Case studies
Real projects, real teams, real outcomes. These case studies show how we've helped companies turn complex workflows into clear systems.
CASE STUDY
Northstar Supply: Dispatch clarity for a regional equipment distributor
The challenge
Northstar Supply manages a complex operation: equipment rental, delivery coordination, and on-site support across three regions. Orders flowed through email, spreadsheets, and an aging dispatch system that hadn't been updated in eight years. The result: dispatchers working blind, field teams with incomplete job information, and constant follow-up calls to clarify details.
Our approach
We spent three weeks interviewing dispatchers, field teams, and customers. The pain points were clear: dispatchers had no visibility into where equipment was or what was pending; field teams received paper tickets with missing information; and the back-office team manually reconciled data after every job.
We designed a new dispatch and coordination system from the ground up. The interface gave dispatchers real-time visibility into pending orders, equipment location, and field team status. Field teams got digital job packets with maps, customer details, and equipment specs. And the back-office team automated reconciliation through API integrations.
Deliverables
- • Redesigned dispatch dashboard with real-time status
- • Mobile field app for job execution and status updates
- • Automated data flow and reconciliation
- • Team training and documentation
Outcomes
35%
faster order-to-completion
60%
fewer follow-up calls
98%
field team adoption
$420K
annual savings
CASE STUDY
LumaDesk: A calmer client workspace for a fast-growing accounting firm
The challenge
LumaDesk is a growing accounting practice serving 180+ mid-market clients. Client communication happened over email, with documents scattered across shared folders. Accountants spent hours locating files, confirming what information was current, and following up on missing documents. Clients were frustrated by slow turnarounds; LumaDesk was bleeding billable time to coordination.
Our approach
We built a secure client portal that put documents, workflows, and status front and center. Clients could upload needed materials and see the progress of their engagement. The LumaDesk team got a unified dashboard showing which clients needed attention, what documents were pending, and which tasks could move forward.
Security and compliance were paramount. We integrated with LumaDesk's existing practice management and document storage, implemented role-based access, and built comprehensive audit trails.
Deliverables
- • Secure client portal with document management
- • Workflow automation and status tracking
- • Integration with practice management software
- • Compliance logging and audit trails
Outcomes
73%
fewer email follow-ups
42%
faster document completion
89%
client satisfaction rate
15hrs
saved per client per year
CASE STUDY
Harborline Health Logistics: Modernizing route planning without disrupting operations
The challenge
Harborline operates a fleet of medical supply vehicles across five states. Route planning was done manually—coordinators checking inventory, demand, and vehicle status on paper maps and spreadsheets. The system was error-prone and couldn't optimize for fuel costs, delivery time, or driver fatigue.
Our approach
A full system replacement would be too risky. Instead, we designed a phased approach: first, build the new route-planning application in parallel with the old system. Second, migrate routes one region at a time. Third, train coordinators and drivers on the new workflows.
The new system integrated real-time demand data, vehicle GPS, and inventory information. Route optimization algorithms reduced drive time, and the interface gave coordinators clear visibility into every delivery and potential constraint.
Deliverables
- • Modern route-planning dashboard with real-time data
- • Optimization algorithms for fuel and time efficiency
- • Phased migration plan with parallel operation
- • Team training across all regions
Outcomes
18%
reduction in fuel costs
22%
faster delivery completion
99.7%
uptime and reliability
Zero
operational downtime
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