Case Studies
A few examples of what we've built — for agencies, businesses, and everything in between.
Automated Financial Data Operations for a Regulated Investment Fund
An investment firm needed accurate, audit-ready financial data across hundreds of positions without the overhead of manual updates. Automated synchronization replaced the entire manual process and gave the compliance team complete visibility into every data change.
View Full Case Study> MANUAL_ENTRY: ELIMINATED
> DATA_SYNC: AUTOMATED
> COMPLIANCE: AUDIT_READY
> PLATFORM: WORDPRESS_AS_APP_LAYER
Browse Case Studies
Secure Board and Staff Document Portal Built on WordPress
A nonprofit arts organization needed board members and staff to securely access sensitive documents without relying on email attachments and shared drives. 84EM built a dual-portal system with passwordless login and full access tracking within their existing WordPress website.
Read moreHigh-Performance Business Directory with Passwordless Listing Management
A niche directory needed to serve thousands of location-based listings with instant page loads while letting store owners manage their own listings without creating accounts. A two-part architecture delivered sub-second performance and passwordless listing management that improved submission rates.
Read moreBranded Partner Communications for a Multi-Domain Learning Platform
A learning platform operating across dozens of partner domains needed every email to reflect the correct partner's brand. Automated white-labeling replaced the need for separate templates per partner and ensured consistent branding across the entire learner journey.
Read moreCentralized Uptime Monitoring and Alert Management for UptimeRobot
Managing uptime monitors, alerts, and maintenance windows required repeated visits to the UptimeRobot dashboard for every change. 84EM built an integration that brings the full monitoring workflow into the team's existing tools.
Read moreEnterprise-Ready Workspace Search and Management for Slack
Enterprise teams needed their Slack workspace connected to other business tools but could not get IT approval for the broad permissions traditional integrations required. 84EM built an integration that works within existing access levels, with messaging disabled by default as a safety measure.
Read moreSingle Sign-On Access to Connected Applications for an AI Platform
An AI platform needed members to access multiple connected applications without logging in separately to each one. A single sign-on system replaced fragmented logins with one-click access and gave administrators centralized control over who can reach which tools.
Read moreCentralized Application Link Management for a Financial Services Website
A financial services website had dozens of application links scattered across many pages, each requiring manual updates when URLs changed. Centralized link management replaced hours of page searching and eliminated broken application links that directly affected conversion rates.
Read moreWordPress Security Remediation and Site Modernization
A company's WordPress site had accumulated security vulnerabilities and years of outdated code that made even routine updates risky. A structured remediation and modernization effort resolved every security finding, dramatically reduced maintenance time, and improved site performance for visitors.
Read moreInstant Time Tracking and Reporting for Teams on Toggl
Getting time tracking data required repeated lookups and manual cross-referencing of project and client details. 84EM built an integration that gives teams instant access to enriched time data with project names and client context included automatically.
Read moreSimplified Cloud Hosting Operations for Sevalla
Managing cloud hosting on Sevalla meant jumping between multiple dashboards for every routine task. 84EM built an integration that lets teams deploy sites, create databases, and scale resources from a single workflow.
Read moreConsolidated Project Board Management for Trello
Project context was locked inside Trello boards, requiring constant tab-switching for every update. 84EM built an integration that lets teams manage cards, checklists, comments, and attachments without opening the dashboard.
Read moreSecurity and Uptime Program for a Financial Services Platform
A financial services company needed to lock down its website and eliminate unplanned downtime. A structured security and maintenance program achieved 100% uptime over 12 months through strict access controls and a controlled change process.
Read moreAutomated Financial Data Operations for a Regulated Investment Fund
An investment firm needed accurate, audit-ready financial data across hundreds of positions without the overhead of manual updates. Automated synchronization replaced the entire manual process and gave the compliance team complete visibility into every data change.
Read moreInstant Order Updates for a Subscription Commerce Fulfillment Team
A fulfillment team needed immediate access to updated order data instead of waiting for scheduled sync cycles. An on-demand refresh tool reduced urgent order response time from hours to seconds.
Read moreAutomated Subscription Reporting for a Commerce Business
An e-commerce business lacked visibility into subscription customer behavior, conversion rates, and revenue segmentation. Automated reporting replaced manual spreadsheet work and revealed patterns that had previously been invisible.
