Real projects. Real outcomes.
Every project starts with a specific business problem. Here's how we've solved them.
CRM migration for a regional service company with 40,000+ customer records
The Problem
A regional service company had been using the same CRM for 12 years. As their team grew, data entry became inconsistent — the same customer might appear three or four times under slightly different names, phone numbers, and address formats. When they decided to migrate to a modern CRM, they realized their data was too messy to move as-is.
They needed someone to clean the data and handle the migration without disrupting their active sales team's daily operations.
The Solution
We audited the full dataset (42,000 contact records), identified 8,600 duplicate or near-duplicate records, built merge rules, and standardized field values across the entire database. The cleaned dataset was then migrated to the new CRM using a staged approach that kept the old system operational until the new one was verified.
Results
"We were terrified of losing data. They mapped everything, cleaned up years of duplicates, and migrated everything without a single issue."
— Operations DirectorFull website rebuild for a B2B ecommerce company that had outgrown their original site
The Problem
A B2B ecommerce company had been running on a site built years earlier when they were a much smaller operation. The site couldn't support the volume of products they now carried, didn't reflect the scope of their services, had no way for business customers to manage their accounts, and was slow enough to affect conversions.
They needed a full rebuild — but they also had specific operational requirements (custom pricing by customer tier, bulk order tools, account management) that ruled out standard ecommerce templates.
The Solution
We scoped out the full site architecture, built a custom website with tiered pricing logic, account portal functionality, a bulk ordering interface, and integrated it with their existing ERP system. The site was built to be manageable by their internal team for routine content updates.
Results
"The new site is exactly what we needed — structured around our workflow, not a generic template. Our customers can actually use it the way they need to."
— CEOCustomer database consolidation across three systems for a multi-location retail group
The Problem
A multi-location retail business had grown through acquisition, ending up with three separate customer databases — one from each location's previous point-of-sale system. Every database had a different schema, different field conventions, and thousands of overlapping customers.
Their marketing team couldn't run accurate campaigns because the customer lists were unreliable. Their reporting showed inflated customer counts. And their team couldn't tell which customer information was current when handling service requests.
The Solution
We built a custom consolidation pipeline that ingested all three databases, applied identity-matching logic across name, email, phone, and address fields, merged records according to agreed business rules, and produced a single cleaned customer database. We also built a simple internal tool that let their team flag and resolve edge cases that required human review.
Results
"We had customer data scattered across three different systems. Now our team can actually trust the numbers they're looking at."
— Business OwnerHave a similar project in mind?
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