Technology consulting
A technology plan for your pallet business — in plain English.
Inventory spreadsheets, a paper pickup log, accounting software from 2009 and three different ways of quoting. We help pallet companies decide what to fix first, which software is worth buying, and what should be built — without the jargon or the vendor sales pitch.
Built for
- Owners planning to grow or sell
- Companies outgrowing spreadsheets
- Multi-yard operations
- Businesses replacing old software
Sound familiar?
Too many disconnected tools
The same order gets typed into email, a spreadsheet and the accounting system — and they never quite match.
No idea what inventory you really have
Cores, recycled grades and new pallets are counted by eye, so you over-buy lumber or turn away orders.
Vendors all say yes
Every software salesperson says their product handles pallets. It's hard to know who to trust before signing a contract.
What we do
Technology Consulting, done for you.
Every engagement is scoped to your yard, your service area and your customers — no generic packages.
Technology assessment
A review of your current systems, processes and pain points, with a clear, prioritized roadmap and rough budgets.
Software selection
Independent help choosing ERP, inventory, accounting, dispatch and CRM software, including requirements, vendor demos and contract review.
Yard and office digitization
Moving paper and spreadsheet processes — pickup logs, inventory counts, heat-treatment records — onto tablets and simple shared systems.
Data and reporting
Dashboards for production, inventory, margins and customer activity so decisions are based on numbers, not guesses.
Ongoing advisory
A fractional technology lead on call for decisions, vendor management and project oversight.
How it works
- Step 1
Listen
Interviews with owners, office staff and yard leads to understand how work really gets done.
- Step 2
Recommend
A written roadmap: what to change, in what order, what it costs and what it saves.
- Step 3
Implement
We manage vendors and rollouts, or build what's missing ourselves.
- Step 4
Advise
Optional ongoing support as your business and systems grow.
Questions
- Do you resell software?
- No. Our recommendations are independent; we don't take commissions from software vendors.
- Is this only for large pallet companies?
- No — most of our work is with owner-operated businesses that want to run more efficiently without hiring an IT department.
- Can you build what we need instead of buying it?
- Yes. When off-the-shelf software doesn't fit, our software development team can build it. See custom software and technology buildouts.
- How do engagements work?
- Most start with a fixed-price assessment. From there you can implement the roadmap yourself or have us do it.
Book a free consultation
Tell us a little about your business. We'll reply within one business day to set up a 30-minute call.
Related services
Technology Buildouts
When off-the-shelf software doesn't fit the way your yard works, we build what does — customer portals, pickup and inventory tracking, quoting tools, driver apps and the integrations that tie them together. We built the Pallet Union platform the same way.
AI for Pallet Yards
Quote requests, pickup scheduling, spec questions, invoices and follow-ups eat hours every day. We put AI to work on the repetitive parts so your team spends its time on customers and production — not retyping emails into spreadsheets.
CRM for Pallet Yards
Pallet businesses juggle buy-side and sell-side relationships — companies you pick up from, customers you sell to, often the same account. We set up a CRM around that reality, so quotes, pickups, recurring orders and follow-ups stop living in inboxes and notebooks.