Portfolio

Representative engagements across the Microsoft stack

Anonymized examples of the architectural problems we solve for mid-market teams. Filter by the service that fits your challenge.

Representative engagements. Client identities are withheld; each example reflects the class of problem, the architecture applied, and the outcomes typical of our mid-market work.

Azure CloudHealthcare Distribution · ~180 staff

Zero-downtime migration of a fulfillment platform to Azure

A regional medical-supply distributor moved its order and inventory system off end-of-life hardware without interrupting 24/7 fulfillment.

  • 0hrs downtime
  • 41%lower infra cost
  • faster peak scaling
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Challenge. The core order platform ran on end-of-life servers with no disaster recovery. A single hardware failure risked halting fulfillment for hundreds of clinics, and seasonal load routinely degraded performance.

Solution. We designed an Azure landing zone — hub-and-spoke networking, Entra ID, and policy guardrails — then executed a phased, zero-downtime migration with database replication and a cutover validated against a staging environment. Autoscaling and Azure Monitor replaced the fixed-capacity hardware.

Azure CloudDiscrete Manufacturing · ~140 staff

Disaster recovery for a manufacturer's shop-floor systems

A precision-parts manufacturer eliminated a single point of failure that could idle production, backed by a recovery plan that is actually tested.

  • <2 hrsrecovery time
  • 15 mindata-loss window
  • 1sttested restores
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Challenge. MES and ERP ran in a single on-prem rack with backups that had never been restore-tested. An outage would idle two production shifts with no way to recover quickly.

Solution. We implemented an Azure Site Recovery topology with cross-region replication, codified recovery runbooks, and ran quarterly failover drills. Workloads were re-platformed onto managed IaaS with immutable backup retention — and restore-tested for the first time in the company's history.

Azure CloudSpecialty E-commerce · ~90 staff

Cost governance and autoscaling for a seasonal storefront

A niche online retailer cut cloud spend while absorbing 5× holiday traffic, without paying for peak capacity all year.

  • 38%lower cloud spend
  • peak traffic handled
  • SKU-levelcost visibility
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Challenge. The retailer paid for peak capacity twelve months a year to survive a six-week surge, and had no visibility into which workloads actually drove cost.

Solution. We introduced FinOps practices — resource tagging, budgets, and Azure Cost Management dashboards — and re-architected the storefront onto Azure App Service with autoscale rules and Azure Front Door caching.

Dynamics 365B2B Industrial Supply · ~120 staff

Replacing spreadsheet pipeline tracking with Dynamics 365 Sales

A regional industrial supplier moved quoting and pipeline off shared spreadsheets into a governed Dynamics 365 and Dataverse model.

  • 85%forecast accuracy
  • 60%faster quoting
  • 15 hrs/wkre-keying removed
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Challenge. Sales pipeline lived in disconnected spreadsheets with no single view of deals, no reliable forecast (accuracy hovered near 50%), and quotes were re-keyed into the ERP by hand.

Solution. We designed a Dataverse schema for accounts, opportunities, and quotes, implemented Dynamics 365 Sales with guided business process flows, and built a Power Automate integration to the ERP to end double entry.

Dynamics 365Professional Services · ~75 staff

Case management and SLA tracking on Dynamics 365 Customer Service

A mid-market services firm replaced an inbox-driven support process with structured case management and measurable SLAs.

  • 94%SLA adherence
  • 34%faster resolution
  • <2 hrsfirst response
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Challenge. Client requests arrived across personal inboxes with no tracking, ownership, or SLA measurement — leading to missed commitments and no data to improve on.

Solution. We deployed Dynamics 365 Customer Service with a unified queue, automated case routing, SLA timers, and a client-facing status portal on Power Pages.

Dynamics 365Wholesale Distribution · ~160 staff

Consolidating operations on Dynamics 365 Business Central

A wholesale distributor unified a legacy accounting package and warehouse spreadsheets into a single Business Central ERP.

  • 3 daysmonth-end close
  • 98%inventory accuracy
  • 3 sitesreal-time stock
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Challenge. Finance, inventory, and purchasing ran on three disconnected systems, forcing month-end reconciliation by hand (a nine-day close) and obscuring true stock positions.

