WordPress Development Case Studies

An AI-powered platform needed to provide seamless single sign-on from its WordPress member portal to multiple connected applications. Users were frustrated by having to log in to each tool separately, and administrators needed centralized control over which users could access which applications. Solution We built a custom WordPress plugin that transforms the site into a…

A financial services website used dozens of application links across many pages, each pointing to an external loan application system with complex query parameters. When URLs needed to change, editors had to manually search every page to find and update hardcoded links, creating a maintenance burden and a risk of broken links. Solution We built a centralized…

A company’s WordPress theme had accumulated years of technical debt, including security vulnerabilities flagged in an audit by 84EM and a monolithic codebase that made maintenance difficult. The theme relied on external CDNs for critical JavaScript libraries, contained orphaned code from legacy systems, and lacked the modular architecture needed for efficient ongoing development. Solution 84EM…

A financial services company required a comprehensive security strategy to safeguard sensitive data and ensure regulatory compliance. Their existing WordPress infrastructure lacked structured access controls and a secure deployment process, creating potential vulnerabilities. The company operated a WordPress website with limited security protocols and controlled access management. Multiple users had access to the production environment,…

An investment firm managing dozens of funds faced a critical challenge: maintaining accurate, up-to-date financial data across hundreds of tickers, tens of thousands of documents, and performance metrics while ensuring compliance with regulatory requirements. Manually updating market prices, dividend information, performance statistics, and regulatory documents across WordPress creates significant operational overhead and increases the risk…

ShipStation’s scheduled synchronization created delays when fulfillment teams needed immediate access to updated order data. Waiting for automatic sync cycles prevented staff from processing urgent orders and responding to time-sensitive fulfillment requests. Solution 84EM created an on-demand synchronization tool that integrates directly into the WordPress admin interface. The system provides one-click store refresh capability via…

An e-commerce business needed comprehensive subscription analytics to track customer behavior patterns, but their existing WooCommerce installation lacked the ability to capture critical metrics like conversion rates from one-time purchases to subscriptions, renewal cadence tracking, and detailed order classification. Without automated data capture at key transaction points, the business relied on manual reporting processes that…

E-commerce businesses offering subscription-based wellness products require accurate customer data in their email marketing platform to deliver personalized campaigns and automated workflows. Manual data entry between WooCommerce and marketing tools creates gaps in customer profiles, misses engagement opportunities, and results in inconsistent tracking of complex customer behaviors, such as quiz completions, subscription changes, and purchase…

A financial services company managing multiple cryptocurrency investment trusts needed a solution to display real-time pricing and market performance data across their website. Their internal API contained sensitive financial data that required secure integration, event-driven updates, and flexible presentation formats for different audiences. Solution We built a custom integration system that connected the company’s internal…

A financial client needed to streamline virtual event registrations across their website and Zoom platform. Manual data entry between their WordPress forms and Zoom was creating administrative overhead and increased risk of registration errors for hundreds of attendees per event.

A client needed a way to automatically process and upload form submission attachments to Amazon S3 while enriching spreadsheet data with submission details. Manual file management and data entry were creating bottlenecks in their application processing workflow.

84EM needed to establish a WordPress development service presence in every US market without manually creating hundreds of unique, SEO-optimized pages. Manual content creation for 350 location-specific landing pages would take months and require constant updates to maintain consistency and avoid duplicate content penalties. Solution The plugin integrates Claude AI’s API with WordPress through WP-CLI…

WordPress site security requires constant vigilance; however, manually monitoring file changes across installations is time-consuming and prone to errors. The need for an automated system that detects unauthorized modifications while providing actionable insights led to the development of the 84EM File Integrity Checker plugin. Solution The 84EM File Integrity Checker provides automated security monitoring by…

An on-demand medical house call service needed to automate provider and market data synchronization while giving website visitors real-time appointment availability information from their Looker business intelligence platform. Manual updates created inefficiencies, and the marketing team needed accurate scheduling data and zip code validation to support rapid expansion into new markets. Solution 84EM developed two…

Businesses collecting form submissions through Gravity Forms often lack contextual intelligence about their leads. Sales teams receive raw contact information but miss critical insights about professional backgrounds, company details, and business needs that require time-consuming manual research. Solution We built the 84EM Gravity Forms AI Analysis plugin to automatically analyze form submissions using Claude AI. The…

A commercial real estate firm needed to display hundreds of MLS property listings on their WordPress website without manual data entry that risked inconsistencies across listing details, images, and property specifications. Maintaining accurate and up-to-date property information manually was consuming significant staff time while creating potential for errors in pricing, availability status, and property features…

Financial services firms transitioning to Investment Book of Records (IBOR) systems face complex decisions about readiness assessment and implementation strategy. Without a structured way to evaluate their current state, organizations risk overestimating capabilities or missing critical gaps in their data infrastructure. Asset managers need a standardized way to evaluate their IBOR readiness across multiple dimensions…

Managing hundreds of financial documents across multiple funds and tickers creates significant workflow bottlenecks for investment firms. Manual document uploads require repetitive data entry for metadata like document types, quarters, and fund associations, turning what should be simple file management into hours of tedious work.

