Case Studies

Real projects, real results. Here's how I've helped businesses transform their operations with custom AI solutions.

Perk Planning Automation Suite

Automation solutions for client reporting workflows

Built two custom automation solutions to eliminate bottlenecks in Perk Planning's client reporting process: automated holdings report formatting and AI-powered PDF data extraction. These solutions eliminated over an hour of manual work per client while avoiding expensive enterprise software costs.

Key Results:

Avoided $30-50k annual enterprise solution costs
Saved 1+ hour per client across both workflows
Automation of holdings report formatting and PDF data extraction
Data flows seamlessly into Google Sheets in exact format needed

Financial ServicesCost SavingsProcess AutomationTime EfficiencyClient ReportingWorkflow Optimization

Project Details

Solutions Delivered

Automated Report GenerationIntelligent Document ProcessingSeamless Data IntegrationCustom Workflow Tools

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Patrick Properties Madison Website & Admin Portal

Complete property management website with real-time admin dashboard

Built a comprehensive property management solution featuring a professional website with advanced property filtering, organized form management, and a real-time admin portal. The project transformed scattered email-based workflows into a centralized, efficient system that allows the team to manage properties, pricing, and leads without technical expertise.

Key Results:

Replaced aging website with professional, modern design
Built comprehensive admin portal for property management
Streamlined form submissions with organized routing and management
Transformed scattered email workflows into centralized system

Property ManagementReal Estate TechProfessional WebsiteOperational EfficiencyLead ManagementSelf-Service Platform

Project Details

Solutions Delivered

Centralized Management PlatformSmart Lead RoutingSelf-Service Property UpdatesMobile-Friendly DesignOrganized Request Management

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Comp Crunch Chrome Extension

Making professional market analysis accessible without expensive MLS subscriptions

Built an accessible tool that democratizes real estate data access by automating bulk data collection and analysis from publicly available sources. This Chrome extension makes professional-grade market research available to anyone without expensive enterprise subscriptions.

Key Results:

2,700+ total installations across Chrome Web Store
933 active users currently using the extension
500 properties per export capability
Democratized access to bulk real estate data for independent professionals

Real EstateMarket ResearchCost-Effective SolutionProfessional ToolsData AnalysisIndependent Professionals

Project Details

Solutions Delivered

Bulk Data Export (500+ properties)Instant Market AnalysisAccessible Pricing ModelOne-Click Data Collection

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