Case Studies
From government defense tools to nonprofit capacity calculators and AI-powered CRM automation — we build on the Microsoft stack to turn complex operations into competitive advantages.
The Challenge
Purchase requests managed by email and paper produced no centralized tracking, approval bottlenecks with no escalation path, no audit history for finance review, and left operations staff completely uninformed on request status — problematic for a compliance-aware nonprofit with accountability obligations to funders and oversight bodies.
Key Outcomes
- Centralized purchasing system replacing all email and paper processes — every request tracked from submission through final approval in a single interface
- Multi-level approval workflow with automated email notifications and real-time status updates keeping all stakeholders informed at every stage
- Dual-role manager interface enabling approvers who oversee multiple approval levels to act on requests from a single unified view
- All purchasing data stored securely in SharePoint with full audit trail meeting compliance and record-keeping requirements for nonprofit accountability
- Full operations staff visibility into the approval chain status, eliminating status-inquiry emails and eliminating process bottlenecks
- Streamlined, transparent purchasing process improving efficiency and accountability across the entire organization’s procurement function
The Challenge
Enrollment decisions depended on outdated manual lookups that could not verify legal staff-to-child ratio compliance in real time — creating placement delays, compliance exposure, and risk of illegal enrollments for a nonprofit serving vulnerable families under regulatory oversight.
Key Outcomes
- Real-time childcare provider capacity verification with hourly breakdowns by child category — eliminating all manual spreadsheet lookup work
- Instant legal staff-to-child ratio compliance flagging confirming or blocking new enrollment at the point of decision-making
The Challenge
Manual operational work across onboarding, reporting, and cross-platform workflows consumed disproportionate staff capacity, introduced data errors, and created process inconsistency that hampered regional scaling — with no standardized automation patterns, change-control practices, or rollback-safe deployment approach in place.
Key Outcomes
- High-friction process audit across Google Workspace, HRIS, reporting tools, and API-connected systems producing a prioritized automation roadmap
- Automated onboarding program: checklists, reminders, document creation, and handoff notifications reducing new hire cycle time significantly
The Challenge
Existing workflows were brittle, undocumented, and unmaintainable — with no consistent intake process, no role-based routing logic, no retry or error handling on failures, and no audit trail for request outcomes or approval history. Any change to the process required external intervention.
Key Outcomes
- Requirements workshops mapping business rules directly to SharePoint List schema design and Power Apps screen architecture
- Create/update-triggered flows with input validation, de-duplication logic, and concurrency controls ensuring data integrity across parallel submissions
The Challenge
Quoting and order entry depended on fragmented tools with no live inventory visibility, no automated backorder management process, and no mechanism to alert sales reps when backordered items arrived — leading to missed allocation windows, delayed fulfillment, customer dissatisfaction, and significant manual follow-up overhead for the sales team.
Key Outcomes
- Role-based mobile application with guided entry forms for both customer-facing quote requests and internal sales rep ordering workflows
- Live inventory checks at order submission flagging out-of-stock items and automatically creating backorder records with all relevant order context