Tested engineering playbooks & real-world case studies.

// 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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// 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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