Case studies

The systems our clients run their days on.

Public websites, dispatch boards, fleet platforms, ERPs, and hiring systems, built for clients across a dozen industries. Focused builds launched in about a month; full platforms ran six months and more, delivered in working pieces every two weeks.

01 · Compliance & certification consulting

The score that goes to the DoD, computed rather than typed

A compliance readiness platform for a consultancy taking defense contractors through CMMC certification. One consultant login covers many clients, each kept in its own separate workspace, and SPRS scores are computed from the official catalog instead of typed into a spreadsheet.

Level 2 controls, generated from the official catalog: 110
SPRS scoring computed to the DoD's own method: -203 to +110
Scores typed into a spreadsheet by hand: Zero

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02 · Executive search

One record for the person who is a candidate now and a client next year

A merged CRM and applicant tracking system for a retained executive search firm doing CEO succession work. In retained search the same person is a candidate this year, a client contact next year and a referral source after that. Most firms run two systems and keep that person in both.

Messages sent without a human pressing send: Zero
CRM and ATS merged into one system: 2 → 1
Integration check-ins generated at placement: 30/60/90

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03 · Sourcing & brokerage

A twenty-year-old broker system, rebuilt without retraining anyone

A replacement for the on-prem system a packaging and sourcing broker had run on since 2003. Same vocabulary, same job numbers, same way of working, now on a modern cloud platform, so twenty years of how the office does things came across without anyone relearning their job.

Of workflow carried across intact: 20 years
Vendor capability codes carried over: 93
Margin protected in the database: Row-level

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04 · Freight brokerage

The tool a broker sits in front of while they're on the phone

A carrier development CRM for a temperature-controlled freight brokerage. Finding the load is the easy part; knowing which of the hundreds of carriers a broker has talked to is worth calling for this lane, today, is the hard part, and it normally lives in spreadsheets, a rep's memory and scattered notes.

Reliability score, tiered A through D: 0-100
Sourcing gate enforced in code: Approved-only
US cities in the built-in lane search: ~32,000

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05 · Homebuilding

Sales, starts and closings on one screen, straight from the warehouse

A business-intelligence platform for a national homebuilder, giving leadership and every sales division live visibility into sales, starts, closings and inventory. The ERP held the data but couldn't show it in a form anyone could run the business from.

Customer satisfaction, over three years: +20%
Source systems unified: 4
Working from one live picture: Every division

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06 · Homebuilding

A homebuilder's marketing site rebuilt so campaigns go live without a developer

A full rebuild of a national homebuilder's public marketing and sales website, replacing a rigid, hard-coded site that couldn't keep pace with campaigns or sales with a modern platform: live listing data, automatic lead routing, and a visual page builder marketing runs without a developer.

Hardcoded marketing pages moved into the CMS: ~14
Time to launch a new campaign landing page: Hours, not days
Listings refreshed automatically from the feed: Daily

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07 · Homebuilding

A homebuyer portal that answers "what's happening with my house?" without a phone call

A homebuyer portal for a national homebuilder, covering everything from signed contract through move-in and the first year of ownership. A buyer signs a contract on a home that doesn't exist yet and waits six to eighteen months for it to be built. This is what they log into during that wait, and for the year after.

Milestones spanning contract to ownership: 5
Warranty windows tracked against the real closing date: 2
For selections, messages, documents and warranty: One record

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08 · MSPs, VARs & ticket-driven service businesses

One dashboard for SLA firefighting and distributor quoting

An internal operations platform for a managed IT services firm, combining Freshdesk help-desk monitoring with hardware buying and quoting against a national distributor that publishes no browsable catalog of its own.

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09 · Field service & fleet-heavy trades

A single top-to-bottom queue for a fleet that was outrunning a spreadsheet

A fleet maintenance and compliance console for a field-service company running a mixed light-duty fleet of pickups, vans and trailers. It replaced a spreadsheet that had been under-reporting its own numbers with one queue driven by live data from the vehicles.

Vehicles and trailers under one queue: 36
Historical service records reconciled, back to 2003: 773
Hidden spreadsheet shortfall found and fixed: $30,922

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10 · Parks & recreation

A park district site rebuilt around booking, reporting and RecTrac

A complete rebuild of a large Illinois park district's public website: a content system any staff member can edit visually, an hourly read-only copy of the district's live RecTrac program catalog, online booking for parties and facilities, tools for residents to report problems, and a staff portal running bookings, repairs and submissions behind it.

Legacy news articles migrated intact: 500+
Governance pages staff now publish themselves: ~40
Read-only link to the district's live RecTrac catalog: Hourly

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11 · Field services

A field app that works with no signal, connected straight to the CRM

An internal operations platform for a field-service company whose crews work with trained animals on properties that often have little to no cell signal: a mobile app for the field that works offline, and a web dashboard for the office, kept in step with the company's CRM.

Mobile app built for job sites with no signal: Offline-first
Visits, hours and outcomes flow straight to the CRM: Auto-synced
One for the field, one for the office, always in step: Two systems

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12 · Logistics & transportation

A fleet management platform that knows where every vehicle is

A fleet operations app covering live vehicle tracking, maintenance scheduling, and driver assignment in one place.

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13 · Package distribution

An ERP built around how a package distributor really operates

A custom ERP for a package distribution business, carrying orders, inventory, routing and billing in one system built around the way they work.

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14 · Construction

A change that starts in the field and ends up on the owner's contract

A project management platform built from the general contractor's seat: a prime contract with an owner above, subcontracts with trades below, and every change passing between the two without being typed in again. Cost budget, change orders, owner billing, RFIs, submittals and subcontractor compliance in one place.

Compliance fields tracked per sub, per job: 27
Owner pay applications generated: G702/G703
Calculation behind budget, register, tile and export: One

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15 · Sales-driven SMB

A CRM that matches how the team really sells

A custom CRM built around the company's own sales process, instead of bending that process to fit a generic product.

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16 · Staffing & recruiting

An ATS that keeps candidates moving

An applicant tracking system covering job postings, where every candidate stands, and interview coordination, built for the firm's own process.

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