Case Studies

Project work across construction, healthcare, finance, real estate, and government environments.

Many engagements are NDA-protected

We provide past performance details and references on a need-to-know basis after a qualifying conversation and vendor onboarding. The scenarios below are representative — real work, generalized to remove identifying details. Specific named past performance is available under NDA.

Construction

Multi-state specialty contractor — project management automation

We replaced manual reporting workflows for a multi-state specialty construction firm operating across 40+ active projects. The integration layer connected Sage 300 accounting, Procore project management, and a custom field-service mobile app for foremen. Daily reporting that previously consumed 4–6 hours of office staff time per project shifted to automated dashboards updated on event from field activity.

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HUD complianceOSHA documentationDavis-Baconstate lien waivers

Healthcare

Multi-specialty healthcare group — HIPAA-aligned patient communication platform

We built a patient communication platform for a multi-specialty healthcare group, including SOC 2 prep documentation. The system integrated with the group's Epic instance via FHIR APIs, segmented PHI handling across the application, and produced the technical safeguards inventory their compliance team needed for the annual HIPAA review. A signed BAA covered every PHI-touching surface.

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HIPAAHITECHSOC 2 Type II

Finance

Financial services firm — AI-powered document processing

We replaced a manual document review process with AI-powered classification and extraction for a financial services firm. The work survived internal compliance review and an external SOC 2 audit cycle. Model documentation was structured to demonstrate the AI tool supported human decisions rather than driving model risk under SR 11-7.

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SOC 2 Type IIGLBAFFIECSR 11-7

Real Estate & Property

Multifamily property management company — FCRA tenant screening

We built a tenant screening and FCRA workflow automation system for a multifamily property management company. Adverse action notices, pre-adverse and final notification, consumer disclosure on request, dispute handling workflow, and the audit trail demonstrating the process was followed correctly were built in from the architecture stage. Multi-state lease templates and notice timing configurable by jurisdiction.

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FCRAFair Housing Actstate landlord-tenant laws

Defense Industrial Base

DoD subcontractor — NIST 800-171 controls implementation

We implemented NIST 800-171 controls for a DoD subcontractor pursuing CMMC Level 2 readiness. The engagement covered access control, audit logging, configuration management, identification, incident response, and system integrity families. Deliverables included a System Security Plan draft, POA&M, and evidence package structured for the C3PAO assessment that followed.

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CMMC 2.0 Level 2NIST 800-171 Rev 2DFARS 252.204-7012

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Veteran-Owned

SDVOSB Pending · SBA Certification Pending

UEI YY2DR3KSENH7

Registered US federal contractor

8–14 weeks

Most engagements ship in this range