Our work

A financial services firm runs its daily operations on dashboards built for its own teams

Internal tools became hosted web apps, on cloud and network foundations we deployed, with senior technology guidance throughout.

Last updated November 13, 2026

Anonymized at client request. Reference calls available under NDA.

The problem

Daily operations ran on manual work and desktop tools that only a few people could maintain, with no single technology lead.

What we did

Internal dashboards

Several dashboards for daily operations across the firm's teams.

Hosted web apps

Those tools moved off the desktop and into hosted web apps.

Cloud and network

We deployed the firm's Azure cloud environment and its office network.

Senior technology adviser

CTO-level guidance and services for the firm.

Runs in: The firm's own Azure environment

Timeline

Ongoing engagement.

Who uses it now

The operations teams, daily.

What changed

One place for daily operations
Teams work from dashboards built for them.
Hosted, not on one desktop
The tools run as web apps in the firm's own cloud.
A technology lead to call
Senior guidance on the decisions behind the tools.

Running daily operations on tools only a few people can maintain?

Describe them. We will say what is worth rebuilding.

Start a project

Custom apps and portals

Web apps with AI inside, for your staff or your clients.

A forensic accounting practice

Intake automation with a record of every step.

A dumpster rental company

Daily checks that raise only the exceptions.

An investment adviser

A private AI workspace inside the firm.

Tell us what you want built.

A working session is 45 minutes on one idea from your company: what to build, what it needs, and what it would cost.