Selected Engagements

Real engagements showing how architecture, security, and automation come together in operating environments.

CostPilot

AI Workflow Automation for Finance Ops

Problem

Receipt handling and approvals were spread across manual steps, slowing reconciliation and limiting visibility into spend.

Business Result

Receipt intake, extraction, approvals, and reporting moved into a single reviewable workflow, giving finance operations better visibility and far less spreadsheet-heavy follow-up.

What We Changed

  • Built a multi-tenant workflow for receipt intake, extraction, review, and approvals
  • Added AI-assisted document handling with validation paths for human review
  • Structured the product for repeatable tenant boundaries and usage-aware growth

Technical Signals

  • AI-assisted extraction with fallback validation
  • Multi-tenant architecture and data boundaries
  • Approval workflow design
  • Usage-aware product structure

Project Screens

A few product views from the engagement.

CostPilot receipt detail modal showing AI-extracted line items and receipt metadata.
CostPilot dashboard with project summary cards, quick actions, and recent activity.
CostPilot landing page highlighting AI-powered construction expense tracking.

Revolution Aligners

Healthcare Operations Workflow

Problem

Case coordination depended on disconnected channels, creating handoff friction, visibility gaps, and regulatory pressure.

Business Result

Case coordination moved into a seven-stage operating workflow with clearer handoffs, stronger traceability, and more reliable follow-up across email and WhatsApp.

What We Changed

  • Implemented a seven-stage workflow with centralized status tracking and clearer ownership
  • Designed document and activity handling with traceability in mind
  • Coordinated notifications across email and WhatsApp to reduce follow-up gaps

Technical Signals

  • Seven-stage workflow orchestration
  • Traceable activity and document handling
  • Cross-channel notifications
  • Healthcare process standardization

Project Screens

A few product views from the engagement.

Revolution Aligners upload images workflow for patient photos and X-rays.
Revolution Aligners sign-in screen for dental case management.
Revolution Aligners 3D treatment plan viewer with IPR overlays.

Cloud Governance Baseline

Security, Risk & Compliance Readiness

Problem

Required controls, logging, and evidence collection across AWS accounts were inconsistent and difficult to scale without adding operational drag.

Business Result

The team left with a repeatable baseline for logging, patch management, and audit evidence collection across AWS accounts, reducing one-off prep work and making governance reviews easier to repeat.

What We Changed

  • Created repeatable Terraform modules for preventive guardrails and baseline controls
  • Standardized logging, patching, and evidence collection workflows across environments
  • Established review workflows tied to client control requirements

Technical Signals

  • Multi-account AWS governance
  • Terraform modules and repeatable guardrails
  • Baseline logging and evidence workflows
  • Patching and response workflows

Project Screens

A few product views from the engagement.

Cloud Governance Baseline patch management architecture for AWS Systems Manager and EC2 patch groups.