Case studies · Shorter entries, verified substance
More engineering stories.
Not every engagement needs a full case study to make its point. These are shorter stories with verified substance — the data-integrity problems, commission engines, and unified data models that don’t fit a headline but define the work.
Financial back office
Inbest — multi-registrar mutual-fund operations
A mutual-fund back office that ingests data from multiple registrars — CAMS and Karvy — and keeps it reconciled: KYC workflows including minor turning-18 rules, and XIRR reporting investors can trust. The story here is data integrity: multiple upstream sources, one truthful record, and returns math that has to be right every time.
CAMS / KARVY INGESTION · KYC INCL. T-18 · XIRR REPORTING
Insurance
XBenefits — a commission-engine-first CRM
Most insurance CRMs treat commissions as a report. XBenefits inverts that: the multi-level affiliate commission cascade is modeled directly in the data model, so every policy event flows through the cascade correctly by construction. When the money logic is the data model, commission disputes stop being a spreadsheet argument.
MULTI-LEVEL CASCADE · MODELED IN THE DATA MODEL
Sales operations
Sales by Summit — one data model, no reconciliation
CRM, payroll, commissions, and scheduling on one data model — so the numbers agree because they’re the same numbers. Reconciliation wasn’t automated; it was removed structurally. The lesson generalizes: most reconciliation work is the tax paid for splitting one operation across systems that each hold part of the truth.
CRM + PAYROLL + COMMISSIONS + SCHEDULING · ONE MODEL
Advisory services
Client Flow — a four-role grant-advisory CRM
Grant advisory runs on four distinct roles — Admin, Advisor, Client, Affiliate — working one shared pipeline. Client Flow models all four on a single pipeline with role-scoped views, so each participant sees their slice of the same truth and handoffs stop leaking.
ADMIN / ADVISOR / CLIENT / AFFILIATE · ONE PIPELINE
Logistics · Veteran-founded
Kargonetix — introducing a freight-automation platform
Kargonetix is a veteran-founded AI logistics technology company. We designed and built the web presence that introduces its freight-automation platform to customers, partners, and investors — delivered on time and on budget, with founder Brandon Drummond’s public Clutch review on record.
DELIVERED ON TIME · ON BUDGET · CLUTCH REVIEW