Solution. We implemented Dynamics 365 Business Central across financials, inventory, and purchasing, migrated historical data, and integrated the warehouse scanners via a .NET connector.

Copilot & AIFinancial Advisory · ~60 staff

Microsoft 365 Copilot readiness for a financial advisory firm

A boutique advisory firm prepared its Microsoft 365 estate for Copilot by remediating years of file oversharing before rollout.

  • 12,000+files remediated
  • 100%client folders labeled
  • 0oversharing incidents
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Challenge. The firm wanted Copilot's productivity gains but held sensitive client financial data with years of accumulated file oversharing — a direct risk that Copilot would surface restricted content to the wrong users.

Solution. We ran a data-governance assessment across SharePoint permissions, sensitivity labels, and retention, remediated oversharing, applied Microsoft Purview sensitivity labels, and ran a scoped pilot with defined success metrics before broad rollout.

Copilot & AILogistics / 3PL · ~220 staff

AI-assisted load-tender triage for a freight brokerage

A regional freight broker automated the triage and quoting of unstructured email load tenders with a grounded Copilot Studio agent.

  • 78%faster quotes
  • 32 hrs/wkreclaimed
  • 2.4×volume, same team
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Challenge. Dispatchers manually read load tenders from a shared mailbox and re-keyed them into a legacy TMS with no API, capping throughput and losing winnable freight to slow quotes.

Solution. We built an event-driven intake pipeline (Microsoft Graph plus Azure AI Document Intelligence), a Copilot Studio agent using retrieval-augmented generation over the tariff knowledge base to draft quotes, a Dataverse system of record, and a .NET anti-corruption layer over the legacy TMS.

Copilot & AIRegulatory Compliance · ~110 staff

A grounded knowledge assistant over a compliance library

A compliance consultancy gave its analysts a retrieval assistant that answers from an approved regulatory library — with citations.

  • 70%less research time
  • 100%answers cited
  • 18,000docs indexed
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Challenge. Analysts spent hours searching thousands of regulatory documents; answers depended on who you asked, with no traceability back to source.

Solution. We built a retrieval-augmented assistant over an Azure AI Search index of the approved document set, with grounding, passage-level citations, and access scoped by Entra ID so analysts only retrieve what they are cleared to see.

.NETInsurance Brokerage · ~130 staff

Incremental modernization of a legacy insurance application

An insurance broker modernized a brittle legacy application without a risky big-bang rewrite, using the strangler-fig pattern.

  • weeklyrelease cadence
  • 55%faster page loads
  • 0unplanned downtime
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Challenge. A decade-old .NET Framework application was unmaintainable, slow to change, and a growing compliance risk — but a full rewrite was too risky to the running business.

Solution. We applied the strangler-fig pattern: standing up new ASP.NET Core services behind a routing facade, migrating modules incrementally with automated tests and CI/CD, and moving workloads to Azure App Service. Release cadence moved from quarterly to weekly.

.NETLogistics Technology · ~85 staff

A .NET integration platform for disconnected systems

A logistics software vendor replaced fragile point-to-point scripts with a governed .NET API integration layer.

  • 4 daysclient onboarding
  • 62%fewer sync tickets
  • 99.9%sync reliability
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Challenge. Customer onboarding relied on brittle, hand-maintained scripts to sync data between the product and each client's ERP — slow (about three weeks each), error-prone, and impossible to scale.

Solution. We built an ASP.NET Core integration platform with a standardized API contract, an anti-corruption layer per external system, message queuing for reliability, and full observability via Application Insights.

.NETMembership Association · ~50 staff

A self-service member portal on full-stack .NET

A professional membership body replaced phone-and-email administration with a self-service portal, freeing staff from routine requests.

  • 70%transactions self-served
  • 25 hrs/wkadmin time saved
  • 24/7member access
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Challenge. A small team manually processed renewals, profile updates, and event registrations by phone and email, consuming most of the staff week and frustrating members.

Solution. We built a full-stack .NET portal (ASP.NET Core with a modern single-page front end) on Azure, with Entra External ID for member sign-in, self-service renewals and registrations, and integrated payments.