Problem

Sales pipeline and project operations data lived in disconnected systems. No closed loop between Sales-stage activity and on-the-ground project metrics.

What We Built

• · Dynamics 365 Sales rebuild aligned to the actual sales process
• · Power BI semantic model and dashboards across Sales + Operations
• · Foundation ETL pipeline integrating CRM, project mgmt, and accounting

Outcome

Closed sales/ops data loop. 30+ daily Power BI users. Ops leadership now sees pipeline-to-project-margin in one view.

Problem

Case-relevant correspondence buried in 17,000+ emails across attorneys. Finding the right thread when needed took hours.

What We Built

• · Secure M365 email pipeline with controlled retention
• · RAG search layer over the email corpus with citations back to source threads
• · Audit-ready access logging

Outcome

Minutes-to-answer for case-relevant correspondence. Search results return with thread citations attorneys can verify.

Problem

FinCEN BOI / RER filing required a defensible end-to-end workflow per tenant, with full audit trail and submission status tracking.

What We Built

• · Multi-tenant filing platform with role-based access
• · Submission engine integrating with FinCEN endpoints
• · Full audit trail per filing event

Outcome

End-to-end submission workflow live. Tenants file and track without leaving the platform. Audit trail satisfies regulator-readiness.

Problem

Deal tracking lived in spreadsheets per producer. No firm-wide pipeline visibility. Replacement tools were either too heavy (enterprise CRE) or too generic (Salesforce).

What We Built

• · Deal tracking platform tuned to CRE-specific stages
• · Producer-level + firm-level pipeline views
• · Lightweight document hub per deal

Outcome

Firm-wide pipeline visibility. Producers keep their workflow; leadership gets the rollup.

Problem

Delivering software faster than a one-person shop should be able to, without sacrificing quality. Required an autonomous agent infrastructure HDS could trust to ship code.

What We Built

• · Multi-agent orchestration platform with persistent memory
• · Code review + verification gates as first-class agents
• · Audit-grade logging of every agent action

Outcome

HDS ships engagements at multi-engineer velocity with one principal. Eating our own dogfood — the agents that built this site are the same ones in client work.