Owner's finance dashboard
Performance, cash forecast, tax-year position, what-if scenarios, and card spend for an owner-operator, with AI notes checked against the figures.
Portfolio
Dashboards and tools we have built.
Finished projects, each one scoped from an assessment and built in the client's own tenant. Client names are withheld, and every screen on these pages is drawn with sample data rather than captured from a live system.
Completed work
Every project, most recent first.
6 projects. The case studies describe how an engagement runs; these pages show what was built.
IT services operations platform
Time tracking, dispatch, help desk, projects, CRM, and billing in one system of record, with mobile apps and a checked handoff to accounting.
Fabrication quoting console
One quoting tool for fabrication and installation work that writes the approved quote into the ERP as the project budget, with won and lost tracking.
AI-assisted sales CRM
Pipeline, forecast, and quiet-account alerts for a capital-equipment sales team, built from its own email history with AI suggestions a person approves.
Materials supplier operations hub
Fixed assets, freight efficiency, fleet logistics, pricing margin, overtime, and AI inspection-photo checks for a regional building materials supplier.
Awards submission portal
An invite-only portal for an annual awards program: guided entry, reviewer approval, and a redacted committee view that keeps competing firms apart.
Your turn next
Every one of these started with a written assessment.
The assessment says what to build and what to leave alone. It is yours to keep either way.