OUR WORK
Explore the requirements, systems and delivered scope behind our projects. Implementation notes also show what we learned from designs, sandbox work and builds awaiting rollout.
SELECTED PROJECTS
Explore the work behind the industry labels. Each story explains the requirement, what we built and the systems involved.
FINANCIAL SERVICES
Applications & offers
We extended an existing Salesforce lending package for a merchant cash advance funder, connecting application views, review queues, offers and contract work.
HEALTHCARE LOGISTICS
Contracts & rates
Salesforce workflows connected customer-specific contract and rate work with the business’s existing pricing engine.
SPECIALIST LOGISTICS
Quotes & job management
Salesforce and a contractor portal connected quoting, job management and the systems supporting scheduling and payment.
NON-PROFIT
Licensing & commerce
A foundation’s Salesforce platform connected licensing, royalties, merchandise and participant portals with its wider revenue operations.
Explore proposed designs and work at specific delivery stages. Each note states what has been completed and what still needs to be proven.
Implementation notes
A sandbox implementation review of a WordPress-to-Salesforce synchronisation problem. Reproduce the missing-record behaviour, make focused fixes and test the handoff before deciding whether a wider rewrite is necessary.
Read more ↗Implementation notes
Implementation notes from a field-operations app with an offline write queue and a back-office review workflow. The central design challenge is making locally saved work distinguishable from records accepted by the server.
Read more ↗Architecture notes
A scoped rollout approach for a team that wants useful AI support inside everyday work. Start with one repeatable task, a maintained knowledge source and clear access before building a custom interface.
Read more ↗Architecture notes
An architecture example for collecting approved business records, checking enrichment and passing usable records to HubSpot. Record identity and permission to contact matter as much as the connector sequence.
Read more ↗Architecture notes
A proposed workflow for turning application details into a source-based draft that a recruiter can check. The useful design question is how to reduce reading effort without handing hiring decisions to AI.
Read more ↗LET’S TALK ABOUT YOUR WORKFLOW
In a 30-minute discovery call, we will walk through the problem, the systems involved and what a useful result looks like. Then we agree the next step toward a scoped approach and estimate.
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