Portfolio
17 projects. Measurable outcomes.
Here's what we've actually delivered across healthcare, fintech, enterprise SaaS, field services, and manufacturing.
The operations work in this list mostly comes out of two engagements: business process automation — mapping a manual process and removing its steps — and Monday.com implementation, which is the platform most of that work is built on.
Healthcare Reporting Automation
Medical Practice (USA)
Developed 5 custom React apps within Monday.com Enterprise for HIPAA-compliant medical report creation with mobile access and digital signatures.
WoundFlow AI - Mobile Wound Care
Wound Care Provider (USA)
HIPAA-compliant mobile app with AI voice transcription, offline-first architecture, and seamless EMR integration for field nurses.
MS Dynamics 365 CRM Transformation
Growing Company (USA)
Migrated and cleaned 9,000 contacts and 1,000 accounts (40,000 rows) into Dynamics 365, then set up sales pipelines with automated deal stage progression.
AI-Powered Project Screening
Digital Agency
Dual Claude AI models (Sonnet + Opus) for automated project screening, achieving 94% decision accuracy and $45K monthly revenue increase.
Monday Enterprise Transformation
Growing Company
Consolidated 16 fragmented boards into 2 multi-functional boards with optimized automations and restructured permissions.
Pharmacy Digital Transformation
Specialty Pharmacy
Built comprehensive Monday.com ecosystem with 6 interconnected databases, 3 automated pipelines, and integrated e-signatures.
Custom Jewelry Production Automation
Custom Jewelry Manufacturer
Unified 6 fragmented systems into Monday.com ecosystem with automatic image extraction and inventory tracking.
Cross-Platform Social Media Automation
Multi-platform Business
One source post is distributed automatically to several social platforms via Make.com.
Cryptocurrency Exchange Platform
Crypto Exchange Service
Customized exchange platform with KYC, real-time currency tracking, and Telegram bot integration.
AI-Powered Mobile Expense Automation
Company with 100+ Field Employees
AI-powered expense reporting with receipt extraction, reducing processing from 3-5 days to instant with <1% error rate.
AI-Powered SMS Chatbot
Business Communications
An SMS chatbot on ChatGPT and Twilio with conversation memory and subscription management.
Employee Performance Tracker
Field Service Company
Dynamic multi-dashboard system with real-time ServiceTitan sync and office display rankings for employee motivation.
Moving a Cabinet Manufacturer Off Make.com
Dreamline Inc, custom cabinet manufacturer
Dreamline ran sales, production, invoicing and its excise tax report on Monday.com and 130 active Make.com scenarios that nobody fully understood. We are moving that work to a monitored Windmill platform we run for Dreamline, one checked switch at a time.
Field Sales PWA for a Flooring Retailer
Flooring Retailer & Installer (Anonymized)
An offline-first progressive web app layered on a flooring retailer's existing CRM for its field sales reps, with supplier price feeds and on-the-spot quoting. Delivered in phases, and the build is still going.
FleetMemory: Shared Memory for a Fleet of AI Agents
Retailbox R&D: CockroachDB x AWS Hackathon ("Build with Agentic Memory")
Our entry for the CockroachDB x AWS "Build with Agentic Memory" hackathon: two AI agents sharing one memory store, governed by a write-gate and an adversarial verifier that rejects facts nobody can source. Public repo, live demo, no login required.
Foreman+: An AI Agent Fleet That Writes Field Service Job Records
Retailbox R&D: All Things Agentic Hackathon entry (Gemini and Google Cloud)
Our entry for the All Things Agentic hackathon, built on Gemini and Google Cloud. A technician photographs an equipment nameplate and talks, and three AI agents turn that into a job record with an estimate. A fact gets into the fleet's memory only after it passes a write-gate. The repo is public and the demo runs without a login.
StepSpotter: An AI Agent That Won't Take Your Word for It
Retailbox R&D: AWS Agents for Humans Hackathon, prize winner
Our entry for the Agents for Humans hackathon run by AWS, and a prize winner in the Everyday Agents track. StepSpotter gives you one home-repair step at a time, drawn on your own photo, and won't unlock the next step until a photo proves you finished the last one. The refusal is code, not a prompt. The repo is public and the demo runs without a login.
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