Resources
Client case studies.
Each one covers where the client started, what we built, and the result.
6 articles
AI
Governance first. Then the whole company.
How BuildBak® — a multi-state restoration franchisor and a heavy automation user for years — took Claude from the owner's own toolkit to a governed, company-wide Enterprise deployment, and then began building its own software with Claude Code.
· Keenan Theron · 7 min read
monday.com
From a Pile of Papers to One System: How Florman Tannen Outgrew Trello on monday.com
Florman Tannen ran two decades of healthcare consulting on Trello — until 70–80 entities per client broke it. Workiflow rebuilt their operations on one monday.com instance: 40+ client companies, a unified CRM, cross-board automations, and real-time dashboards that saved hours every week and opened the door to bigger clients.
· River Sol · 6 min readmonday.com
Three Teams Reclaimed Dozens of Hours a Week After Managed monday.com Implementation
A tool is only as good as the system built around it. One team was drowning in spreadsheets. One had outgrown the very platform they loved. One had monday.com for years and still hadn't unlocked it. All three ended up in the same place: less manual work, more visibility, and a managed operations partner who stuck around past the handoff.
· River Sol · 8 min read
Workiflow
How Global Mobility Partners 3x Their Caseload with Caseflow
When Growth Outpaces Capacity. Every Workiflow transformation starts with a problem worth solving — but this one grew into a partnership that reshaped both.
· Kiki Ruff · 3 min readmonday.com
How monday.com Transformed Olivia Clarke Homes
For fast-growing builders and construction companies, choosing the right project management system can determine whether projects run smoothly—or fall apart.
· Kiki Ruff · 3 min read
Workiflow
How Service Express Took Their monday.com Workflows to the Next Level
When a team is already passionate about monday.com, unlocking its full power becomes the next challenge.
· Kiki Ruff · 2 min read
Questions
Frequently asked questions.
Do you work with immigration law firms?
Yes. Immigration law is one of our deepest specialties. We built Caseflow, a monday.com-based system for immigration workflows, with practicing attorneys. Global Mobility Partners tripled their caseload on the same headcount after implementing it.
Do you work with construction and real estate companies?
Yes. Olivia Clarke Homes is one example: we implemented monday.com as the project management system for their building operations. The same approach applies to any project-driven business.
What size companies do you work with?
Most clients are small to mid-sized businesses, plus departments inside larger organizations: teams with operational complexity that do not want to build an internal systems team. More than 1,000 organizations have worked with us.
What results are typical?
It depends on the starting point. The case studies here are representative: a tripled caseload without new hires, invoicing cut from hours to minutes, live dashboards replacing days of reporting prep, and adoption rates above 90% after rollout.
How do these engagements usually start?
Almost always with a discovery call and a systems audit. We map how the work flows today, identify where time is lost, and propose a scoped first engagement. The engagement grows from there as results come in.
Next step
Book a discovery call.
We look at your stack, say what we would fix first, and recommend how to work with us.
30 minutes. No commitment.