16 project stories
Work performed in collaboration with HighlandTech. Client names are replaced with industry descriptions and their logos are blurred. HighlandTech and Electra are named with permission.
Explore the landing-page stories ↗01
Commercial Insurance Co. Atlanta, GA
Extract carrier PDF information into reviewable Schedule A updates within an existing Form 5500 preparation workflow. Implementation demonstrated; client testing continues.
Implementation demonstrated · Client testing ongoing
02
Employee Benefits Co.
A proposed monthly benefits reconciliation workflow comparing employee elections, payroll deductions, and carrier invoices for team review.
Proposed scope · Client review
03
Locksmith & Access Control Co.
A demonstrated outreach and reply-handling workflow for keeping billing contacts current, with uncertain replies routed to staff.
Workflow demonstrated · Follow-up development and support
04
Locksmith & Access Control Co.
A proposed customer service intake workflow connecting voice, web chat, and email with the right service or team handoff.
Proposed scope · Client review
05
Physical Security Co.
Connect email service requests with customer records, reviewable ticket preparation, and escalation for a physical-security service team.
Workflow demonstrated · Refinement and integration
06
Security Integration Co.
Coordinate certificate-of-insurance requests, broker follow-ups, returned documents, and filing within a security integrator’s workflow.
Workflow tested · Support and exception refinement
07
Electra
An operating platform bringing client accounts, agent configuration, integrations, and workflow visibility into a shared software environment.
Platform development · Features demonstrated
08
Electra
Text and voice customer service workflows configured around a business’s services, connected systems, and handoffs to people.
Agent development · Beta onboarding and testing
09
Electra
A product website explaining an AI agent offering and helping visitors understand the product before starting a conversation.
Website project · Closed in project register
10
HighlandTech
A technology services website refined around offer clarity, mobile usability, and handling customer inquiries.
Website project · Closed in project register
11
Managed IT Services Co.
Capture after-hours IT support calls, prepare Autotask tickets, and route requests to technicians with escalation rules.
Agent demonstrated · Client feedback and refinement
12
Risk Management Co.
A multi-site medication inventory platform for stock movements, role-based access, reporting, and accountable disposal records.
Platform build · Workflow demonstrations and review
13
Risk Management Co.
Connect school and site information with emergency-plan templates to prepare drafts for consultant review.
Workflow development · Integration and support
14
Environmental Services Co.
Extract invoice information and connect customer billed amounts with subcontractor costs for profit recording.
Workflow scope documented · Project marked closed
15
Automotive Group
A proposed content coordination workspace for an automotive marketing team, with organized inputs and human review.
Proposed scope · Client review
16
Speaker Services Co.
Find and enrich event opportunities, then organize spreadsheet and email reports for a speaker-services team to review.
Workflow and onboarding recorded · Project marked closed
Map the work. Agree the scope. Measure what changes.
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