Our Work

Practical systems that make work easier.

Project 10

Illustration: familiar order, recipient and gift-message inputs become shared working steps used to prepare a quote.

Illustration: an editable quote, PDF estimate and email draft form a quotation package for staff review.

Consultancy / Second Brain / Phase One

Cookies By George Second Brain — Phase One

Christmas quotes were arriving alongside the day-to-day work. We worked with the team to turn familiar know-how into reusable instructions and quotation packages they could review. A foundation to build on.

Built together: Staff know-how, hands-on workflow work and practical learning on real tasks.
Phase one: Editable quotes, PDF estimates and email drafts, with staff review and further refinement.

Read the Cookies By George Second Brain case study (phase one)

Work context

Seasonal quotes & everyday correspondence

Approach

Work alongside the client

Stage

Phase one, with more to come

Project 11

Mapping tool / Business workflows

Flight Map

Keep the big picture. Open up the details. I built Flight Map to move between a business workflow and the detail inside each step. See the editor in action and explore an example map you can download.

Nested sub-maps: Keep the overview readable and open a step to examine its decisions and handoffs.
People review the map: External local agents can help edit the readable file; people check it against the work.

Read the Flight Map case study

Capability

Mapping business workflows

Approach

Overview to sub-map

In use

Alek’s internal work & workflow mapping with CBG

Project 01

Digital Gift Cards / E-Commerce / Retail

Cookies By George Gift Cards

We built a clean, easy-to-use digital gift card site that lets customers buy a gift card, send it to someone they care about, and trust that redemption will work smoothly across the business.

Simple Sending Flow: Customers can purchase and send digital gift cards with minimal friction.
Secure Admin: Admins can invalidate gift cards and review claim and transaction activity.
Order History: The business has a clear record of purchases, redemptions, and gift card status.
Flexible Redemption: Gift cards can be printed and redeemed online or in-store.

See how SwiftRoot can help

Gift Delivery

Clean digital gifting for everyday customers

Admin Control

Invalidation tools and transaction visibility built in

Flexible Use

Redeem online, in-store, or via printed gift card

Project 02

SwiftRoot Product / Sales Signal / AI-Assisted Research

Sales Scout

We built Sales Scout for the problem we kept seeing in our own work: good companies were buried in lists, timing was easy to miss, and outreach got weaker when reps had to invent context from scratch.

Signal Dashboard: Accounts with real movement surface in one place so the team can review what changed before reaching out.
Agent Research: Selected companies can be enriched with profile, contact, location, activity, and public-presence context.
Rep-Ready Context: The output is not a generic lead score; it is a clearer reason to talk to a specific account now.
Built In The Open: This is SwiftRoot product work, shaped by the same workflow, data, and adoption discipline we bring to client systems.

Read the Sales Scout case study Open Sales Scout

Buyer Signal

Find the accounts where timing is improving

Research Loop

Turn account lists into useful sales context

Next Action

Give reps a better reason to start the conversation

Project 03

Lab Information System / Health Care / API

Provincial Medical Lab Platform

We built a custom Laboratory Information System focused on secure workflows, accurate tracking, and faster turnaround across intake and processing.

Sample Registration: Structured intake with validation to reduce errors at entry.
Worklist Assignment: End-to-end sample assignment with completion views and automatic routing by workflow rules.
Auto Range Finder: Techs enter result values and the system auto-maps ranges to the correct assignment path.
AHS HL7 Integration: HL7 interfaces for secure data exchange with Alberta Health Services.

See how SwiftRoot can help

Sample Intake

Intake speed increased by 50%

Operational Flow

Sample workflows assigned with live status views

Lab Visibility

Real-time status across collection and bench

Project 04

E-Commerce / Gift Giving / Retail

Cookies By George

We initially underestimated the challenge of selling cookies but ended up delivering an awesome batch:

Multi-Recipients In Single Order: One order, infinite postal codes. We mix'matching delivery and pick-up. Each rate is calculated independently.
API Integration: Automatic address lookups, giftcard purchasing, multiple courier integrations, and instant error reporting.
Store App: Retail stores fulfill orders, manage hours and inventory with an easy-to-use iPad interface.

