Selected work
Representative engagements and outcomes. Details available under NDA.
Financial Services
DDQ automation for investment managers
- Agentic extraction with validation
- Excel merge with reviewer flow
- Audit-ready telemetry
SaaS
QTC across Salesforce and NetSuite
- Event-driven sync
- Revenue/subscription alignment
- Embedded analytics
Operations
Assisted instructions for support and onboarding
- SOPs and in-app tips
- Playbooks and snippets
- Ramp time reduction
More case studies available on request.