Body of Work
Every engagement, one line each.
- Read full case study
Operational Visibility · Workforce Surface · Platform Anchor
ShippedCadence™: Your Whole Operation, Visible
Practice Operations · Calendar-as-Surface Coordination
Your entire operation, visible on the surface where the working day actually happens. Cadence keeps your system of record authoritative and projects every callback, appointment, and commitment onto your team's calendar within minutes, with zero duplicates, with state visibly tracked. The production deployment of the LionsHead Integration Library. Two-layer dedupe, three-stream observability, BI-ready trace emission, starter dashboard out of the box.
- Read full case study
Client Recognition · Priority Surfacing · Real-Time
ShippedVoicemail Priority Pipeline: Existing Clients First
Client Recognition · Real-Time Priority Surfacing
Existing clients should never wait while you triage cold inbound. The pipeline cross-references every voicemail against your book of record, surfaces priority callers in real time on the surface where your team already lives, and quietly rolls cold prospects into a morning digest. Self-healing backfill on every cycle so a transient upstream hiccup never costs you a voicemail.
- Read full case study
Practitioner Routing · Live Coordination · Portable Framework
ShippedEnrollmentTraQ™: Route Inbound to the Right Practitioner
Multi-Practitioner Coordination · Live Inbound Routing
As you scale past doing the work yourself, the inbound has to reach the right practitioner. By specialty, license, state, availability, whatever constraints actually govern your practice. EnrollmentTraQ tracks live availability, applies your routing rules automatically, and explains in plain English why a given practitioner isn't eligible. The first production deployment of the LionsHead Integration Library, messenger-agnostic and ready to port to Teams, Discord, or any other surface.
- Read full case study
Real-Time Recognition · Statistical Performance Flag · Cost Intelligence
ShippedHerald: The Floor, Heard the Moment It Moves
High-Velocity Sales Operations · Real-Time Recognition & Cost Intelligence
The sales floor produces truth faster than any report can catch it. Herald catches it in twenty seconds. A deployed metasystem that watches a high-velocity, paid-lead sales practice in real time, recognizes every close, and speaks — in the team's own Slack — the instant a number moves. It reads across the dialer, the CRM, and the finance side at once, so recognition lands while it still means something, cost surfaces while it can still change an outcome, and the one agent who genuinely needs a hand is found by a real significance test instead of a gut call. Built on the same substrate that runs securities infrastructure, pointed at the floor.
- Read full case study
Quality at Scale · AI Scoring · Compliance Export
BetaCALIPER™: Quality at Scale
Regulated Communications · QA Compliance Automation
Keep quality high once you're no longer the one making every call. CALIPER scores every recorded conversation against your rubric, exports the audit-grade documentation to the format your regulator or client expects, and re-emits when scores get revised. All driven by a single YAML deployment file. Multi-vendor scoring abstraction, classified transport-layer retry, hash-based state ledger. The deepest production deployment of the LionsHead Integration Library.
- Request architectural brief
Revenue Recovery · Predictive Reconciliation
ArchiveRTR™: Recover the Revenue Slipping Through Your Books
Revenue Reconciliation · Predictive Financial Operations
Recover the revenue slipping through your books before the statement closes, not after. RTR cascades through three identity surfaces to match every dollar of inbound payment against your book of record, predicts next-cycle outcomes by category, and flags audit-bait before the period closes so leadership has the window to act. The clawback surprise becomes a predicted line item, not an event.
- Request architectural brief
Egress · Ingress · OCR
ArchiveAutonomous Policy Reconciliation Engine
Health Insurance · Policy Reconciliation
Modular egress + OCR + ingress pipeline that reconciles policy state against the carrier of record overnight.
- Request architectural brief
Bulk Mutation · Sessioned Ingress
ArchiveMass Policy Ingress Engine
Policy Operations · State Reconciliation
Spreadsheet-driven bulk policy state mutations with session-pooled HTTP and full audit trail written back into the workbook.
- Request architectural brief
Agent Performance · CPA
ArchiveSpectrum™ Sales and Agent Performance Tracker
Sales Performance · Cost-Per-Acquisition
Real-time agent profitability instrumentation with statistics-driven watch list and chunked messenger reporting.
- Request architectural brief
CRM · Slack · Real-Time
ArchiveLive Sales Feed Integration
Sales Operations · Real-Time Coordination
Real-time CRM-to-messenger sales broadcast with idempotent polling, self-pruning deduplication, and zero backfill on restart.
Architectural briefs, sanitized code excerpts beyond what's shown on the main case-study page, verifiable production metrics, and live demos are all available during a Discovery & Architecture Blueprint engagement, under NDA where the engagement requires it.
Earlier Engagements
Before the system practice took shape.
Across media and securities. The analyst's eye and the builder's hands, converging into the automation-metasystems work that defines LionsHead now.
- Request architectural brief
Media Production · CRM Build
EarlierViewpoint Project
Media Production · Operational Coordination
Designed and built a custom CRM for a high-profile production venture. One place for stakeholder communication and production state to live, so scheduling and budget decisions stopped getting made on partial information. The first ground-up build behind what became the system practice.
- Request architectural brief
Securities · Financial Analysis
Earlier24/7 Wall St.
Securities · Market Intelligence
Financial analysis, market research, and data mining for a leading financial-news outlet, pulling signal from raw market and news data, then turning it into visualizations the editorial team could actually use. The repetitive, manual shape of that pipeline is where the instinct started: the analysis was a system waiting to be built.
Engage
See the full architecture.
The case studies on this page are summary teasers. The full architectural briefs (diagrams, code excerpts, measured outcomes) are available under engagement. Start with the Discovery & Architecture Blueprint to access them.