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Case Studies in Systems Modernization, AI Automation, Fintech, & Enterprise Development

These case studies show how we help organizations modernize systems, automate operations with AI, and build production-ready technology at scale. Every engagement—whether leveraging platforms like Zapier and n8n or building fully custom solutions—is grounded in strong software engineering and architecture practices, with a focus on performance, reliability, and long-term maintainability. Our clients rely on us to translate strategy into execution and deliver measurable operational impact.

  • AI Workflow Automation with OpenAI GPT for Fintech ACH Payment SaaS
  • For this fintech company we provided the architecture & led the web development to replace a manual process of creating ACH transactions - that took minutes - with a custom AI-driven automation that now takes seconds. Read the Case Study
  • Plaid & Dwolla Fintech Integration for ACH Payments Product
  • We helped bring this fintech startup to market by creating the entire architecture & leading the web development for their flagship ACH Payments product. Read the Case Study
  • Zapier Workflow Automation: Pipedrive Integration with Airtable
  • For this event management company we built the automation between their website, Pipedrive CRM, and Airtable to automate and manage customer onboarding and event planning. Coming Soon!
  • Enterprise Portal Development to Unify Engagement across Real Estate Agents, Mortgage Officers, & Leadership
  • For this top 10 real estate & mortgage company we provided the architecture, engineering, and delivery management for a custom enterprise portal to unify engagement across its real estate agents, mortgage officers, and executive leadership. Read the Case Study
  • Data Visualization & Reporting with Microsoft Power BI and SQL Server Data Warehouse
  • For this leading outdoor sports manufacturer, we built a SQL Server data warehouse with data in Microsoft Dynamics CRM to create a business intelligence solution in Microsoft Power BI. Read the Case Study
  • Project Leadership & Management for Digital Products Agency
  • For this digital products agency we provided leadership & project management for the engineering team responsible for delivering iOS and Androd products for Microsoft & Verizon. Read the Case Study
  • n8n AI Assistant for Website using RAG & Hybrid Search
  • See how we built an AI Assistant using n8n — leveraging the website as a knowledge base to deliver instant, accurate answers through RAG and hybrid search. Read the Case Study
  • AI Workflow Automation for a Busy Medical Practice
  • How a Busy Medical Practice Dramatically Cut Audio Transcription Time With AI-Drive Workflow Automation. Read the Case Study
  • AI Workflow Automation for Housecall Pro Revenue-Generation Email Campaigns
  • How a Scalable AI Integrated Zapier Architecture Automated Revenue-Generation Email Campaigns from Housecall Pro Read the Case Study
  • Zapier Workflow Automation: Housecall Pro, QuickBooks, Google Sheets,
  • This carpet retailer manages a dozen territories and associated sales reps throughout Texas with each requiring commission payments at the end of each month. Read the Case Study
  • Zapier Worklow Automation for an Event Management Company
  • How a Growing Event Management Company Completely Transformed Leads to Invoicing With Workflow Automation Read the Case Study
  • Zapier Workflow Automation: WooCommerce Integration with Salesforce
  • For this chemical manufacturer we built the automation between their B2B WooCommerce system and SalesForce to streamline their order fullfillment and CRM processess. Coming Soon!
  • Google Apps Script Workflow Automation: Monday.com, Streak CRM
  • For this talent agency we built a real-time integration between Streak and Monday.com using Google Apps Script, JavaScript, Webhooks, RESTful and GraphQL APIs. Read the Case Study
  • WooCommerce Integration with QuickBooks Enterprise Edition, Google Analytics, MailChimp
  • We created a new WooCommerce website for a leading sporting bags manufacturer and integrated it with QuickBooks accounting, Google Analytics, and MailChimp. Read the Case Study

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