Case Study Category: SaaS Platforms

Product engineering and SaaS modernization case studies.

  • AI-Powered Customer Experience Platform

    AI-Powered Customer Experience Platform

    Client: B2B software company  |  Services: AI-powered systems, SaaS integration

    Challenge

    Support volume scaled faster than headcount. Agents lacked unified context across tickets, docs, and product usage data.

    Solution

    • Semantic search across knowledge base and release notes
    • AI-suggested replies with human approval gates
    • Intelligent routing based on issue category and account tier

    Outcomes

    First-response resolution improved by 35% while average handle time decreased.

    Support team collaboration in modern office
    Agents reviewed AI suggestions before messages were sent.

    Guardrails

    1. PII redaction on model inputs
    2. Feedback loop for incorrect suggestions
    3. Weekly accuracy sampling by QA team
  • Custom Operations Dashboard for Enterprise Field Teams

    Custom Operations Dashboard for Enterprise Field Teams

    Client: Enterprise field services org  |  Services: Custom software, web development

    Challenge

    Five hundred field technicians relied on outdated tools with poor offline support. Executives lacked real-time visibility into job completion rates.

    Delivery

    • Responsive web app with offline-first job packets
    • Role-based dashboards for technicians, managers, and executives
    • API integrations with ERP and HR systems

    Results

    • Job status updates synced within 30 seconds when connectivity returned
    • Reporting cycles shortened from weekly to daily
    • Technician NPS increased after UX simplification
    Operations team monitoring live dashboard
    Live maps and SLA indicators replaced manual spreadsheet reporting.

    Custom operations software should meet teams where work actually happens—in the field.

    Discuss a similar build with Zervax.

  • SaaS Platform Rebuild for a Fintech Startup

    SaaS Platform Rebuild for a Fintech Startup

    Client: Series A fintech startup  |  Services: SaaS development, web platform engineering

    Challenge

    The client’s MVP could not support multi-tenant onboarding, tiered permissions, or reliable billing webhooks. Page loads exceeded four seconds on dashboard routes.

    Approach

    1. Domain-driven API modules for accounts, ledgers, and subscriptions.
    2. Next.js frontend with edge caching for marketing pages.
    3. Stripe billing integration with idempotent webhook processing.
    4. Observability stack with tenant-aware tracing.

    Results

    • 40% faster authenticated dashboard LCP
    • 99.95% webhook processing success rate post-launch
    • Onboarding time reduced from days to under two hours
    Fintech team reviewing product metrics
    Executive dashboards surfaced KPIs per tenant tier.

    Technology

    Node.js services, PostgreSQL, Redis queues, Next.js, and WordPress headless CMS for marketing content.