The practice.

Practice

Four areas. One practice.

Every engagement is small, senior-led, and directly delivered. A hard ceiling on how much work we take on in a year.

§ 01 / 04

AI-integrated business systems

We design and build AI enrichment, scoring, and automation into CRMs and operational platforms. The work pairs large-language models with real business logic — governance, retries, cost controls, audit trails — so the system is trustworthy as well as clever.

Stack

Salesforce · HubSpot · n8n · Azure OpenAI · Apex · Lightning Web Components

Recent work

  • AI opportunity enrichment — engagement scoring, activity rollups, 90-day tracking, FranklinCovey indicators, and a tabbed LWC insights panel with a live refresh button.
  • AI account intelligence — five-phase programme taking account-level understanding to parity with opportunity intelligence, including external data (Companies House, Google Custom Search, D&B) and scheduled re-enrichment.
  • AI lead enrichment — public web-context gathering with confidence scoring, engagement tone detection, and GDPR-compliant source tracking.
§ 02 / 04

Technology forensics & investigation

Independent technical investigation of suspected unauthorised access, data exfiltration risk, and integration-layer exposure. Deliverables written for two audiences simultaneously — commercial (for decision-making) and legal (for defensibility).

Stack

Salesforce audit · OAuth & Connected App review · API access pattern analysis · Event Monitoring · Log retention forensics

Recent work

  • Salesforce unauthorised-access investigation — classified a suspected breach as an existing authorised OAuth integration path, assessed exfiltration risk, and produced recommendations suitable for legal and commercial use.
§ 03 / 04

Integration & data architecture

Cross-system workflow, bidirectional binary and attachment sync, API design, and version-controlled automation. Workflows that survive real-world failure modes — missing fields, credential changes, rate limits, silent schema drift.

Stack

n8n · Jira · Salesforce SOQL · Azure integrations · Apex · Node.js CLI tooling

Recent work

  • Salesforce ↔ Jira bidirectional sync — comments, binary attachments, deduplication by JIRA attachment ID, error isolation, scheduled FeedItem polling with duplicate suppression.
  • Version-controlled n8n — CLI tooling for pulling, pushing, diffing, and activating workflows so 80+ workflows can live in git and be edited by humans or AI agents.
§ 04 / 04

Product development

Our own product work — currently PicoPouch. Strategy, architecture, build, iteration. The discipline of shipping our own product directly informs how we advise clients.

Stack

Product strategy · Architecture · Full-stack delivery

Recent work

  • PicoPouch — our own product.
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