Case Studies

A look at the kind of work we do and the problems behind it.

Each engagement started with an operational problem. We chose the technology to fit that problem.

Manufacturing Operations

Modernizing Customer Intake

Situation: A manufacturing business relied on operational staff to answer inbound customer calls throughout the day.
Impact: Calls were often missed when employees were working on the shop floor, while spam calls created additional interruptions.
Approach: Capstone implemented an automated intake system that handled customer inquiries, filtered spam, and integrated captured information into existing workflows.
Result: The result was a more consistent customer experience without increasing staffing requirements.

Customer Referral Automation

Situation: A home-services company had years of customer relationships but no structured process for generating referrals.
Impact: Outreach depended on manual effort and inconsistent follow-up.
Approach: Capstone developed an automated workflow that connected customer records, geographic information, and weather-related events to support targeted referral campaigns.
Result: This created a repeatable process for engaging previous customers when relevant opportunities arose.

CRM & Workflow Modernization

Situation: Customer and lead information was managed through spreadsheets and informal processes.
Impact: Managing information this way made follow-up and reporting difficult.
Approach: Capstone designed a lightweight CRM workflow using familiar tools and targeted automation.
Result: The organization gained greater visibility into customer activity without introducing unnecessary complexity or forcing employees into unfamiliar systems.

Publishing Workflow Systems

Situation: A media publisher wanted to explore ways to improve research, ideation, and content evaluation.
Impact: Any improvement had to keep editorial control with the writers and editors.
Approach: Capstone developed workflow prototypes that used historical content as context for brainstorming, research assistance, and content review.
Result: The result was a structured process that supported writers without replacing editorial judgment.

Sound familiar?

Describe what is slowing your organization down. We will tell you honestly whether we are the right fit.