Secure Infrastructure  ·  Connected Data  ·  Decisions You Can Trust

Your infrastructure, your data, and your decisions are out of sync.

If your systems aren't secure, your data isn't reliable. If your data isn't reliable, your decisions are wrong. We fix all three — then we stay and keep them fixed.

See How We Engage Book a Conversation

Most firms specialize in one layer. Real problems don't.

Disconnected infrastructure. Conflicting numbers between your ERP and your spreadsheets. Reporting nobody fully trusts. It creates operational risk, slows decisions, and leaves leadership without clear visibility.

We operate across security, infrastructure, systems, and reporting — because in real environments, they're not separate problems. One partner, accountable for the whole layer, at a size and price built for companies that aren't ready for a full-time IT department or a Big 4 invoice.

And we've sat on your side of the table. We've been the super user inside ERP implementations — Dynamics 365 Business Central, oilfield operations systems — the person who lives with the system after the consultants leave. That's why we build for the people who actually run it.

What We Do

Two practices, one team. Every engagement is delivered by the same people who designed it.

Infrastructure & Security

Lock it down. Keep it defensible.
  • Cloud firewall deployment and secure network segmentation
  • SSO/MFA integration (Microsoft Entra ID + SAML)
  • VPN-only access architectures and public exposure removal
  • Role-based access controls enforced by policy
  • Centralized logging, dashboards, and audit trails
  • Incident response, containment, and forensic recovery
  • Compliance documentation (CJIS-aligned, regulator-ready)
  • Ongoing security monitoring and quarterly access audits — a compliant environment only stays defensible if someone is watching it

Data, Systems & Business Intelligence

Connect it. Trust it. Run on it.
  • ERP administration & support — NetSuite, QuickBooks, Dynamics 365 Business Central: configuration, saved searches, custom reports, workflow automation, and month-end support
  • Applied AI & intelligent automation: AI agents for reporting, document processing, and operational workflows — the same AI operating system we run our own firm on, installed with discipline, not hype
  • System integration across CRMs, ERPs, and accounting platforms
  • Salesforce & HubSpot customization and pipeline design
  • Executive dashboards and operational reporting (Power BI)
  • Workflow automation and process optimization
  • Data cleanup, reconciliation, and migration
  • Board-ready reporting with drill-down to transaction level
  • One source of truth across finance, operations, and sales

How We Engage

Three ways to work with us. Each one has a defined deliverable, a defined timeline, and a number you see before we start.

Fixed price, agreed up front. No open-ended hourly billing. No surprise invoices. You know the cost before the work begins.

Step 1

Assess

See exactly what's broken — in two weeks.
  • Security posture or data visibility assessment
  • Quick wins delivered during the assessment: MFA enforcement, exposure reduction, or a foundational integration
  • Prioritized roadmap ranked by risk and ROI
  • A number for every recommended fix — so the next decision is easy
Fixed price · 2 weeks · Yours to keep whether or not we do the work
Step 2

Build

Fix it — scoped, priced, and shipped as one project.
  • Security architecture, network segmentation, SSO/MFA rollout
  • ERP/CRM integration, reporting layer, or workflow redesign
  • Migration, cleanup, and cutover with zero-downtime planning
  • Documentation and handoff your team can actually use
Fixed price per defined deliverable · Milestone-based · Sign-off at every stage
Where clients stay
Step 3

Operate

We run it — so it stays secure, current, and trusted.
  • Ongoing security monitoring with quarterly access audits and compliance-ready reporting
  • ERP support blocks — dedicated weekly hours for NetSuite, QuickBooks, or Dynamics administration, reports, and user support
  • Dashboard and reporting upkeep as your business changes
  • Named contact, guaranteed response time, monthly summary of what was done and what's next
Flat monthly retainer · Cancel with 30 days' notice · Scales up or down with your needs

Recent Work

Infrastructure & Security

Secured a multi-office environment handling sealed court records

Replaced public RDP with FortiGate VPN + Entra SSO/MFA across the organization. Built audit-grade logging with 365-day retention. Contained an active cryptojacking compromise mid-engagement and delivered legally defensible reports to a State's Attorney's Office.

Rolled out across four offices with zero downtime — now maintained under ongoing monitoring.
Data & Business Intelligence

Gave leadership one version of the truth for the first time

Finance, operations, and sales each kept their own spreadsheets. Monthly reporting took days and still didn't reconcile. We unified CRM, ERP, and accounting data into a single reporting layer with drill-down from board summary to individual transaction.

Reporting that took days now takes minutes — and everyone argues about the plan, not the numbers.

What Our Clients Say

Oil & Gas

"Path Insights didn't just deliver the numbers... I got insights I didn't even know I needed."

Jonathan Aguilar
Patriot Directional
Real Estate

"The team dove into our workflows, halved our response times, and delivered crystal-clear pipeline visibility."

Douglas Aguilar
United Realty Partners
Construction

"Path Insights is helping us fix our numbers and systems so we can finally trust our costs and stop losing money on projects."

Jesus Gonzalez
Basic Environment Inc.

Ready to fix what's actually causing the problem?

Whether it's security exposure, ERP chaos, or reporting nobody trusts — it starts with one conversation and ends with a number, not an estimate.

Book a Security Assessment Book a Systems & Visibility Audit
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