Case studies

Real problems, solved — and what they were worth.

A few examples of businesses that were doing things the hard way. Each one started with wasted hours and ended with time and money returned to the owner. Client names are kept private.

1

Cruise Booking "File System"

Custom Micro App

Context

A small travel agency — one owner-operator and three agents booking cruises.

The Problem

Agents tracked every client and booking on paper in manila folders. Sharing data was painful, and the classic "the folder is on my desk at home" left the office stuck whenever someone was out.

The Approach

A form-based application that digitized the core client booking form, with filtered dashboards for past, present, and future trips. Phase 2 added automatic trip-total calculations, email alerts for upcoming travel, and flight lookups via API.

Results & Value

A year of bookings was migrated in. The "folder at home" problem disappeared — agents now work from anywhere via the browser and mobile app, recovering 6–8 hours a week of lookups and duplicate data entry.

~$10,500/yr
Value returned to the business
6–8 hrs/wk
Time recovered
~4 months
To pay for itself
2

Device Status Data Wrangling

API Integration

Context

A property monitoring & security company watching hundreds of properties across Texas and the Southwest, with a field crew of 12–14 technicians.

The Problem

Customer data lived in their CRM, but router status lived in a separate third-party monitoring tool. Office staff had to log in and cross-reference serial numbers by hand for every request.

The Approach

A lightweight, one-way sync — a small script on a cloud VM pulling device status into the CRM every 15 minutes. Extremely low maintenance, and stood up in a couple of hours.

Results & Value

Staff now see which cameras and routers are online or offline right inside the CRM, with no logging in or cross-referencing — saving about 4 hours a week of repetitive lookups.

~$6,000/yr
Value returned to the business
~4 hrs/wk
Time recovered
~8 months
To pay for itself
3

Fire Alarm Inspection Forms

Custom Micro App

Context

A fire-alarm inspection company with 8–10 full-time inspectors generating hundreds of forms a day across a major metro area.

The Problem

Admin staff juggled hundreds of files a day in a basic PDF editor — slow and error-prone. Worse, an inspector losing cell service mid-inspection could lose data entirely.

The Approach

A form-based app with offline mobile support. The ~14 different inspection forms were digitized, with dashboards filtered by client, inspector, and date — so nothing depends on a signal anymore.

Results & Value

Office data entry and deduplication dropped by ~4 hours a week, and inspectors working offline saved ~20 hours a week across the team — roughly 24 hours recovered weekly.

~$36,000/yr
Value returned to the business
~24 hrs/wk
Time recovered
~3 months
To pay for itself
4

HR & Employee Management

People Management & HR

Context

An AC & plumbing business with 200 employees — hourly and salaried — running on a 20-year-old terminal system where everything required a command line.

The Problem

Clocking in and out was slow, reporting on PTO and attendance was nearly impossible, and the same data was being entered into three different systems in three different formats. There was no coherent employee lifecycle.

The Approach

A modern people-management platform plus a recruiting tool — automated timesheets, mobile clock-in from the jobsite, automatic PTO and sick-day alerts, and recruiting that streams new hires straight into a smooth onboarding.

Results & Value

Technicians improved scheduling and request efficiency by ~30% and saved ~10 minutes a day each; office staff recovered ~12 hours a week of data entry and deduplication.

~$280,000/yr
Combined value returned
~30%
More efficient scheduling
~5 months
To pay for itself
5

AI Policy & Expense Assistant

AI Agent

Context

A 200-employee digital ad consultancy with multiple departments and complex expense policies.

The Problem

The policy docs existed and were easy to find, but people still emailed the CFO directly with questions about expenses and time off — costing executives 3+ hours a week answering the same things.

The Approach

A secure AI agent trained on the company's internal documentation, able to answer specific policy and documentation questions for employees.

Results & Value

Executives now point everyone to "ask the assistant first," reclaiming the full 3+ hours a week of repetitive policy questions.

~$15,000/yr
Value returned to the business
3+ hrs/wk
Executive time recovered
<2 months
To pay for itself
6

Work Order Automation

CRM · Inventory · Mobile

Context

A field service company with 8 techs serving residential and commercial heating & gas customers. Their dispatch system had no mobile functionality, so techs photographed receipts and purchase orders and texted them to the back office.

The Problem

Tracking field operations — work order status, expenses, inventory — was effectively impossible. Leadership needed to manage stock before a truck ran out of parts, report on completion rates, and let techs verify customer contract status on the fly. Roughly 1 hour per tech each week plus ~6 hours a week in the back office went to manual data wrangling.

The Approach

A multi-part build: an inventory tracking system wired into the existing master account database, plus a CRM widget on mobile devices that replaced the old work order scheduling system in the field.

Results & Value

Techs now validate contract status, book appointments, submit work order details, and provide estimates without calling or texting the office. The inventory manager sees at a glance what needs replenishing, requests stock counts, and works from advanced reporting dashboards — about 14 hours a week recovered across the team.

~$21,000/yr
Value returned to the business
~14 hrs/wk
Time recovered
~19 months
To pay for itself

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Every one of these started with a quick conversation about how the business actually runs. Let's have yours.

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