Tested engineering playbooks & real-world case studies.

// E-SIGNATURE & DOCUMENTS

Building Digital Waiver Workflows for High-Volume Events

Progressive Web App (PWA) Offline Storage QR Verification

Explore digital waiver workflows for event operators, including high-volume signing, identity checks, QR verification, and signing in locations with limited connectivity.

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// MICROSOFT 365 & POWER PLATFORM

Organizing Google Workspace Data and Automating Operational Workflows

Google Workspace API Google Vault Shared Drives

Learn how a field operations and engineering company improved Google Workspace governance using Shared Drives, Vault, data controls, and AppSheet and Apps Script automation.

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// CUSTOM WEB APPLICATIONS

Turning a Static Investment Questionnaire into an Interactive Digital Fact-Find

Custom Web App Conditional Form Engine Risk Scoring Algorithm

See how a long investment questionnaire was converted from PDF and Excel into a responsive web workflow with branching questions, scoring, stored responses, and downloadable summaries.

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// CUSTOM WEB APPLICATIONS

Automating M&A Tombstone Creation and Deal Credential Management

Full-Stack Web App PPTX / PDF Generator Credential Library

Learn how a custom web application centralized deal credentials, logos, tags, search, and template-based tombstone generation for an investment banking advisory team.

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// CUSTOM WEB APPLICATIONS

Replacing Spreadsheet-Based Appraisal Order Management with a Web Application

PHP / MySQL Order Allocation Engine Split Fee Calculator

Explore a custom appraisal management application for tracking clients, vendors, orders, fee splits, invoices, payments, reports, and connected services.

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// EXCEL-TO-WEB & MODELING

Moving a Complex Financial Valuation Model from Excel into a Web Application

PHP / MySQL Angular Excel Logic Extraction

See how a complex Excel valuation model with VBA macros, calculations, and scenarios was converted into a centralized PHP, MySQL, and Angular web application.

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// CUSTOM WEB APPLICATIONS

Turning an Excel-Based Mortgage Loan Process into a Shared Web Workflow

Web Application Encompass SDK Integration Multi-Branch Workflow

See how a mortgage investment lending workflow was converted from Excel into a centralized web application with task tracking, needs lists, branch support, and Encompass integration.

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// E-SIGNATURE & DOCUMENTS

Digitizing Healthcare Consent Forms for Remote and In-Clinic Signing

Fillable PDF Engine Custom PDF JavaScript Genie / Gentu Integration

Learn how healthcare document workflows can combine conditional PDF forms, electronic signatures, reminders, and routing of completed forms to patient records.

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// E-SIGNATURE & DOCUMENTS

Connecting Benefits Selection, Premium Calculations, and Electronic Signing

Web Application DocuSign REST API Premium Calculation Engine

See how a custom benefits enrollment web application collected employee data, calculated premium options, prefilled signing documents, and routed signed forms for review.

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// MICROSOFT 365 & POWER PLATFORM

Automating Email Triage, Meeting Scheduling, and Follow-Up Actions in Microsoft 365

Microsoft Power Automate M365 Copilot Outlook Graph API

Explore a Microsoft 365 workflow using Power Automate and Copilot to assist with email drafting, meeting scheduling, action extraction, and calendar time blocking.

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// E-SIGNATURE & DOCUMENTS

Automatically Turning Microsoft Forms Responses into Signable PDFs

Microsoft Forms Power Automate Flow Automated PDF Generation

Learn how Microsoft Forms responses and attachments can be processed into formatted PDFs and sent through DocuSign, reducing manual document preparation.

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// MICROSOFT 365 & POWER PLATFORM

Managing Generator Purchases, Inspections, Rentals, and Returns in One Workflow

Microsoft Power Apps SharePoint Lists Nintex Workflows

See how Power Apps, SharePoint, and Nintex were used to organize generator rental records, approvals, PDF generation, reports, and notifications.

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