Outcomes · Client Work Anonymized

Bottlenecks, turned into advantages

We keep our clients anonymous, so some details are left out.

How we engage: we scope a fixed build, deliver it in phases, then stay on to keep the system current as your business changes. You own the code and the infrastructure from day one.

Utility Sub-Metering

Auditors Stopped Hunting and Started Deciding

The Outcome

The team works from a prioritized queue instead of raw spreadsheets. Every read gets screened, reviewers spend their time on the ones that need a human decision, and field crews get consistent work orders out of the same system.

Staff read every CSV row by hand

Every read screened automatically

Results depended on who reviewed

One standard, and every call logged

Work orders written up separately

One click from an approved finding

The Bottleneck

Meter reads came in as big CSV exports and staff went through them by hand. Actual problems were buried in thousands of normal reads, results depended on who was doing the review, and writing up work orders for the field was another manual step on top of that.

What We Built

  • Screening on every read as it lands, using business rules plus a machine learning model, so nothing waits on someone getting to it
  • A reason attached to every flag, so reviewers can trust the queue instead of re-checking it
  • A review queue that keeps a human in the loop: approve, override, or escalate before anything reaches the field
  • Work orders generated from approved findings, with assignment and status tracking already attached
  • Multi-tenant separation, so each property portfolio can be handled without cross-contamination
Fixed-scope platform buildOngoing support & optimizationClient owns the infrastructure

Commercial Energy Efficiency

The Business Stopped Depending on One Person's Spreadsheet

The Outcome

The workflow no longer lives in one expert's head. Anyone on the team can run a job from start to finish, leadership can see where every project stands and who it's waiting on, and next year's utility program changes are routine data updates instead of a rebuild.

One expert could safely run a job

Anyone on the team can run one

Field surveys retyped after the drive back

Captured offline, synced automatically

Annual rule changes meant rewiring formulas

A data edit that takes minutes

The Bottleneck

A commercial energy-efficiency contractor ran its entire bid, proposal, and utility-incentive workflow through a multi-tab spreadsheet that only one expert could safely drive. Field surveys happened in buildings with no cell signal and got typed in later. Each annual utility rule change meant carefully rewiring formulas. And nobody could tell at a glance which jobs were stalled or who they were waiting on.

What We Built

  • Offline-first tablet intake, so crews capture sites and fixtures in buildings with no signal and everything syncs when they're back in coverage
  • A calculation engine where every dollar traces back to its inputs, with program rates stored as dated reference data so a rule change never touches the build
  • Phase tracking with explicit waiting states, so the dashboard answers "what is stalled and on whom" without anyone chasing it
  • Proposals, purchase orders, program worksheets, and invoices generated from one source of truth and cross-checked before they go out
  • A reconciliation pass against completed historical jobs, so the team could trust the new numbers before betting work on them
Fixed-scope platform buildProgram-rules retainerClient owns the infrastructure

SaaS Venture

Co-op Hub: A Blank Page Turned Into a Live Product

The Outcome

This one is here for a different reason than the client stories. Co-op Hub is our own venture, and it shows what we do when an industry has no software that fits: discovery, design, build, and live operation, now running in private beta with a real co-op driving the roadmap. If your industry has a gap like this, we can do the same for you.

Spreadsheets, group chats, paper checks

One platform running the whole co-op

Off-the-shelf tools that almost fit

Software shaped around the actual work

A niche nobody was building for

A product live with real users

The Bottleneck

Co-ops juggle class schedules, registrations, fees, invoices, and communication across dozens of families, usually with some mix of spreadsheets, group chats, and paper checks. Nothing off the shelf fits how they actually operate, and the niche is small enough that mainstream software has never tried.

What We Built

  • Class management and registration with per-class fees and rosters, so a term gets set up once instead of rebuilt each time
  • Itemized family invoicing that handles online payments and records offline ones, so the books stay complete either way
  • Role-based dashboards for administrators, teachers, and families, so nobody wades through what does not concern them
  • Announcements and communication shaped around how co-ops actually coordinate, not adapted from a generic tool
  • A private beta with a real co-op, whose day-to-day feedback drives what gets built next
Designed & built by ConvergiantLive and evolving in betaVisit Co-op Hub

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