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Case studies

Example solutions, shown in detail.

Six representative projects across custom software, SaaS, AI, and ERP integration. Each walks through the situation, the architecture we would propose, the delivery plan, and how success would be measured.

About these case studies

They are illustrative: written to show how we approach each type of project, not records of specific client engagements. Names, interfaces, and plans are examples.

§ 016 case studies

Case studies

  1. dispatchboard / scheduleDispatchboardScheduleJobsCustomersContractsEquipmentReportsDISPATCHER VIEWScheduleTuesday 14 October · 7 technicians · 16 jobsDayWeek+ New jobFilter08:0009:0010:0011:0012:0013:0014:0015:0016:0017:00Ana R.COMPRESSORS · HVAC#4817Northfield#4821Compressor#4830Hale FoodsTom B.PUMPS · VALVES#4818Ridge BreweryCONTRACTAnnual inspectionLena K.ELECTRICAL#4819WestportURGENTCall-out#4828Mill LaneSamir H.COMPRESSORS#4815Line 3 overhaulTRAVEL CLASHValve swapJoel M.BOILERSOFF SITE · CERTIFICATION TRAININGPriya D.PUMPS · HVAC#4822Pump check#4831ColdstoreMarco V.BOILERS · VALVES#4816HarborCONTRACTBoiler service10:30JOB #4821 · SCHEDULEDCompressor serviceNorthfield Plant · Bay 2WINDOW10:30 – 13:00TECHNICIANAna R.CONTRACTPreventive · GoldEQUIPMENTScrew compressor SC-40CHECKLIST3 OF 8PARTSOil filter OF-12× 1Separator elementNEEDS APPROVALReassignOpen job
    Illustrative case studyIndustrial equipment maintenance

    Dispatchboard

    One operations platform for scheduling, field work, and invoicing.

    A custom web platform that replaces spreadsheets, phone calls, and paper job sheets with one system for dispatchers, field technicians, and customers, connected to the accounting system.

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  2. auditwise / harbor-kitchens / overviewAuditwiseOverviewInspectionsActionsSitesTemplatesReportsENTERPRISE PLAN · SSOORGANIZATIONHarbor KitchensOverview142 sites · 6 regionsAll regionsLast 30 daysINSPECTIONS DONE1,248of 1,302 scheduledAVERAGE SCORE92.4%target 90%OPEN ACTIONS86across 41 sitesOVERDUE ACTIONS9escalated to regionsAverage score by week859095WK 34WK 41Open actions by categoryTemperature control24Cleaning & hygiene19Documentation18Allergen handling14Pest control11Sites needing attentionVIEW ALL SITESSITEREGIONLAST INSPECTIONSCORESTATUSQuaysideNorth12 Oct96%CompliantMarket StreetNorth11 Oct88%2 actions openAirport Terminal 2East09 Oct79%Action overdueRiversideSouth08 Oct94%Compliant
    Illustrative case studyFood safety & multi-site operations

    Auditwise

    A compliance platform built to serve many organizations from one codebase.

    A multi-tenant SaaS product for running inspections, tracking corrective actions, and proving compliance across many sites, taken from MVP to a platform ready for enterprise customers.

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  3. docflow / review-queueDocflowReview queue12 WAITINGBILL OF LADINGBL_MSKU4471203.pdf2 fields to checkCARRIER INVOICEINV-88213.pdfVendor not matchedPACKING LISTPL_0931.pdfLow confidence: weightCUSTOMS DECLARATIONCD-55120.pdfMissing HS codeCARRIER INVOICEINV-88247.pdfTotal mismatchBILL OF LADINGBL_TGHU8821.pdfPossible duplicateCARRIER INVOICEINV-88251.pdfNew charge codeBILL OF LADINGNON-NEGOTIABLE COPYB/L NO.MSKU 4471203SHIPPERArden Components LtdCONSIGNEENordhavn Trading A/SPORT OF LOADINGRotterdam, NLPORT OF DISCHARGEGdańsk, PLCONTAINERPKGSDESCRIPTIONWEIGHTTGHU88210472418,420 KGSIGNED FOR THE CARRIER1234567Extracted fieldsSCHEMA: BILL_OF_LADINGCONFIDENCE1B/L NUMBERMSKU 447120399%2SHIPPERArden Components Ltd98%3CONSIGNEENordhavn Trading A/S97%4PORT OF LOADINGRotterdam (NLRTM)99%5PORT OF DISCHARGEGdańsk (PLGDN)96%6CONTAINER NO. · CHECK DIGIT DOES NOT MATCHTGHU 882104-788%7GROSS WEIGHT · PACKING LIST SAYS 18,240 KG18,420 kg61%ERP CHECKSShipment SH-20931 foundVendor matched2 fields need review before postingApprove & post to ERPCorrect fieldSkip
    Illustrative case studyFreight forwarding & logistics

    Docflow

    AI document intake that reads freight paperwork and posts it to the ERP.

