Resources

Case studies, white papers,
and the playbook behind them.

Three real engagements we've shipped — across marketing operations, HR consulting, and trade-show production — plus the Advisory team's library of industry analysis and strategy frameworks. Client names withheld under mutual NDA; problems, architecture, and outcomes are real.

01Lead-Gen Platform 02HR Operations Platform 03AI Strategy Engine

01 · Marketing Operations · B2B Compliance & HR verticals

Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

A fractional marketing operator was running outreach for multiple client companies across separate CRMs, spreadsheets, and inboxes. Cross-client data leakage was a real risk, and proving ROI per client meant cobbling together exports every month. He needed one console — with airtight per-client isolation — to run every campaign and report results back to each client on their own login.

What we built

Multi-tenant CRM with strict per-client data isolation enforced at the repository layer (no cross-client read paths exist)
Email campaign sequencing with open / click / reply tracking and automatic hot-lead flagging on first reply
Per-client dashboards (clients see only their own metrics) plus an admin roll-up across the entire book of business
Custom field definitions and lead grading configurable per client without code changes
JWT auth with client-scoped tokens, role-based access for admin vs. client users

Outcome

— Two clients onboarded as charter tenants — DoD/CMMC compliance and talent acquisition verticals
— Architecture supports unlimited additional clients without per-tenant code
— Hot-lead detection surfaced first replies in real time, replacing daily inbox triage

Azure Functions v4Cosmos DBTypeScriptJWT auth

● client: acme-compliance▾

Campaign Dashboard

Q1 Cold Outbound · Aerospace

LIVE

4,218

Sent

47.2%

Open

8.6%

Hot

New hot lead · S. Marsh, CTO

First reply to "DoD audit readiness" · 2 min ago

Westvale Mfg.Discovery$48K

Halberd SystemsProposal$112K

Coastal LogisticsNegotiation$67K

02 · Professional Services · Independent HR consulting practice

Operations Platform for an Independent HR Consultancy

An HR consultant was running a multi-client practice on SharePoint, OneDrive, Excel, and Bill.com — four tools that did not talk to each other. Client documents were scattered, Section 125 compliance testing was manual, employee training was tracked outside the platform, and PII regularly slipped into the wrong folders. Switching between clients meant navigating four separate folder structures.

What we built

Unified consultant dashboard with one-click client switching and a daily AI-generated task brief
Document hub that connects to existing SharePoint/OneDrive — no migration required, files stay where they are
Automated Section 125 compliance testing pulling from stored client data, with PDF report generation
Client-facing training portal where employees complete assigned modules and download auto-generated completion certificates
PII scanner that flags and quarantines documents containing SSNs and other sensitive identifiers on upload
Bill.com integration surfacing invoice status and outstanding balances per client

Outcome

— Replaces four disconnected tools with one consultant console
— Compliance tests that previously took hours run automatically against current client data
— Employees self-serve training and certificates without consultant involvement

Azure FunctionsCosmos DBVanilla JS + ViteSharePoint Graph APIBill.com API

consultant workspace

Clients

Northbay Logistics

142 employees

Cedar Health Group

88 employees

Brightline Foods

56 employees

Vellum Architects

24 employees

Today

▸ Renew Cedar Health contract (due Friday)
▸ Run Section 125 test for Northbay
▸ Review 3 flagged PII docs

Northbay Logistics

Section 125 Compliance Test · 2026 Plan Year

Test passed · POP eligibility OK

142/142 employees verified · auto-generated 4-page PDF report

Training Completion

Harassment Prevention136 / 142

Data Privacy 101111 / 142

Open Enrollment Walkthrough58 / 142

PII detected in 2026-roster.xlsx — quarantined.

03 · Trade-Show Production · 30-year exhibit firm

AI Strategy Engine for a Premium Exhibit Production Firm

A 30-year exhibit and trade-show production firm was repositioning as a data-informed solutions provider. They run on a legacy ERP with a 13-stage project workflow that is non-negotiable. They needed to produce client-ready exhibit strategy briefs — audience analysis, design direction, booth visualization — at the speed of a sales conversation, not the speed of a research team.

What we built

Event-intake workspace that captures client briefs and pulls live project context from the existing ERP
AI strategy engine grounded in a proprietary 5-segment psychographic model (Seekers, Belongers, Achievers, Explorers, Pragmatists) — every recommendation traces back to segment-level evidence
Client-ready strategy output: PDF/DOCX brief with audience analysis, design recommendations, and a non-photorealistic booth visualization
Project workspace mapped to the firm's real 13-stage workflow, with a separate client-facing approval view that hides internal mechanics
KPI framework and post-event video analysis modules for measuring audience engagement against the brief

Outcome

— Wireframe deliverable accepted in a single review cycle; built phase greenlit
— 13-stage workflow preserved verbatim — zero process disruption for the production team
— Initial scope shipped without features explicitly deferred to later phases (real-time sensors, photorealistic 3D)

