Case Studies

Explore a selection of projects that show how strategy, creativity, and thoughtful execution come together.

ditto pr logo

Automated Client Onboarding System

Ditto PR

Overview

Tropicflare partnered with Ditto PR to redesign and automate its new-client onboarding process, creating a smoother experience for both internal teams and incoming clients. The workflow connected Zoho CRM with Ditto PR’s internal systems and automated key onboarding touchpoints, including client communications and information collection. Rather than requiring team members to manually coordinate each step, the new system automatically moved clients through onboarding based on CRM data and triggered the appropriate actions throughout the process.

What we built

  • CRM-driven onboarding automation built around Zoho
  • Dynamically generated, client-specific Typeform onboarding links
  • Automated client communications and onboarding touchpoints
  • Integrated handoffs between Zoho and Ditto PR's internal tools
  • A scalable workflow foundation for onboarding future accounts

Business impact

  • Eliminated manual reporting workflows
  • Answered key questions that were unknown to the business
  • Improved visibility into performance metrics
  • Enabled faster, data-driven decisions
  • Created a scalable internal BI foundation
Laundrylux Logo

Custom Sales Quoting Tool (Retool)

LaundryLux

Overview

Tropicflare partnered with LaundryLux to build a custom CPQ and sales quoting application in Retool that streamlined how complex equipment quotes are created, calculated, and prepared for customers. The application brings customer information, product line items, pricing logic, discounts, taxes, freight, deposits, and commercial terms into a single workflow, allowing sales teams to generate professional, customer-ready quotes directly from their operational data. Rather than relying on manually assembled spreadsheets or documents, LaundryLux gained a purpose-built quoting system designed around its sales process and pricing requirements.

What we built

  • Complex CPQ pricing logic covering discounts, freight, tax, deposits, and totals
  • Dynamic sales quote generation with a fully itemized, customer-ready layout
  • Integrated customer, account executive, and product data inside the quoting workflow
  • Custom HTML/CSS document generation for print-ready, signature-ready quotes

Business impact

  • Faster creation of complex sales quotes
  • Reduced manual pricing calculations and fewer errors
  • Centralized customer and deal information
  • Professional, standardized customer-facing quote documents
  • A scalable foundation for expanding the sales workflow
Callreview AI logo

Customer-facing Retool app

Callreview.ai

Overview

We partnered with CallReview.ai to build a fast, no-code analytics application in Retool to turn sales call data into clear, actionable performance insights for sales leaders.

The objective was simple: help managers understand what's working in their sales conversations—and what isn't—without relying on slow reports or complex data tools. By transforming call data into intuitive dashboards, the solution empowers teams to improve sales pitches, coach more effectively, and drive better results across organizations.

What we built

  • Real-time visibility into sales call performance
  • Clear, visual dashboards designed for sales and leadership teams
  • Easy comparison across salespeople, teams, and organizations
  • Rapid iteration and feature updates using a no-code framework
  • Scalable foundation for expanding analytics and insights over time

Business impact

  • Faster insights into what drives successful sales conversations
  • Improved coaching and performance management across teams
  • Reduced reporting friction and manual analysis
  • Stronger alignment between sales strategy and real customer conversations
  • A powerful analytics layer that enhances CallReview.ai's value to clients
Lifecycle Insights Logo

Custom Automated Data Analysis Tool

Lifecycle Insights

Overview

We partnered with Lifecycle Insights to deliver ongoing data science and survey analysis that helps enterprise engineering leaders at S&P 500 companies uncover meaningful trends and insights from large-scale research data.

The goal was to turn complex survey data into clear, compelling insights—moving beyond static reports and manual analysis toward a streamlined approach that supports strategic decision-making, benchmarking, and long-term research initiatives.

What we built

We delivered a scalable data analysis workflow powered by SQL and Google Sheets that transforms raw survey responses into polished, insight-driven outputs.

This approach allows stakeholders to quickly explore trends, validate findings, and compare results across segments—turning complex datasets into research that is easy to communicate, share, and act on.

Business impact

  • Clearer insights into engineering trends across S&P 500 organizations
  • Faster turnaround from data collection to actionable findings
  • Increased confidence in research outputs and client-facing reports
  • A strong analytical foundation for expanding future research initiatives
Tutored By Teachers Logo

Process Automation for Onboarding Workflow

Tutored By Teachers

Overview

We worked with Tutored By Teachers to automate and streamline their new teacher onboarding process across the tools their team already used.

