WayPath Consulting

What WayPath Consulting does

WayPath Consulting, legally Dominion Digital, Inc. and headquartered in Richmond, Virginia, is a private boutique consultancy founded in 1996 that delivers enterprise Customer Experience platform services across Customer Relationship Management (CRM), Content Management Systems (CMS), and Customer Communication Management (CCM). The firm is platform-agnostic, implementing certified solutions on Microsoft Dynamics 365, Salesforce, Sitecore, Coveo, SharePoint, Brightspot, OpenText Exstream, Smart Communications, PlanetPress Connect, Objectif Lune, and Adobe stacks for clients in Energy & Utilities, Financial Services, Government, Healthcare, and Insurance verticals. Service delivery spans four phases branded as Elevate (strategy and digital audits), Implement (design, configuration, content creation), Rescue (platform recovery and performance tuning), and Support (Tier 1-3 support and managed services).

WayPath monetizes through three revenue streams: professional services (consulting, implementation, integration, and customization engagements, priced per project), managed services (ongoing platform support and operational best practices), and recurring subscriptions via its proprietary PathMarker (Microsoft Dynamics environment management) and PathKeeper (Dynamics/Salesforce license optimization) offerings. Go-to-market is enterprise field sales with direct engagement, partner-referred leads through official Microsoft and Salesforce partnerships, and content-driven marketing via industry pages, case studies, and 'Talk With An Expert' CTAs. Notable customers include the Virginia Department of Transportation, a $1B+ clean energy utility across 16 states, Thrivent Financial, GeoVera Insurance, Austin Energy, IAPP, and Hatteras FocusOne, with several multi-decade relationships demonstrating high account stickiness. Recent strategic activity includes an announced combination with SingleStone and integration of Coveo's AI-powered personalization into Sitecore deployments.

Name

WayPath Consulting

Legal name

Dominion Digital, Inc.

Website

https://waypathconsulting.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

WayPath Consulting is a Richmond, VA-based boutique consultancy (founded 1996) that implements CRM, CMS, and CCM platforms—principally Microsoft Dynamics 365, Salesforce, Sitecore, and OpenText Exstream—for enterprise and government clients in financial services, energy, insurance, healthcare, and government verticals.

Ownership category

akta.pro rank

Product category

IT Management Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618), Custom Computer Programming Services (541511)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Customer Experience (CX) & Journey Strategy (MPAAAFAI)

akta.pro secondary industry

Customer Experience (CX) Quality, Training & Workforce Management (WFM) (BPAAAAAJ)

Keywords

• CRM consulting services
• CMS implementation consulting
• Customer communications management
• Microsoft Dynamics consulting
• Digital transformation consulting

Headquarters

HQ city

Richmond

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Professional Services: Consulting services including solution design, implementation, integration, customization, and strategic planning for CRM, CMS, and CCM platforms
2. Managed Services: Ongoing platform management outsourcing, support services (Tier 1-3), and operational best practices consulting
3. Subscription Services: PathMarker and PathKeeper subscription offerings for ongoing platform management and license optimization

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

WayPath Consulting is a customer experience (CX) and digital transformation consulting firm that helps mid-market and enterprise organizations implement, integrate, and manage CRM, CMS, and Customer Communications Management (CCM) platforms. The company delivers Professional Services (strategy, design, implementation, integration, training), Managed Services (ongoing platform support), and recurring Subscription Services under the PathMarker and PathKeeper brands.

Product overview

WayPath Consulting is a boutique consultancy specializing in enterprise CX (Customer Experience) platforms. They offer three core service lines: Customer Communication Management (CCM), Content Management Systems (CMS), and Customer Relationship Management (CRM). Their offerings span strategic planning, implementation, rescue services for troubled projects, and ongoing support. The company operates as a platform-agnostic consultancy and is an Official Partner for Microsoft Dynamics and Salesforce, implementing solutions on platforms including Sitecore, Coveo, SharePoint, OpenText Exstream, and various CCM tools. They also offer proprietary subscription services including PathMarker and PathKeeper for license optimization and environment management.

Differentiator

Problem solved

Functional benefit

Brands

• PathMarker Subscriptions: Subscription service for Microsoft Dynamics
• PathKeeper Subscriptions

Products and services

• Professional Services

Quantifiable outcome

• Built and authored 807 pages of website content and created 121 design mockups for major utility client
• +2 more outcomes

Named customers7 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability2 records

Feature3 records

Partnerships

Three partnerships are on record, tiered core.

• MicrosoftcoreTechnology or IntegrationOfficial Partner for Microsoft Dynamics 365; Provides certified consulting and implementation services for Dynamics 365 including Field Service, Omnichannel, Sales Cloud, Service Cloud, and Power Pages; Also offers PathMarker and PathKeeper subscription services for Microsoft platforms
• SalesforcecoreTechnology or IntegrationOfficial Partner for Salesforce; Provides certified consulting services for Sales Cloud, Experience Cloud, and Service Cloud; Offers PathKeeper license optimization service for Salesforce platforms
• SingleStonecoreStrategic or Co-development PartnerAnnounced joining forces with SingleStone; Represents a strategic merger/combination of two consultancy practices

Scale indicators9 records

Recent moves1 record

Expansion highlights5 records

Direct peers

• Velosio: Microsoft Dynamics and cloud business applications partner with similar mid-market-to-enterprise CRM implementation and managed services focus.
• AKA Enterprise Solutions: Microsoft Dynamics and Salesforce consultancy delivering CRM, ERP, and CRM-adjacent digital transformation services to enterprise clients.
• Bounteous: Digital experience consultancy delivering Sitecore, Adobe, and CRM implementations with comparable platform-agnostic enterprise CX positioning.
• Hitachi Solutions: Global Microsoft Dynamics and CRM consulting practice with overlapping enterprise CRM modernization and managed services offerings.
• SingleStone: Management and technology consultancy that is formally joining forces with WayPath; comparable boutique size, enterprise client base, and CRM/CX platform delivery model.
• Avtex: Mid-market CX consultancy and Microsoft Dynamics/Contact Center partner with comparable CRM, contact-center, and customer-engagement implementation services.
• PowerObjects (an HCL Company): Largest dedicated Microsoft Dynamics partner globally; directly comparable Dynamics 365 consulting, implementation, and managed services portfolio.

Broad incumbents

• Crowe (LLP): Large accounting and consulting firm with a Microsoft Dynamics practice competing for the same regulated-vertical CRM modernization work in financial services and government.
• Perficient: Larger digital consultancy with significant Sitecore, Microsoft, and Salesforce practices competing for enterprise CMS/CRM modernization programs.
• Slalom: Larger, geographically distributed management and technology consultancy competing for the same enterprise CRM/CMS modernization mandates with broader service-line depth.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/FollowWayPath
• Facebookfacebook.com/FollowWayPath
• LinkedInlinkedin.com/company/waypath

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WayPath Consulting