Platforms we've built
Real projects. Real outcomes. Every platform below was built to solve a specific operational problem. The results speak for themselves.
Every project on this page is real. Names are changed for confidentiality.Real projects. Names changed for confidentiality.
Want to see one in action? We offer live demo sessions for any platform below.Request a live demo of any platform below.
60 reps, 170 accounts, and territory rules in a spreadsheet
The Situation
National distributor's sales reps constantly fought over accounts. Territory boundaries lived in a spreadsheet no one updated. Managers had no visibility into field activity. New reps took months to ramp because institutional knowledge lived in people's heads.
What We Built
- Interactive territory maps with boundary visualization
- AI lead scoring (0-100)
- Route planning
- 6 activity types (visit, call, email, demo, meeting, note)
- Role-based access (admin, regional manager, partner)
The Outcome
200 receipts a week processed by hand, and tax season was a nightmare
The Situation
Bookkeeping firm serving Canadian SMBs manually categorized hundreds of receipts weekly. HST/GST/PST calculations varied by province. Duplicate entries from multiple input sources created reconciliation headaches. CRA audit risk was constant.
What We Built
- Receipt OCR with AI categorization
- Confidence scoring per transaction
- Duplicate detection across 7 sources
- Canadian tax compliance engine
- 6-year CRA archival
- Background processing queue
The Outcome
Scope creep was invisible until the invoice dispute
The Situation
Marketing agency managing multiple brands had no unified system. Proposals took days. Scope changes weren't tracked. Clients had no visibility into project status. The agency was bleeding $1-5K/month in unbilled work.
What We Built
- AI proposal drafting from templates
- E-signature contracts with audit trail
- Per-brand automated billing
- Multi-step client onboarding
- Project delivery with task boards
- Client-facing AI assistant
- Automated invoicing
The Outcome
Engineers spent 10 hours evaluating a machine they could have found in minutes
The Situation
Manufacturing engineers evaluating CNC machines, laser cutters, and industrial equipment had to dig through 300+ PDFs and spec sheets. Service technicians in the field needed answers from 400-page manuals but couldn't search them. Knowledge walked out the door when senior engineers retired.
What We Built
- Hybrid search combining keyword and AI-powered matching
- 500+ machine specs indexed
- AI answers with page-level citations
- OCR for scanned documents
- Comparison engine
The Outcome
Research for each article took 4 hours before anyone started writing
The Situation
Content team producing 20+ articles/month spent most of their time on research, not writing. Keyword research was manual. Briefs were inconsistent. No competitive intelligence, so they were guessing what would rank.
What We Built
- AI research agent that analyzes competitors across 22 countries, clusters keywords, and maps search trends
- AI brief generator with heading hierarchy, keyword targets, and tone guidelines
- Event-driven background processing
The Outcome
New hires waited two weeks for access because onboarding lived in email threads
The Situation
Enterprise company onboarding 50+ employees per quarter had no centralized system. IT access requests, document collection, training assignments, and equipment provisioning all happened through scattered emails. HR managers spent hours chasing status updates. New hires showed up on day one without accounts or equipment.
What We Built
- Multi-step onboarding workflows with automatic task assignment
- Document collection portal with e-signatures
- IT provisioning integration and access request tracking
- Manager dashboard with real-time onboarding progress
- Automated reminders and escalation for overdue tasks
The Outcome
Audit prep took six weeks because compliance evidence was scattered across 12 systems
The Situation
Financial services firm managing regulatory requirements across multiple jurisdictions tracked compliance in spreadsheets. When auditors arrived, the team scrambled to pull evidence from a dozen systems. Deadlines were missed because no one owned the follow-through. Every audit was a fire drill.
What We Built
- Centralized requirement library with jurisdiction mapping
- Evidence collection workflows with approval chains
- Automated deadline tracking and escalation
- Audit-ready report generation
- Role-based access for compliance officers and auditors
The Outcome
They ordered parts they already had because nobody trusted the spreadsheet
The Situation
Mid-size manufacturer tracking inventory across three warehouses used spreadsheets updated weekly. Stock counts were always wrong. Purchasing ordered duplicates. Production stalled waiting for parts that were sitting in a different warehouse. Nobody trusted the numbers.
