Case studies
See how teams like yours moved forward.
Each write-up covers where things stood, what we did together, and what improved.
Featured work
Quick context before you open the full story.
Coordination is slowing workScale & Stabilize
White-label name intelligence for transliteration-heavy risk screening
For Moody's
This engagement centered on the practical problem of name intelligence at enterprise scale.
What it was
Name matching across transliterations and fragmented source data created real screening friction in risk-sensitive workflows.
What changed
The platform gave enterprise teams a more usable way to examine name-based risk indicators, review ambiguous matches, and make higher-confidence screening decisions...
Systems fragileProductize & Systemize
Accessible consumer marketing site with Magnolia CMS and real personalization
For Barclays Bank US
Barclays Bank is a global financial services provider offering personal and business banking, student loans, home equity...
What it was
Barclays Bank US had an outdated marketing website with poor UX, lack of accessibility compliance, and no personalization capabilities, preventing them from effectively...
What changed
The redesigned website gave Barclays Bank US a stronger digital experience with better accessibility, clearer product communication, and a more flexible content...
Delivery slippingScale & Stabilize
Name screening and review workflows tuned for digital banking
For SoFi
This work focused on adapting screening-oriented product lineage into a different financial operating context.
What it was
Financial workflows needed practical screening and indicator review support without slowing day-to-day operational decisions.
What changed
The engagement made risk-relevant indicators easier to review inside day-to-day operations, improving consistency without turning the workflow into a slower manual...
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15 case studies
Direction unclearIdeate & Prioritize
Architecture and shipped product for a private family-memories platform
For Confinity
Confinity is a Delaware company building a private platform for families to capture milestones, organize memories, and preserve...
What it was
Confinity needed more than implementation help.
What changed
Confinity moved forward with a clearer product foundation, a working platform direction, and a technical partner on call for architecture, delivery, and code-level...
It's hard to trust the dataValidate & De-risk
Faster, more consistent classification for grants and research publications
For John Templeton Foundation
John Templeton Foundation is a philanthropic organization funding interdisciplinary research with the mission to start...
What it was
JTF struggled to analyze and classify grant applications and academic publications efficiently, limiting scalability, data integrity, and the quality of the insights...
What changed
The enhanced classification system enabled JTF to streamline grant application processes, produce more informative and actionable results, and identify trends across...
Delivery slippingBuild & Ship
CART procurement MVP from first screens to launch
For Constructive Built Environment
Constructive Built Environment is a team of water industry professionals solving complex procurement challenges.
What it was
As a startup, Constructive faced resource constraints and needed a tech partner to develop their CART platform quickly without hiring overhead or managing multiple...
What changed
Constructive launched with an MVP that gave the team a real platform foundation, faster market entry, and continued product support without the overhead of building a...
Delivery slippingBuild & Ship
Customer portal for landlords, residents, and community energy programs
For PearlX
PearlX is an energy startup helping multi-housing facilities access sustainable power.
What it was
As a startup, PearlX lacked the resources to build their customer portal, a critical part of the business, risking delayed go-to-market and costly inefficiencies.
What changed
PearlX moved forward with a stronger onboarding flow, clearer community management, and a scalable portal foundation that could support growth.
Systems fragileProductize & Systemize
Core systems wired together so daily operations could scale
For Admin Partners
Admin Partners delivers professional administrative services for business operations.
What it was
Admin Partners was running key operational work across disconnected core systems, creating handoff friction, duplicated effort, and avoidable delays in day-to-day...
What changed
Admin Partners moved toward a more connected operating model with stronger workflow reliability, less duplicate handling, and clearer visibility across core business...
It's hard to trust the dataProductize & Systemize
Incentives, reporting, and admin workflows on a modern stack
For Premier Financial Alliance
Premier Financial Alliance is an insurance brokerage disrupting the industry with proprietary financial products focused on...
What it was
Outdated technology and inefficient platforms created unnecessary manual processes for agent onboarding, reporting, and administrative tasks, wasting resources and...
