Case studies

Leaders were excited about AI, but nervous about using it with real people. They had seen chatbots give wrong or risky answers, ignore language needs, and run up unexpected bills. They needed assistants that were clear about what they could and could not do, would not “go rogue”, and could be trusted in sensitive areas like health, education, or business decisions.

We started by defining the real job of each assistant: who it serves, what it is allowed to answer, and where it must say “I don’t know” or “you should talk to a human”. Then we built a shared system that every assistant could use — one place to manage what information it can see, what topics are off-limits, which languages it supports, and how much it is allowed to spend. On top of that, each assistant got its own “personality” and content, but all of them followed the same simple, safe rules.

The business needed to run loan origination at scale across multiple brands and products. But operations were fragmented: different tools, repeated work, and brand-specific variations that forced teams to duplicate features. As volume grew, the risk also grew — the wrong person seeing the wrong data, inconsistent approvals, and documents that were manually assembled or frequently outdated. They needed a single system that could standardize the workflow, keep tenants strictly separated, and still remain flexible enough to support different products and changing business rules.

We designed 7Hub as a multi-tenant platform where “brand” and “product” are first-class concepts. Shared capabilities (intake, review, approvals, document handling, monitoring) are built once and reused across tenants, while each brand can configure its own rules, workflows, permissions, and templates. We focused on operational clarity — so teams always know what to do next — while enforcing strict RBAC and audit-friendly controls behind the scenes.

Different teams had their own ways of doing things, and processes kept changing as business rules evolved. Every small change required engineering effort, and nobody had a single, clear picture of how work actually moved from start to finish. They needed a way to make processes standard, visible, and easy to adjust without asking for new code every time.

We worked with operations teams to map their real-world steps into visual flows that made sense to them. Then we built a “flow builder” where they can design, update, and publish these workflows themselves. Behind the scenes, the system makes sure that every state, rule, and handoff is clear, so the software and the visual diagram always stay in sync.

Templates for official documents kept changing as the business, wording, or regulations evolved. Every time, teams had to queue up requests for developers, who then had to make careful code changes. This slowed everyone down and increased the risk of mistakes. The client wanted business users to be able to update layouts and text, but still needed strict control over which data fields could be used and how.

We created a document builder that feels like a simple design tool: users can add sections, move elements around, and pick data fields from a clear list. Behind the scenes, every “placeholder” in the template is tied to real data in a safe, predictable way. Before anything goes live, the system walks users through a preview and basic checks, so errors are caught early.

Many businesses know they need “digital transformation,” but feel overwhelmed. They are unsure where to start, worried about cost, and afraid of disrupting day-to-day operations. Past experiences with vendors often resulted in shiny websites or tools that looked good but did not truly help the business run better. What they needed was a calm, practical partner who could help them move forward without forcing a full overhaul.

We approach digital transformation as a journey, not a one-time project. We start by understanding the business: how work flows today, where time is lost, where errors happen, and where software could genuinely help. From there, we identify small but meaningful improvements — sometimes a website, sometimes an internal tool, sometimes automation or integration — and build only what makes sense at that stage.

Most businesses don’t “lack leads.” They lack follow‑through. Leads arrive in different channels, updates live in chats, and the real status exists only in someone’s head. As a result: follow‑ups slip, handoffs are messy, reporting is unreliable, and owners lose confidence in the pipeline. Traditional CRMs often make this worse by being too complex, forcing teams to fill dozens of fields, and turning everyday work into admin.

We designed Closer as a Lead‑to‑Deal operating system — a lightweight tool that matches how teams actually work. Instead of asking for perfect data upfront, it captures the minimum needed to act, keeps every deal’s story in one timeline, and makes “next step” obvious. The system stays flexible so each business can define its own stages and workflow, while still keeping ownership, accountability, and visibility clear.