linkedin.com/in/daveplekkenpol/

The team from Quandary has been unbelievable. They are passionate about their work, attentive and available, and always show me more possibilities because they actually care about my projects and are such experts at their fields. Ben Smith is stellar in so many programming realms, Jeff Richey is so adept at QuickBase. They are always teaching me about best practices so that I am always feeling like a co-pilot and not just sitting on the sidelines.

— David Woo — Physician-Psychiatrist , Madison Avenue TMS & Psychiatry (5/5)

LinkedIn: https://www.linkedin.com/in/david-woo-3b42a227/

Ready to Build an Enterprise AI Strategy?

FAQs

Q: 1. How do you fix misalignment between our FSM, spreadsheets, and accounting?

We start by mapping one complete job journey, from first call to invoice, across your field service management (FSM) tool, spreadsheets, shared inboxes, and accounting. Then we define a single job record and the standard fields that must be captured once and reused everywhere.

Typical changes:

Reduce duplicate job types and codes so reporting is usable

Decide where each field lives first (FSM versus CRM versus accounting)

Connect systems so a job ID created in your FSM is the same one finance sees

This work sits across the Process, System, and Data stages of our Business Transformation Accelerator.

End result: CSRs, dispatch, techs, and finance all work from the same job data, and leadership sees one revenue number instead of three.

Q: 2. We use ServiceTitan/Jobber/Housecall Pro. What would you change?

We keep the platform. We redesign how it supports your operating model, then change how it is configured and connected.

Common adjustments:

Clean up job types, business units, tags, and forms so they match how you sell and deliver work today

Tighten automations and status flows inside the FSM so jobs move cleanly from booked to scheduled to completed

Fix or rebuild integrations with CRM and accounting so customer, job, and invoice data sync reliably

This work sits mostly in the System, Process, and Data stages of our Business Transformation Accelerator.

You get the same core system. But it matches your current operating model.

Q: 3. How do you stop jobs slipping between CSRs, dispatch, techs, and the office?

We design one standard “call to cash” workflow and give each role a clear part in it.

That usually includes:

A short CSR call guide with required fields before a job can be created

A small set of shared job statuses with clear rules for when to move them

A simple checklist for techs in the field so jobs cannot be marked complete without key data

A trigger and queue for the office when a job is “ready to invoice,” plus a rule for how fast that must happen

Because these rules live inside your FSM and weekly operating cadence, jobs stop relying on memory and text messages to move forward.

This work sits mainly in the Process and People stages of our Business Transformation Accelerator, supported by changes in System and Automation.

Q: 4. How do you fix our reporting?

We start with the decisions you need to make, not with the tools. For a $5–20M home services firm, that usually means:

Job margin by service line, crew, and region

Tech utilization, close rate, and average ticket size

Lead-to-book and book-to-complete rates by channel

Then we:

Standardize fields and codes across FSM, CRM, and accounting so those numbers can be calculated the same way every time

Build a simple data model that links jobs, customers, techs, and campaigns

Create a small set of dashboards and reports, with documented definitions, that leadership actually uses

This work sits mainly in the Data and System stages of our Business Transformation Accelerator.

You end up with one trusted set of numbers to run the business.

Q: 5. What does implementation look like for a $5–$20M home services firm?

For a home services client, the Business Transformation Accelerator usually runs in four stages:

Discovery and mapping: Short interviews with leadership, operations, dispatch, finance, and a few techs. We map how work really moves from lead to invoice across tools and teams.

Future-state design: We define target workflows, roles, and handoffs across people, processes, systems, data, automation, and AI.

Build and pilot: We adjust configurations, integrations, and reports, then pilot the new way of working in one region, crew, or service line.

Rollout and governance: We train teams, set working agreements, and put a simple cadence in place to keep improving after the pilot.

On your side, we usually need the owner or GM, an operations lead, a dispatch lead, finance, and one or two respected techs who can help shape and champion the change.

Q: 6. How do you make new processes stick with techs and office staff?

We do not hand over a process map and walk away. Instead, we:

Build the new steps into the tools people already use (statuses, forms, checklists, automations)

Make roles explicit (who owns each step and what “done” means)

Run a contained pilot so early feedback comes from your own team

Agree a simple governance rhythm: when you review metrics, fix issues, and tweak the process

Adoption is measured in how often the new statuses, checklists, and automations are used, and how many manual workarounds disappear.

This is why our projects have a 95% adoption rate.

This work sits mainly in the People and Process stages of our Business Transformation Accelerator.

Q: 7. How are you different from our MSP and software vendors?

Your MSP keeps servers, networks, and devices running. Your software vendors configure and support their own products. Your ops lead keeps the day moving.

Our job is to redesign how the whole operation fits together and then make that new design real.

That usually means:

Cross-team workflows that cut across FSM, CRM, accounting, and data

A single operating model for people, process, systems, data, automation, and AI

Owning the project from “how work should run” through to “this is live, stable, and adopted”

We hand it back when the new way of working is embedded in your tools, metrics, and weekly routines.

This work sits across all stages of our Business Transformation Accelerator.

Q: 8. What kinds of automations can you set up for us?

We focus on practical automations that remove manual chasing and double entry, such as:

Appointment confirmations, reminders, and “tech is on the way” messages

Estimate follow-ups based on time and status, not spreadsheets

Automatic updates when techs arrive, start, and complete a job

Prompts to invoice when jobs are completed, with simple rules for exceptions

Task creation for follow-up work, maintenance plans, or inspections

These run inside your FSM and accounting tools or through integrations, and each one has a named owner on your team so it does not become a black box.

This work sits mainly in the Automation and System stages of our Business Transformation Accelerator.

Q: 9. Where does AI realistically fit for a home services company like ours?

We use AI where it reduces admin and supports decisions (not as a broad-sweeping replacement for your team).

Typical uses:

Drafting call summaries and next steps from recorded calls, so CSRs do less typing

Turning tech notes and photos into structured job updates and recommended next steps

Suggesting standard codes and tags to keep data clean without more manual entry

Surfacing job history, warranties, and maintenance plans during calls or on tech devices

All of this sits in the Agentic stage of our Business Transformation Accelerator and depends on a stable process and clean data model.

If the basics are not in place, we fix those before touching AI.

Q: 10. Are we a fit to work with you, and how will we know it worked?

Best fit home services firms looks like this:

US-based HVAC, plumbing, electrical, roofing, or similar home services firm

Roughly $5–20M in annual revenue

20–100 techs or trucks

An FSM platform already in place, plus CRM and accounting

Leadership that knows the current way of working does not scale

What success looks like:

Jobs move from lead to invoice faster and with fewer errors

Dispatch and techs spend more time on paid work and less on admin

The “completed but not invoiced” pile shrinks

Leaders trust the numbers they see and use them to make decisions

These are the outcomes we design the Business Transformation Accelerator around for home services clients.