SDVOSB · VOSB · UEI: NBUTH64YLQU4 · CAGE: 181Z9[email protected]
CAPABILITIES & SERVICES

Workflow Automation, CRM Implementation, and Reporting Systems for Federal Programs

ScaleOS Marketing LLC configures and deploys CRM systems, workflow automation, and operational reporting environments that reduce administrative burden, eliminate manual processes, and deliver audit-ready program visibility for federal agencies and prime contractors.

COMPANY OVERVIEW

ScaleOS Marketing LLC

ScaleOS Marketing LLC is a technology services firm and Certified SDVOSB/VOSB headquartered in Raleigh, NC. The company configures and deploys CRM systems, workflow automation, and operational reporting environments that reduce administrative burden and deliver audit-ready program visibility for federal agencies and prime contractors.

All systems are documented, compliant, and operational within 30 to 60 days. Principal-led delivery with no staffing layers ensures direct accountability on every deliverable from day one.

ScaleOS is available for immediate subcontracting and contract support engagements. The company integrates rapidly into active delivery teams to support CRM, workflow automation, and reporting requirements across federal programs.

Corporate Data

Entity Name

ScaleOS Marketing LLC

UEI

NBUTH64YLQU4

CAGE Code

181Z9

Business Type

LLC

State of Org.

North Carolina

Certifications

SDVOSB · VOSB

SAM.gov

Registered & Active

NC eProcurement

Registered & Active

Location

207 W Millbrook Rd Suite 210 PMB 2057, Raleigh, NC 27609

POC

Mark Henry

Phone

984-301-0986

CORE COMPETENCIES

Technical Capability Areas

Each capability area is aligned to government contracting requirements and designed to deliver measurable operational improvements within 30–60 days of engagement start.

01NAICS 541511
CRM & Workflow Automation

CRM Implementation and Workflow Automation

Deploys CRM environments and automated workflows that reduce manual processing and improve program tracking accuracy. Configurations are auditable, documented with SOPs and change logs, and compliant with federal audit requirements.

Operational Outcomes

  • Automated contact management and program tracking with reduced manual entry
  • Workflow automation for follow-up, intake processing, and task routing
  • Centralized pipeline visibility with automated status reporting
  • Integration with existing agency platforms and data systems
  • Documented, auditable workflow configurations for compliance requirements
02NAICS 541512
Digital Modernization & Process Optimization

Digital Modernization and Process Optimization

Replaces fragmented manual workflows with documented digital processes that reduce cycle time and support compliance. Includes operational gap analysis, SOP development, and AI-assisted documentation tools that accelerate system rollout compliance.

Operational Outcomes

  • Modernized digital infrastructure aligned to current operational requirements
  • Process documentation and SOP development supporting compliance and audit readiness
  • Reduced cycle time for recurring administrative functions
  • Elimination of fragmented manual workflows through structured automation
  • Improved staff consistency through standardized documented procedures
03NAICS 541519
Data Reporting & Performance Visibility

Data Reporting and Performance Visibility

Delivers real-time dashboards and automated reporting that give program managers actionable visibility into contract performance. Data environments are structured for audit readiness with traceable, version-controlled outputs compliant with agency documentation standards.

Operational Outcomes

  • Real-time operational dashboards with automated data refresh
  • Automated report generation and distribution for program leadership
  • Performance reporting aligned to compliance and contract requirements
  • KPI tracking with trend analysis and performance deviation alerts
  • Data environments structured for audit readiness and documentation
04NAICS 541613
CRM Analytics & Program Engagement

CRM Analytics and Program Engagement Support

Analyzes CRM data and program engagement metrics to surface operational gaps and optimize stakeholder workflows against program targets. Configurations are auditable and compliant with federal requirements. Supports Salesforce and Microsoft 365 environments.

Operational Outcomes

  • CRM data analysis surfacing pipeline trends, engagement patterns, and performance gaps
  • Campaign performance tracking measuring outreach effectiveness against program targets
  • Reporting and dashboard development for marketing and CRM analytics
  • Workflow optimization inside CRM and marketing platforms to reduce manual entry
  • Support for Salesforce and Microsoft 365, and CRM environments
05NAICS 611430
Workforce Training & System Adoption

Workforce Training and System Adoption

Develops structured training programs that drive measurable staff adoption of new systems and ensure sustained operational improvement. Training curricula are tailored to role-based requirements and designed to reduce adoption barriers following system deployment.

Operational Outcomes

  • Measurable staff proficiency on deployed systems and platforms within 30 days
  • Documented training curricula supporting compliance and knowledge transfer
  • Reduced adoption barriers through structured change management
  • Improved return on system investment through full platform utilization
  • Ongoing support as platforms and agency requirements evolve
06NAICS 541611
Operational Communications

Strategic Communications and Constituent Engagement

Strategic communications planning tied directly to program outcomes, constituent engagement metrics, and measurable agency performance. Includes automated outreach sequences, stakeholder communication frameworks, and performance-linked messaging aligned to program objectives.

Operational Outcomes

  • Automated outreach sequences with consistent, trackable messaging
  • Reduced staff time on repetitive communication tasks
  • Constituent engagement metrics aligned to program performance requirements
  • Stakeholder communication frameworks supporting program accountability
  • Documented communication processes for compliance and audit requirements
07NAICS 541611
Management Consulting

Operational Efficiency and Process Improvement Consulting

Assessment of organizational processes to identify high-impact automation and efficiency opportunities. Delivers structured recommendations with implementation roadmaps, process maps, and change management support — designed to reduce administrative burden and improve program execution.

Operational Outcomes

  • Process assessment with prioritized efficiency improvement roadmap
  • Identification of high-impact automation opportunities by function
  • Process maps and workflow diagrams for compliance and audit readiness
  • Documented operational recommendations aligned to agency requirements
  • Structured change management support for system and process adoption
DIFFERENTIATORS

Why Prime Contractors and Contracting Officers Select ScaleOS

Direct Accountability

The principal executes every deliverable. No subcontractor layers, no handoff risk, no communication gaps. Primes get a single point of contact from scoping through delivery.

Low Overhead, Low Risk

Lean cost structure reduces subcontract risk. Principal-led delivery eliminates management layers and communication delays, keeping programs on schedule.

Operational within 30 to 60 Days

Systems configured and live within 30 to 60 days. Primes hit milestones on schedule without delays from ramp-up or staffing gaps.

Audit-Ready Deliverables

Every engagement produces SOPs, change logs, and documentation structured for government review. Outputs are traceable, version-controlled, and compliant from day one.

Set-Aside Eligible

Certified SDVOSB and VOSB. Supports prime contractor small business participation requirements and set-aside eligibility under FAR 19.1406.

Veteran-Owned, Mission-Focused

Military discipline applied to project delivery, risk management, and client accountability. 15 years of operational experience informing every engagement.

Discuss Contract Support Requirements

Contact Mark Henry directly to request a capability statement or discuss teaming, subcontracting, and program support opportunities.