Selected work
Outcomes that speak for themselves
Logistics & Supply Chain
Mid-size 3PL operator, Texas
the problem
Manual dispatch and inventory tracking across 12 warehouses caused frequent delays, overstock, and an inability to forecast demand beyond 2 weeks.
what we built
Built an AI-driven dispatch engine integrated with their existing WMS. Automated reorder triggers, real-time inventory sync, and a forecasting dashboard for ops leads.
62%
reduction in manual operations
$1.4M
annual overstock cost savings
3 weeks
from kickoff to first deployment
B2B SaaS
Series A startup, San Francisco
the problem
Sales reps had no visibility into lead intent or engagement history. 70% of time was spent on cold outreach to unqualified prospects, causing burnout and missed quota.
what we built
Developed a predictive CRM layer on top of their existing HubSpot instance. Scored leads using behavioral signals, built a unified timeline, and automated follow-up sequences.
3.1x
increase in qualified pipeline
47 → 19 days
average sales cycle reduction
41%
improvement in rep productivity
Healthcare Technology
Regional health network, Illinois
the problem
Patient onboarding was entirely paper-based. Forms were lost, re-collected, or delayed — creating compliance gaps and a 6-day average intake time.
what we built
Designed a digital onboarding portal with e-signature, auto-routing to correct care team, and a HIPAA-compliant document vault. Integrated with Epic EHR.
78%
reduction in onboarding time
6 days → 11 hrs
intake time improvement
100%
HIPAA audit compliance achieved
E-commerce & Retail
DTC brand, New York
the problem
Customer data was siloed across Shopify, Klaviyo, and Meta Ads. Marketing team could not attribute revenue accurately or personalize at scale.
what we built
Built a unified customer data platform connecting all three sources. Created automated segment-based flows and a real-time attribution dashboard.
2.4x
ROAS improvement within 60 days
28%
increase in repeat purchase rate
$680K
additional attributed revenue in Q1
Financial Services
Independent RIA firm, Florida
the problem
Compliance reporting required 3 full-time staff and took 14 days per quarter. Manual errors led to two SEC comment letters in 18 months.
what we built
Automated the entire compliance reporting pipeline using document extraction, rule validation, and a review interface for the compliance officer.
14 days → 6 hrs
quarterly reporting cycle
0
SEC comment letters since launch
2.5 FTE
staff time reallocated to client work
Manufacturing
Specialty food manufacturer, Ohio
the problem
Production waste ran at 17% due to poor batch planning and no real-time quality monitoring on the line. Margins were shrinking quarter over quarter.
what we built
Implemented an AI-driven production ERP with IoT sensor integration for real-time QC alerts, automated batch scheduling, and waste analytics.
17% → 6%
production waste reduction
11%
gross margin improvement
4 months
to full ROI payback
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