Read the Cookies By George e-commerce case study See how SwiftRoot can help

Orders Coordinated

Nationwide gifting from one cart

Fulfillment Tempo

Retail + e-comm sync in real time

Customer Joy

Handwritten notes triggered automatically

Project 05

Platform / Dashboard / Payments

Conflict Is For The Birds

We built a commerce agnostic platform that helps people understand their conflict style and how to use it to their advantage. Practitioners can send and track assessments, and even create their own groups.

E-Commerce Agnostic: Platform works without being tied to one e-commerce provider.
Practitioner Control: Can create contacts, groups and even sign-up links their test takers can access through a QR code.
Credit Management: Practitioners purchase credits directly and spend them to send assessments—no marketplace required.

See how SwiftRoot can help

Assessments Launched

Thousands dispatched per facilitator

Revenue Streams

Practitioner credit system built-in

Engagement

Action plans delivered instantly

Project 06

Decidedly Jazz - Digital Display preview

Digital Display / WordPress Plugin / MindBody API

Decidedly Jazz - Digital Display

For DJD, we streamlined their scheduling process with a custom digital solution integrated with MindBody, focusing on essential data for simplicity and efficiency. By repurposing their existing WordPress site for a control panel and API, we achieved a seamless and uncomplicated scheduling system.

WordPress Plugin: Custom plugin to interface with MindBody API.
Contextual Schedule: Display's important information to the hour.

See how SwiftRoot can help

Class Updates

Stage screens refresh every minute

Booking Lift

Mindbody promos auto-orchestrated

Brand Atmosphere

Motion design choreographed to sets

Project 07

Mobile Game / Sports Betting / Freeplay

Freeplay

A mobile sports betting game that allows users to bet on real games with fake money. Multiple sport-stream sources, contests, notifications, and a slick admin dashboard to manage it all.

Push Notifications: Users can be notified of upcoming games and contests.
Admin Dashboard: Admins can manage users, contests, and games.

See how SwiftRoot can help

Contests Launched

Dozens running each season

Retention Lift

Streaks keep bettors engaged

Lead Conversion

CRM-ready insights from gameplay

Project 08

E-Commerce / B2B / Retail Operations

Retail Store App

We built a retail store app for Cookies By George that allows them to manage their inventory, hours, and orders. It's a simple iPad app that allows them to manage their retail stores.

Inventory Management: Staff can manage inventory and hours with an easy interface.
Order Fulfillment: Can fulfill orders and manage their status which then informs customers through SMS.

See how SwiftRoot can help

Fulfillment Speed

Orders staged in under 5 minutes

Inventory Pulse

Real-time stock across stores

Team Adoption

Onboarded in a single shift

Project 09

Automation / Database Integrity / Duplication

Filemaker MindBody Sync

What do you do when you have a 30 year old Filemaker database that you want to talk to your ticket/booking system? You call us. That's what you do. No, seriously.

Import Portal: Controls and displays import process with error reporting.
Custom API: Custom API to interface with MindBody.

See how SwiftRoot can help

Legacy Harmony

30-year FileMaker meets modern APIs

Duplication Purge

Records reconciled nightly

Staff Focus

Team freed from CSV wrestling

What this work has in common

We do our best work where AI needs real business context, not cosmetic tooling

If the issue is speed, visibility, handoffs, intake quality, disconnected tools, or too much manual coordination, that is usually where SwiftRoot creates the most leverage.

Visibility

Hidden work becomes visible

Reliability

Fewer manual handoff failures

Momentum

One fix creates room for the next

Your next step

Where is work getting stuck?

Bring us one job your team keeps spending time on. Tell us how it works today and what you wish were easier. We’ll talk about whether Flight Plan is the right place to start.

Book a conversation

We start with a conversation about your work and fit. Flight Plan is a separate paid investigation.

Working solo or with a tiny team? ACE is AI Coaching for Entrepreneurs. Learn with Alek through real work in your business. Explore ACE coaching.

Prefer a first look on your own? Try the optional Pre-Flight self-assessment.