Custom digital workplaces

All of your company knowledge, tools, and work in one place!

Stop fumbling around with fragmented systems, siloed information, and Poor Communication

Our journey begins here

Notion is our chosen platform to start building your custom digital workplace!

Team Wiki’s, Project & Task Management, OKR’s, Meeting Notes, CRM’s, Training Videos, Collaboration And So Much More…..

A digital workplace empowers your team to work more efficiently and effectively

These are some of the main benefits you and your team can expect!

CREATE A SINGLE SOURCE OF TRUTH

Give your team the knowledge they need to get work done from anywhere.

ACCELERATE PROJECTS & OBJECTIVES

Ensure work moves forward and deadlines are met with customized project management tools.

A CULTURE OF OPEN TEAMWORK

Track metrics & goals so everyone sees the big picture to create cross-departmental synergy.

IMPROVE INTERNAL COMMUNICATION

Centralized internal communication ensures your team is always up to date.

MEET YOUR GUIDE

Brian Royce

Systems Designer | Notion Certified

“Over the last 20 years I have always enjoyed testing new software to get work done more efficiently. In 2019 I discovered Notion – a single tool that could tie all of the company knowledge, objectives, projects and people into one cohesive system.

Notion’s clean aesthetic offers a great UX. At the same time, it has the functionality to create intuitive yet powerful management tools. I’d love to help take you and your team to the next level by implementing a custom Notion digital workplace!”

Alex is one of only 30 worldwide Certified Notion Consultants, and has vast experience working on a wide range of projects. Considering there are over 30 million Notion users across the globe, that’s impressive! We are truly grateful for this alliance.

Alex often helps clients with setting up and customizing advanced CRMs, project / task management, onboarding systems, as well as company OKRs. If you have a question about Notion, Alex will definitely know the answer!

MEET OUR PARTNER

Alex Sherwood

Certified Notion Consultant

THE TRUSTED TECH STACK

"Notion is our primary platform for creating a single source of truth, but every business needs other tools. This is a list of our other vetted and trusted software platforms."
~ Brian Royce

1PASSWORD

1Password allows easy sharing of passwords and confidential information across your team.

ACT CRM

ACT is a robust CRM I’ve used for almost 20 years. I can help you customize and implement ACT!

COUNTERPOINT SQL

Counterpoint is one of the best, most powerful POS & Inventory Management systems on the market.

DATA STUDIO

Google Data Studio makes it easy to visualize raw data. Plus, it’s 100% free and you don’t need a Gmail account.

ELEMENTOR PRO

Elementor Pro is the easiest to use and most powerful no-code WordPress website builder.

GENIUS SCAN +

Genius Scan + works on IOS and Android. OCR and cloud integration makes it a great tool for remote teams.

IDRIVE

I have trusted IDrive as my go-to tool for workstation and server backups for over 10 years and NEVER lost a file.

LUCIDCHART

When it’s time to pull up a tool for advanced diagrams, Lucid Chart wins my vote. Adios, Visio.

MAKE

Formerly Integromat, Make is my first choice for workflow automation. Let’s make some magic happen together!

MALWARE BYTES

Malwarebytes is my choice for cyber protection and they added a VPN recently which is great for remote teams.

MICROSOFT 365

There’s no ignoring the power of some of the Microsoft tools in the newest version of their productivity suite.

MIRO

My favorite tool for Digital Meeting Whiteboards, Flow Charts, Mind Mapping, Brainstorming and more.

MOVAVI

Movavi Screen Recorder and Movavi Video Editor Plus are my go-to’s for easy screen recording and video editing.

NOTION

Notion has earned my vote for Project Management, Knowledge Management and Workspace Design.

OBS

OBS is a free, open source software with powerful features for video recording and live streaming.

QUICKBOOKS

QB is my pick due to its scalability, advanced functionality, desktop version and time in market.

WORKSPACE

Google Workspace is easy to learn/implement and generally integrates better with modern SaaS platforms.

NEXT?

Who will earn the next ‘coveted’ spot, LOL? It takes a while before it tends to happen. Stay tuned!

Why Choose Birch And Oak?

“Brian has really helped us get our heads around using Notion. He has shown us how to simplify our initially complex setup to get the best use out of our workspace. Our workflow has become a lot more efficient as a result of working with him.

We are really grateful for all of Brian's help and look forward to working with him on future projects.”

"I had the great pleasure of working with Brian to help grow my wholesale business. He helped us establish a successful B2B sales strategy, and implemented a customized CRM with data integrated from our P.O.S. system. This created alignment between our inside and outside sales teams and led to rapid growth. Shortly after, Brian's objective view helped uncover the need for an EDI integration to automate order entry/invoicing/tracking for our new high-volume customers.

Brian is a reliable and highly motivated individual who will see any project through to completion."

"I wanted to take my company to the next level in several areas: To create an authentic company culture built on both personal and professional core values, fine tune our business operations to be as efficient as possible, and to strengthen our brand position and relationships with our retailers.

Brian is a wealth of knowledge and knows how to apply that knowledge in a practical, results-oriented way. He was instrumental in the strategic growth of our company."