Custom Software Case Studies & Verified Build Outcomes
Review real, detailed case studies of custom software systems engineered by lead developer David Osnas. Each project details the client industry, original operational bottlenecks, bespoke technical architecture, software stack, and verified operational outcomes.
Client Portal Workspace & Automated Milestone Intake
Original Problem:
The firm relied on disorganised email threads, manual Google Drive folders, and unencrypted attachments for onboarding high-value clients. Milestone approvals required manual follow-ups, causing communication lag and delayed billing cycles.
What Was Built:
David Osnas built a bespoke client workspace portal with role-based authentication. Clients access real-time milestone progress bars, secure document upload dropboxes, and integrated invoice sign-offs.
Interactive AI Intake Agent & Lead Scoring Engine
Original Problem:
A high volume of website traffic submitted generic contact form inquiries. Sales executives wasted over 15 hours per week conducting discovery calls with low-budget or out-of-scope prospects.
What Was Built:
Engineered an interactive qualification assessment widget with real-time scoring logic. The tool evaluates prospect budget, timeline, and scope, generating an instant concept PDF summary and auto-directing qualified leads to calendar booking.
Automated Invoicing & QuickBooks Payment Synchronization
Original Problem:
Invoices were typed out manually on paper forms and spreadsheets. Payment collection took an average of 28 days, and accounting ledgers required manual weekly reconciliation in QuickBooks.
What Was Built:
Developed a custom billing pipeline with automated webhook listeners. Field job sign-offs instantly dispatch digital invoices via SMS/Email with embedded Stripe payment portals and sync ledgers to QuickBooks Online.