Tested engineering playbooks & real-world case studies.

// 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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// EXCEL-TO-WEB & MODELING

Moving a Trading Plan and Strategy Simulator from Desktop Files to the Web

Web Simulation Engine Relational Database (33 Tables) Strategy Backtester

See how a spreadsheet- and Access-based trading simulator was structured as a web application with centralized data, separate user workspaces, and calculation workflows.

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// EXCEL-TO-WEB & MODELING

Turning an Excel DC Power Calculator into a Shared Web Application

Engineering Calculation Engine Voltage Drop Logic Cable Sizing Matrix

Learn how an Excel-based DC power calculation workflow can be converted into a browser-based tool with centralized calculation records and controlled access to proprietary logic.

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// EXCEL-TO-WEB & MODELING

Turning a Spreadsheet Scoring Model into a Web Application Connected to HubSpot

Web Application HubSpot Contact Ingestion Weighted Scoring Matrix

Explore a web application pattern for converting an Excel scoring model into a database-backed application with HubSpot connectivity, reports, and user management.

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