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. peak season is in five 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
Why no client names or outcome metrics on this page
Real outcome stories and references belong in a private fit conversation, not on a marketing page. The scenarios above describe the shape of the work and the risks we plan for. Specific clients, specific numbers, and verifiable references are shared during discovery, after a mutual NDA if useful.