Education

Parent Engagement CRM Platform

Unifying a K-12 school network's five disconnected tools into one parent engagement platform with a complete family view and an AI assistant.

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Parent Engagement CRM Platform
Healthcare

Patient & Family Engagement CRM Platform

Unifying a multi-location healthcare network's scheduling, billing, and communication tools into one patient engagement platform with an AI assistant.

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Patient & Family Engagement CRM Platform
Financial Services

Client Engagement CRM Platform

Unifying a wealth management firm's CRM, servicing, and communication tools into one client engagement platform with an AI assistant.

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Client Engagement CRM Platform
Private Equity / Financial Services

Investment Committee Intelligence Platform

Turning a large private equity firm's scattered deal documents into a cited, committee-ready case for a $2 billion-plus acquisition.

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Investment Committee Intelligence Platform
Consumer Goods / Apparel and Footwear

AI Visibility Audit for a Ten-Brand Portfolio

Measuring how AI shopping assistants describe a global apparel company's ten brands, and finding why none scored above 39 out of 70.

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AI Visibility Audit for a Ten-Brand Portfolio
Consumer Goods / Bags and Accessories

90-Day AI-Native Product Launch

Planning a new backpack line for a global apparel company in 90 days instead of its standard 18-month product calendar.

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90-Day AI-Native Product Launch
Consumer Goods / Food and Confectionery

Enterprise AI Data Trust Framework

Giving a global confectionery manufacturer's security chief a clear answer on where AI data goes, before any model was chosen.

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Enterprise AI Data Trust Framework
Healthcare / Pharmacy Benefits

Claims Utilization Analytics Agents

Letting a pharmacy benefit manager's business teams ask claims questions in plain language instead of waiting on a specialist queue.

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Claims Utilization Analytics Agents
Healthcare / Health Systems

Patient Journey Platform Migration and Rebrand

Combining a regional health system's website migration and rebrand into one program built around how patients look for care.

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Patient Journey Platform Migration and Rebrand
Construction / Professional Services

Prospect Scoring and Sales Intelligence

Narrowing a construction management firm's 5,000 prospects to the accounts with real, near-term projects.

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Prospect Scoring and Sales Intelligence
Hospitality / Restaurants

Guest Experience and Reservation Platform

Designing personal, low-effort service for a fine dining restaurant, from the first booking question to the next visit.

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Guest Experience and Reservation Platform
Insurance / Healthcare Technology

AI Development Lifecycle Program

Bringing AI into every stage of software delivery for an insurance and healthcare technology organization without losing control of quality.

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AI Development Lifecycle Program