Partnerships
EXO Impact works with a network of trusted partners to help businesses better understand and optimize their systems.
These partnerships allow us to provide clearer guidance, stronger integrations, and more practical recommendations across the entire technology stack.
EXO Impact + Cotney Consulting Group
Operational Strategy & Technology Execution
EXO Impact partners with Cotney Consulting Group to help roofing contractors turn technology into a practical, usable part of their operations. Too often, software is implemented before processes are clearly defined, leading to disconnected systems, poor adoption, and limited visibility for leadership.
Through this partnership, Cotney Consulting focuses on operational readiness, leadership alignment, and process clarity, while EXO Impact handles the technical execution. Together, we help contractors select the right systems, connect estimating, operations, and financial data, and ensure technology supports how teams actually work.
This collaborative approach helps improve adoption, data accuracy, reporting visibility, and long-term return on technology investments.
EXO Impact + ShapeConnect
Technology Evaluation & ERP Optimization
Through this partnership, we work alongside ShapeConnect to evaluate how your ERP, software tools, and data systems work together today and identify practical ways to improve efficiency, visibility, and scalability.
How This Partnership Helps
Review your existing ERP, software platforms, and data structure to understand what is working and where gaps exist
Identify workflow inefficiencies, disconnected systems, and manual processes that slow teams down
Define clear integration strategies so data flows cleanly between systems
Recommend best-fit software, integrations, and process improvements based on your business needs
Clarify reporting and dashboard requirements to improve visibility and decision-making
Align technology decisions with sales, marketing, and revenue growth goals
This engagement is designed for small to mid-sized teams looking to reduce friction, eliminate data silos, and make smarter technology decisions without overbuilding or overspending.