Boardroom Technology Partner Program

Your Client Has a Technology Problem. We Build the Solution.

You identify the opportunity. We handle the technology.

Boardroom partners with consultants, fractional executives, and advisors to turn business problems into custom software, automation, integrations, and AI-powered solutions.

Your Clients Don't Always Need More Advice. Sometimes They Need Software.

You can identify the process that needs to change. You can recommend the better workflow. You can show your client where they're losing time and money.

But eventually someone has to build the thing.

That's where Boardroom comes in.

Your client might need:

A custom internal application
An automated workflow
A customer or employee portal
A custom dashboard
An integration between systems
An AI-powered workflow
A reporting application
A replacement for a spreadsheet-driven process
A custom business tool that doesn't exist off the shelf

You don't need to build it yourself.

The Opportunities Are Already Inside Your Clients' Businesses.

Manual Workflows

Employees spending hours performing repetitive processes that could be automated.

Spreadsheet Dependency

Critical business processes living across spreadsheets, email, and shared drives.

Disconnected Systems

Teams manually moving information between systems because their software doesn't communicate.

Reporting Problems

Leaders don't have the information they need without manually compiling it.

Software Gaps

Existing SaaS, ERP, or CRM platforms don't quite support the client's workflow.

AI Opportunities

Processes where AI could reduce manual work, improve decision-making, or create a better customer experience.

Client / Employee Portals

Businesses need a custom interface for customers, employees, vendors, or partners.

Industry-Specific Workflows

Specialized processes where generic software simply doesn't fit.

You Identify the Opportunity. We Deliver the Technology.

You Bring

  • Client relationship
  • Industry expertise
  • Business context
  • Process expertise
  • Strategic recommendations
  • Understanding of the client's goals

Boardroom Brings

  • Requirements gathering
  • Solution design
  • Software development
  • Custom integrations
  • Workflow automation
  • AI implementation
  • Hosting / deployment
  • QA and acceptance testing
  • Go-live support
  • Ongoing maintenance

Enterprise Software Experience. Now Available to SMBs.

Boardroom's founder spent a decade working with enterprise organizations including Nissan, JPMorgan Chase, and Procter & Gamble, helping implement workflow and business-process technology.

He then built Boardroom, a software platform serving e-commerce brands and service providers that has been used by more than 1,300 businesses.

Today, we're bringing that combination of business-process expertise and modern AI-assisted development to custom software projects for small and mid-sized businesses.

10+ Years

Enterprise software implementation experience

1,300+ Businesses

Served through Boardroom

Modern AI-Assisted Development

Faster, more accessible custom software development

We Bring a Proven Process to Every Project.

01 — Requirements Gathering

Understand the client's business, workflows, users, goals, and requirements.

02 — Design

Translate requirements into user flows, wireframes, and a clear product experience.

03 — Build

Develop the application using modern technology and AI-assisted development workflows.

04 — QA & Acceptance

Test the application internally, then work with the client to validate the finished product.

05 — Deployment

Move the approved application into its production environment.

06 — Go-Live Support

Help the client launch and transition into using the new system.

We Don't Start With Code. We Start With Understanding.

One of the biggest risks in custom software is building something before everyone agrees on what "something" actually means.

That's why requirements gathering comes first.

We work with the client to understand:

What they're trying to accomplish
How the business works today
Who will use the software
What workflows need to change
What systems need to connect
What the application needs to do
What questions still need to be answered

Then we document the requirements before significant development begins.

"We don't need to know exactly how to build it. Boardroom can help us figure that out."

A Simple Extension of Your Existing Advisory Model.

01

You Identify the Opportunity

You discover a technology problem during your advisory work.

02

We Talk

You bring Boardroom into the conversation to understand the opportunity.

03

We Define the Solution

We conduct requirements discovery and determine what should be built.

04

We Build

Boardroom handles design, development, testing, and deployment.

05

Your Client Gets the Solution

The client gets working technology that solves the business problem.

You remain the trusted advisor. We provide the technical delivery capacity.

What This Can Look Like in the Real World

Fractional COO

Problem: A client's operations team spends hours every week manually moving information between systems.
Opportunity: Automate the workflow with a custom internal application and integrations.
Boardroom: Requirements → workflow design → integrations → automation → deployment.

Fractional CFO

Problem: Financial reporting requires manually consolidating data from multiple systems.
Opportunity: Create a centralized reporting application or dashboard.
Boardroom: Data integrations → reporting logic → dashboard → user access.

ERP / CRM Consultant

Problem: The client's ERP or CRM handles 80% of the process but cannot support a critical specialized workflow.
Opportunity: Build a custom application or integration around the existing system rather than replacing it.
Boardroom: Requirements → API integration → custom workflow → deployment.

Exit / M&A Consultant

Problem: A company has inefficient processes and fragmented systems that need to be improved before or after a transaction.
Opportunity: Automate critical workflows, consolidate information, or build management reporting tools.
Boardroom: Requirements → solution design → development → implementation.

These are illustrative examples of the types of problems we help solve.

Flexible Ways to Work Together

The exact commercial structure can be discussed based on the relationship and project.

Referral

You identify an opportunity and introduce Boardroom. Boardroom handles the technology engagement.

Delivery Partner

Boardroom operates as an extension of your team, providing technology delivery while you remain involved in the broader client engagement.

Embedded / White-Label

For select partners, Boardroom can potentially operate behind the scenes as the technology delivery team.

We'll structure the relationship around what works best for your clients and your business.

Add Technology Capability Without Building a Technology Team.

Expand Your Offering

Solve technology problems that would otherwise fall outside your core service.

Keep Your Focus

Stay focused on strategy, operations, finance, or your area of expertise.

Give Clients a Complete Solution

Move from identifying the problem to actually implementing the solution.

Build a Long-Term Technology Resource

Have a trusted development partner you can bring into future client opportunities.

"You don't need to become a software development company. You just need a technology partner you trust."

Boardroom is designed to complement your expertise—not compete with it.

Have a Client With a Technology Problem?

Let's talk about it.

If you regularly identify manual processes, software gaps, reporting problems, disconnected systems, or AI opportunities inside your clients' businesses, we'd love to explore whether Boardroom could become your technology delivery partner.