Fin-techB2B fintech replacing a slow customer account portal
A growing fintech serves business customers through a portal that has accumulated 4 to 5 years of feature debt. Auth is brittle, audit trails are partial, and a new compliance regime makes the gaps urgent. The team needs a portal that customers actually use without support tickets, and that satisfies an upcoming audit.
Typical scope
- Authenticated customer access with role-based permissions
- Document workflows (upload, review, approve, archive)
- Transaction history with search and export
- Admin console for support and operations
- Append-only audit trail for sensitive actions
- SSO and MFA integration
Risks we plan for
- Migrating live users without breaking sessions or permissions
- Reconstructing audit history for periods the legacy system did not log
- Compliance scope creep mid-engagement
What gets delivered
- ✓Phased migration plan with cut-over checkpoints
- ✓Audit-ready evidence pack (logs, access records, change history)
- ✓Runbook for compliance reviews going forward
Marketplace checkout rebuild after a vendor walked away
An online retailer hired an outside vendor to replatform checkout. Mid-project, the vendor disengaged, leaving a half-done rewrite that does not run end to end. Returns and exception flows still go through the legacy system. Christmas is in 5 months. The team needs a path that ships, not a third rewrite.
Typical scope
- Order ingestion from web and marketplace channels
- Inventory reservation and exception handling
- Returns and refunds workflow
- Carrier and marketplace status sync
- Customer support views with order timeline
- Operational dashboards for fulfillment exceptions
Risks we plan for
- Holiday traffic ceiling on the legacy system before cut-over
- Hidden coupling between checkout and the legacy admin
- Payment provider sandbox quirks revealed only at load
What gets delivered
- ✓Slice-by-slice migration that keeps the legacy flow live until each piece is ready
- ✓Load test report at 1.5x peak before each cut-over
- ✓Operational handoff with on-call runbook for holiday season
Learning platform with feature requests outrunning the build
An education company runs a course delivery platform that grew organically. Instructors and admins want assessments, certificates, and reporting. The codebase makes each addition harder than the last. The team wants to keep shipping without a full rewrite, and to know which parts are worth saving.
Typical scope
- Course authoring with structured lesson types
- Learner progress tracking and resumption
- Assessments, scoring, and certificates
- Instructor dashboards with cohort views
- Administrator reporting and exports
- Single sign-on with school district identity providers
Risks we plan for
- Data model that does not cleanly support new lesson types
- Test coverage gaps in scoring logic that must be correct on day one
- Legacy customer integrations expecting old report formats
What gets delivered
- ✓Audit memo with which subsystems to keep, refactor, or replace
- ✓First production release of the new assessment engine
- ✓Reporting compatibility layer so existing customers do not break
Field operations system replacing paper forms and a shared spreadsheet
A regional agribusiness coordinates field crews from a back office. Today the field team writes on paper and types into a shared spreadsheet at the end of the day. Lost forms, double entry, and spotty cell coverage are slowing the operation. The team wants a tablet-friendly field tool that works offline and syncs cleanly when it can.
Typical scope
- Offline-capable mobile field entry (tablet and phone)
- Geospatial tagging for field locations and routes
- Task assignment and status across crews
- Photo and document capture from the field
- Operations dashboard for the back office
- Sync with the existing back-office stack
Risks we plan for
- Connectivity gaps causing conflict resolution at sync time
- Tablet hardware variability in the field
- Field team adoption if the tool feels heavier than paper
What gets delivered
- ✓Mobile field application for the two most used workflows in the first release
- ✓Sync conflict policy documented and tested under intermittent connectivity
- ✓Operations dashboard with the reports the back office runs every Monday
Internal logistics workflow replacing a brittle Excel and Access setup
A logistics operator coordinates dispatch through a shared Excel workbook and an old Access database. The system worked at 50 jobs a day. At 400, double bookings, status drift, and lost paperwork are eating margin. The operator needs a tool the dispatch team can adopt in a week, not a six month enterprise rollout.
Typical scope
- Job lifecycle management (intake, assignment, in transit, complete)
- Status sync with carrier and customer systems
- Exception queue for delays, damage, and missing documents
- Document storage with delivery proof
- Communication log with timestamps and ownership
- Partner and contractor portal for shared visibility
Risks we plan for
- Migrating live jobs from the spreadsheet without losing in-flight work
- Dispatcher adoption if the new tool removes a familiar shortcut
- Partner integrations with carriers that expose only legacy APIs
What gets delivered
- ✓Phased rollout starting with one dispatch desk before company-wide cut-over
- ✓Data migration with reconciliation report against the old workbook
- ✓Training material the team uses without a consultant in the room
What's intentionally not included
No client names. No fake testimonials. No outcome claims framed as results. No metrics. The scenarios describe the shape of the work and the risks we plan for, not specific outcomes attributed to specific clients. Real outcome stories belong in a sales conversation, when there is something specific to share.