Show the System. Then Show What Changed.

Challenge

Every new patient was typed twice (once into the EHR, once into Salesforce) and the two drifted apart. Appointment changes, new patients, and calls answered by their AI phone agent all needed to reach the CRM without someone re-keying them.

System

We connected the two systems so that whichever one a patient is entered into, the other knows within seconds: new patients, appointment changes, and updates in both directions. Because the risk in this kind of work is creating duplicate charts, we built guards that check before anything is written, and error logging that tells us when something upstream breaks so the client hears it from us first. Their AI phone agent feeds the same path, so a call answered after hours arrives as a real, workable record instead of a voicemail. Patient information is encrypted throughout.

Business change

Intake now has one point of entry, with both systems continuously in step, hardened across 16 rounds of production changes.

Challenge

When the admissions team accepted a patient, clinical staff still had to create that patient, open their episode of care, and file the documents in the EHR by hand, and paper intake forms added another manual step before treatment could start.

System

Now accepting an admission does the clinical setup itself: the patient is created, their episode of care is opened, and the paperwork is filed in the EHR without anyone touching it. The steps are built to be safely repeatable, so a retry after a network blip never creates a second chart. Paper intake became a one-click form filed against the patient's journey, and benefits verifications that used to sit in an inbox now attach themselves to the right admission automatically.

Business change

Admissions sees a won deal; clinical sees a ready patient. The handoff between them no longer depends on anyone re-typing it.

Challenge

Early admissions, late discharges, exclusions, and transfers between facilities each broke the number a different way, so staff reconciled it by hand every day, while also running an admissions funnel that still lived half on paper.

System

We rebuilt the census to recalculate itself through every real-world case: a patient admitted earlier than planned, discharged later, excluded from the count, or moved between facilities. Each of those is handled deliberately rather than patched, and we handed the client's own team the documentation to change it without us. Around it we built the admissions funnel itself (first assessment, benefits verification, operations handoff) with clinical forms generated straight from the record and the texting tool staff already used placed right on the page they work from.

Business change

The census is correct every morning without a person rebuilding it, and admissions runs end to end in one place.

Challenge

Staff were assembling intake, consent, and clinical documents by hand from information Salesforce already had: slow, repetitive, and easy to get wrong under volume.

System

We made document generation part of the record process: the record determines which documents apply, the data fills them, and staff generate the full packet from Salesforce instead of rebuilding it document by document. More than 100 templates cover the intake, consent, and clinical workflows.

Business change

Paperwork stopped being a separate job. The packet comes off the record: consistent every time, current with the data, and ready in the time it takes to click generate.

Challenge

Years of decisions made by people who had since left, live revenue running through all of it, and nowhere safe to test. Changing anything blind put credit for deals, billing, and lead assignment at risk at the same time.

System

We mapped the entire system before touching it (how deals get credited, how customers get billed, how leads get assigned, where data comes from), written down section by section and version-controlled so it stays current. The mapping is what paid off. Two separate systems were both deciding which campaign got credit for a deal. Two more were both assigning owners to the same leads. Buttons their team clicked every day pointed at automation that had been switched off. None of that was visible from inside the org.

Business change

Those conflicts got resolved, and every change since is made against documentation instead of someone's memory. Their next hire can read how the business works instead of reverse-engineering it.

Challenge

Loan payouts had to leave Salesforce in the exact format the bank accepts, encrypted, arrive at a top-tier U.S. bank, and come back confirmed, so that every transaction has a status somebody can stand behind.

System

We built the payment run end to end. Payments are gathered and formatted to the bank's specification, encrypted, and sent automatically: no one assembling files by hand. When the bank confirms, those confirmations come back in and close out each transaction, so finance always knows what actually cleared. We also built the export the accounting team needs, so the books and the system agree without anyone reconciling by hand. Everything was tested, documented, and formally reviewed before it went near real money.

Business change

The firm sends wires and ACH from inside the system it already runs on, with a confirmed status on every transaction. Volumes and counterparties remain confidential.

Challenge

Their booking system covers reservations, fleet, payments, and vehicle tracking, but giving an AI assistant free rein over a live business is how a demo becomes an incident. They needed it genuinely useful and genuinely fenced in.

System

We gave their staff an AI assistant that reaches the whole operation, then decided deliberately what it is allowed to do. Customers get a public assistant that can only look things up: it cannot change a booking or see another customer. Staff get one that defaults to read-only, and anything that moves money or deletes a record requires a second, deliberate approval. Nothing is exposed by accident; every capability was turned on one at a time.

Business change

It has run daily operations since launch, and the safety boundaries held through a full rebuild of the underlying platform connection.

Challenge

Every Salesforce team asks the same expensive questions (what does this org actually do, and what breaks if we change it) and the answers are buried where nobody looks. We built the product we wished every engagement could start with.

System

Ask it a question in plain English and it answers from what is really in the org, not from documentation someone forgot to update. Connect it to Claude and Claude can work against that org directly (reading, preparing changes, and deploying them) with per-organization limits on exactly what it can reach. Every action is logged and sensitive data is stripped before it travels. The product is working toward HIPAA compliance.

Business change

It runs against live Salesforce orgs every day as the Salesforce admin MCP. When we advise a client on connecting AI to Salesforce, it is because we built this and run it, not because we read about it.