Business systems & software
Turn complex workflows into better business systems.
Halo turns fragmented requests, documents, and decisions into a clearer way to work. We design the operating model, then build the software, Salesforce, and automation that fit.
Start with the workflow. Choose the technology that fits.
Selected work
See how Halo helps real work move forward.
Start with a project like yours. Each example says whether it is client work or a Halo-built product, and what can be shown publicly.
Client delivery · identity withheld
PACE Lender Portal
Lenders can see their assigned projects, review documents, and understand what needs to happen next. The client’s identity stays private.
Explore this workNamed client work
Greater Cincinnati Energy Alliance
Halo helped a regional energy-efficiency nonprofit set up and maintain Salesforce for its sales and service work.
Explore this workHalo product · pilot candidate
Halo RFQ
A way to collect requests, keep their context together, and put a person in charge of review. The public demo uses fictional data.
Explore this workThese diagrams illustrate the work; they are not client screenshots or measured results. Explore all work → · Try the fictional insurance workflow demo →
Choose your starting point
What would you like to make work better?
Start with the problem you recognize. Each path leads to the relevant service or a concrete example.
Improve Salesforce
Clarify a broken handoff, redesign a process, or make the platform easier to operate.
Explore Salesforce workBuild a client or partner workflow
Give external participants the right access, requirements, documents, and next step.
See the lender exampleTurn manual work into software
Connect intake, decisions, and review in a practical system built around the work.
See Halo RFQWhat Halo does
One business problem. Three connected capabilities.
Halo works from the operating need outward—combining advisory, implementation, and reusable technology where each adds value.
01
Business systems
Map consequential workflows, clarify requirements, and design systems that support the way work should happen.
02
Salesforce
Architecture, automation, integration, and external workflows grounded in the broader business system.
03
AI & automation
Identify practical opportunities to reduce repetitive work and assist decisions without adding automation theater.
Why Halo
Senior thinking. Practical systems. Honest boundaries.
Credibility comes from how the problem is understood, how choices are explained, and how claims are supported.
Workflow first
Start with the work, the people, and the constraints—not a preferred tool.
Software + implementation
Connect system design to the realities of adoption and operation.
Salesforce depth, broader view
Use platform experience within the full business-system context.
Practical automation
Apply AI and automation to a defined job with appropriate human review.
Start with the workflow