Case Studies

Systems that run real businesses today

Not mockups. Not pilots. These are production systems processing real orders, real visitors, and real financial data every day, for businesses across Canada and the US.

Manufacturing · Compliance

How a NB manufacturer replaced a costly annual carbon platform

The problem

Federal carbon reporting requirements meant the company was quoted five figures a year for a SaaS carbon accounting platform — software that still required staff to do most of the data wrangling by hand.

The build

A custom carbon accounting platform that pulls consumption data directly from the sources, calculates emissions against the federal factors, and produces the compliance reports — automatically. Built on the same serverless stack I use for every project, so hosting is effectively free.

The result

The subscription quote became a one-time build. The company owns the platform, the data never leaves their control, and reporting that used to take days of spreadsheet work now takes minutes.

Owned
platform owned — no annual subscription
Days → minutes
compliance reporting time
100%
owned — code, data, and platform
Finance · AI Agents

An executive BI platform with AI finance agents

The problem

Leadership questions like "why is margin down on this product line?" took days of analyst time pulling from the ERP, cleaning spreadsheets, and building one-off reports. By the time the answer arrived, the meeting was over.

The build

A live executive dashboard wired straight into the ERP's financial data, with AI agents that answer plain-English finance questions — trial balances, product profitability, trend analysis — in seconds, with the underlying numbers shown for verification.

The result

Executives self-serve the answers they used to wait days for. The analyst time freed up goes to actual analysis instead of data plumbing.

Seconds
to answer finance questions that took days
Live ERP data
no exports, no stale spreadsheets
SaaS Replacement · Front Desk

Visitor management without the per-door fees

The problem

Commercial visitor management systems charge per location, per kiosk, per month — and compliance and customer audits demand airtight visitor logs, signed documents, and badge printing.

The build

A full visitor management platform: kiosk check-in, document signing, badge printing, automatic checkout, retention policies, and audit-ready reporting. Multi-site, multi-tenant, running on serverless infrastructure that costs dollars per month.

The result

Audit-ready visitor compliance with no per-door licensing — and the platform is now a product of its own.

Unlimited
locations — no per-door licensing
Audit-ready
logs, signatures, and retention built in
Operations · EDI & Warehouse

Warehouse & EDI tooling that stopped the re-typing

The problem

Orders arriving by EDI from major customers still generated manual work: error chasing, document matching, and data re-entry between the ERP and the warehouse floor.

The build

Custom tooling that watches the EDI pipeline, catches and explains errors before they become chargebacks, and connects warehouse operations to the ERP without a human re-typing anything.

The result

Fewer chargebacks, faster order turnaround, and office staff working on exceptions instead of data entry.

Zero
manual re-entry between systems
Caught early
EDI errors flagged before chargebacks
Cyber Security · IT Operations

A service desk with security operations built in

The problem

The IT team was juggling a ticketing tool, a stack of separate security consoles, and a spreadsheet of assets — flipping between windows to answer "is this a support issue or a security one?" Alerts slipped between systems, and nobody had a single view of what was actually happening.

The build

An ITIL-aligned service desk — tickets, assets, and a knowledge base — with security operations folded into the same screen: live firewall and network monitoring, Microsoft 365 and endpoint posture, threat-intelligence feeds, remote device health, and AI analysts that triage incoming alerts and draft the first response. Support and security on one pane of glass.

The result

The IT team runs support and watches the security surface from one place. Alerts get triaged automatically instead of piling up, and the tools they own replaced several per-seat subscriptions.

One console
support + security, unified
AI triage
alerts sorted and first-drafted automatically
Owned
replaced per-seat security tooling
Sales · CRM & AI

An AI-enabled CRM the sales team actually uses

The problem

Sales was run out of spreadsheets and a generic per-seat CRM nobody kept current. Pipeline was a guess, forecasts were stale, and reps spent more time on admin than selling.

The build

A custom CRM built around how the team actually sells — contacts, deals, and activities, with segment-specific desks and a live sales-BI dashboard showing pipeline value, win rate, and a forecast that updates itself. AI agents answer questions in plain English, draft follow-ups, and flag deals going quiet before they slip.

The result

Reps get a pipeline they trust and less admin; leadership gets a real forecast instead of a spreadsheet. It replaced the per-seat subscription, and the team owns it outright.

Live pipeline
real-time value, win rate, and forecast
AI-assisted
drafts follow-ups, flags at-risk deals
Owned
replaced a per-seat CRM subscription

Case studies are anonymized. References and specifics available on request during your audit call.

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