Portfolio
Representative engagements showing how we turn messy workflows into secure, maintainable products. Details are anonymized where needed while remaining specific to the problem solved.
Q3 Strategy Engagement
Milestone 3 of 5
Discovery brief.pdf
Shared this week
Stakeholder map.xlsx
Shared this week
Status update.md
Shared this week
Northline Advisory
A branded portal where clients track engagement milestones, download deliverables, and message their project lead.
Read case studyFreight pipeline
$428k weighted
Qualified
12
Quoted
8
Negotiation
5
Won
3
Summit Freight Partners
A pipeline CRM purpose-built for freight sales: shippers, lanes, quotes, and follow-up cadences.
Read case studySKUs tracked
1,248
Low stock
17
Receiving today
6
Receiving: PO-20491
48 of 50 units verified · Dock B · Awaiting putaway
Prairie Supply Co.
Warehouse-friendly inventory software for SKUs, receiving, adjustments, and low-stock alerts.
Read case studyProvider calendars
Thursday schedule
ClearPath Clinic Group
Online booking with provider calendars, buffer rules, and confirmation workflows for a multi-location clinic group.
Read case studyJobs active
38
Change orders
11
Cash collected
$214k
Crew util.
86%
Ridgefield Builders
A leadership dashboard for job progress, open change orders, cash collected, and crew utilization.
Read case studyTenant onboarding
Reminder queue
142
Scheduled this week
Plan
Growth · Billing ready
Ledgerly (startup)
An MVP that helps small firms automate polite invoice reminders with tenant isolation and billing-ready hooks.
Read case study