    An AI-assisted pipeline that extracts data from invoices, bills of lading, and customs documents, validates it against the ERP, and sends only uncertain cases to a person for review.

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  4. orderline / integration-monitorOrderlineIntegration monitor6 FLOWS RUNNING · 1 RETRYINGLast 24 hoursCHANNELSINTEGRATION LAYERSYSTEMS OF RECORDOnline storeORDERS · 12S AGOB2B portalORDERS · 40S AGOMarketplaceSTOCK · 3S AGOERPSYSTEM OF RECORDWarehouse (3PL)RETRYING · 2 OF 5PaymentsINVOICES · 1M AGOIntegration serviceCONNECTORS6 activeEVENTS / MIN42QUEUE DEPTH3DEAD-LETTER1Recent eventsAllFailedRetryingTIMEEVENTROUTESTATUS10:42:18order.createdStore → ERPSynced10:42:18stock.updatedERP → MarketplaceSynced10:42:11shipment.created3PL → ERPSynced10:41:56order.createdB2B → ERPSynced10:41:40order.releasedERP → 3PLRetrying 2/510:41:02invoice.postedERP → PaymentsSynced10:39:27return.received3PL → ERPFailed · queuedDaily reconciliation13 OCT · 02:00Orders1,284 / 1,284Shipments1,190 / 1,190Invoices1,271 / 1,2732 DIFFERENCES REPORTED TO FINANCEFailed messagereturn.received · R-30418ERP rejected unknown reason code “RX9”Inspect payloadReplay after fix
    Illustrative case studyWholesale & direct-to-consumer distribution

    Orderline

    Orders, stock, and invoices in sync across commerce, warehouse, and ERP.

    An integration layer connecting an online store, a B2B ordering portal, a marketplace, a third-party warehouse, and the ERP, so every order flows through without re-keying and every discrepancy is visible.

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  5. USERSShop-floor tabletsQuality officeAuditors · read-onlySingle sign-onINDIVIDUAL ACCOUNTS · ROLES · AUDIT TRAILModule routerSends each module to the legacy system or the new platform. Switchable per module.LEGACY DESKTOP SYSTEM · SHRINKINGInspectionsMOVEDNon-conformancesMOVEDCorrective actionsIN USESupplier qualityIN USENEW QUALITY PLATFORM · GROWINGInspectionsLIVENon-conformancesLIVECorrective actionsMIGRATINGNEXT: SUPPLIER QUALITYLegacy databasePostgreSQLDATA BRIDGEERPORDERS · BATCHESSUPPLIERSQualis · migration architectureSTAGE 3 OF 5 · CORRECTIVE ACTIONSSHEET 02ILLUSTRATIVELEGACYIN MIGRATION
    Illustrative case studyIndustrial manufacturing

    Qualis

    Modernizing a manufacturer's quality system without stopping production.

    A step-by-step replacement of an aging desktop quality management system with a modern web platform, migrated module by module while the factory keeps running.

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  6. askbase / supportAskbase+ New questionRECENTHX-200 flange torqueFirmware 4.2 rollbackSeal kit compatibilityP-40 pump vibrationSEARCHING ASSupport · EU regionWhat torque should we use on the HX-200 flangebolts after replacing the gasket?ANSWER · FROM 3 SOURCESTighten the flange bolts to 85 N·m in a star pattern, inthree passes: 30%, 60%, then 100% of the final torque. [1]Units built before 2021 use the earlier gasket and a lowervalue of 70 N·m. Check the serial plate before you start. [2]A similar case was resolved by re-checking torque afterthe first heat cycle. [3]HelpfulNot helpfulCopy answerIF THE SOURCES DO NOT ANSWER IT, ASKBASE SAYS SOAND SUGGESTS WHO TO ASK.Ask a follow-up question…Sources3 OF 1,940 SEARCHED1HX-200 Maintenance ManualREV C · §7.4 TORQUE VALUESCURRENT REVISION2Engineering change notice…GASKET SPECIFICATION · 2021APPLIES TO SN < 21-00003Ticket #44120RESOLVED · SUPPORT EUSIMILAR CASEONLY DOCUMENTS YOUR ROLE CANACCESS ARE SEARCHED.
    Illustrative case studyEngineering & technical services

    Askbase

    A knowledge assistant that answers from company documents, with sources and permissions.

    An internal assistant for support and engineering staff that answers questions from manuals, specifications, and past tickets, cites its sources, and only uses documents each person is allowed to see.

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§ 02Start a project

Recognize your situation in one of these?

Tell us what you are working with. We will reply with questions and an initial view of how we would approach it.

Discuss Your Project[email protected]
  1. 01

    Share the context

    A short description of the project, your goals, and any constraints you already know about.

  2. 02

    We review it

    We read it carefully and reply with questions or an initial perspective on the problem.

  3. 03

    A first conversation

    A call to explore scope, approach, and whether we are the right fit for the work.