What changed
PFA moved to a stronger incentive management system with secure team communication and more flexible reporting, making day-to-day operations easier to run with...
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Modernization pressure
Super admin split out of Laravel into its own React app
For Comply PRO+
Comply PRO+ helps brands, importers, and compliance teams organize product safety data, generate certificates such as CPC and...
What it was
Comply PRO+ had reached the point where its super admin tools no longer belonged inside the same Laravel app as the customer-facing product.
What changed
Comply PRO+ now has a standalone React admin app that feels familiar to the people using it, gives the team a cleaner separation between customer and admin concerns,...
Modernization pressure
Targeted systems improvements behind regulatory operations
For FINRA
FINRA is the self-regulatory organization responsible for protecting investors and supporting market integrity across the U.
What it was
FINRA needed stronger technical support around regulatory operations so mission-critical oversight work could run with higher consistency and lower operational friction.
What changed
FINRA strengthened the technical and operational capabilities behind market oversight, helping teams execute regulatory work with better consistency, control, and...
Systems fragile
Daily batch jobs that went from ~30 minutes to seconds at scale
For Brighthouse Financial
Brighthouse Financial is a leading U.
What it was
Brighthouse Financial ran ~100 daily batch jobs across datasets with tables nearing 500 million rows, and volume growth was making runs increasingly unstable.
What changed
Critical query runtimes dropped from nearly 30 minutes to seconds, recurring failures were eliminated, and batch operations became reliably scalable.
Modernization pressure
From Voyager to Q2: middleware, data migration, and bank-wide adoption
For M&T Bank
M&T Bank is one of the largest commercial banks in the United States, offering financial solutions across retail, commercial,...
What it was
M&T Bank's business banking platform operated on Voyager, a legacy system.
What changed
M&T successfully transitioned from the aging Voyager platform to Q2's modern, cloud-based solution with reliable integration into existing tools and successful...
Coordination is slowing work
React storefront, REST APIs, and search after 20+ second load times
For CleanItSupply
CleanItSupply is an online retailer for wholesale supplies offering janitorial, restaurant, and home/office cleaning supplies.
What it was
CleanItSupply's outdated ASP.
What changed
The new site gave CleanItSupply a faster, more scalable ecommerce foundation with stronger search behavior and a setup that is easier to maintain.
Coordination is slowing work
Technical execution support inside a regulated banking environment
For TIAA
This work sat at the intersection of regulated financial operations and technical execution.
What it was
Banking operations needed technical execution support that could work within strict regulatory constraints, existing system realities, and demanding delivery timelines.
What changed
The engagement improved execution reliability in a high-constraint financial environment, with stronger coordination, steadier delivery support, and fewer avoidable...
Systems fragile
Accessible consumer marketing site with Magnolia CMS and real personalization
For Barclays Bank US
Barclays Bank is a global financial services provider offering personal and business banking, student loans, home equity...
What it was
Barclays Bank US had an outdated marketing website with poor UX, lack of accessibility compliance, and no personalization capabilities, preventing them from effectively...
What changed
The redesigned website gave Barclays Bank US a stronger digital experience with better accessibility, clearer product communication, and a more flexible content...
Delivery slipping
Name screening and review workflows tuned for digital banking
For SoFi
This work focused on adapting screening-oriented product lineage into a different financial operating context.
What it was
Financial workflows needed practical screening and indicator review support without slowing day-to-day operational decisions.
What changed
The engagement made risk-relevant indicators easier to review inside day-to-day operations, improving consistency without turning the workflow into a slower manual...
Coordination is slowing work
White-label name intelligence for transliteration-heavy risk screening
For Moody's
This engagement centered on the practical problem of name intelligence at enterprise scale.
What it was
Name matching across transliterations and fragmented source data created real screening friction in risk-sensitive workflows.
What changed
The platform gave enterprise teams a more usable way to examine name-based risk indicators, review ambiguous matches, and make higher-confidence screening decisions...
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