Providing a clear path forward.
Salesforce, AI, finance, and IT consulting for government, nonprofit, and private-sector organizations, delivered by a team of expert human agents who ran the enterprise before they consulted to it.
Agencies and organizations we have served
Implementation Ready Partner
Our leadership team did not learn government by consulting to it. They ran it. That changes every conversation about scope, timeline, and what is actually possible.
We shipped an Agentforce application reviewer agent in production for a Florida state agency, among the first of its kind in state government. Not a pilot. Not a demo. In production.
Procurement is where good projects go to slow down. We removed that obstacle. Agencies can contract with us through established vehicles without a standalone RFP.
"We deployed an AI application-reviewer agent that replaced a 40-step manual intake process, and it went live in a production state environment."
Learn more"End-to-end on Salesforce: intake, eligibility, disbursement, reporting, and reconciliation, built to meet federal audit requirements."
Learn more"Accounting operations, Florida PALM transition support, budget-to-actuals visibility, and audit-ready financials for organizations that cannot afford surprises."
Learn more"Technology strategy grounded in budget realities, procurement law, and the political calendar, not vendor roadmaps."
Learn more"Implementation discipline for organizations where missed deadlines have legislative consequences and change requires briefings up the chain."
Learn moreOur roots are in government and the nonprofits that work alongside it: but the same discipline in Salesforce, AI, finance, and IT delivery serves private-sector organizations that demand accountability and results.
A Florida state agency was processing grant applications through a 40-step manual intake process. Reviewers spent the majority of their time on completeness checks, eligibility routing, and document verification, work that had no policy discretion attached to it.
We designed and deployed an Agentforce agent that handles application intake, runs structured eligibility logic, routes exceptions to human reviewers, and produces an auditable decision record. It went into production, not a pilot environment, not a controlled demo, in a live grants cycle.
"The question was never whether AI could do this work. The question was whether anyone understood the compliance requirements, the audit trail, and the political exposure well enough to build it responsibly. Canopy did."
State Agency Program Director, Florida
Florida Clerks of Court Operations Corporation (CCOC)
The Florida Clerks of Court Operations Corporation needed to procure a vendor to design and implement a centralized database consolidating guardianship data from across Florida's court systems, and build a public-facing website to meet its statutory transparency obligations. Canopy guided CCOC through every phase: procurement planning, RFP development, vendor evaluation, contract award, and post-award implementation oversight.
Following the successful contract award, CCOC engaged Canopy to provide ongoing project management advisory and oversight: keeping the implementation on track, applying best practices, and ensuring the final solution met CCOC's statewide service objectives.
Request the full case studyServices Provided
Outcome: Successful competitive contract award for a viable centralized solution. Ongoing oversight ensured the implementation met CCOC's statutory obligations and statewide transparency objectives, on time and without the pitfalls common to public sector system deployments.
They have signed the procurement, defended the line item, waited for the federal questionnaire, and briefed the secretary the morning after a system outage. That experience is not on a slide, it is in every conversation.
Damon Steffens
Managing Partner
Brian Swords
Managing Partner
Ed Wynn
Managing Director, IT Consulting
Joseph Gaines
Managing Director, Enterprise Services
Will Currie
Managing Director, Finance
Lemuel Toro
Managing Director, Accounting
Rebbeca Beers
Managing Director, Salesforce
Former Chief Financial Officer of a large Florida state agency: finance, budget, procurement, contracts, grants, and compliance.
Former Deputy Chief Information Officer of a large Florida state agency: IT strategy, change management, and enterprise adoption.
Former Chief Information Officer of a large Florida state agency: CIO, PMO director, and technology strategist with deep Salesforce experience.
Former Chief of IT Strategic Business Support at a large Florida state agency, project management and federal grant systems specialist.
Former Chief Financial Officer of a large Florida state agency: finance, accounting, budget, procurement, and federal grant management.
Former Chief of Financial Management at a large Florida state agency: grants management, federal reporting, and financial compliance.
14× Salesforce Certified & Accredited | MBA, Salesforce architect passionate about technology that serves public sector communities.
No sales pitch. No offshore delivery. Just experienced people who have run government, sitting across the table from you to solve a real problem.
Start the Conversation