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Case Studies

CQ Floors – Case Study

Executive Summary CQ Floors, a flooring sales and installation company, is based in San Marcos, CA. Since its inception in 1984, the company has been

One Place Agents – Case Study

Executive Summary One Place Agents is an apartment-locating company established in 2007. Their initial setup included just two agents. With ambitions to expand to over

MADE Apparel Services – Case Study

Executive Summary MADE Apparel Services, situated in Seattle and operated by a sole proprietor, assists emerging designers, entrepreneurs, makers, and inventors in transforming sewn product

Fired Up! Culture – Case Study

Executive Summary Fired Up! Culture’s mission is to equip and build leadership capacity through Talent Management-focused consulting services that provide relevant and timely resources for

EV+ – Case Study

Executive Summary EV+ is an EV charging company that provides a completely outsourced model to commercial real estate properties, making it the simplest and most

LEOGANT – Case Study

Executive Summary LEOGANT, based out of Berlin, is a pioneering company that transforms ordinary tap water into the pristine quality of mountain spring water. Their

Connect Pay USA – Case Study

Executive Summary ConnectPay is a leading provider of payroll and tax processing services tailored to the unique needs of small businesses across the United States.

Select Communications – Case Study

Executive Summary Select Communications operates within a brokerage model, offering cutting-edge technology solutions. With a dedicated team of approximately 30 professionals, they expertly handle hundreds

TVS Pro – Case Study

Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control. They are a team of

Televic – Case Study

Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies decision-making by improving the meeting

Trinity Engineering – Case Study

Executive Summary Trinity Engineering is a third-party, non-biased engineering firm that specializes in inspections for major insurance carriers. They are a team of roughly 15

Dwell Inc – Case Study

Executive Summary Dwell Inc provides apartment locating and residential real estate buying/selling services to clients in the Dallas/Ft. Worth Metroplex. They are a team of

CC3 Solutions – Case Study

Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure, implement, and support small to

One Firefly – Case Study

Executive Summary One Firefly is a full-service digital marketing agency with services including web design, content marketing, paid ads, graphic design, social media, and consultation.

Peak Realty Chicago – Case Study

Executive Summary Peak Realty is a real estate brokerage firm with an investment mindset. They help clients in all asset classes ranging from multi-family purchases

Outset Architecture – Case Study

Executive Summary Outset Architecture is a full-service architecture firm providing design, permitting, and construction administration services, with a focus on residential, accessory dwelling units, and

The Intrinsic Therapeutics Case Study
Intrinsic Therapeutics – Case Study

Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only FDA-approved Annular Closure Device. This device greatly helps patients reduce

The Communications Partners Case Study
Communication Partners Inc. – Case Study

Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials

The Hirsh Real Estate Case Study
Hirsh Real Estate – Case Study

Executive Summary Hirsh Real Estate is a small team of four that sells over $100,000,000 annually in luxury homes in Atlanta, GA. The Zoho suite

Homebase Case Study
Homebase – Case Study

Executive Summary Homebase is an all-in-one team management software for small businesses. They offer a suite of tools to make managing an hourly team stress-free,

Fidalgo Coffee Roasters Case Study
Fidalgo Coffee Roasters – Case Study

Executive Summary Fidalgo Coffee Roasters is a 29-year-old coffee roaster located in the Pacific Northwest. They roast and distribute the best coffee to restaurants, espresso

DataYard Case Study
DataYard – Case Study

Executive Summary DataYard is a managed IT services provider headquartered in Dayton, OH. They are a team of over a dozen and growing providing a

Innovate Coach Consult Case Study
Innovate Coach Consult – Case Study

Executive Summary ICC provides scalable technology solutions for remote workforces with outcomes that are measured for proven ROI in the areas of Leadership Development and

Aviem International Inc. Case Study
Aviem International – Case Study

Executive Summary Aviem is a crisis response organization that focuses on human services. They partner with companies to provide practical care and support to those

Abel Fire Equipment Case Study
Abel Fire Equipment – Case Study

Executive Summary For emergency support, Abel Fire supplies rental equipment (tents, facilities), staffing, and vehicles to customers like FEMA and PGE. They have 10-15 employees

The Otis Sampson Company Case Study
The Otis Sampson Company – Case Study

Executive Summary The Otis Sampson Company is a woman-owned small business executive recruitment firm focusing on the sectors of chemicals, ingredients, pharmaceuticals, and biotech. They

Flavor Paper Case Study
Flavor Paper – Case Study

Executive Summary Flavor Paper is located in Brooklyn, NY, and creates conversational handscreened and digital wallpaper with a modern twist. They’ve garnered awards worldwide for

Vendtech Case Study
Vendtech – Case Study

Executive Summary Vend Tech is a team of 50 vending machine experts delivering solutions nationwide based out of Idaho. They help others start franchise businesses

Rise Buildings Case Study
Rise Buildings – Case Study

Executive Summary Rise Buildings is a property technology company based out of Chicago that helps clients all over the world. They provide a fully integrated

Zuum Transportation, Inc. Case Study
Zuum Transportation, Inc. – Case Study

Executive Summary ZUUM Transportation, Inc. is an automated freight management platform provider. ZUUM combines a digital freight marketplace with a shipper TMS, broker software, carrier

Legion Capital Case Study
Legion Capital – Case Study

Executive Summary Legion Capital is a boutique private equity firm focused on specialized lending to real estate developers, business owners, and entrepreneurs. They provide bridge

Brite and Beautiful OC Case Study
Brite and Beautiful OC – Case Study

Executive Summary Brite and Beautiful OC is a small business woman-owned beauty aesthetics studio that focuses on fat-freezing, spray tanning, and teeth whitening. They have

Learning Innovation Catalyst Case Study
Learning Innovation Catalyst – Case Study

Executive Summary Learning Innovation Catalyst (LINC) helps schools create student center classrooms through an online learning platform, along with coaching and professional services in the

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.