03 // Case Studies

Real systems built for real businesses.

Every story here is a working system in production — and every page shows the software, not just the writeup. Names withheld. Numbers real.

Featured engagement

Industrial Manufacturing · Enterprise

The Manufacturer's Operating System.

Growth outpaced the legacy systems running the business. Seven connected systems on one data foundation — delivered in sequence, scaling without adding headcount.

ConfiguratorPortalsBIData foundationWorkflow automation

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Hand-carried between systems

SalesEngineeringProductionServiceFinanceDealers

Data foundation · Live

Selected work

By category

By system

scheduler · 6 locations

Automotive Services

The whole business ran on spreadsheets.

Six locations, a tab for every day, appointments vanishing into broken formulas.

Now: one system, 30% of overflow calls booked.

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retell · voice intake

Inbound · 7:12 PMBooked ✓

Storm damage — large limb over driveway

QualifiedAddressCallback set

Field Services / Multi-Location Franchise

The phone rings at 7pm. Nobody's there.

After-hours and storm-surge calls went to voicemail — and voicemail gets nobody's tree work.

Now: ~2,000 calls a month at peak, zero added hires.

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booker · drive-time rules

9:40 AM12 min drive

11:05 AM27 min drive

2:20 PM8 min drive

Field Services / Multi-Location Franchise

Thirty locations. One front door. No callbacks.

Every booking was “sometime Tuesday” plus a callback — the network was doubling anyway.

Now: a real slot on the first call, 15→30 locations.

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spend vs conversions

Conversions hold

Waste Services / Municipal & Commercial

$30K a month in ads — and no way to see what was working.

The account was set up wrong from the start; nothing could be measured.

Now: half the spend, the same conversions.

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geo-aware quoting

Zone 3 · 20-yd roll-off

$465

Waste Services / Municipal & Commercial

1,500 calls a month. Nobody new on payroll.

Residential volume was burying the team that should have been on commercial accounts.

Now: answered, routed, and quoted 24/7 — in two languages.

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freight quote engine

Quote time

24:37

E-commerce / Custom Manufacturing

Every shipping quote took half an hour. Dozens of times a day.

Manual pallet math on $10K+ custom orders — plus the gaps the commerce platform couldn't close.

Now: quotes in seconds.

B2B Manufacturing

Years of quotes sat in the CRM while they paid for new leads.

Follow-up ran on memory, and memory doesn't scale.

Now: the dormant pipeline back in play — one of the strongest months on record.

Manufacturing / Enterprise

The Manufacturer's Operating System.

Growth outpaced the legacy systems; work moved between departments by hand.

Now: seven systems, one foundation, delivered in sequence.

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report engine · 0:15:00

LLM draft

Human review

Approve & send

PR & Media / Agency Services

Every client report took hours. They have twenty of them.

Hand-gathered data across platforms, every cycle, for every client.

Now: about fifteen minutes per report, human-approved.

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one record · everywhere

Desktop

→

Field

Corporate Events & Incentive Travel

Change one detail, and someone had to change it in five documents.

Program details lived in Excel files passed hand to hand.

Now: change it once — it's changed everywhere.

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Let's talk about what you're trying to fix.

Thirty minutes. No pitch deck.