In productionAn AI invoice tool at a Wisconsin manufacturer
Long-tenured staff were approaching retirement with decades of billing knowledge held in people's heads. We built an AI tool that drafts customer invoices from the job data, beside the billing team: the team corrects it, and every rule it learns is written down. A document search and consolidation tool for the same team was delivered earlier in the year, and the same approach extends to vendor invoices, accounting workflows, and production visibility.
LiveA campaign studio for a national multi-brand catalog retailer
A campaign brief goes in; on-brand email, SMS, and social drafts come out, with the brand voice and compliance rules enforced in code rather than caught in review. Built hands-on with the marketing team against their own brand book, inside the approvals they already had. By the team's own measure, two months of social content was built and scheduled in four hours; by hand it used to take about a week. The voice codebook, the personas, and the approval flow are the retailer's; the platform underneath is licensed to them as part of the work.
DeliveredAn AI audit and build roadmap for a Wisconsin credit union
A structured audit across consumer lending and retail (branch) operations. Every candidate workflow was mapped and scored on the hours it returns, the risk it carries, and the effort to build, then sequenced into a build roadmap leadership can act on, with us or without us. The leaders used the map to choose where to start, and put compliance risk ahead of hours saved. The same audit fits community banks and other regulated financial institutions.
LiveRecruiting and enrollment operations at a Wisconsin college
A college athletic department is rolling out our recruiting and enrollment tool program by program: every prospect, every stage, and every next step in one place, with AI flagging who needs attention so staff spend their time on people instead of spreadsheets. The same system fits admissions and enrollment teams.
DeliveredA four-month training pilot for an agricultural lender's marketing team
In 2024, a paid pilot that trained a lender's marketing team to use AI on their live work: hands-on sessions on real campaigns and real copy, then working alongside the team as the habits took hold. What we now call Accelerate, in its first form.
DeliveredA direct-to-consumer insurance funnel pilot for a national catalog brand
A time-boxed test of an email-to-quote funnel for the brand's insurance program: landing pages, tested email sequences and call tracking, built in weeks and run for three weeks in late summer. It ended with a plain read-out of what converted and what didn't, which is what a pilot is for.