Read moreAutomated Customer Data and Email Personalization for a Subscription Commerce Business
A subscription e-commerce business needed accurate customer data in their email marketing platform to deliver personalized campaigns. Automated synchronization replaced manual data entry and gave the marketing team real-time visibility into purchases, subscriptions, and quiz completions.
Read moreAutomated Fund Pricing and Performance Data for Cryptocurrency Investment Trusts
A financial services company managing multiple cryptocurrency investment trusts needed current pricing and performance data on their website without manual updates. Automated data synchronization replaced manual entry and now serves thousands of visitors with up-to-date fund information.
Read moreAutomated Virtual Event Registration for a Financial Services Firm
A financial services firm needed to streamline virtual event registrations across their website and webinar platform. Automated registration eliminated hours of manual data entry per event, reduced errors, and kept the website responsive during high-traffic periods.
Read moreAutomated Application File Processing and Cloud Storage
Manual file handling was creating bottlenecks in an application processing workflow. Automated processing and cloud storage eliminated manual steps, delivering enriched application files ready for immediate use.
Read moreScalable Local Market Presence Across 350 US Locations
84EM needed a local search presence in every major US market without months of manual content creation. An automated system generated 350 unique location pages with genuine local relevance, turning what would have been a months-long project into a same-day launch.
Read moreSafe, Read-Only Project Visibility Across Asana Workspaces
Teams needed real-time project visibility across Asana workspaces but could not risk accidental changes to active projects. 84EM built an integration with a read-only safety mode that lets teams query tasks and track status without any risk to live data.
Read moreAutomated Security Monitoring for WordPress Sites
WordPress sites face constant risk from unauthorized file changes that go undetected until they cause visible damage. Automated monitoring replaced manual security checks with continuous scanning and instant alerts, catching modifications within hours instead of days.
Read moreAutomated Provider Data and Real-Time Coverage Lookup for a Healthcare Service
An on-demand medical house call service needed to keep provider data current and let website visitors instantly check service availability in their area. Automated synchronization replaced manual updates, and a real-time coverage lookup improved lead qualification and informed market expansion.
Read moreAutomated Lead Intelligence for Sales Teams
Automated lead analysis gives sales teams instant intelligence on professional backgrounds and business needs, replacing time-consuming manual research.
Read moreUnified Multi-Account Calendar Management for Google Calendar
Teams managing multiple Google accounts had no way to see availability or catch conflicts across calendars without checking each account separately. 84EM built an integration that unifies all accounts into a single view with automatic conflict detection.
Read moreStreamlined Scheduling Operations for Teams on Calendly
Teams lost productive time switching to the Calendly dashboard for every scheduling action. 84EM built an integration that brings booking, availability checks, and event management directly into the team's existing workflow.
Read moreAutomated Property Listing Updates for a Commercial Real Estate Firm
A commercial real estate firm needed hundreds of property listings on their website to stay current without manual data entry. Automated synchronization from the listing service eliminated repetitive updates and freed staff to focus on client relationships.
Read moreSelf-Service Readiness Assessment for Investment Operations Modernization
Financial services firms evaluating Investment Book of Records readiness had no structured way to assess their own capabilities. A self-service assessment tool replaced the consulting-dependent evaluation, delivering instant scored recommendations and generating pre-qualified leads for the advisory team.
Read moreBulk Document Management for a Regulated Investment Firm
An investment firm managing hundreds of financial documents across multiple funds needed to eliminate hours of manual uploads and metadata entry. A bulk import tool turned multi-day document management into single-upload operations with automatic fund associations.
Read moreAutomated Video Publishing for a Financial Services Website
Automated video publishing eliminated hours of weekly content management, keeping a financial services website current with new investment commentary.
Read moreWebsite Refinements for an Alternative Asset Manager
Targeted refinements improved team presentation, brand consistency, and site usability for a financial services company without a full redesign.
Read moreComplete Ad Attribution Across the Customer Journey for a Wellness Brand
A wellness e-commerce brand was losing visibility into which ads drove results because privacy tools blocked their tracking. A direct integration restored full attribution across seven stages of the customer journey, giving the marketing team accurate data to optimize their ad spend.
Read moreBulk Search Visibility and Content Reorganization for a Publishing Team
An editorial team needed to execute search visibility and content reorganization changes across hundreds of pages without editing each one individually. A bulk update tool turned multi-day projects into single-upload operations, letting the team act on strategy changes the same day.
