Work
Case studies
Client projects, told with the client’s permission: the problem, what we built and what changed.
Cartier Wealth
One activity timeline for the whole family
Cartier Wealth advisors needed every email, task and meeting across a client’s family in one place, with email attachments filed automatically. We built a family-wide activity timeline on Financial Services Cloud and the email automation behind it.
Read the case study →Healthcare, home building and software teams
From change sets to a release process teams trust
Salesforce teams at companies from about 100 to 5,000 employees, in healthcare, home building and software, were shipping with change sets and no version control. We moved each one to Git, CI/CD and automated validation in about a month, working alongside their developers.
60% less time to roll out Salesforce updates
Read the case study →Enterprise medical company
AI workflows that turn service calls into tasks on the right account
Service reps at a medical company with about two billion dollars in annual revenue were logging call notes and tasks by hand. We put five Agentforce agents into production on Service Cloud: three that turn what a rep says about a call into tasks on the right record, and two that score sentiment on every case.
5 Agentforce agents in production in six months
Read the case study →Global financial data company
One view of each person on the Contact page
A global financial data company had the same people spread across duplicate Contacts, Leads and its master data system. We designed and built a Data 360 Contact 360 that links them into one person on the Contact page, with Informatica MDM IDs driving identity resolution and Databricks data alongside.
Read the case study →A Salesforce consulting partner
An AI delivery platform a partner sells to its own clients
A consulting partner wanted its own AI delivery product to offer clients, not a seat on someone else’s tool. We designed and built it: a self-hosted platform where AI agents plan, build and test Salesforce stories, people approve the plan and the pull request, and GitHub Actions deploys through the client’s org pipeline.
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