Browse implementations by platform, industry, and engagement type.
Partner and trust signals
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Showing all 4 published case studies.
Featured implementations
These featured projects highlight broader architecture, cross-platform delivery, and the operational outcomes that matter once the system is live.
Case study
The insurance industry is behind when it comes to technology adoption. Learn how David French and Nicolas Lares of RiskT3k partnered with Automation Helpers to streamline client experiences.
Platforms used
Engagement type
Insurance • Small Business
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Case study
Scott Lord and Alaska Maritime Physicians need to provide up-to-the-minute insights to their providers. Learn how Automation Helpers built an omnichannel solution to unify communications.
Platforms used
Engagement type
Healthcare • Small Business
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Each card is designed to stay scan-friendly while still showing the architectural shape of the work.
Case study
We partnered with a major commercial real estate firm to replace dozens of siloed spreadsheets with a custom, centralized operating system. By integrating their legacy ERP, physical access systems, and leasing platforms into a secure relational database, we automated their asset reporting and empowered a new, hospitality-driven tenant CRM.
Platforms used
Engagement type
Commercial Real Estate Operations • Enterprise
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Case study
A comprehensive migration and systems overhaul for a healthcare provider, replacing Salesforce with a custom SmartSuite ecosystem to streamline workflows, improve attribution visibility, and support operational reporting across a large distributed organization.
Platforms used
Engagement type
Healthcare Services • Enterprise
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Proof and credibility
The work here reflects fragmented operations, disconnected tools, migration pressure, reporting gaps, and teams that have outgrown spreadsheet-driven workflows.
What these case studies tend to include
Integrations, portals, migrations, permissions models, reporting layers, workflow orchestration, and the operating logic needed to support real teams in production.
Cross-platform delivery
These projects span databases, portals, automation layers, reporting tools, and custom infrastructure instead of relying on a single platform in isolation.
Operational complexity
We routinely work through permissions, data governance, migration planning, role-specific workflows, and the exceptions that break generic implementations.
Real integration work
The scope often includes replacing spreadsheets, connecting legacy systems, syncing operational records, and reducing the manual handoffs that create bottlenecks.
Adoption and transformation
The goal is not just launch. It is better visibility, cleaner accountability, faster execution, and a system people will actually use day to day.
Why this matters
If your team is comparing options, these examples are here to show the shape of the work, the breadth of the platforms involved, and the level of implementation thinking required to get an operational system right.
Ready to move
If these case studies look familiar, we can help you redesign the system underneath the work. That may mean consolidating platforms, building the right data model, connecting integrations, or replacing the workflows that are slowing your team down.
The best next step is usually a short architecture conversation to confirm fit, scope, and what should stay native versus custom.
Prefer to start with platform fit first? We can help scope the right architecture before implementation begins.
Airtable 
SmartSuite 
Noloco 
Make 
Softr 
Glide 
Zite 
Supabase