Case studies

Real field outcomes, responsibly anonymized.

Government & Municipal

Large Municipal Stormwater Utility Corrective Actions

Executive Summary A large municipal utility needed a more reliable way to manage field inspections, corrective actions, deadlines, and customerfacing letters across a complex environmental compliance program. Inspectors were already using Microsoft Dynamics 36

Stack: Microsoft Dynamics 365 Field Service · Microsoft Dataverse · Microsoft Power Automate · Resco Mobile CRM · Woodford · Resco Questionnaire Designer · QBuilder · JavaScript
Government & Municipal

Municipal Food Inspection Mobile Modernization

Executive Summary A municipal inspection technology provider needed a fieldready mobile workflow for food establishment inspections used by local public health teams. The application had to support structured foodcode findings, repeat citations, reinspections,

Stack: Resco Mobile CRM · Woodford · Resco Questionnaire Builder · Resco mobile reports · JSBridge HTML/JavaScript · FetchXML-style mobile queries · Dataverse/Dynamics-style entities · iOS mobile workflows
Utilities

Regional Electric Utility Commercial Energy Assessments

Executive Summary A regional electric utility needed to modernize the mobile field application behind its commercial energy assessment program while preserving a proven customerfacing inspection experience. The legacy solution was built on Resco Mobile CRM and

Stack: Resco Mobile CRM · Woodford · Salesforce · Microsoft Dynamics CRM · Resco Questionnaire Builder · Resco mobile reports · Mobile report XML · Offline HTML/JavaScript
Field Service

Regional Fire and Life Safety Inspection Modernization

Executive Summary A regional fire and life safety services provider needed a modern mobile inspection workflow for fire alarm annual inspections and smoke detector sensitivity testing. Field technicians were working in a process that had to support complex sys

Stack: Salesforce · Resco Mobile CRM · Woodford · Resco Questionnaire Builder · Resco mobile reports · JSBridge HTML/JavaScript · iPad offline mobile workflows · Salesforce asset data
Risk & Safety Inspections

Safety Inspection Mobile Report Standardization

Executive Summary A safety and risk inspection organization needed to turn a complex portfolio of field inspection checklists into reliable, Salesforcebacked mobile workflows with polished ondevice PDF reports. The work covered multiple inspection types, inclu

Stack: Salesforce · Resco Mobile CRM · Resco Questionnaire Designer · Resco Mobile Report Designer · Resco mobile reports · Salesforce ContentVersion photo handling · Resco questionnaire workflow rules · Mobile PDF generation
Regulated Industries Approval pending

Pharmaceutical enterprise integration

Anonymized: ERP/CRM/operations integration for a pharmaceutical enterprise. Held to existing public text.

Stack: ERP · CRM · Ops integration

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Plain-spoken consulting for utilities, government, and field-service organizations.