Case studies / Shorter entries
More engineering stories.
Not every engagement needs a full case study to make its point. These five are shorter: one operational problem, one thing we built, one source. If your problem rhymes with one of them, the full conversation is a call away.
Financial back office · Mutual fund operations
Inbest: multi registrar mutual fund operations
Problem
Investor records assembled from several registrar feeds, with KYC rules and return calculations that have to be right.
What we built
A mutual fund back office that ingests data from multiple registrars, CAMS and Karvy among them, keeps it reconciled, runs KYC workflows including the minor turning 18 rules, and produces XIRR reporting investors can trust.
Proof
Inbest operates as a mutual fund distribution business today.
More on financial services software.
Insurance · Commission engine
XBenefits: a commission engine first CRM
Problem
Multi level affiliate commissions settled in spreadsheets, and disputed there.
What we built
A commission engine first CRM: the multi level cascade is modeled in the data model, so every policy event flows through it by construction rather than by a monthly reconciliation.
Proof
The build’s scope (affiliate onboarding, hierarchy, commission engine, client and affiliate management) is documented in Logic Square’s detailed project record and is the basis for a full case study.
More on workflow automation.
Sales operations · One data model
Sales by Summit: one data model, no reconciliation
Problem
CRM, payroll, commissions and scheduling in four systems that never agreed.
What we built
One data model under all four, so the numbers agree because they are the same numbers. Reconciliation was removed structurally, not automated.
Proof
Still in use. The client reports that the commission run, which took the CFO four to six hours every two weeks, now takes about 30 minutes. Also the modernization example on our legacy system modernization page.
Advisory services · Grant advisory CRM
Client Flow: a grant advisory CRM on one pipeline
Problem
Grant advisory work split between the head of the center, its consultants and the businesses they advise, with handoffs that leaked.
What we built
A CRM on a single pipeline with role scoped views for the three roles that matter: Admin (the head of the center), Advisor (the consultant) and Client (the business being advised), plus a limited vendor role for partners an advisor introduces. Each participant sees their slice of the same data.
Proof
Public Logic Square project post with the founder’s testimonial.
More on custom software development.
Logistics · Veteran founded · Website
Kargonetix: web presence for an autonomous freight technology company
Problem
An AI logistics technology company needed a web presence that explained a complex product to customers, partners and investors.
What we built
The website: design and development, delivered on time and on budget. Logic Square built the web presence, not the freight automation platform.
Proof
Founder Brandon Drummond’s public Clutch review.
