Case study

A stealth-stage startup needed a working website, an integrated back office, and AI-augmented reporting — without hiring a team.

The client

A pre-launch startup, founded by an industry operator. Small team, no in-house IT or engineering hire planned for the first 12 months.

The challenge

They needed three things stood up in parallel:

  1. A professional public-facing website ready for launch.
  2. A back-office stack (CRM, communications, file storage, identity) that could grow with them.
  3. Operational reporting and metrics that didn't require a full-time analyst.

The blocker wasn't tooling — the tools existed. The blocker was integration and the absence of someone senior enough to make the right architectural calls on day one.

What we did

  • Designed and built the public website on a modern static stack (fast, low-maintenance, easy to extend).
  • Stood up Microsoft 365 with Entra ID, MFA on every account, and a baseline conditional access policy.
  • Integrated their CRM with their LMS and billing platform using AI-driven workflows, eliminating the manual data-shuffle their founder had been doing on weekends.
  • Built an automated weekly metrics report that pulls from all three systems and lands in the founder's inbox every Monday.

Outcomes

  • Launched on schedule with all three layers operational on day one.
  • ~6 hours/week of founder time recovered from manual reporting and data reconciliation.
  • Zero hires required for ops work in the first 12 months.
  • Foundation for scale: every integration is documented and owned by the client.
They didn't just stand up our systems — they wired the reporting and AI automation we didn't know we needed. We get our Monday metrics in our inbox now instead of chasing them. — Founder, stealth-stage startup

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