Not mock-ups or proposals. Systems in production and in rollout, serving teams in their own portals every day. Each was built by a senior engineer embedded in the business — and we report each one in the tense of the evidence, including the ones still proving themselves.
We don't ask you to take our word, and we don't take yours — we go look, in your own system, and tell you straight.— how we work
Read each case for the dimension it shifted — that's the finding, not the feature list. The four dimensions are joint IP with the Value-First Team (Chris Carolan), our methodology partner; they map to the Four Unified Views.
Who you serve, on one record every team can read.
The numbers, built so leadership can trust them.
How the work actually runs, in the system, not in heads.
People working in-system — not reporting on it after the fact.
We're curious about how your business actually runs, and the real data often surprises us. So we read these straight: what we walked into, what we built, and what changed — or what we're still measuring.
// moved · Team Enablement + Customer View
RecognizeYou might recognize this if the operation only runs because a few people hold it together in their heads, on their phones, and in spreadsheets no one else can read.
FoundA UK traffic-management company with 50+ field operatives ran on no shared system of record. Jobs, schedules, equipment and permits lived in disconnected tools; operatives coordinated over WhatsApp while office staff kept parallel spreadsheets. The company ran on the people who held it together, not on a system.
BuiltA complete HubSpot data model — custom Schedule, Equipment, Vehicle and Machinery objects across interconnected pipelines, a 15-stage job lifecycle with enforced progression gates, ten UI Extension cards, and a standalone operative portal (PWA) that provisioned 50+ field operatives with first-ever system access.
Changed · In rolloutSeven roles — Sales, HR, Operations, Project, Accounting, Surveyors and Permits — now work in the system instead of around it. New operatives onboard into a live schedule on day one. Adoption is just beginning, and we measure it from here, in their own system.
// moved · Business Context + Team Enablement
RecognizeYou might recognize this if one person quietly became the system — and the team trusts the spreadsheet more than the CRM, because the last partner configured what you asked for instead of what you actually needed.
FoundAcross a FinTech platform and a used-vehicle marketplace, HubSpot had been implemented by porting over what already wasn't working: duplicate property sets, competing workflows, zero lifecycle automation. Teams worked in spreadsheets and Slack because they didn't trust the CRM. We looked, and the common thread was the same — configured, never operationalized.
BuiltComprehensive portal audits — property cleanup mapping, workflow analysis, integration-state documentation — then an architectural redesign that separated what to build from how to build it: future-state data models for multi-customer-type platforms, multi-channel attribution architecture, and post-sale concurrent workflow design.
Changed · DeliveredThe team stopped working around HubSpot and started working through it. One organization built its next automation entirely on its own — the architecture theirs to extend, not ours to maintain. That's the measure: what the team does now without us.
// moved · Customer View + Business Context
RecognizeYou might recognize this if your best reps keep a second system open all day — because the deal record can't tell them what's actually available.
FoundAn outdoor-advertising company's reps couldn't see real-time billboard availability without leaving HubSpot. Inventory lived in a Snowflake warehouse — historical availability, occupancy rates, map coordinates — all of it sitting off the record where the deal conversation actually happens.
BuiltFour independent HubSpot apps, each its own codebase with independent deployment: an Availability app on a Snowflake JWT OAuth2 integration with occupancy visualization and map integration, an Ad Manager app, a Contract Builder, and a Proposal Builder.
Changed · In productionReps stopped leaving HubSpot to do their job. Availability decisions now happen inside the deal record — live inventory, occupancy and map coordinates, right where the conversation is. The data moved from a system that merely stored it to the one where people act on it.
// moved · Revenue View
RecognizeYou might recognize this if you sell on subscription, billing lives in one system and accounting in another, and someone reconciles them by hand every month — which means leadership can't fully trust either number.
FoundA subscription-hardware company migrating to a contract-based model kept revenue in two places: HubSpot for sales and relationship context, NetSuite for accounting. Subscription billing was reconciled by hand, sitting off the operating record where the team couldn't act on it — and mismatches surfaced late as the model outgrew one-off invoices.
BuiltA HubSpot→NetSuite billing integration (create-only) so device and subscription revenue flows to the ERP, a migration to a contract-based model so renewals and multi-year terms carry through cleanly, and error routing to ops so failures surface instead of silently diverging.
Changed · In phased buildIn phased build; the architecture is proven. When live, finance stops reconciling subscription revenue across two systems by hand — and we'll track whether it actually changes the daily workflow, not just whether it shipped.
// moved · Business Context
RecognizeYou might recognize this if your ERP holds valuable customer data your sales team can't see without leaving HubSpot.
FoundA regional building-materials retailer serving Nebraska, Kansas and Colorado needed proactive sales intelligence. When a construction permit gets filed, the sales team should know — before the contractor walks into a competitor's store. Meanwhile ERP customer data — account balances, transaction history, credit terms — sat locked in BisTrack.
BuiltA custom Permit object capturing permit number, address, project type, issue date, contractor and estimated value, a Construction Monitor API integration with weekly sync and address standardization, and a BisTrack (Epicor) ERP UI Extension that surfaces account data inside the HubSpot record.
Changed · In productionWhen a permit gets filed in their territory, the sales team knows. ERP account history, credit terms and transaction data sit on the same record. The intelligence arrives before the conversation, not after.
A stylized excerpt from a real integration finding — anonymized, structure intact. This is the genre of thing the assessment produces: specific, severity-rated, connected to the fix, and written so your team can act on it with or without us. Opinionated about the method; the verdict is yours to verify.
The retry would duplicate invoices in the ERP — silently, at month-end volume. The guard is present, and we verified it.
surface — invoice sync → ERP, a custom-coded workflow action.
finding— ERP REST latency exceeds the platform's 20s execution budget under month-end load. The action times out; the platform auto-retries.
risk — retry without an idempotency guard would duplicate invoices in the ERP, silently, at month-end volume.
guard — present. An external-ID search runs before every create. Verified against 43 production invoices — 0 duplicates.
fix path — move the write out of the 20s box: webhook → queue → worker. Failure routing already lands in the ops channel, not a void.
"Ryan is one of the most responsive, tenacious, and skilled people with whom I have ever worked. I can absolutely count on him for support with our business-critical systems." — Mac Clemmens
"His ability to understand our unique needs and translate them into robust, intuitive solutions has been invaluable. We highly recommend Unified Support Solutions." — Thomas Bragg
"Ryan took the time to truly understand our business needs and provided thoughtful, customized recommendations that made a significant impact." — Laura Astorino
Every system we build is designed for where HubSpot is going — not just where it is today.
Commerce Hub — Orders, Invoices, Subscriptions, Payments — combined with the incoming Contracts Object is the architecture for a trustworthy Revenue View, the dimension most mid-market companies score lowest on. Post-sale is where revenue compounds and complexity lives. That's where we focus.
Commerce Hub implementation — Orders, Invoices, Subscriptions, Payments
Contracts Object architecture for the full commercial lifecycle
Post-sale operational workflows — fulfillment, renewals, expansion
A Revenue View unified across every commercial object
Start with the Operating Maturity Assessment — a senior engineer reads how your business actually runs, scores it per team from your own system data, and hands you a straight readout before any implementation work begins. Fixed scope, senior-led, no junior pod.