Anonymized client work across product delivery and AI workflow design.

These case studies remove client and product names while keeping the industry context needed to understand the work: platform delivery, QA, operations systems, and practical AI consulting.

ICHRA administration portal

ICHRA benefits administration

A white-label benefits administration portal helped a small startup demonstrate product readiness for additional pre-seed funding.

Prototype deliveryEmbedded workflow designData and tool readiness
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Enterprise data API platform

Enterprise data APIs

A production API platform for external developers and enterprise clients launched with QA coverage across endpoints, request structure, and platform display behavior.

Prototype deliveryProduct and platform strategyData and tool readiness
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NetSuite AI strategy workshop

NetSuite consulting

A half-day AI strategy workshop helped a NetSuite consulting firm turn broad AI interest into a sequenced roadmap of practical workflow opportunities.

Priority workflow selectionAdoption and change supportData and tool readiness
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Psilocybin wellness operations system

Psilocybin wellness

A founder-led wellness company gained a functioning Airtable database, CRM, and portal foundation for clients and employees.

Embedded workflow designData and tool readinessPrototype delivery
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Fitness coaching AI workflow

Fitness coaching and personal training

A coaching and personal training business improved its AI setup for social posts, lead magnets, and admin work.

Embedded workflow designAdoption and change supportData and tool readiness
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