Our Work
Projects That Move the Needle.
A selection of Salesforce CRM implementations, SaaS go-to-market strategies, SOC 2 compliance engagements, cloud migrations, and AI automation projects — each with measurable outcomes for our clients.
CRM Overhaul for Regional Healthcare Network
Redesigned and rebuilt a legacy Salesforce org for a multi-location healthcare provider. Consolidated three disconnected orgs into one unified platform, automated patient intake workflows, and integrated with their EHR system — reducing manual data entry by 70%.
Go-to-Market Strategy for B2B Analytics Startup
Partnered with a seed-stage SaaS startup to define their ICP, pricing model, and product roadmap. Delivered a full GTM playbook and investor-ready technical architecture documentation that helped them close their Series A.
SOC 2 Type II Compliance for FinTech Platform
Led a full SOC 2 Type II readiness engagement for a growing fintech company. Conducted gap analysis, implemented security controls, and coordinated with auditors to achieve certification — enabling enterprise sales conversations that were previously blocked.
Cloud Migration for Legacy Manufacturing ERP
Modernized a 15-year-old on-premise ERP system for a mid-size manufacturer. Migrated to a cloud-native architecture on AWS, implemented real-time inventory tracking, and reduced infrastructure costs while improving system uptime from 94% to 99.9%.
Sales Automation for National Insurance Broker
Built a custom Salesforce CPQ implementation for a national insurance brokerage with 200+ agents. Automated quote generation, policy renewals, and commission tracking — cutting the sales cycle from 14 days to under 3.
AI-Powered Customer Support Platform
Designed and deployed an AI-augmented support platform for a SaaS company handling 10,000+ tickets per month. Integrated LLM-based triage and response suggestions, reducing average handle time by 55% and improving CSAT scores significantly.
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