Case Studies
How we've helped companies solve complex operational challenges with custom software built for the way they actually work.
Harborlane Field Services
The challenge
A growing field service company with 200+ technicians struggled with manual dispatch. Route optimization took hours, technician utilization was inconsistent, and customers couldn't track when help was arriving. The existing system was a spreadsheet-and-phone-calls operation.
Our solution
We built a real-time dispatch platform that combines intelligent routing optimization, technician communication, and customer visibility. The system pulls job data from their CRM, suggests optimal routes, and updates customers automatically.
What we built
Real-time dispatch dashboard, mobile app for technicians, customer notification system, integration with existing CRM, analytics and optimization reporting.
Timeline: 4 months from discovery to launch
Illustrative project outcomes
- ✓ Routing time reduced by 40% (automated from 3+ hours daily)
- ✓ Technician utilization increased from 62% to 81%
- ✓ Customer satisfaction increased 34% (automated tracking)
- ✓ Support tickets down 28% (customers can self-serve tracking)
Cinder & Row Supply Co.
The challenge
A wholesale distributor with 300+ wholesale partners was losing orders to competitors with better ordering experiences. Partners used fax, email, and phone calls to place orders. Inventory visibility was poor. Account managers spent 20 hours/week on order entry and status inquiries.
Our solution
We designed and built a B2B ordering portal where partners can browse real-time inventory, place orders, track shipments, and manage accounts. The portal integrates with their warehouse and accounting systems, eliminating manual order entry.
What we built
B2B ordering portal with real-time inventory, order management system, shipment tracking, account management, admin dashboard for operations team, ERP integration.
Timeline: 5 months from research to go-live
Illustrative project outcomes
- ✓ Account managers freed up 15 hours/week (order entry now automated)
- ✓ Order accuracy improved from 94% to 99.2% (no re-entry errors)
- ✓ Customer repeat order time cut from 25 minutes to 3 minutes
- ✓ Portal accounts now handle 65% of new orders (projected $2.1M additional annual sales)
Northline Benefits Group
The challenge
A benefits consulting firm with growing compliance obligations struggled with client onboarding. Documents were scattered across email, shared drives, and paper. Compliance reviews were manual and error-prone. Client data security was a constant concern.
Our solution
We built a secure, compliance-first client portal where clients upload required documents, sign disclosures, and complete intake forms. The system encrypts all data, logs access, maintains audit trails, and helps the firm ensure compliance at every step.
What we built
Client portal with document upload and e-signature, secure data storage with encryption, compliance audit logging, admin review workflows, compliance checklist system, security briefings and documentation.
Timeline: 3 months from kickoff to SOC 2 audit
Illustrative project outcomes
- ✓ Onboarding time reduced from 6 hours to 90 minutes per client
- ✓ Compliance violations reduced to zero (from 3-4 per quarter)
- ✓ Client document retrieval time cut from 30 minutes to 30 seconds
- ✓ Successfully passed SOC 2 Type II audit on first attempt
Morrow Family Dental Network
The challenge
A growing dental practice network with 7 locations struggled to unify operations. Each location had different systems. Patient communication was inconsistent. Leadership had no visibility into practice performance. Staff was frustrated with manual scheduling and duplicate work.
Our solution
We built a multi-location operations dashboard that unifies patient management, scheduling, and performance reporting across all 7 locations. The system integrates with their existing practice management software and adds features for communication, staff coordination, and reporting.
What we built
Multi-location operations dashboard, unified patient communication system, staff collaboration tools, performance analytics and reporting, patient portal with appointment scheduling, integration with practice management software.
Timeline: 4 months from discovery to full rollout across 7 locations
Illustrative project outcomes
- ✓ Administrative time per location reduced by 6 hours/week (automated scheduling)
- ✓ Patient no-show rate dropped from 18% to 9%
- ✓ Schedule utilization increased 22% (better visibility across locations)
- ✓ Patient satisfaction with communication up 41% (automated reminders and follow-ups)
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