Case Studies

MediRate

Medicaid reimbursement intelligence — from automated nationwide collection to production SaaS across all 50 states + DC

Medicaid covers more than 80 million Americans and approaches roughly $1 trillion in annual program spend — the largest government-funded healthcare program in the United States…

• A national reimbursement dataset bootstrapped through systematic browser automation across state portals, then transitioned to a curator-owned workflow as operations matured — without throwing away the unified schema.
• Subscribers move from weeks of fragmented manual research to minutes of filtered search, comparison, and governed export.
• Policy and rate-change signals (bulletins, SPAs, legislation) reach the right inbox through a preference-matched, production alert pipeline.

AI-Powered Clinical Research Assistant

From information overload to citation-grounded intelligence

Clinical research generates thousands of pages across protocols, investigator brochures, literature, agency guidance, and real-world evidence. Keyword search is slow, brittle, a…

AI-Enabled Outreach for Public Health Programs

Inclusive, multilingual engagement for Medicare and Medicaid populations

Federal and state programs serve more than one hundred million Americans through Medicare and Medicaid, yet outreach and enrollment remain difficult. Mailers, call centers, and …

• Higher program participation within months of launch.
• Reduced language barriers to understanding and enrolling in benefits.
• Faster resolution of common questions without call-center load.

STTMS

From fragmented ERP data to a single construction intelligence hub

A leading construction company operated with fragmented data: financials, schedules, resources, and compliance lived across ERP systems and state-specific stores. Reporting cycl…

• Month-end close and reporting cycles compressed from weeks to days.
• True cross-state and cross-project benchmarking on shared definitions.
• Leadership decisions anchored in current, reconciled metrics.

Agentic Data Extraction

Any source, any system, structured for downstream AI

Valuable enterprise data often remains trapped in silos: state Medicaid portals, e-commerce catalogs, government PDFs, construction compliance filings, and financial disclosures.

• Used across Medicaid and Medicare intelligence, retail pricing, construction compliance, and financial reporting use cases.
• Reduced manual collection windows from weeks to hours with repeatable daily refreshes.
• Structured feeds power assistants that answer comparative and temporal questions at scale.

Cross-Channel Marketing Intelligence

Google Ads to TikTok in one governed view

A global B2C brand operated with fragmented performance data across Google Ads, Meta, TikTok, and email. Each platform reported on its own definitions, which obscured true retur…

• Manual reporting time reduced materially through automation.
• Clearer visibility into multi-channel return on investment.
• Budget reallocations driven by integrated insights improved campaign efficiency.

Event-Based Product Analytics

Retention, funnels, and churn signals across web and mobile

A SaaS company lacked a unified view of behavior across its web application, mobile application, and marketing sites. Product and growth teams could not reliably pinpoint fricti…

• Onboarding drop-offs identified and addressed, contributing to reduced churn.
• Feature adoption improved after UX changes informed by behavioral evidence.
• Weekly automated narratives replaced ad-hoc manual reporting for key stakeholders.

GA4 Migration and Advanced Attribution

From Universal Analytics to event-driven measurement

A mid-size e-commerce merchant still relied on Universal Analytics patterns that did not capture modern funnels or cross-domain checkout behavior, limiting attribution quality u…

• More accurate channel and campaign attribution.
• Quantified revenue leakage from cart abandonment surfaced for remediation.
• Predictive signals for repeat purchase propensity enabled targeted retention plays.

Lead Intelligence Platform

From capture to conversion with automation and scoring

A B2B services company received unstructured leads from LinkedIn, HubSpot forms, and inbound email without a unified scoring, routing, and nurture model. High-value opportunitie…

• Lead response times compressed from days to hours.
• Higher conversion rates on qualified pipeline.
• Predictive scoring consistently surfaced large-contract opportunities for sales focus.

Social Media Command Center

Scheduling, analytics, and engagement in one surface

A fast-growing digital brand managed courses on Kajabi alongside Instagram, TikTok, and live chat on separate tools. The fragmentation produced duplicated work, inconsistent mes…

• Large reduction in manual scheduling and posting workload.
• Improved visibility into advertising versus organic versus course revenue contribution.
• Higher engagement through assisted replies and proactive messaging grounded in unified context.