A financial services company needed an automated solution to keep its WordPress website synchronized with its growing YouTube channel of investment commentary and market analysis videos. Manual video uploads were time-consuming and prone to delays, preventing timely content delivery to their audience.

A financial services company had an existing WordPress theme that needed enhancements to better showcase their expertise and improve content management workflows. The site required updates to team member displays, refinements to the careers section, and improvements to overall site performance and usability.

An e-commerce wellness brand needed to accurately track customer behavior across their entire purchase journey, from quiz completions and cart additions to subscription renewals and personalized consultations. However, Facebook’s standard pixel could not reliably capture these custom events or send server-side data for iOS 14+ privacy changes. The company required precise attribution data to optimize…

Managing SEO metadata and content categorization across hundreds or thousands of WordPress posts becomes overwhelming when changes need to happen quickly. The editorial team needed a way to efficiently update Yoast SEO index settings and bulk manage post categories without manually editing each post.

A financial services company needed to manage exclusive early access to their platform through a waitlist system while simultaneously tracking referrals. Users had to verify their eligibility with unique access codes before proceeding to account creation, and the system needed to preserve referral attribution across multiple page visits and product selections. Solution 84EM developed a…

A technology news publisher needed dedicated landing pages for their conference and event coverage. Traditional post templates couldn’t organize complex event information —such as programming schedules, speaker spotlights, and related articles — into scannable sections that serve both in-person and remote audiences. A custom event template with modular content blocks that organize conference information into…

A healthcare research organization needed enterprise-grade security headers to protect sensitive medical research data and comply with strict data protection regulations. The standard WordPress security plugins lacked the flexibility to implement modern Content Security Policy with nonce-based script validation while maintaining compatibility with essential third-party services. A custom security headers plugin with dynamic nonce generation…

A financial services company needed a sophisticated website that could deliver personalized experiences to diverse audiences while maintaining performance across desktop and mobile devices. The existing solution lacked the flexibility to support complex content structures, dynamic API integrations, and real-time team notifications while requiring extensive custom development without breaking core WordPress functionality. Solution 84EM developed…

A performing arts organization needed to integrate its Spektrix ticketing platform seamlessly into its WordPress website. The existing solution required visitors to navigate away from the main site to purchase tickets or make donations, resulting in a disjointed user experience that affected conversion rates.

A multi-site franchise network needed visibility into CRM data synchronization across dozens of regional websites. Manual tracking of lead submissions to two separate CRM systems had become time-consuming and error-prone, with integration failures going unnoticed for hours or even days.

A financial services institution needed to verify customer identities before allowing access to their credit application process. The challenge was implementing a robust, multi-layered verification system that protected sensitive data while maintaining a seamless user experience. Solution 84EM built a three-tier identity verification system that integrates HubSpot, IDology, and Persona directly into WordPress. The system…

A luxury automotive dealership network relied on a complex hybrid system combining a legacy CodeIgniter events platform with WordPress for dealer management and communications. The system required significant modernization to support marketing planning, photo management, and enhanced dealer collaboration tools. 84EM rebuilt the functionality from legacy theme code into a modern WordPress plugin. This included…

A wellness brand needed a seamless connection between consultation scheduling and customer management. The challenge was capturing detailed health information during booking while automatically creating customer accounts for new prospects.

A wellness brand needed to capture health assessment data from prospects and automatically sync it to customer profiles for targeted marketing campaigns. The challenge was connecting Typeform quiz responses to WordPress user accounts while handling both registered users and anonymous respondents who might register later.

A senior living organization needed a way to automatically route prospect inquiries from their website directly into their resident management system. Manual data entry between their website contact forms and management platform created delays in response times and risked losing potential residents. Solution 84EM built a custom WordPress integration that automatically captures lead information from…

A financial services company needed to streamline its loan pre-qualification process while maintaining strict data security standards. Their multi-page application form required seamless integration with their CRM platform, ID verification to prevent fraud, and automatic data cleanup to protect sensitive applicant information. Solution 84EM developed a custom WordPress integration that connects Gravity Forms with HubSpot…

An online privacy education business needed to unify order processing from multiple sales platforms while automatically managing course enrollments in their learning management system. Sales came through ClickFunnels, ClickBank, and Shopify, but the business lacked centralized tracking, fulfillment management, or automated course access provisioning. Solution A custom WordPress integration framework unified all three platforms into…

