Client Case Studies

A sample of the AI and serverless projects we've delivered for enterprise clients, SaaS companies, and growth-stage startups since 2016.

1

Enterprise CRM AI Integration

Enterprise Sales

The Challenge

A large B2B sales organization was struggling with lead overload. Their CRM held thousands of inbound leads with no reliable way to prioritize outreach. Sales reps were spending 2–3 hours per day manually triaging leads and drafting cold emails, leading to delayed follow-ups and missed pipeline opportunities.

The Solution

We built a serverless Lambda API that connects directly to their CRM via webhook. On each new lead event, the API queries enrichment data, scores the lead using a custom OpenAI prompt trained on their historical win/loss patterns, and auto-generates a personalized outreach draft for the assigned rep. The system deploys via Serverless Framework on AWS with full audit logging.

Key Technologies

  • AWS Lambda
  • OpenAI GPT-4o
  • Serverless Framework
  • Node.js
  • Salesforce API
  • DynamoDB

Outcome & Results

35% increase in sales team efficiency within 60 days. Average lead response time dropped from 18 hours to under 2 hours. Reps reported spending less time on admin and more time on high-value conversations.

2

RAG-Powered Customer Support Bot

SaaS / Customer Support

The Challenge

A fast-growing SaaS company was drowning in tier-1 support tickets covering password resets, feature how-tos, and billing questions. These issues required no engineering judgment but consumed their entire support team's bandwidth. Response SLAs were slipping and customer satisfaction scores were declining.

The Solution

We built a retrieval-augmented generation (RAG) knowledge base by ingesting their full help center, internal runbooks, and product changelog into a vector store using OpenAI embeddings. A GPT-4o-powered chat interface surfaces accurate, cited answers in real time. An escalation trigger routes unresolved queries to human agents with full conversation context. Hosted on AWS with a Slack integration for the support team.

Key Technologies

  • OpenAI GPT-4o
  • OpenAI Embeddings
  • Pinecone
  • AWS Lambda
  • React
  • Node.js
  • Slack API

Outcome & Results

60% reduction in tier-1 support tickets within the first month. Mean first-response time improved from 4 hours to under 30 seconds for covered topics. Support team reallocated to complex, high-value issues.

3

Legacy WordPress → Headless CMS Migration

Digital Agency / Marketing

The Challenge

An agency client's WordPress site had accumulated 8 years of plugins, custom theme hacks, and unoptimized media. Page load times averaged 6–9 seconds, Lighthouse scores were in the 30s, and the editorial team found publishing new content painful due to a fragile plugin stack and frequent conflicts after updates.

The Solution

We executed a full headless migration: content was moved to Sanity CMS with a structured schema matching the client's editorial workflow. The front end was rebuilt in Gatsby v5 with static generation, image optimization via gatsby-plugin-image, and incremental builds for fast deploys. Deployed to Netlify with branch previews so editors can review changes before publishing.

Key Technologies

  • Gatsby v5
  • Sanity CMS
  • React
  • styled-components
  • Netlify
  • gatsby-plugin-image
  • GROQ

Outcome & Results

4x page speed improvement. Lighthouse performance scores jumped from the mid-30s to 95+. Time-to-first-byte dropped from ~2.1s to under 200ms. Editors praised the Sanity Studio interface and content publishing time was cut in half.

4

AI Automation Agent for Data Processing

Fintech / Data Operations

The Challenge

A fintech startup's data ops team was spending 8+ hours per day manually ingesting CSV exports from three upstream data providers, cross-referencing records, flagging anomalies, and formatting everything into a standardized report for stakeholders. The process was error-prone, bottlenecked on one analyst, and blocked daily decision-making.

The Solution

We designed and built a multi-step AI agent using Anthropic Claude with tool use. The agent autonomously fetches files from S3 triggers, normalizes schemas across provider formats, uses Claude's reasoning to detect and explain data anomalies, and generates a structured Markdown report with executive summary. Orchestrated with AWS Step Functions for reliability and retry logic; results are pushed to Slack and stored in S3.

Key Technologies

  • Anthropic Claude 3.5
  • AWS Step Functions
  • AWS Lambda
  • AWS S3
  • Python
  • Pandas
  • Slack API

Outcome & Results

8 hours of daily manual work fully automated. Report delivery moved from end-of-day to 7:00 AM each morning. Error rate in cross-referenced records dropped to near zero. The analyst was redeployed to higher-leverage modeling work.

5

Restaurant Chain Web Platform

Food & Beverage / Hospitality

The Challenge

A regional restaurant chain with 12 locations had an outdated static website that couldn't support online ordering, menu updates were a developer dependency, and there was no unified digital presence across locations. The team wanted each location manager to be able to update hours, specials, and menu items without touching code.

The Solution

We built a full-featured web platform with React and Sanity CMS, giving each location its own content-managed page with menus, hours, and specials. A serverless checkout flow (AWS Lambda + Stripe) powers online ordering with location-specific routing. The Sanity Studio was customized with role-based access so location managers can only edit their own content. Deployed to Netlify with automated preview builds on CMS publish.

Key Technologies

  • React
  • Gatsby v5
  • Sanity CMS
  • AWS Lambda
  • Stripe API
  • styled-components
  • Netlify

Outcome & Results

Online orders up 45% within 3 months of launch. Location managers independently update menus and specials daily with no developer involvement needed. Site-wide Lighthouse score improved from 52 to 97. Reduced reliance on third-party ordering platforms saved the chain ~$2,400/month in commissions.

Ready to Build Something Like This?

Tell us about your project and we'll put together a plan. Our AI and serverless engineers are ready to help you move fast and ship something that works.

San Francisco