Professional services
Connected Client Operations for a Professional-Services Firm
New clients follow one consistent journey, and conversations land in the CRM.
All case studies
Healthcare operations
Connected Intake and Clinician Onboarding for a Care Provider
Dozens of families and clinicians are onboarded every month, mostly automatically.
Education
Connecting Sales, Billing and Course Access for an Education Business
Sales, billing, customer records and course access work together as one system.
Workforce & payroll
Reliable Attendance-to-Payroll Integration at Workforce Scale
The first monthly run delivered about 5,500 shifts into payroll.
Event workforce & payroll
Multi-Venue Timesheets to Payroll for a Global Sporting Event
About 6,500 shifts processed during the event, each tied to the right venue.
Field service
Automated, Configurable Service Reports for an HVAC Company
Every unit on a dispatched job gets its own PDF report, filed and linked to the job.
The same case studies appear on my Upwork and Fiverr profiles.Upwork →Fiverr →