Case Studies

Real-world examples of custom design & development solving real world problems

See how clear design & development can solve real world problems for your business.

Designing Budgets for Wealthstack: Bringing Monthly Cashflow into a Long-Term Planning Tool

Feature Design + Prototype

2 weeks

Financial Planning Software

Designing Budgets for Wealthstack: Bringing Monthly Cashflow into a Long-Term Planning Tool

Wealthstack

Wealthstack helps advisors plan the slow money: retirement, insurance, investments. To move closer to the money people feel every month, they wanted a Budgets feature that captures income and expenses for both salaried and incorporated households, tracks snapshots over time, and feels like a native part of the planning tool rather than a bolt-on.

Prototype

Fully interactive

The whole Budgets module built and clickable, both templates, real capture

Coverage

Every state

Empty, seeded, single and multi-snapshot, salaried and corporation

Framework

Grow / Give / Live

A values-based budget model advisors and clients can plan around

Designing Live Q&A for Suggestion Ox: A New Feature That Had to Feel Native

Feature Design + Prototype

2 weeks

Employee Feedback Software

Designing Live Q&A for Suggestion Ox: A New Feature That Had to Feel Native

Suggestion Ox

A feedback product with strong product-market fit wanted to add Live Q&A for meetings: moderator controls, AI moderation, live answers, and audience upvoting. The feature had to feel like a native part of the existing system, and it had a lot of moving screen states to get right.

Prototype

Fully interactive

Every state built and clickable, not mocked up flat

Tooling

State switcher

Jump to any screen state to evaluate and plan them all

Handoff

Style guide for dev

Backend team builds the feature from a defined system

Modernizing an Established Property CRM with AI, One Working Prototype at a Time

Product Redesign + AI

6 weeks

Real Estate Technology

Modernizing an Established Property CRM with AI, One Working Prototype at a Time

Nekst.com

An established property CRM with a large customer base needed to modernize dated screens and layer in AI. Changing a live product this size is expensive to get wrong, and static mockups couldn't show how it would actually feel.

Timeline

6 weeks

From first concept to a dev-ready product direction

Approach

Prototype-first

Decisions made on real behavior, not static mockups

Output

AI-ready design system

A style guide the team and AI tools extend from one source of truth

Building Nekst Directory: A Two-Sided Marketplace MVP for Real Estate Professionals

MVP Development

4 weeks

Real Estate Technology

Building Nekst Directory: A Two-Sided Marketplace MVP for Real Estate Professionals

Nekst.com

A real estate transaction platform needed a professional directory to connect agents with qualified transaction coordinators, admins, and service providers while maintaining quality through vetted profiles.

Time to Market

4 weeks from concept to launch

Rapid MVP development to test market demand

Quality Control

Admin approval workflow

Built-in vetting process to maintain high professional standards

Foundation for Growth

Scalable architecture

Designed for expansion based on early user feedback

Creating ScribeKit: From $10K+ in SaaS Costs to Under $2 per Project

Internal Tool Replacement

3 weeks

Media Production

Creating ScribeKit: From $10K+ in SaaS Costs to Under $2 per Project

Podcast Production Agency

A podcast production agency was spending thousands annually on transcription software with per-user licensing, credit-based pricing, and limited collaboration features.

Cost Reduction

From $10K+/year to <$2/project

Eliminated recurring SaaS fees and pay-per-credit pricing

Team Collaboration

100% improvement

Shared workspace replaced shared logins to the same account

Feature Control

Full ownership

Foundation for custom features built to their exact workflow

Candidate Portal: Transforming Recruitment with a UX-First Platform

MVP Development

6 weeks

Recruitment & Staffing

Candidate Portal: Transforming Recruitment with a UX-First Platform

Cloud Accountant Staffing

A recruitment company needed to differentiate from traditional staffing agencies by giving employers direct access to browse, filter, and interview pre-vetted accounting candidates through a sophisticated self-service portal.

User Adoption

1,350+ signups in 6 months

Strong market validation from employers seeking accounting talent

Platform Engagement

30,500+ page views

Average of 23 pages per visitor showing deep exploration

Interview Conversion

120+ booked interviews

9.2% signup-to-interview rate demonstrating qualified traffic