Case studies

The work, in detail.

Five engagements. Different companies, different problems, same pattern: the stated problem is rarely the real one. You follow the thread and fix what's actually broken.

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Renewal visibility Pipeline that didn't exist Reps went from missing renewals to starting conversations 90 days out
Industry Financial services Problem Renewals missed or late Platform Sales Cloud, Contracts

Contract expiration dates weren't in Salesforce. Renewals happened by accident or not at all. The fix was simpler than the problem looked.

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Revenue automation $800K Closed won revenue generated in year one from automation alone
Industry Financial services Problem One-time deals not converting Platform Sales Cloud, Flow

Nobody was following up on one-time clients because there was no system telling reps who to call or when. Building that system generated $800K in year one.

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Data integrity 1,500 Hours per year spent maintaining a broken process — eliminated
Industry Financial services Problem Pipeline reports nobody trusted Platform Sales Cloud, Flow, Finance integration

Sales numbers were wrong and everyone knew it. The problem traced back to a broken finance integration that had been copied to a new system without fixing what was wrong the first time.

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Lead architecture 50% Increase in early-stage pipeline within six months of the rebuild
Industry Technology Problem Top of funnel data nobody trusted Platform Sales Cloud, Lead Management

A broken custom lead object had disabled native Salesforce conversion and corrupted top-of-funnel data. Rebuilding the architecture increased early-stage pipeline 50% in six months.

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SaaS elimination $140K Annual software cost eliminated by solving the real problem, not the stated one
Industry Financial services Problem Manual file management across systems Platform Sales Cloud, LWC, S3

A client was paying $140,000 a year for software that did one thing: store files. A Lightning Web Component built in an afternoon replaced it entirely.

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User provisioning Several/day → handful/year Login support cases after connecting Okta to Salesforce and Experience Cloud
Industry Technology Problem Manual provisioning, daily login errors Platform Sales Cloud, Okta, Experience Cloud

The company had Okta. Nobody was using it. New users were created manually, portal provisioning was broken, and login errors were a daily support problem. The tooling to fix it was already there.

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