Work
A sample of recent engagements. Client names are kept confidential by default. References are available on request.
The Problem
A regional firm was producing client deliverables manually — a multi-day process involving three staff members, two spreadsheets, and a document template that broke every time the client list changed. Errors were common. Turnaround time was unpredictable.
The Solution
We built a custom web application that automated the entire production process. Client data flows in through a structured intake, the deliverable generates in minutes, and the output is formatted and ready to send.
The Outcome
Deliverable production time dropped from 3 days to under 2 hours. The firm reallocated the equivalent of one full-time position to higher-value work.
The Problem
A field services company was coordinating job assignments, materials tracking, and customer sign-offs through a combination of phone calls, paper forms, and a shared spreadsheet that was perpetually out of date. New employee onboarding took weeks because the process lived in people's heads.
The Solution
We built a mobile-ready field operations app that centralized job assignment, status tracking, digital sign-off, and materials logging in a single tool accessible to both office staff and field crews.
The Outcome
Field-to-office communication latency dropped from hours to minutes. Onboarding time for new field staff cut in half. The shared spreadsheet was retired on day one.
The Problem
A financial planning practice was producing monthly reporting packets for clients by pulling data from three systems, formatting it in Excel, and manually generating PDFs. The process took one advisor 6–8 hours per month per client.
The Solution
We designed and built a reporting application that pulls from the firm's existing data sources, applies their formatting and branding, and generates client-ready PDFs on demand.
The Outcome
Monthly reporting time reduced by over 80%. The firm was able to take on additional clients without adding staff.
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