Custom software for the work your business does.

Explore examples by business function. We can build a focused application, connect existing systems, or automate a workflow across several departments.

Made-to-measure software components for your business.

Example Workflows, by Business Function

These are illustrative workflows, not completed client projects. Each one is fitted to your systems, data, and rules.

Sales and Business Development

Lead Generation

Problem: Finding companies that fit, and following up with each one, takes hours of research and outreach.
What we can build: Your own lead engine, not an agency’s list, connected to your CRM and calendar.
How it works: Find companies that fit → enrich and score them → send outreach and follow-up → book the meeting.

Built from: Lead Generation Scheduling Sales Operations

Sales Automation

Problem: Reps spend their time updating the CRM, chasing follow-ups, and assembling proposals.
What we can build: Sales automation connected to your CRM, so every deal is updated, followed up, and moved forward.
How it works: Log activity in the CRM → assemble the quote and proposal → send follow-ups on schedule → route the contract and update the forecast.

Built from: Sales Operations Pricing Alerts Forecasting

Quoting and Pricing

Problem: Quotes wait while someone looks up prices, applies discounts, and checks margin by hand.
What we can build: A quoting application that applies your own pricing rules and checks margin before a quote goes out.
How it works: Configure the product → calculate the price → route discounts for approval → check margin → send the quote.

Built from: Pricing Sales Operations Exception Handling

Marketing

Campaign Management

Problem: Campaigns go to broad lists, and it is hard to tell which ones lead to sales.
What we can build: Campaigns run on your own customer data, measured by what actually sells.
How it works: Segment your customers → build and send the campaign → track conversions → attribute sales to campaigns.

Built from: Marketing Operations Dashboards

Customer Service and Success

Customer Onboarding

Problem: Setting up a new customer takes rounds of email to collect information and documents.
What we can build: An onboarding workflow that collects what you need and tracks each new customer to kickoff.
How it works: Collect intake details and documents → set up the account → schedule the kickoff → track progress to completion.

Built from: Onboarding Scheduling Status Tracking

Customer Support

Problem: Requests arrive in a shared inbox, and staff sort, route, and research each one by hand.
What we can build: A service workflow that classifies requests, drafts answers, and escalates by your rules.
How it works: Classify the request → route it to the right person → retrieve the answer and draft a response → escalate what needs attention.

Built from: Customer Service Work Assignment

Order Status Portal

Problem: Customers call to ask about their orders, and staff look each one up in another system.
What we can build: A customer status portal connected to your order system, with notice of delays.
How it works: Read status from your order system → show it in the portal → notify customers of delays → draft answers for service staff.

Built from: Status Tracking Alerts Customer Service

Renewals and Reorders

Problem: Renewals, reorders, and service are missed when nobody tracks what each customer already owns.
What we can build: An installed-base register that prompts renewals, reorders, and maintenance.
How it works: Record what each customer owns → predict when they will need service or supplies → send reminders → track warranties and renewals.

Built from: Installed Base Marketing Operations Alerts Forecasting

Operations and Service Delivery

Order Entry

Problem: Staff retype incoming orders and check them against pricing and product records.
What we can build: An order intake workflow connected to the existing order system.
How it works: Read the order → check products and pricing → route exceptions for review → create the approved order.

Built from: Order Intake Exception Handling

Scheduling and Dispatch

Problem: Jobs are scheduled on whiteboards and spreadsheets, and problems surface late.
What we can build: An operations application that schedules and assigns work, tracks its status, and flags what goes wrong.
How it works: Schedule the job → assign it by skills and workload → track each milestone → escalate exceptions.

Built from: Scheduling Work Assignment Status Tracking Exception Handling Forecasting

Finance and Accounting

Billing and Collections

Problem: Invoices go out late, reminders depend on someone remembering, and payments are matched by hand.
What we can build: A billing workflow connected to your accounting system.
How it works: Generate the invoice → send reminders on schedule → match payments → reconcile the accounts.

Built from: Billing and Payments Onboarding Alerts

Margin Analysis

Problem: Price overrides, unbilled freight, missed surcharges, and unclaimed rebates are hard to spot one transaction at a time.
What we can build: A weekly margin review that checks transactions against your pricing, freight, and rebate rules.
How it works: Collect sales and pricing data → check overrides, freight, and surcharges → find unclaimed rebates → report the leaks each week.

Built from: Pricing Data Analysis Alerts Reporting

Business Intelligence

Problem: Someone rebuilds the same report in a spreadsheet every Monday.
What we can build: Scheduled reports and dashboards drawn from the systems you already use.
How it works: Collect the data → calculate the measures → publish the report and dashboard → flag unusual changes.

Built from: Dashboards Data Analysis Reporting Alerts Forecasting

Procurement and Supplier Management

Purchasing and Approvals

Problem: Purchase requests travel by email, approvals stall, and supplier quotes are compared by hand.
What we can build: A purchasing workflow that applies your approval rules, compares supplier quotes, and onboards new suppliers.
How it works: Submit the request → route it for approval → compare supplier quotes → issue the purchase order.

Built from: Onboarding Order Intake Exception Handling Forecasting

Inventory and Supply Chain

Demand Forecasting

Problem: Stock, staffing, and cash plans rest on guesses or last year’s numbers.
What we can build: Forecasts from your own history, with a confidence range on every number.
How it works: Collect your sales history → forecast demand by product and customer → set reorder points → compare forecast with actual.

