Case studies
Real work, real results
A look at the kind of problems we solve — overgrown Access databases, fragile spreadsheets, and manual processes turned into apps and automation that give people their time back. Industry examples, told straight.
Finance / data operations
From a fragile spreadsheet to a database that scales
Moving a fast-growing operation off a 96k-row Excel file onto a real database.
96,454~3,000/day
Read the story →Financial services (note / lending)
A complex note business, finally organized in one CRM
A custom Microsoft Access CRM built around a note business's unusually complex records.
~6 hrs/wk1 system
Read the story →Legal / professional services
Case tracking with automatic intake
A Microsoft Access case tracker with auto-import from MS Forms — no more re-keying.
~8 hrs/wkAutomatic
Read the story →Membership / reporting
Two systems, one report — automated
Automating a manual record-by-record merge of two systems' exports into one report.
½ day → minutesEvery time
Read the story →Accounting / finance
Workpapers automation that removes the busywork
Custom Excel macros that turn repetitive Workpapers prep into one click.
~5 hrs/cycle1 click
Read the story →Have a process that's outgrown its spreadsheet or database?
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