Our work

Custom software we've built since 2003 for nonprofits, state agencies, insurance, retail and agriculture, plus a few products of our own.

Results

What it has done for clients

4 → 2

Insurance policy intake: from four people to two

An insurance organization had four people downloading policy files from each insurance carrier's website and typing every record into their CRM by hand. Now staff drop a carrier's file onto a page. The system reads it, looks up missing details, standardizes product names and agent IDs, flags anything it can't resolve, and sends the clean records to the CRM. The same work now takes two people. The system is still in daily use and now pulls data directly from databases, scheduled file transfers and partner systems, so for those sources nobody downloads a file at all.

Since 2013

Community Action: running since 2013

Community Action's points-based store used to run on paper spreadsheets and manual point tracking, and checkout was slow. We built them a system in 2013 that handles enrollment, points and the store, with the usage reporting their grant requires. In 2024 we rebuilt it on current Microsoft technology with a new design and new features. Same client, same data, no starting over.

1 hour a day

Good Sip Coffee: one roasting list instead of three

Orders came in from the website, wholesale accounts and corporate clients. Our Roast Master system pulled them all into one place and added up exactly how much coffee had to be roasted for the day, saving about an hour every morning.

Projects

One built for a client, and two products of our own.

One sign-in for every program.

The Products and Categories screen: a category list with accounting codes on the left, colour-coded product panels giving each item a price and a point cost, and the point-to-dollar conversion rate set at the bottom. — Staff set up the catalog themselves.

The Community Action Store: product categories shown as colour-coded panels with a point cost and quantity box for each item, a participant search across the top, and a running points balance and cart down the right. — Where participants spend their points.

Community Action Hub

Client project · in daily use

One system for every program an agency runs, from enrollment to the points store.

Community Action staff keep track of who is enrolled in which program, what each household received, and who approved it. The Hub keeps all of that in one place, along with the store where families spend their points. Staff see only the programs they work in, and every change is recorded.

Highlights

Several programs share one system, and staff only see clients in their own programs.
Case notes, household and address changes, and every store purchase are recorded with who made the change and when.
Each household's income level is recorded when points are issued, so the Income Verification report the grant requires is always up to date.
Administrators set up programs, products and point values themselves, without calling a developer.
Reports on point balances, purchases by category and monthly totals are available any time, not just at month end.
When two staff members work on the same household, each sees the other's changes as they happen.

Built with

Microsoft .NET

Web

Microsoft SQL Server

Microsoft Azure

Reporting

In the browser.

Pathways

Our own product · in development

Photograph a teardown, talk through it, and get the reassembly instructions back.

When someone takes a machine apart, the knowledge of how it goes back together usually stays in their head. Pathways records it as the work happens. Take a photo of each step, tag it, and say what you did. Pathways turns that into an ordered, searchable record, and can answer questions from the machine's own manual.

Highlights

Capture on a phone, then review on a Windows PC or in a browser.
Steps stay in order, so the teardown can be followed backwards to put the machine back together.
Spoken notes are typed up and summarized automatically.
Questions about the machine are answered from its manual, with the page they came from.
Every phone and computer on the project stays up to date automatically.
Each person picks their own color theme, which is why the screenshots above look different.

Built with

Microsoft .NET

Web

Windows desktop

Mobile

Microsoft SQL Server

Microsoft Azure

Real-time sync

Integrated AI assistance

The suite dashboard.

The TailorAnalytics dashboard: total events, unique users and desktop-versus-mobile share across the top, a daily traffic trend, a device breakdown, the five most-clicked actions, and the raw event log beneath. — TailorAnalytics: what visitors click.

TailorTest showing the automation instructions for one site: numbered steps with their type, description, selector and timeout, grouped into reusable blocks. — TailorTest: the steps it checks on a schedule.

TailorAudit listing an audited site with SEO, accessibility, performance and best-practice scores, an overall rating and a count of issues to fix. — TailorAudit: a score for every page.

TailorWatch listing a monitored site with 24-hour and 7-day uptime, response time, and the days remaining on its certificate and domain registration. — TailorWatch: uptime, speed and expiry dates.

TailorTools

Our own product · in development

See what visitors do on your website, and know it's still working.

Tools for organizations that rely on their website. TailorAnalytics shows what visitors click. TailorTest checks the important pages in a real browser on a schedule. TailorAudit scores every page for search, accessibility and speed. TailorWatch warns you when the site goes down or a certificate is about to expire. All four share one sign-in and one dashboard.

Highlights

Each customer's data is kept completely separate from every other customer's.
Website traffic is accepted first and processed afterwards, so a busy day on a customer's site doesn't cause errors.
Scheduling can be changed by non-technical staff.
A new customer starts with an automatic scan of their site that shows what can be tracked.

Built with

Microsoft .NET

Web

Microsoft SQL Server

Microsoft Azure

Integrated AI assistance

Automated testing

Experience

What you can count on

Building custom software since 2003

More than twenty years of building systems for organizations and businesses.

Systems that last

Community Action's system has been in use since 2013.

A set price before the work starts

And for nonprofits, payment split between the start and the finish.

Documentation included

Every system comes with a user manual.

Your choice of who runs it

We host and maintain it, or your IT team takes it over.

AI as a tool, not the decision-maker

We use AI to work faster. We design the system, make the decisions and review the work.

Industries

We've built software for organizations in these industries.

Nonprofit & human servicesInsuranceBankingEducationEcommerceElectric utilityTransportationAgriculture

What we build with

Mainstream Microsoft technology, so your system never depends on something obscure.

C# and .NET

The programming language and platform behind a large share of business software.

Blazor

Microsoft's framework for building web applications in C#.

Microsoft SQL Server

The standard business database, readable by any reporting tool.

Microsoft Azure

Hosting in Microsoft's cloud, with no server in your office to maintain.