ELEVATE SUCCESS THROUGH DIGITAL TRANSFORMATION 

Expertise to strategically navigate a digital future

As your company begins to adopt complex, cloud-based platforms, Invest Apex is here to ascend your organization to the leading edge of technology. Our expert advisors partner with you to ensure high-levels of success with digital transformation, leveraging your organization far above your competition.

Areas of Expertise

 CRM Transformation


If your business is ready to implement Salesforce, or optimize its configuration, we provide the expertise you need for a successful strategy. We also deliver the technical skills necessary to establish a robust platform that’s scalable, reusable, and easy to manage. Our focus on discovery, design, resource planning, and architecture will ensure effective execution.

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 Data and Integration


The success of your digital transformation depends on a strong data strategy and how well your organization leverages your data to drive operational excellence and improve decision making. Together we craft an effective strategy, one that is not determined by what data is readily available, but by what your business wants to achieve, and how your data can help you get there.

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 Change Management


Digital transformation innovates all parts of your business - internal departments, partners, and customers. A comprehensive change management initiative is essential to your success, and requires adoption by all members of your team. We address new technology concerns and help advance the way your team does business.

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CRM Transformation

The best solutions focus on high-value business expectations, transforming them into highly efficient and scalable digital solutions.

Larry Leonidas, Principal, Digital Strategy

Identify and clearly define the obstacle standing in the way of success for your business, and be thorough in peeling back the layers to reveal what the problem truly is. 

Transform the issue at hand into language that is more easily understood by the rest of your team. Make the solution to this problem specific, and functional.

Design the overall approach to the solution with personas and pain points in mind. Determine what technology will be used in terms of capabilities and compatibility with other tools, and how conducive it is to security, scalability, and re-usability.

Minimize resistance to the solution and ensure process efficiency by exploring the strategy behind it. Dig deep and deliver simplicity and foolproof the implementation to accomplish the desired business goal.

Optimize your user interfaces (UI’s) and workflows so that tasks are performed with ease and information can be accessed with minimal effort. Provide users with an experience that will leave them wanting to return for more.

The best solutions focus on high-value business expectations, transforming them into highly efficient and scalable digital solutions.

Larry Leonidas, Principal, Digital Strategy

Identify and clearly define the obstacle standing in the way of success for your business, and be thorough in peeling back the layers to reveal what the problem truly is. 

Transform the issue at hand into language that is more easily understood by the rest of your team. Make the solution to this problem specific, and functional.

Design the overall approach to the solution with personas and pain points in mind. Determine what technology will be used in terms of capabilities and compatibility with other tools, and how conducive it is to security, scalability, and re-usability.

Minimize resistance to the solution and ensure process efficiency by exploring the strategy behind it. Dig deep and deliver simplicity and foolproof the implementation to accomplish the desired business goal.

Optimize your user interfaces (UI’s) and workflows so that tasks are performed with ease and information can be accessed with minimal effort. Provide users with an experience that will leave them wanting to return for more.

Data and Integration

Data has to be approached strategically, focusing on quality and business performance

Ragav Gopalan, Partner, Data Strategy

Provide opportunities for business and technology teams to work together in understanding the meaning, inter-workings, dependency, and flow of data across an organization. 

Establish a framework of decision rights, accountabilities, and processes aimed at improving the quality, availability, usability, and security of an organization’s data. 

Measure the quality of your data and remove that which is incomplete, ambiguous, duplicated, outdated, and unreliable. Establish data quality policies and rules, assessment, resolution methods, and ongoing monitoring and reporting. 

Convert scattered data into information your business uses to operate and plan for the future. Support the four V’s:  Volume of data required, Velocity at which the data is generated, Variety of data types and sources the business can work with, and Value – the most important V of all. 

Collect, process, and analyze data to generate insights that help improve the way you do business. Create a robust analytics strategy to identify the best - and most accessible - analytics approach for your business.

Data has to be approached strategically, focusing on quality and business performance

Ragav Gopalan, Partner, Data Strategy

Provide opportunities for business and technology teams to work together in understanding the meaning, inter-workings, dependency, and flow of data across an organization. 

Establish a framework of decision rights, accountabilities, and processes aimed at improving the quality, availability, usability, and security of an organization’s data. 

Measure the quality of your data and remove that which is incomplete, ambiguous, duplicated, outdated, and unreliable. Establish data quality policies and rules, assessment, resolution methods, and ongoing monitoring and reporting. 

Convert scattered data into information your business uses to operate and plan for the future. Support the four V’s:  Volume of data required, Velocity at which the data is generated, Variety of data types and sources the business can work with, and Value – the most important V of all. 

Collect, process, and analyze data to generate insights that help improve the way you do business. Create a robust analytics strategy to identify the best - and most accessible - analytics approach for your business.

Change Management

Your ROI will not be fully realized until the resulting change is fully adopted by your business.

Terrence Carson, Customer Success

Invest Apex crafts a strategy that incentivizes users to embrace your change initiative, setting goals and objectives to ensure proper execution.

Formulate a comprehensive plan with precise focus on the timing, audience, channel, and effectiveness of your messaging.

Deliver theoretical and practical reasons behind business change to facilitate learning in your organization. Highlight case studies and working examples to help others adapt to the change.

Prioritize organizational needs in relation to department, function, or customer segment so that adoption of change is executed profitably.

Assess benefits of the change with smetrics that reveal both its positives and negatives, and share these calculated reports with appropriate decision makers on your team. Increase ROI by using these metrics to adjust your approach to the change process.

Your ROI will not be fully realized until the resulting change is fully adopted by your business.

Terrence Carson, Customer Success

Invest Apex crafts a strategy that incentivizes users to embrace your change initiative, setting goals and objectives to ensure proper execution.

Formulate a comprehensive plan with precise focus on the timing, audience, channel, and effectiveness of your messaging.

Deliver theoretical and practical reasons behind business change to facilitate learning in your organization. Highlight case studies and working examples to help others adapt to the change.

Prioritize organizational needs in relation to department, function, or customer segment so that adoption of change is executed profitably.

Assess benefits of the change with smetrics that reveal both its positives and negatives, and share these calculated reports with appropriate decision makers on your team. Increase ROI by using these metrics to adjust your approach to the change process.