AI built in, no extra licence.
Zia drafts, summarizes and scores inside your apps. (Yes, really.)
Evolving human + AI solutions · Montréal
Everything your firm knows, finally working for you.
We capture the know-how scattered across heads, inboxes and spreadsheets, build it into Zoho with AI on top, and coach your team until it runs without you.
B2B different. better. smarter.
20 yrsdesigning how organisations share knowledge, as a Chief Knowledge Officer
8 yrshands-on with Zoho One
Canadaeveryday AI runs in Zoho's Canadian data centres
Great companies, still running on spreadsheets.
You built a business on skills competitors can't copy. But quotes live in email, customers in spreadsheets, invoices in your accounting software, and twenty years of projects in folders only a few people can navigate.
That slows you down today. It also makes the business harder to hand over, because a buyer pays for a company that runs without its owner.
The know-how leak.
Seventy seconds on where your firm's knowledge goes, and how it becomes a second brain your whole team can ask.
Read the film as text
Everything your firm knows lives in someone's head, an inbox or a spreadsheet. Every week, your team re-types it, searches for it, and re-types it again. When your best estimator leaves, the pricing rules leave too. Not planning to sell? Good. Be ready the day you decide to. Capture it and connect it in one system, and it becomes your firm's second brain. Why Zoho AI: AI is built in, with no extra licence; your data stays in Canada; and it's one connected system, live in weeks, with Claude for the heavy thinking. Then we coach your team until they own it. Now anyone can ask it, for example "How should we quote this new custom order?", and get the answer: the quote tool, buyer preferences and QA specs. Your firm's collective IQ, on tap.
Imagine the business running without you. Then we build backwards.
Strategy first, then the build, then the people. Each step is useful on its own, and each one makes the next work better.
01
Capture
Map what your firm knows, where it lives today, and which manual steps cost the most.
02
Connect
CRM, workflows and a second brain in Zoho One, one module at a time, with Zia and Claude on top.
03
Coach
Train your team until they own it, so the system outlasts the project.
Why we build on Zoho AI.
One platform for your whole business, with AI included and your data kept in Canada.
Your data stays in Canada.
Everyday AI runs on Zoho's own servers in its Canadian data centres, not a third party's.
One connected system, live in weeks.
CRM, finance, projects and email on one platform, with Claude connected through Zoho's MCP server for the heavy thinking.
When Claude does the heavy thinking, the records it reads are sent to Anthropic. We set that up only with your permission, and sensitive tasks stay on Zoho's own AI.
Ask your company a question. Get the answer, with the source.
Today those answers take a call to the one person who remembers. With a company second brain, anyone on your team asks in plain language and gets the answer with the email, quote or report it came from. Built on your own Zoho account, and each person sees only what they're allowed to.
- “What did we quote for a similar job in 2021?”
- “How did we test this type of tank last time?”
- “Which clients haven't ordered in a year?”
- From your second brain3 similar quotes, the test report and the pricing rules they used, each with its source.
Built for firms that sell expertise.
Owner-led B2B firms with deep know-how and room to digitize. We've also worked with large consultancies, universities, SMEs and startups.
Fabricators.
Metal fabricators and manufacturers that quote custom work.
- Faster quotes, no lost leads
- Pricing history you can search
- Repeat customers followed up
Engineers.
Engineering and technical specialists with decades of reports and test data.
- Expertise captured before key people retire
- Structured intake for every request
- Re-inspection and renewal reminders
Professional services.
Boutique firms serving large enterprise clients.
- Every account and renewal tracked
- Proposals built from your best past work
- Testimonials collected automatically
Not planning to sell? Good. Be ready the day you decide to.
Buyers and successors look for the same things: clean customer data, documented processes, recurring relationships and knowledge that doesn't leave with one person. A second brain gives you all four, and it pays for itself in won work long before any handover.
What clients say.
From people we have worked with on strategy, positioning and end-to-end digital transformation.
“Rarely have I met someone with the breadth and depth of knowledge of David.”
“David identified and emphasized our strengths in ways we had not realized.”
“You’ll see the world in all dimensions.”
Client results stay confidential. Ask us and we'll walk you through the approach and typical outcomes.
David Lester, founder.
Twenty years designing how organisations learn and share knowledge, as a Chief Knowledge Officer and knowledge architect, then eight years hands-on with Zoho. That's why the systems we build get adopted, not abandoned.
Find out where you stand.
Take the 4-minute AI readiness assessment, book a free 30-minute strategy call, or, if you already use a CRM, start with the free health check.
- Where know-how and time leak today
- What to digitize first, and what it's worth
- A health score for your CRM, on Zoho or not yet