Read moreControlled Early Access Launch with Referral Tracking for a Financial Platform
A financial services company launching an exclusive early-access platform needed to control signups through unique access codes while preserving referral attribution. An automated waitlist system validated codes in real time and carried referral data through the entire onboarding journey.
Read moreEvent Landing Pages for a Technology News Publisher
A technology news publisher needed dedicated landing pages for conference and event coverage that editors could build independently. A modular page design gave the editorial team full control over event pages without requiring developer involvement.
Read moreAutomated Website Security Hardening for a Healthcare Research Organization
A healthcare research organization needed enterprise-grade website security to protect sensitive medical research data and meet strict data protection regulations. Automated security hardening achieved top-tier ratings with zero changes to their existing site.
Read moreWebsite Redesign and Operational Tooling for an Online Bank
An online bank needed a website that could deliver personalized content to different audiences while keeping editorial staff independent of developers. A rebuilt site gave the team full control over page layouts, audience-targeted content, and real-time visibility into website activity.
Read moreUnified Ticketing and Donations for a Performing Arts Organization
A performing arts organization was losing ticket and donation conversions by sending visitors to an external platform to complete purchases. Embedding the entire ticketing and giving experience within their own website eliminated that friction and gave staff centralized control over events, donations, and memberships.
Read moreAutomated Lead Monitoring Across a Multi-Location Franchise Network
A franchise network had no way to tell whether leads from dozens of regional websites were actually reaching the sales team. Automated daily monitoring now surfaces failures within 24 hours and gives headquarters visibility into lead flow across every location.
Read moreMulti-Step Identity Verification for a Financial Services Application
A financial services institution needed to verify applicant identities before granting access to their credit application -- without storing sensitive personal data on their own servers. A multi-step verification system automated the screening process while keeping the applicant experience seamless.
Read moreMarketing Operations Portal for a Luxury Automotive Dealer Network
A luxury automotive dealer network relied on outdated tools for event planning, photo management, and dealer communications across dozens of locations. 84EM rebuilt the system into a unified WordPress portal with interactive calendars, centralized photo management, and network-wide messaging.
Read moreAutomated Consultation Onboarding for a Wellness Brand
A wellness brand needed consultation bookings and customer profiles connected so coaches would have complete health information before every call. Automated onboarding now creates customer accounts at booking, captures health details, and delivers complete profiles to coaches -- without any manual data entry.
Read moreAutomated Health Assessment Capture for Targeted Wellness Marketing
A wellness brand needed health assessment responses connected to customer profiles for targeted marketing, but data was trapped in a separate quiz tool. Automated capture now links every response to the right customer -- even when prospects complete the assessment before creating an account.
Read moreAutomated Prospect Routing for Senior Living Communities
A senior living organization needed website inquiries to reach their resident management system immediately, not after manual data entry created delays. Automated routing now delivers prospect information the moment it is submitted, eliminating the gap between inquiry and follow-up.
Read moreAutomated Loan Pre-Qualification and Lead Capture for Financial Services
A financial services company needed to capture more loan applicants while protecting against fraud and meeting data security requirements. An automated pre-qualification workflow now saves partial applications, verifies identities inline, and removes sensitive data after processing.
Read moreUnified Order Management and Course Access for an Online Education Business
An online education business sold courses through three separate platforms with no centralized order tracking or automatic course access. A unified system now consolidates all sales into one dashboard, grants course access immediately upon purchase, and ensures consistent onboarding regardless of where the customer bought.
Read moreAutomated Subscriber Consent and Notification System for a Wellness Brand
A wellness company needed a compliant way to collect subscriber consent and deliver push notifications at scale. An automated consent workflow replaced a manual process that was time-consuming and vulnerable to compliance gaps.
Read moreAutomated Workplace Safety Reporting for an Industrial Operation
An industrial operation needed centralized safety tracking across multiple departments to meet federal and state reporting requirements. Automated daily reports replaced manual data collection, giving management real-time visibility into safety performance by department.
Read moreAutomated Review Collection for an E-Commerce Subscription Brand
An e-commerce business needed consistent customer reviews to build credibility and improve search visibility. Automated review invitations replaced the manual process and delivered a steady flow of feedback without staff involvement.
