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.
Explore the work behind the industry labels. Each story explains the requirement, what we built and the systems involved.
We extended an existing Salesforce lending package for a merchant cash advance funder, connecting application views, review queues, offers and contract work.
Salesforce workflows connected customer-specific contract and rate work with the business’s existing pricing engine.
Salesforce and a contractor portal connected quoting, job management and the systems supporting scheduling and payment.
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.
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.
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.
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.
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.
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.
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.
Book a discovery callPrefer to write? Send a project enquiry →With Nigam Goyal · Google Meet