Tested engineering playbooks & real-world case studies.

// EXCEL-TO-WEB & MODELING

Turning Large Trading CSV Files into a Filterable Web Dashboard

SQL Database Fast CSV Parser Filterable Dashboard

Explore how large trading CSV files and Excel parameter data were moved into a SQL-backed web dashboard with filters, reducing the need to distribute proprietary spreadsheet logic.

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// EXCEL-TO-WEB & MODELING

Sharing a Financial Forecasting Model Without Exposing Its Internal Logic

Multi-Tenant Architecture Server-Side Calculation Formula Protection

Learn how an Excel strategic forecasting model was converted into a multi-tenant web application so users could access and share the model without exposing internal logic.

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// CRM INTEGRATION & MIGRATION

Keeping Salesforce and HubSpot Data in Sync Across Multiple Locations

Salesforce REST API HubSpot API Bidirectional Sync Engine

See how a multi-location rehabilitation provider used synchronization scripts and automation to move sales and marketing data between Salesforce and HubSpot.

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// CRM INTEGRATION & MIGRATION

Migrating Approximately 50,000 CRM Records from Pipedrive to HubSpot

Pipedrive API HubSpot Migration Scripts Data Transformation Engine

Learn how a roof management company moved sales, lead, company, and opportunity records from Pipedrive to HubSpot using scripts, automation, and manual validation.

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// CRM INTEGRATION & MIGRATION

Connecting Lead Management, Quotes, Contracts, Orders, and Support in Salesforce

Salesforce Apex Triggers Custom Lightning Components PriceBook & Quotes

Explore Salesforce customization for lead and campaign management, opportunities, products, quotes, contracts, orders, reporting, and post-sale case management.

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// EXCEL-TO-WEB & MODELING

Calculating Loan Interest Across Different Capitalization Periods

Financial Calculation Engine Dynamic Amortization Multi-Frequency Capitalization

See how a dynamic loan interest calculator handled fees, capital, bank charges, multiple capitalization frequencies, and detailed PDF statements.

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// MICROSOFT 365 & POWER PLATFORM

Organizing Mortgage Prequalification with Google Sheets and Automation

Google Sheets API Google Apps Script Automated Qualification Formulas

See how a Google Sheets-based mortgage prequalification module combined calculations, dashboards, and data visualizations for a mortgage processing firm.

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// MICROSOFT 365 & POWER PLATFORM

Automating an Excel-Based Foreign Exchange Trading Workflow

Microsoft Power Automate OneDrive API Office Scripts (TypeScript)

Learn how Power Automate, OneDrive, and Office Scripts were used in an Excel automation workflow for a foreign exchange trading company.

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// CUSTOM WEB APPLICATIONS

Replacing Tour and VIP Package Spreadsheets with a Shared Web Application

Custom Web Application Tour Itinerary Engine Guest Package Tracking

See how a spreadsheet-based process for tracking tour sales and VIP meet-and-greet packages was moved into a web-based application.

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// CRM INTEGRATION & MIGRATION

Connecting Customer Registration Forms to Salesforce and Downstream Workflows

Web Form Integration Stripe API Salesforce Lead Routing

See how web registration and signup forms were connected to Salesforce, with additional workflow automation and integrations for an insurance business.

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// E-SIGNATURE & DOCUMENTS

Connecting Candidate Approval and Agreement Signing to an ATS Workflow

Applicant Tracking System DocuSign REST API Candidate Approval Gate

Learn how an applicant tracking workflow connected candidate profile approval with DocuSign agreement signing and status updates.

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// CRM INTEGRATION & MIGRATION

Bringing Sales Navigator Context into a Salesforce Sales Workflow

Salesforce Apex LinkedIn Sales Navigator API Profile Permission Sets

Explore Salesforce configuration and access controls used to make LinkedIn Sales Navigator insights available within a sales team's CRM workflow.

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