Every project is different. Here's a cross-section of the kind of problems we work on — and what actually got built.
Three members of admin staff were manually processing every patient referral — capturing data inconsistently, matching appointments by hand, and averaging a 48-hour lag from referral to booking. Volume was growing. The process wasn't.
An end-to-end automated intake pipeline. Structured intake forms feed directly into the patient management system, cases are auto-triaged by urgency, and appointment slots are matched and confirmed without human intervention for over 80% of referrals.
Referral-to-booking time reduced from 48 hours to under 4. Admin headcount reallocated to patient-facing work.
Every investment enquiry landed on the founder's desk before it could move anywhere — regardless of whether it actually fit the firm's criteria. Qualifying enquiries was a personal judgment call, every time, on every deal.
An automated qualification layer that scores incoming enquiries against the firm's real investment criteria and routes them accordingly — only surfacing the ones that genuinely need a human decision.
The founder is no longer the qualification bottleneck on every enquiry that comes in.
Work was spread across half a dozen tools and inboxes, with no single reliable view of where operational time was actually going. Decisions about where to focus were made on instinct, not evidence.
A lightweight operations-intelligence layer that pulls data from the firm's existing tools into one view, surfacing where time and money were genuinely being lost.
The first project paid for itself within six weeks. It's since led to three more.
Consulting, building, & training since 2007.
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