Case Studies

Real-world examples of how we help businesses streamline operations and grow

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15-Year Data Migration from Microsoft Access to PostgreSQL

Migrated 15 years of business-critical data from a legacy Microsoft Access system to modern AWS-hosted PostgreSQL. 200K+ records migrated.

Situation: Manufacturing client Ironsmith had 15 years of business-critical data locked in a legacy Microsoft Access system with a complex, inconsistent schema.

Task: Migrate hundreds of thousands of rows many with broken or outdated relationships into a modern AWS-hosted PostgreSQL database.

Action: We built a migration pipeline to extract CSV data from Access, clean and reconstruct relationships, validate against a local PostgreSQL schema, and deploy with a one command script to AWS.

Result: Seamless launch of their new system with all historical data intact and cleanly structured no downtime, no data loss.

A data pipeline that migrated 200K+ records across multiple tables with automated schema mapping.
Complete Business System Overhaul

Built a complete custom business system: custom portal, integrated WordPress site, desktop app, and data migration. Replaced a legacy system that did not match their current business.

Situation: Manufacturing client Ironsmith's modernization project to build an internal portal that connected data between their internal systems and their public website.

Task: Deliver an end-to-end solution: a custom business portal, an integrated WordPress site, a desktop app for on premise server file access, and a full migration from their legacy portal.

Action: We built a cloud-based portal with complex quote workflows, developed a public-facing site synced to product and project data, created a desktop bridge app for opening server files in native programs, and migrated 15+ years of legacy data from Microsoft Access to PostgreSQL.

Result: Ironsmith now manages quotes, orders, and internal data seamlessly with full control over product presentation and file access on a new system that does not crash and has 24 hour support.

A complete business system that replaced a legacy system that did not match their current business.
Professional PDF Estimates from Google Sheets

Automated estimate creation for a home remodel company. Reduced turnaround time from days to minutes with branded, professional PDFs generated directly from Google Sheets.

Situation: A home remodel company in Long Island used handwritten notes and manual spreadsheets to prepare quotes, often taking multiple days to finalize and send estimates to clients.

Task: Maintain the flexibility of Google Sheets but drastically reduce turnaround time and deliver polished, professional PDFs that matched the company's branding.

Action: We built a custom quoting system with all their product and pricing data, used Sheets to allow flexibility in adding services and products because of the complicated nature of the business. A script takes this estimate Sheet and creates a custom designed PDF.

Result: What used to take days now takes just a from a few minutes to at most a couple hours.

Faster response times and upgraded professionalism and greater transparency in pricing helped boost close rates.
Bridging Web & Desktop to Access Local File Servers

Built a Python desktop app that bridges web and desktop, allowing browser-based software to open local folders and launch native applications like AutoCAD combining cloud flexibility with desktop control.

Situation: Manufacturing client Ironsmith needed users to open project folders from their browser app into Windows File Explorer just like their legacy Microsoft Access system.

Task: Create a seamless bridge between a modern web portal and an on-site file server without sacrificing cloud benefits.

Action: We built a lightweight Python desktop app using PyQT that could be triggered from the browser, enabling users to open local folders in File Explorer and launch native apps like AutoCAD.

Result: Users retained critical desktop file access while benefiting from all the advantages of a modern web-based system.

Combined cloud flexibility with desktop control preserving the company's existing workflow.
End-to-End Sales Automation: Pipedrive + Google Forms + Angi API + Facebook

Automated lead capture from multiple sources (Angi, Facebook, Google Forms, Wordpress) into Pipedrive CRM with instant Slack notifications. Eliminated manual entry and ensured zero missed leads.

Situation: A contractor had leads data coming from multiple sources: Angi, Facebook, Google Forms, and their website. Manual entry slowed down their team and introduced errors sometimes even causing them to miss incoming leads.

Task: Build something simple to funnel all these sources to their CRM and communcation tools.

Action: We built an integration pipeline that connects Google Forms, Angi's API, and Wordpress to Pipedrive. From there, the data flows into their internal quote management system and triggers Slack notifications to the sales team.

Result: The sales team now gets real-time alerts and can track leads from intake to project without touching a spreadsheet or the multiple lead sources. No more manual entry or lost leads.

Eliminated manual data transfer and missed leads, giving the team more time to focus on closing deals.
FF&E Vision Board to Checkout: GatherIt Integration

Created an interactive shopping cart for FF&E selections, allowing customers to review, approve, and pay directly. Cut revision process from weeks to days and eliminated manual purchase order workflows.

Situation: The client's interior design team used Excel based vision boards to show FF&E (furniture, fixtures, and equipment) selections to customers. Gathering approvals and processing purchases involved back and forth emails, purchase orders, and manual customer signoffs causing delays and friction.

Task: Create a streamlined, interactive shopping cart experience from Excel based vision boards that allows customers to review, approve, and pay for items directly reducing revision cycles and manual processing time.

Action: We integrated GatherIt, an FF&E specification tool, with a custom frontend shopping cart. Designers could upload product selections from Excel, and customers could instantly give feedback, request changes, or proceed to checkout and payment, all in one place.

Result: The revision process was cut from weeks to days. Customers could easily approve or decline items, and designers could instantly update the cart. The checkout flow replaced traditional purchase orders and signatures, making the entire process smoother for their customers and staff.

Accelerated project approvals and eliminated time consuming manual PO workflows, boosting both customer satisfaction and internal efficiency.
QR Code Inventory App

A free, no-login inventory management app for tracking items using QR codes. Used by warehouse teams and sales managers to improve accuracy and coordination. Try it at freeinventoryqr.com

What it is: A free, no-login inventory management app for tracking items or parts across locations using QR codes.

Used by: Warehouse teams, offices, individuals.

Try it: https://freeinventoryqr.com/

Used by territory sales managers and others to improve accuracy and coordination when taking inventory.

"This app has been a game changer for my warehouse and distribution center. Previously, all of our displays were inventoried on paper and no records were kept, causing us to lose track of displays easily. Using the app, we can now easily see our on-hands, shift inventory between warehouses to cover gaps, and keep more comprehensive records of what is coming into and going out of the branch. Highly recommend!"

Kathleen Hickes, Territory Sales Manager at Keurig Dr Pepper Inc.
QR Code Inventory App
March 4, 2025

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