Built from: Forecasting Data Analysis Dashboards Alerts

Human Resources

Hiring, Onboarding, and Offboarding

Problem: Hiring and onboarding depend on checklists, email, and someone remembering to grant or remove access.
What we can build: An HR workflow that takes each person from application to first day, and through departure.
How it works: Screen applicants → schedule interviews → onboard and provision access → offboard and remove access.

Built from: Onboarding Scheduling Exception Handling

Connecting Your Systems

Integrations move and reconcile information across the tools you already use, so it is entered once and reaches the people and processes that need it.

Revenue Generation

Lead-to-Cash

The process: Everything from a first inquiry to money in the bank: qualifying the lead, quoting, winning the deal, taking the order, invoicing, and collecting payment.
What we connect: Marketing, CRM, quoting, order, billing, and accounting systems, so a lead becomes a deal, an order, an invoice, and a payment without anyone retyping it.

Idea-to-Market

The process: Taking a new product, service, or offer from decision to launch: defining it, pricing it, describing it, and making it available to sell.
What we connect: Product records, price lists, your website or catalog, and sales and marketing systems, so a new offer and its price appear everywhere it is sold, and stay consistent.

Operations

Source-to-Delivery

The process: Getting goods from suppliers to customers: choosing suppliers, purchasing, receiving, holding stock, and shipping.
What we connect: Purchasing, supplier, inventory, warehouse, and shipping systems, so purchase orders, stock levels, and shipments agree.

Request-to-Fulfillment

The process: Turning a customer or internal request into completed work: taking the request, scheduling it, doing the work, and closing it out.
What we connect: Request intake, scheduling, service, and billing systems, so each request is tracked from the moment it arrives until the work is done and billed.

Issue-to-Resolution

The process: Handling a reported problem, from the first complaint or fault report to a confirmed fix.
What we connect: Your support inbox or help desk, CRM, and order and warranty records, so whoever handles an issue sees the customer’s history, and the outcome is recorded where others will find it.

Finance

Record-to-Report

The process: Closing the books: recording transactions, reconciling accounts, and producing financial and management reports.
What we connect: Sales, purchasing, payroll, and bank data with your accounting system, so accounts reconcile and every report comes from the same set of numbers.

The Building Blocks

Each workflow combines reusable software components. They are grouped here by what they do; a workflow draws on several groups, with custom code where your business needs it. Every one rests on the guarantees in Operational Assurance.

Lead Generation: prospect search, contact enrichment, deduplication, qualification rules, lead scoring, outreach sequences
Sales Operations: CRM connectors, pipeline management, quote builder, proposal templates, e-signatures, follow-up automation
Pricing: price lists, pricing rules, product configurator, discount approvals, margin calculation, price variance checks
Marketing Operations: audience segmentation, campaign builder, email delivery, content templates, conversion tracking, attribution
Onboarding: intake forms, document collection, checklists, account provisioning, welcome sequences, approval routing
Customer Service: ticket intake, classification, knowledge search, response drafting, escalation rules, SLA timers
Order Intake: order forms, document extraction, validation rules, pricing lookup, payment processing, order-system connectors
Billing and Payments: invoice generation, payment reminders, payment matching, reconciliation, dispute tracking
Installed Base: asset register, service history, warranty tracking, renewal tracking, reorder prompts
Scheduling: calendar connectors, availability lookup, booking engine, resource allocation, reminders, rescheduling
Work Assignment: task queues, skills matching, workload balancing, routing rules, assignment notifications
Status Tracking: state machine, milestone tracking, activity log, progress views, customer status portal
Exception Handling: exception queue, escalation routing, human review
Dashboards: data connectors, metric definitions, chart library, filters, drill-down views
Data Analysis: data cleaning, joins and aggregation, statistical calculations, anomaly detection
Forecasting: demand forecasting, seasonality and trend detection, driver-based models, scenario modeling, confidence ranges, forecast accuracy tracking
Reporting: report templates, scheduled generation, PDF and spreadsheet export, distribution
Alerts: threshold rules, event triggers, change detection, notification delivery, deduplication, acknowledgment and escalation

Operational Assurance

Every workflow and component we build carries the same six guarantees. Like the canvas inside a tailored jacket, they are stitched into every piece, not glued on afterward.

The canvas: hidden, and holding every piece in shape.

How it fits together

Business Outcomes: The client, wearing it: profit, cost, and results, measured.
Business Processes: The suit: workflows joined across your systems, from first inquiry to payment.
Workflows: Each garment: a sequence of work within one business function.
Building Blocks: The pattern pieces: reusable components, cut to fit.
Operational Assurance: The canvas: stitched through every piece, holding it in shape.

The six guarantees

Principal and Authority: Every action, by a person, a system, or an AI agent, is tied to who took it and the authority they were given, and that authority can be withdrawn.
Provenance and Evidence: Every action and decision leaves a record that cannot be altered unnoticed: who acted, on what information, under which version of the rules, and with what result.
Execution Integrity: Each step happens once. If a system fails partway, the work resumes or is undone; nothing is lost or done twice, and failures are noticed.
Policy and Control: Your rules and approvals apply everywhere. Exceptions are authorized and recorded, rule changes are approved, and a person can pause or override any process.
Data Stewardship: Information is checked where it enters, classified by sensitivity, kept only as long as you decide, and stored where you choose.
Economic Measurement: Every process records what it costs and what it returns, so you can see which ones pay.

Let’s talk.

Start with one workflow.

Talk for 30 minutes.
Bring one workflow you want built, connected, or automated. No pitch.
See it fitted.
We show how our components fit your workflow, what it costs, and what it should return.
Start with one.
One workflow, at a fixed price.
Share the upside.
Part of our fee comes from the gains we create. Walk away between any two steps.

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