Software
Internal tools, SaaS platforms, and data integrations built for enterprise operations.
6 projects
NonprofitOS
Multi-tenant SaaS platform with AI grant writing, CRM, communications drafting, and semantic knowledge base for nonprofits.
NonprofitOS Custom
Customized variant of the NonprofitOS platform, tailored for specific organizational workflows and integration requirements.
Case Tracker
Financial planning case management system with Azure AI Document Intelligence for OCR, automated data alignment achieving 92.4% accuracy.
Advisor Tracker
Weekly activity tracking and analytics dashboard for financial advisors, featuring goal tracking, marketing point calculations, and manager-level reporting.
DataManager
Enterprise data integration platform that syncs financial data between Orion Advisor Solutions and Salesforce, with real-time progress tracking.
Company Intranet
Internal company intranet with AI-powered chatbot, resource management, and role-based access for financial advisory firm.