Client outcomes

Work

A sample of recent engagements. Client names are kept confidential by default. References are available on request.

Professional Services Internal Tool · Design & Build

Engagements Impact Matrix

Impact Matrix

Capability priority plotted against maturity — the practitioner sees where to invest first.

The problem

A business architect ran capability-maturity assessments by hand — email surveys, spreadsheet scoring, recommendations rebuilt from scratch each engagement. Slow, inconsistent, impossible to scale.

The solution

We built a custom web app that puts the expert back in the right seat. AI handles the groundwork — modeling capabilities, scoring responses, surfacing patterns. The practitioner reviews, interprets, and makes the calls that need judgment.

The outcome

Assessment delivery dropped from days to hours. The methodology is now applied consistently across every engagement, and a bespoke, people-dependent process became a repeatable, scalable system.

Financial Services Client Onboarding · Design & Build

One source of truth

A separate spreadsheet per client — pulled into one onboarding app that enforces a consistent process intake to completion.

The problem

A wealth management firm updated a separate spreadsheet for every new client it onboarded. The process was time-consuming, error-prone, and dependent on individual staff knowledge to execute correctly — averaging 1.5 hours per client.

The solution

We designed and built a client onboarding application that centralized the firm’s data, enforced consistent processes, and gave the team a single place to manage every new client from intake to completion.

The outcome

Average onboarding time dropped from 1.5 hours to 10 minutes per client — an 85% reduction. The firm gained consistent processes and centralized data access without adding staff.

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