ReactTypeScriptSyteLine ERP integrationLLM-backed strategy generation

strategy.brief.draft.pdf

Strategy Brief · Confidential

Audience composition for Booth 3041

Generated · 3 mins · Reviewed by D. Chen

Psychographic mix

Seekers

28%

Belongers

22%

Achievers

19%

Explorers

17%

Pragmatists

14%

Booth footprint · 20 × 20

Heat = predicted dwell density

Recommendations

▸Anchor center-rear with hands-on demo for Achievers
▸Quiet consult corner facing Aisle B for Seekers
▸Open sightlines on the Pragmatist approach

REF · BRF-2026-0413 5-segment model · v2.1

A small stack of three slim hardcover books bound in deep navy, midnight slate, and dark charcoal cloth rests on a dark walnut desk. A brushed-aluminum reading lamp casts a warm amber pool over the topmost book, whose corner is lifted as if recently set down. A small smoked-glass tumbler of dark coffee sits beside the stack.

White Papers

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Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

What we built

Multi-tenant CRM with strict per-client data isolation enforced at the repository layer (no cross-client read paths exist)
Email campaign sequencing with open / click / reply tracking and automatic hot-lead flagging on first reply
Per-client dashboards (clients see only their own metrics) plus an admin roll-up across the entire book of business
Custom field definitions and lead grading configurable per client without code changes
JWT auth with client-scoped tokens, role-based access for admin vs. client users

Outcome

— Two clients onboarded as charter tenants — DoD/CMMC compliance and talent acquisition verticals
— Architecture supports unlimited additional clients without per-tenant code
— Hot-lead detection surfaced first replies in real time, replacing daily inbox triage

Azure Functions v4Cosmos DBTypeScriptJWT auth

Operations Platform for an Independent HR Consultancy

What we built

Unified consultant dashboard with one-click client switching and a daily AI-generated task brief
Document hub that connects to existing SharePoint/OneDrive — no migration required, files stay where they are
Automated Section 125 compliance testing pulling from stored client data, with PDF report generation
Client-facing training portal where employees complete assigned modules and download auto-generated completion certificates
PII scanner that flags and quarantines documents containing SSNs and other sensitive identifiers on upload
Bill.com integration surfacing invoice status and outstanding balances per client

Outcome

— Replaces four disconnected tools with one consultant console
— Compliance tests that previously took hours run automatically against current client data
— Employees self-serve training and certificates without consultant involvement

Azure FunctionsCosmos DBVanilla JS + ViteSharePoint Graph APIBill.com API

AI Strategy Engine for a Premium Exhibit Production Firm

What we built

Event-intake workspace that captures client briefs and pulls live project context from the existing ERP
AI strategy engine grounded in a proprietary 5-segment psychographic model (Seekers, Belongers, Achievers, Explorers, Pragmatists) — every recommendation traces back to segment-level evidence
Client-ready strategy output: PDF/DOCX brief with audience analysis, design recommendations, and a non-photorealistic booth visualization
Project workspace mapped to the firm's real 13-stage workflow, with a separate client-facing approval view that hides internal mechanics
KPI framework and post-event video analysis modules for measuring audience engagement against the brief

Outcome

— Wireframe deliverable accepted in a single review cycle; built phase greenlit
— 13-stage workflow preserved verbatim — zero process disruption for the production team
— Initial scope shipped without features explicitly deferred to later phases (real-time sensors, photorealistic 3D)

ReactTypeScriptSyteLine ERP integrationLLM-backed strategy generation

Case studies, white papers,
and the playbook behind them.

Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

What we built

Outcome

Operations Platform for an Independent HR Consultancy

What we built

Outcome

AI Strategy Engine for a Premium Exhibit Production Firm

What we built

Outcome

Audience composition for Booth 3041

More from the Integritas reading list.

Want to be the next case study?

Case studies, white papers,
and the playbook behind them.

Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

What we built

Outcome

Operations Platform for an Independent HR Consultancy

What we built

Outcome

AI Strategy Engine for a Premium Exhibit Production Firm

What we built

Outcome

Audience composition for Booth 3041

More from the Integritas reading list.

Want to be the next case study?

Case studies, white papers,and the playbook behind them.

Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

What we built

Outcome

Operations Platform for an Independent HR Consultancy

What we built

Outcome

AI Strategy Engine for a Premium Exhibit Production Firm

What we built

Outcome

Audience composition for Booth 3041

More from the Integritas reading list.

Want to be the next case study?

Case studies, white papers,and the playbook behind them.

Multi-Tenant Lead-Gen Platform for a Fractional Marketing Operator

What we built

Outcome

Operations Platform for an Independent HR Consultancy

What we built

Outcome

AI Strategy Engine for a Premium Exhibit Production Firm

What we built

Outcome

Audience composition for Booth 3041

More from the Integritas reading list.

Want to be the next case study?

Case studies, white papers,
and the playbook behind them.

Case studies, white papers,
and the playbook behind them.