ISM | AI, CRM & Enterprise Technology Advisory
Strategic Guidance for the Future of Customer Experience and Enterprise Technology
For more than four decades, ISM has helped organizations make smarter technology decisions. Today, we continue that work by guiding companies through AI, automation, CRM, and the evolving landscape of enterprise systems.
A Legacy of Independent Thinking
ISM was founded by Barton Goldenberg, a pioneer in customer experience and CRM strategy.
For more than four decades, organizations around the world turned to ISM for something rare in technology consulting:
Barton built ISM on a simple principle:
Strategic Advisory for Complex Technology Decisions
Organizations face constant pressure to adopt new technologies, from AI to automation to next-generation customer platforms. The challenge isn’t access to technology. It’s knowing what actually works for your business.
ISM helps leadership teams make confident, informed decisions across critical areas of enterprise technology.
CRM & Customer Experience Strategy
Designing customer systems that improve relationships, operations, and long-term value.
AI & Automation Advisory
Helping organizations responsibly evaluate and implement emerging technologies.
CRM Delivery & Platform Expertise
Helping organizations implement, integrate, and optimize the world’s leading CRM platforms, with deep expertise in Salesforce and enterprise-scale deployments.
Enterprise Systems Strategy
Aligning technology investments with long-term business goals.
AI Across Business Operations
Applying AI to core functions including recruitment, finance, investment decisions, and internal workflows.
Technology Vendor Selection
Independent guidance to identify the right platforms and partners for your business.
AI In Motion
Now streaming: “From AI Hype to AI Results: A Conversation with Keir Bowden.” ISM’s podcast on unlocking the potential of AI in your business—real conversations with operators, analysts, and innovators on what’s actually working across the enterprise.
Independent by Design
Unlike most consulting firms, ISM does not sell software or implementation services.
That means our guidance is completely unbiased.
We work on behalf of our clients, helping them evaluate options, avoid costly mistakes, and make technology decisions that serve their organization for years to come.
Our role is simple:
Trusted by Organizations Worldwide
For more than four decades, ISM has advised companies across industries—from global enterprises to emerging innovators.
Our work spans:
AI strategy and enterprise-wide adoption
AI agents and automation readiness
CRM and customer experience transformation
Digital transformation across operations
Vendor selection and AI ecosystem evaluation
Governance, risk, and implementation oversight
When organizations face high-stakes technology decisions, they call ISM.
Navigating the Next Era of Technology
Artificial intelligence, automation, and intelligent systems are reshaping how businesses operate and how customers engage with brands.
ISM helps organizations move forward with clarity—ensuring innovation supports real business outcomes.
Start the Conversation
If your organization is evaluating CRM, AI, or enterprise technology strategy, we can help you navigate the decisions ahead.