Case studies
How we approach a project
Real projects
Case studies
Field Service Operations
Visualizing Field Service Capacity with a Zero-Cost Mapping Layer
Challenge
Dispatchers had no way to visually compare technician supply against appointment demand across service territories — just manual report cross-referencing, with no proactive way to catch understaffed regions before service levels suffered.
Approach
Built a custom Apex service layer aggregating technician counts and appointment volume per territory, rendered through a Lightning Web Component using Leaflet.js and OpenStreetMap — an open-source mapping stack that validated the concept with zero licensing cost.
Energy & Utilities
Automating Commission Import & Split Calculation
Challenge
An energy management firm processed monthly commission payments from multiple suppliers, each in a different CSV format, splitting them by hand across the client, up to three agents, and their own margin — slow, error-prone, with no audit trail or duplicate protection.
Approach
Delivered a custom Lightning Web Component with an Apex service layer that parses any supplier CSV format automatically, matches records to Salesforce via MPAN/MPRN, calculates every commission split server-side, and enforces a two-phase review-then-approve flow with duplicate protection at both the application and database level.
What clients say
Straight from the people we've worked with
What used to take our team the better part of a day now happens in minutes. The review step before approval gives us confidence that what goes into Salesforce is correct — and the duplicate protection means we never have to worry about overpaying a supplier again.
Finance Operations Lead
UK Energy Management Firm