Skip to content

03Use casesEngagement records

Eight things we built. What each one replaced.

Real projects for real businesses, written up the way we track them: the problem, the build, the number it returned.

8
Featured projects
$50K+
Average annual savings

01ProofHeadline outcomes

Three numbers first.

The engagements clients ask about most, recorded as we track them.

Engagement outcomes
XG-CS 01Professional servicesFour SaaS platforms, one dashboard suiteReplaced
  • 4 enterprise SaaS platforms
  • Days-long reporting cycles
BuiltOne custom XOGENT dashboard suite$250Ksaved over five years
XG-CS 02Financial servicesClient onboarding without the data entryReplaced
  • 3-week onboarding process
  • Manual data entry
BuiltAutomated client onboarding portal10×faster onboarding
XG-CS 03LegalA $180K case-management deployment, retiredReplaced
  • $180K case-management deployment
  • Ongoing licensing
BuiltCustom CRM matched to the firm’s workflow89%of the legacy system replaced

02Featured builds

The work, in detail.

Eight systems we built for clients, each written up the way we track it: what it does, what it connects, what it returned.

  1. Dashboard & CRM01

    One dashboard to run your entire business

    A centralized command center integrating HubSpot for CRM, ClickUp for task management, Zoom for meetings and phone, Clockify for time billing, Outlook for calendar and email, and SharePoint for file management. All in a single, unified interface.

    6+

    platforms no longer switched between daily

    • HubSpot
    • ClickUp
    • Zoom
    • Clockify
    • Outlook
    • SharePoint
  2. Client portal02

    Automated client communication that works

    A full-featured client portal for streamlined communication, automated reminders, and secure document delivery with built-in confirmation tracking. We replaced DocuSign with a custom in-house solution, saving the client $10K annually while providing a better experience.

    $10K

    saved annually

    • Custom portal
    • DocuSign replacement
    • Automated reminders
    • Secure delivery
  3. Project management03

    Project tracking built for your workflow

    A custom internal project tracking application with fully configurable custom fields, role-based secure user management, and workflow automation. Designed to match exactly how the team works. No compromises, no unnecessary features.

    100%

    adoption, zero unnecessary features

    • Custom fields
    • Role-based access
    • Workflow automation
    • Team management
  4. Financial tools04

    Drag-and-drop budget intelligence

    Smart budgeting software that lets clients drag and drop bank statements for instant OCR import. The system automatically categorizes expenses and identifies opportunities for consolidation or elimination, turning hours of manual work into seconds.

    Hours → seconds

    of manual work per statement

    • OCR import
    • Auto-categorization
    • Drag & drop
    • Bank statements
  5. Email & workflow05

    Intelligent email that takes action

    An advanced email management platform integrating with Outlook for email and calendar, SharePoint and Egnyte for automated attachment management, AI-powered rules for smart categorization, plus deep integration with ClickUp and a proprietary ticket management system for accelerated action-taking.

    Seconds

    from inbox to action, not hours

    • Outlook
    • SharePoint
    • Egnyte
    • ClickUp
    • AI categorization
    • Ticket management
  6. Content & AI06

    AI content engine that runs itself

    An intelligent RSS feed management system with AI-powered aggregation that automatically curates, summarizes, and publishes content for website blogs. The AI handles what used to require a dedicated copywriter and hours of manual aggregation.

    $18K+

    annual savings in copywriting and manual work

    • RSS aggregation
    • AI summarization
    • Auto-publish
    • Content curation
  7. Security & compliance07

    Automated security that never sleeps

    A comprehensive security management application that monitors compliance posture, manages control integrations, tracks vulnerabilities, enforces policy management, and maintains a full asset inventory across multiple ecosystems. Daily drift monitoring catches issues before they become incidents.

    $20K

    saved annually

    • Compliance
    • Vulnerability tracking
    • Policy management
    • Asset inventory
  8. Backend CRM library08

    Build your own CRM without starting from scratch

    A powerful backend CRM library that provides a complete API layer, allowing clients to develop their own custom frontend while leveraging battle-tested CRM data management, contact tracking, pipeline automation, and reporting under the hood. Ship a fully custom CRM experience in a fraction of the time and cost.

    ~$20K

    average savings per project

    • API layer
    • Contact tracking
    • Pipeline automation
    • Custom frontend ready

Have a similar challenge?

Every use case above started with a conversation. Tell us about yours and we'll show you what's possible.

or call (678) 208-8866