Case Studies

Outcomes we have delivered

A closer look at how we help businesses replace manual work with reliable systems. Each engagement starts with a real problem and ends with measurable results.

Coastal Family Health Group

Healthcare

Automating patient intake for a multi-location clinic group

We replaced a paper-and-email intake process across six clinics with an automated, secure digital workflow that routes patient information directly into their practice management system.

Less manual entry
83%

Less manual entry

Faster intake
11 min

Faster intake

Forms processed monthly
4,200+

Forms processed monthly

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Meridian Freight Partners

Logistics & Transportation

A custom dispatch platform to replace spreadsheet operations

We designed and built a custom dispatch and tracking platform that consolidated scattered spreadsheets and phone calls into a single real-time operations hub.

Dispatch time saved
32%

Dispatch time saved

On-time deliveries
+18%

On-time deliveries

Active loads tracked
Real-time

Active loads tracked

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Hawthorne Advisory Group

Professional Services

Connecting CRM, billing, and onboarding for a growing firm

We integrated a disconnected stack of tools and automated client onboarding, eliminating duplicate data entry and giving the firm a clean, reliable view of every engagement.

Onboarding time saved
60%

Onboarding time saved

Duplicate entry removed
100%

Duplicate entry removed

Tools connected
5

Tools connected

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Northline Goods

Retail & E-Commerce

Unifying sales and inventory data into one live dashboard

We pulled data from multiple sales channels and systems into a single automated reporting layer, replacing manual weekly spreadsheets with real-time operational insight.

Reporting time saved
12 hrs/wk

Reporting time saved

Channels unified
4

Channels unified

Data freshness
Live

Data freshness

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Anchor Point Properties

Real Estate

A self-service portal for tenants and property managers

We built a secure web portal that automated maintenance requests, document access, and communication, reducing inbound calls and giving managers a clear operational picture.

Fewer inbound calls
45%

Fewer inbound calls

Requests self-served
70%

Requests self-served

Units supported
900+

Units supported

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Cedar Ridge Manufacturing

Manufacturing

Automating production reporting across the plant floor

We connected production systems and automated daily reporting, replacing manual data collection with accurate, real-time visibility into output and downtime.

Report prep time
-90%

Report prep time

Downtime visibility
Real-time

Downtime visibility

Lines monitored
7

Lines monitored

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Brightwater Foundation

Nonprofit

Automating donor management and reporting for a growing nonprofit

We connected donation, CRM, and accounting systems and automated acknowledgments and reporting, giving a lean nonprofit team back hundreds of hours for their mission.

Admin hours saved
400+/yr

Admin hours saved

Faster acknowledgments
Same day

Faster acknowledgments

Systems connected
4

Systems connected

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Summit Mechanical Services

Field Services

A scheduling and dispatch platform for a field service company

We built a custom scheduling, dispatch, and job-tracking platform that replaced a whiteboard and phone calls, keeping technicians, office staff, and customers in sync.

More jobs per day
+22%

More jobs per day

Scheduling time saved
70%

Scheduling time saved

Technicians coordinated
40+

Technicians coordinated

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