What We Built
- Real-time inventory tracking across multiple locations
- Automated reorder triggers based on consumption patterns
- Barcode scanning for receiving and picking
- Supplier integration for purchase order automation
- Low-stock alerts with location-specific visibility
The Outcome
Support tickets sat for days because no one knew which ones were urgent
The Situation
Growing SaaS company receiving 200+ support tickets per week had outgrown their shared inbox. Critical issues from enterprise clients got buried under password resets. Response times were unpredictable. Customers churned because they felt ignored.
What We Built
- AI-powered ticket triage and priority scoring
- SLA tracking with automatic escalation
- Customer health integration for priority routing
- Knowledge base with AI-suggested responses
- Manager dashboard with team performance metrics
The Outcome
Deals fell through because the broker forgot a follow-up buried in their inbox
The Situation
Commercial real estate brokerage managing 40+ active deals tracked everything in email and personal spreadsheets. Deal stages were unclear. Commission splits were disputed. Market comparables required manual research across multiple listing databases.
What We Built
- Deal pipeline with stage tracking and probability scoring
- Automated follow-up scheduling and reminder system
- AI-powered market comparable analysis
- Commission calculator with split tracking
- Document vault for leases, LOIs, and closing packages
The Outcome
The project was three weeks behind schedule and nobody knew until the client called
The Situation
General contractor managing 8 concurrent projects relied on weekly status meetings to track progress. Subcontractors submitted updates inconsistently. Safety incidents were logged on paper. Change orders took days to process. By the time delays surfaced, it was too late to recover.
What We Built
- Milestone tracking with dependency visualization
- Subcontractor portal for daily progress updates
- Digital safety incident reporting with photo capture
- Change order workflow with cost impact analysis
- Client-facing dashboard with real-time project status
The Outcome
A delayed shipment from overseas surprised everyone because tracking lived in vendor emails
The Situation
Regional distributor working with 30+ suppliers across 4 countries tracked shipments through vendor emails and phone calls. When a container was delayed, they found out when the warehouse reported it missing. No early warning system. Stockouts cost them their biggest retail accounts.
What We Built
- Multi-carrier shipment tracking with status normalization
- Vendor scorecard with on-time delivery metrics
- Exception alerting for delays, customs holds, and routing changes
- Demand forecasting integration for proactive reordering
- Executive dashboard with supply chain health metrics
The Outcome
Claims adjusters spent more time on paperwork than on actual claim investigation
The Situation
Regional insurance carrier processing 500+ claims monthly still relied on manual document review. Adjusters spent 60% of their time reading policy documents and filling forms instead of investigating. Fraud patterns were invisible. Customers waited weeks for resolution.
What We Built
- AI document extraction for claim forms, medical records, and police reports
- Automated policy matching and coverage verification
- Fraud pattern detection with confidence scoring
- Adjuster workbench with prioritized claim queue
- Customer portal with real-time claim status
The Outcome
Orders from their website and marketplace channels showed different inventory, and customers got cancellation emails
The Situation
Growing e-commerce brand selling through their website, Amazon, and two marketplace channels had no unified order system. Inventory synced once daily. Overselling happened weekly. Returns from one channel weren't reflected in others. Customer service couldn't see the full picture.
What We Built
- Unified order dashboard across all sales channels
- Real-time inventory synchronization with buffer management
- Automated return processing with cross-channel visibility
- AI-powered demand forecasting by channel and SKU
- Customer service portal with complete order history
The Outcome
Attorneys billed 3 hours searching for a precedent that was already in their own case files
The Situation
Mid-size law firm with 20 attorneys and thousands of archived cases had no way to search past work product. Associates spent hours recreating research that senior partners had already done. Billing was tracked in timesheets that nobody reconciled until month-end. Conflict checks were manual and slow.
What We Built
- AI-powered case file search across all archived documents
- Precedent matching with relevance scoring
- Time tracking with automated billing reconciliation
- Conflict of interest checking across client database
- Matter dashboard with deadline tracking and task assignment
The Outcome
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