A wellness company needed to build a compliant SMS opt-in system for their push notification platform while managing thousands of subscriber interactions. The existing manual process for obtaining subscriber consent and registering devices was time-consuming and prone to compliance risks. Solution 84EM developed a custom WordPress solution that automates the entire SMS consent workflow from…

An industrial operation needed a centralized system to track workplace safety metrics across multiple departments while meeting strict federal and state regulatory reporting requirements. Managing safety data manually across departments led to inconsistent reporting and made it difficult to maintain real-time visibility of injury-free day counts. Solution 84EM developed a custom WordPress solution that centralizes…

A client using WooCommerce and WooCommerce subscriptions needed to collect customer reviews on Trustpilot to build credibility and improve SEO performance. Manually sending review invitations is time-consuming and inconsistent, resulting in lower review collection rates and missed opportunities to collect customer feedback after purchases and consultations. Solution An automated Trustpilot review invitation system that sends…

A client using WooCommerce and WooCommerce Subscriptions needed a loyalty program to encourage repeat purchases and reward customer engagement. Standard loyalty solutions lack the flexibility to handle complex point earning rules, custom redemption workflows, and integration with subscription products and consultation services.

A client using WooCommerce and WooSubscriptions needed a flexible store credit system for handling refunds, promotions, and customer service issues. Standard WooCommerce refund methods return funds to the original payment method, preventing businesses from offering store credit as an alternative that encourages future purchases.

A wellness company needed a way for subscription customers to add products to their next delivery only without committing to recurring purchases. The existing WooCommerce Subscriptions framework only allowed adding products as permanent recurring items, preventing customers from testing new products or making one-time additions to their upcoming shipment. Solution We developed a custom WooCommerce…

Managing post-delivery order workflows required manual updates to order status once packages arrived at customer locations. Tracking delivery confirmations across multiple fulfillment channels created operational overhead and delayed customer service responses. Solution 84EM created an automated delivery confirmation system that integrates WooCommerce with Aftership tracking services and fulfillment platforms. The system automatically updates order statuses…

A privacy-focused SaaS platform needed a transparent way for affiliates to track their referrals and commissions in real-time. The existing affiliate management system lacked a user-facing dashboard, forcing affiliates to contact support for basic reporting information. Solution 84EM developed a custom affiliate dashboard integration that connects directly to the WooCommerce and Affiliates for WooCommerce database…

An enterprise leadership development firm needed a scalable platform to deliver customized online learning experiences to multiple corporate clients simultaneously. Each organization required its own branded channel with independent content, user management, and progress tracking while sharing the same infrastructure. The firm was managing separate WordPress installations for each corporate client, creating significant maintenance overhead…

A corporate rewards platform needed to automate gift card ordering and distribution for their employee recognition program. The existing manual process created delays, tracking difficulties, and limited their ability to scale the program across multiple business units. The organization managed employee rewards through manual gift card ordering, requiring staff to place individual orders through provider…

A regional internet service provider needed an automated way for potential customers to instantly check service availability across multiple providers and service types. Manual service checks were time-consuming, and the provider needed to manage coverage areas for both terrestrial and satellite internet, plus fallback options through partner networks. The provider needed to manage service availability…

A web application required secure two-factor authentication but needed complete control over code generation, validation timing, and rate limiting that third-party services couldn’t provide. Off-the-shelf solutions lacked the customization flexibility needed for specific security requirements and would have added ongoing subscription costs. Solution 84EM engineered a custom SMS-based authentication system that generates unique verification codes,…

A wellness company needed a sophisticated affiliate commission system that could handle complex referral calculations beyond the standard capabilities of AffiliateWP. The business required custom commission logic, automated data synchronization between affiliate records and WooCommerce orders, and efficient export capabilities for their business development team to track new affiliate registrations. Solution 84EM developed a custom…

A professional services firm needed to capture leads through gated content while maintaining strict security controls over sensitive documents. Traditional file-sharing methods lacked the granular access controls and tracking capabilities required to manage temporary access windows and monitor document downloads. Solution 84EM developed a dual-system WordPress solution combining secure document management with automated lead capture…

A healthcare organization needed to automatically transfer order fulfillment data from its WordPress website to its inventory management system. Manual data entry between systems was creating delays in order processing and increasing the risk of errors that could impact patient care. Solution 84EM developed a custom WordPress integration that automatically exports Gravity Forms order data…

A cultural heritage organization needed to connect their online store with their donor management system to track supporters and purchases in one place. Their existing workflow required manual data entry for every transaction, leading to delays in donor recognition and incomplete records. The organization operated a WooCommerce store for merchandise and memberships while managing constituent…

A wireless carrier needed a way to distribute location-specific coupons at scale without manual intervention for each store location. Their existing coupon distribution required staff to manually create individual versions for each location, creating bottlenecks during promotional campaigns. The brand operated across multiple retail locations and needed each downloadable coupon to display the nearest store…