AI property reconciliation across Yardi and QuickBooks(opens the agency's site)
Delivered three AI coordinators that match transactions, route exceptions and prepare close reporting.
WWiserBrandIndustry
Professional Services case studies
Published AI and automation projects for Professional Services organisations, from agencies in the Administrate directory.
74 case studies · See all Professional Services agencies
Bullhorn: Salesforce customer hub with an Agentforce AI agent(opens the agency's site)
Single sign-on self-service portal on Experience Cloud, with an AI chat agent that answers from the knowledge base and hands off to staff.
LLaunchPad LabHealth insurer: AI assistant for medical necessity reviews(opens the agency's site)
AI tool that reads clinical records, matches them to care guidelines and drafts nurse review notes with a full audit log.
LLaunchPad LabConsumer lender: AI document automation into Salesforce(opens the agency's site)
Amazon Textract pipeline that reads emailed loan documents and updates the matching Salesforce records without manual keying.
LLaunchPad LabMan Group: 16 front-end applications for portfolio managers(opens the agency's site)
Built and maintained data, risk and portfolio tools on a shared design system for an investment firm.
SSTX NextChemical manufacturer: predictive maintenance and forecasting(opens the agency's site)
Built a platform that ingests sensor data, flags anomalies early and supports demand and energy forecasting.
SSTX NextSEONIIC: custom SaaS platform for SEO workflows(opens the agency's site)
Combined scattered SEO tasks into one product with guided workflows, AI-assisted content and Stripe subscriptions.
AAgency Partner Interactive LLCHealthy Mind Map: website rebuild for a mental health platform(opens the agency's site)
Rebuilt an outdated site with modern UI, UX and development for simpler navigation.
AAgency Partner Interactive LLCPrivate equity firm: agentic go-to-market and outreach engine(opens the agency's site)
Built AI agents that spot buying signals, find matching targets and run tailored outreach to grow a PE firm's deal flow.
HHumanly AgileDiversified marketing group: structured AI change program(opens the agency's site)
Ran executive workshops, a group-wide AI opportunity review and guided sprints that moved ranked pilots to tested prototypes.
HHumanly AgileBig 4 professional services firm: global AI strategy(opens the agency's site)
Mapped how AI could reshape the sector, built future scenarios and ran co-design workshops to shape a global AI strategy.
HHumanly AgileElectricity utility: AI-ready innovation function design(opens the agency's site)
Designed the blueprint for a new innovation unit and ran a design sprint that produced a clickable prototype.
HHumanly AgileJawun: cyber policy review and data classification framework(opens the agency's site)
Ran workshops to update cyber policies and write data lifecycle and data classification rules for a community group.
IInterIntraYour Place Housing: move from AWS to Microsoft 365(opens the agency's site)
Moved a housing provider's data and servers to SharePoint Online and Entra ID, then retired its AWS setup.
IInterIntraMoneyGeek: semantic site mapping for search and AI visibility(opens the agency's site)
Restructured internal links and content clusters so search engines and AI systems could read an insurance content library.
GGo Fish DigitalO2Trainer: TikTok Shop strategy and video ads(opens the agency's site)
Turned podcast footage into targeted TikTok videos and ran the profile, ads and TikTok Shop strategy.
GGo Fish DigitalTeamLogic IT: franchise network website on Kentico(opens the agency's site)
Rebuilt a franchise network's site with shared national content, local pages and faster mobile performance.
BBizStreamFlorida Association of Insurance Agents: Kentico website(opens the agency's site)
Moved an association site to cloud Kentico with unified search and WCAG 2.2 AA design.
BBizStreamOpsFolio: multi-sector operations platform with AI advisor(opens the agency's site)
Built one config-driven platform for bookings, assets and staff, with live data and AI alerts on no-shows and gaps.
NNova Era AgencyCommure: healthcare technology summit video(opens the agency's site)
Filmed and edited a summit video showing how the firm's engineers work with clients on health technology problems.
NNova Era AgencyHampshire Property Group: Claude training and team-built AI tools(opens the agency's site)
Trained staff from eight teams on Claude, who then built working tools, including a Cowork workflow for park social posts.
GGet AI ReadyVisible: content refresh and SEO programme for SaaS growth(opens the agency's site)
Refreshed decaying posts, fixed technical SEO issues and added link building to grow organic traffic and trial sign-ups.
TTen SpeedHealth services business: staff AI usage review and roadmap(opens the agency's site)
Mapped unmanaged staff AI use across several platforms and set out a staged path from basic rules to training.
VVibeZeroData, privacy and AI review of a third-party SaaS platform(opens the agency's site)
Independent review of how a vendor handled confidential client data and AI, with rated risks and questions for the vendor.
VVibeZero