Case Studies
Real projects, real outcomes. Clients are anonymised unless they’ve asked to be named.
- CA
Locking Down Business Data for an International Team with Azure Virtual Desktop
Today, the UK team is fully on the platform and the India team is built and live, with the US to follow. The business now has: Data kept in one controlled place. Documents live in the cloud desktop, not on personal laptops. No hardware purchase. The team keeps using the devices they already own. Predictable running costs. Hosts only run when people need them. A clear path to certification. The build supports the business’s preparation for Cyber Essentials, with ISO 27001 as the longer-term aim. One consistent experience. Everyone gets the same secure desktop in every region. The project is still moving. The remaining stages will complete the picture by making the virtual desktop the only way to reach business data.
Read case study → - PF
From Typeform to Decision: Automating Application Intake, CRM Sync and AI Scoring for PF Network
200+ historical applicants imported into the Client CRM as clean, structured records, with new submissions arriving automatically from then on. Every applicant now arrives with a score and a plain-English rationale, so the team can start from a ranked shortlist. Newsletter subscription and unsubscribe preferences are respected automatically. The client has the rubric as an editable tool, so scoring criteria can change as the Network’s membership priorities evolve.
Read case study → - PF
Automating Company Data Enrichment for a Professional Community Platform
PF now has a continuously enriched company database updated without any manual effort. New companies added to the client CRM are enriched within seconds of being created. The team receives real-time Teams notifications on batch progress and completion, and the enrichment status flag gives them a clear view of data coverage across all 40,000 records at any point. What previously required hours of manual research each week now runs entirely in the background, keeping the client CRM accurate and current as the community grows.
Read case study → - PF
Automated Subscriber Sync Between Subscription Platform and Client CRM
PF now has a reliable, repeatable way to keep the Client CRM in step with the Subscription Platform, both as new subscribers come in and for one off historical backfills covering a defined date range. The workflow processed a backlog of hundreds of subscriber records, correctly separating existing contacts that needed updating from brand new contacts that needed creating, with subscription status and tier set correctly in the Client CRM for both. The result is less manual admin, a more trustworthy CRM, and a workflow that can be reused for future one off data pulls, including from other 3rd party data subscriptions.
Read case study →