Case Studies
Custom AI systems, measurable outcomes.
Cao Bakery & Café: Rebuilding The Operating Layer Behind 23 Locations
Cao Bakery & Café operates bakery-cafés across South Florida, running its own corporate stores alongside a franchise network. An embedded AI partnership is rebuilding the operating layer underneath the group, so a growing franchise runs like an AI-native business without replacing the systems it already has.
Survey Orchestrator: AI Property Research & Quoting Platform
A custom AI platform that automates property survey order intake, multi-source research, and quoting across all 67 Florida counties, taking per-order processing from roughly 20 minutes of manual work to under 2 minutes.
Brigade 2506 Museum: Visitor Data Layer & Digital Exhibit Systems
A relational visitor and donor data layer feeding county and board reporting, a digitized terrace photo exhibit, and a searchable member directory scoped to replace wall space the museum ran out of.
Banegaarden: Automated Booking System
Banegaarden captures 100% of event inquiries with an automated booking system that eliminated lost leads and freed their team from hours of manual data entry.
Smart Health Dental: AI Inbound Sales Voice Agent
A multi-stage AI sales agent that greets inbound callers, qualifies leads, presents plan options, quotes pricing, and processes the sale — fully integrated with the lead and policy administration systems.
Brigade 2506 Museum: AI Visitor Engagement & Donation Operations
A bilingual AI engagement system handling 24/7 visitor inquiries, exhibit information, donations, and membership processing for the Bay of Pigs Brigade 2506 Museum & Library.
Sebastian Strong Foundation: Automated Resource Research for Pediatric Cancer Families
An automated research pipeline that scrapes and structures family-support resources, hands every record to a Navigator for human approval, and syncs the approved records into the foundation's case management system.
A-Rod Corp: AI Workforce Enablement & Custom Agent Roadmap
An on-site Prompt-a-thon for the leadership and operating teams of A-Rod Corp — followed by a multi-year roadmap of custom AI agents tied to their highest-leverage workflows.
Florida Municipality: AI Acceptable Use Policy & Workforce Training
A complete AI governance package for a South Florida municipality — Acceptable Use Policy, Sunshine Law compliance framework, leadership training, and a public community workshop in a single education-first engagement.
Vital One Health: In-House AI Engine Optimization Practice
A capability transfer engagement for Vital One Health — the holding company behind Smart Health Dental and FreshTips — that built an internal AEO practice tied directly to their products, brands, and existing operating workflows.
Network Funding Group: AI Lead Personalization System
Network Funding Group scales outbound sales with AI-powered lead intelligence that automates research, enrichment, and personalized messaging at volume.
FirstTeam Marketing: Project Management Automation
FirstTeam Marketing automates task tracking, deadline alerts, and project visibility for 50+ simultaneous campaigns.
If/Then: Forecasted Inventory Optimization Engine
If/Then reduces holding costs by 40% with AI-driven forecasting and automated reorder logic for $2M+ footwear inventory.
Boag Law Firm: Automated Invoice Generation
Boag Law Firm eliminates manual invoicing with an intelligent billing system that pulls billable hours directly from their CRM and delivers formatted invoices to clients automatically.
Smart Health Dental: AI Voice Agent for Insurance Verification
Smart Health Dental deploys autonomous AI voice agents for insurance verification, reducing handle time by 65% and reclaiming 160+ agent hours monthly.
Crawl With Us: Logistics & Shipment Tracking System
Crawl With Us transforms shipment operations with a unified tracking system that delivers real-time visibility to customers and eliminates manual status inquiries.