Our Work
Built, shipped, and running in production.
We go deep. Everything below is built, deployed, and running right now. Not mockups, not proposals, not concepts.
Vendor dependency eliminated
Operations
AI email campaigns
Client experience
A financial services company with 70K+ client accounts
Automating an Entire Financial Services Operation
Challenge
A financial services company with over 70,000 active client accounts was running its entire operation manually. Daily processes across CRM, payments, and reporting were handled by people logging in, running queries, and updating records by hand. Client outreach was limited to what the team could do one-by-one. Clients had no mobile access to their own accounts. Errors compounded daily, and there was no visibility into what was breaking until it broke.
Approach
Over 1.5 years, we built five production systems that now run the operation: • 16-script daily batch orchestrator with circuit breaker protection and automatic rollback • Penny-precise financial calculation engine with 206 automated tests • AI-powered email campaign system with personalized outreach and multi-signal reply classification • Native mobile app with magic-link auth, real-time dashboards, and offline-first architecture • Operations dashboards including sales leaderboard and performance monitoring
Result
20,000+ hours of manual work eliminated across five production systems. AI email campaigns reached thousands of clients the team couldn’t contact manually, with a 42% reply rate vs. 1-3% industry average and 92 client responses across three campaigns. Clients now have 24/7 mobile access to their accounts. All five systems have been running daily for over 1.5 years.
Why this matters: Financial services IT budgets run 4–11% of revenue. Most of it goes to manual processes that should be automated, but off-the-shelf tools don’t fit regulated workflows.
A restaurant equipment distributor with $112M in lifetime revenue
Mapping a $112M Operation No One Else Would Touch
Challenge
A restaurant equipment distributor with 65,000+ orders and $112M in lifetime revenue was running on a legacy platform that couldn’t scale. Their Salesforce org had 227 custom fields, their product catalog had never been audited, and three previous agencies had tried and failed to migrate them to a modern platform.
Approach
We started where no one else would: a full operational discovery. • Mapped 227 custom Salesforce fields and their actual usage • Analyzed 17,000 products for data quality, duplicates, and categorization gaps • Produced 14 strategic documents covering order flow, revenue attribution, and migration architecture • Designed a phased migration plan with zero-downtime cutover
Result
The client received the most thorough analysis of their operation they’d ever seen. Documented, structured, and actionable. Migration plan delivered with phased approach that three previous agencies couldn’t scope.
Why this matters: Mid-market companies spend an average of $18M/year on SaaS, and 51% of it goes unused. Legacy migrations fail most often due to poor discovery, not poor engineering.
Go Deeper
See the detailed blueprint behind these results.
Every manual process mapped, every automation specified, every outcome measured.
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Typical engagements: $25K–$150K, fixed-price per phase. We go deep on every one.