Services
Process & Workflow Automation
Stop losing time to manual, repetitive processes. We design and build custom automation workflows that connect your existing tools, eliminate bottlenecks, and keep your business running, even when you’re not. This can include automated reporting and dashboards, but doesn’t require the full Business Hub, if you just need specific processes hosted and running reliably, this is built around that.
Services include:
- Automated invoice processing and payment reminders
- Month-end close and reconciliation workflows
- Custom dashboards and reporting
- Financial reporting delivered automatically on your schedule
- Custom workflow design and ongoing hosting and maintenance
- Fully hosted by Data Prep U
Business Hub Setup & Deployment
Get your CRM, analytics, bookkeeping, time tracking, team chat, and AI assistant running on your own dedicated server. We handle deployment, configuration, and ongoing support so you’re live on your own private instance, not sharing a database with other companies. Once you’re live, you’re free to manage it yourself.
Setup includes:
- Private, hosted instance on your own subdomain
- CRM, analytics dashboards, bookkeeping, time tracking, and team chat, all connected
- Migration from your existing tools
- No per-seat software fees
- Your data stays under your control, always
- Hosting, uptime, and security updates for your instance
Data Enrichment Services
Your customer and prospect data is costing you money. Incomplete records, missing contacts, and outdated firmographic data mean missed opportunities and wasted outreach. We enrich your existing lists with the business intelligence you need to reach the right people, at the right time.
Services include:
- Address standardization and validation (USPS CASS-Certified)
- Firmographic enrichment (adding data such as company revenue, employee count, industry, and more)
- Demographic enrichment (age, gender, household income, lifestyle, and more)
- Email and phone append
- Automated recurring enrichment on a schedule
- Fully hosted and managed by Data Prep U
Why Data Prep U?
After 20 years in software and analytics, I’ve learned which tools actually save businesses time and which ones just create more work to manage. Automation, reporting, and modern AI tools consistently deliver real productivity gains when they’re configured and maintained correctly. That’s the difference between software that collects dust and infrastructure that quietly keeps your business running in the background.
That’s what I build. Systems and automation that work without you having to think about them, so you can spend less time managing software and more time running your business.
Benefits of working with Data Prep U
✓ Your data, your infrastructure
✓ Built for reliability, not just setup
✓ One point of contact, start to finish
Ready to get started?
Whether you’re ready to launch your Business Hub, automate a process that’s been slowing you down, or just want to talk through what’s possible, let’s find the right starting point for your business.