Read moreCustomer Loyalty and Rewards Program for a Wellness Brand
A wellness brand with subscription products needed a loyalty program that rewarded more than just purchases. A custom rewards platform now awards points for consultations, assessments, and subscription renewals -- driving repeat purchases and improving subscriber retention.
Read moreStore Credit Program That Turns Refunds Into Future Revenue
An e-commerce subscription business needed a way to offer store credit instead of traditional refunds. A custom credit management system turned refund requests into retained revenue while improving customer satisfaction.
Read moreOne-Time Product Additions for a Subscription Wellness Business
A wellness company needed subscription customers to try new products in their next delivery without committing to a recurring purchase. A one-time addition feature lowered the barrier to product discovery while keeping revenue reporting accurate.
Read moreAutomated Order Tracking and Delivery Confirmation for an E-Commerce Brand
An e-commerce brand needed real-time delivery visibility across multiple carriers without manual status updates. Automated tracking confirmation replaced the manual process and gave customer service teams instant access to shipment status for every order.
Read moreSecure Document Access with Automated Lead Capture
A professional services firm needed to gate sensitive documents behind lead capture forms while maintaining strict access controls and download tracking. An automated system replaced manual document sharing with time-limited access windows and complete visibility into engagement.
Read moreAutomated Donor Record-Keeping for a Cultural Heritage Organization
A cultural heritage organization needed every online purchase and website inquiry to appear in their donor management system without manual data entry. Automated synchronization now matches transactions to existing donor records, prevents duplicates, and gives the development team a complete picture of supporter engagement.
Read moreScalable WordPress Learning Platform for Enterprise Leadership Development
A leadership development firm was running separate WordPress installations for each corporate client, creating significant maintenance overhead and preventing efficient scaling. 84EM consolidated dozens of installations into a single platform where each client operates independently with their own branding, users, and content.
Read moreSelf-Service Coverage Lookup for a Regional Internet Provider
A regional internet provider needed prospective customers to check service availability instantly instead of waiting for a sales representative. A self-service lookup tool now qualifies leads automatically and routes customers to the right service plan -- including partner networks when direct coverage is unavailable.
Read moreAutomated Gift Card Fulfillment for a Corporate Rewards Program
Automated gift card ordering and delivery for an employee recognition program, scaling across business units without increasing administrative workload.
Read moreCustom Two-Factor Login Verification for a Web Application
An organization needed secure two-step login verification with full control over security policies, without the ongoing costs and limitations of a third-party service. A custom text-message verification system eliminated subscription fees and gave the team complete control over how users are authenticated.
Read moreAutomated Order-to-Fulfillment Data Transfer for a Healthcare Organization
A healthcare organization needed order data to flow automatically from their website to their inventory system. Automated transfers eliminated manual data entry and accelerated fulfillment timelines for patient care.
Read moreCustom Affiliate Commission and Reporting System for a Wellness Brand
A wellness e-commerce brand needed affiliate commission logic that went beyond what their existing platform supported. A custom commission system with automated order synchronization and one-click reporting replaced manual reconciliation and eliminated commission disputes.
Read moreCustom Coupon Distribution System with Location-Based Personalization
A wireless carrier needed to distribute location-specific coupons at scale across multiple retail locations. Automated coupon personalization replaced manual variant creation, enabling same-day campaign launches with built-in redemption tracking across every store.
Read moreCustom Affiliate Dashboard for Real-Time Commission Tracking
A privacy-focused platform needed a way for affiliates to track their own referrals and commissions without contacting support. A self-service dashboard replaced manual reporting requests and gave affiliates instant access to their performance data.
Read moreRead more testimonialsI've had the pleasure of working with Andrew at 84EM for over four years, and he's consistently been an exceptional partner across a range of development needs. From deep backend portal work to modernizing legacy code and building custom solutions tailored to our clients, his contributions have had a direct, meaningful impact improving overall site performance while enhancing reporting capabilities and activity tracking.
Supporting a complex 13-site ecosystem with multiple API integrations is no small task, yet Andrew approaches these challenges with both technical expertise and thoughtful problem-solving. He's proactive in identifying potential issues, staying on top of updates in the development space, and ensuring that our clients' websites remain secure, stable, and current.
Equally important, he communicates technical recommendations clearly and accessibly, making them easy to understand for those without a technical background. Beyond his skill and knowledge, Andrew has been a valuable mentor to our internal development team, always collaborative, reliable, and committed to delivering high-quality results.
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