Rather than introducing another standalone system, we designed an integrated automation solution that connected their existing platforms and moved onboarding data between them automatically.

Using Zapier as the automation layer, we created a workflow that tracked onboarding progress, validated required steps, and updated downstream systems once each teacher completed the process.

What we built

  • Cross-system workflow automation connecting onboarding platforms via Zapier
  • Real-time onboarding tracking with visibility into progress and outstanding steps
  • Automated completion validation before teachers are marked as onboarded
  • An automation layer built entirely around their existing tools, with no platform replacement

Business impact

  • Less manual data entry between systems
  • Reduced onboarding administration
  • Better visibility into teacher progress
  • Fewer missed or incomplete onboarding steps
  • A scalable process capable of supporting increased hiring volume
OnlyCreators Logo

Executive Dashboard in Retool

OnlyCreators

Overview

We partnered with OnlyCreators to design and build a Retool-based executive dashboard that transforms raw operational data into clear, actionable business intelligence.

The goal was to give leadership instant visibility into payments, creator performance, and platform health—turning existing data into a centralized, decision-ready experience that supports growth, transparency, and smarter operations.

What we built

  • Executive dashboard for payments and payout monitoring
  • Performance tracking for top creators and streamers
  • Real-time business intelligence metrics and summaries
  • Clean, intuitive visualizations designed for leadership use
  • Scalable Retool architecture that supports future feature expansion

Business impact

  • Immediate visibility into payments and platform performance
  • Faster identification of top-performing creators and revenue trends
  • Reduced operational friction caused by manual reporting
  • Improved decision-making through centralized, real-time insights
  • A strong analytics foundation to support platform growth
World Vision Logo

Survey Data Analysis for Multinational Survey

World Vision

Overview

We were contracted by World Vision to support the development of a global research report examining the intersection of climate change, conflict, and hunger across fragile and conflict-affected regions.

World Vision provided large, multi-country survey datasets in Excel. Tropic Flare led the data cleaning, statistical analysis, and analytical synthesis using Python and R, transforming raw survey data into rigorous insights, statistical tables, and evidence-based narrative analysis used directly in the final published report.

What we built

  • Large-scale survey data cleaning and normalization
  • Multi-country comparative analysis
  • Statistical modeling and regression analysis in R
  • Python-based data preparation and validation
  • Creation of publication-ready statistics tables
  • Translation of quantitative results into narrative analysis
  • Support for evidence-based conclusions and recommendations

Business impact

  • Converted complex, multi-country survey data into actionable research insights
  • Strengthened the empirical foundation of World Vision's global report
  • Enabled clear communication of climate–conflict–hunger linkages
SurveyCat Logo

Custom AI-Powered Survey Analysis Platform

SurveyCat.ai

Overview

We built SurveyCat.ai, an AI-powered survey analysis tool designed to transform open-ended survey responses into structured, actionable insights.

The goal was to eliminate the manual effort required to analyze qualitative survey data—enabling teams to quickly categorize responses, uncover themes, and operationalize feedback at scale.

What we built

  • AI-powered categorization of open-ended survey responses
  • Automated theme and pattern detection across large datasets
  • Structured outputs that support reporting and decision-making
  • Scalable analysis for growing survey volumes
  • User-friendly workflows designed for research and product teams

Business impact

  • Dramatically reduced time spent analyzing qualitative survey data
  • Faster access to insights hidden in open-ended responses
  • Improved consistency and reliability in survey analysis
  • Enabled teams to operationalize feedback at scale
  • Allowed teams to save hundreds of dollars compared to more complex text analysis tools
Laundrylux Logo

Business Intelligence Dashboard with Retool

LaundryLux

Overview

Tropicflare partnered with LaundryLux to design a custom Business Intelligence solution that transformed complex operational and financial data into clear, decision-ready insights.

We first consolidated data from multiple systems into a PostgreSQL database, then built a Retool-based BI dashboard on top of that foundation. The result was a centralized internal analytics platform that automated reporting across nearly 100 datasets and gave leadership direct access to the metrics they needed.

What we built

  • Centralized data consolidation and reporting across nearly 100 datasets
  • SQL-driven business intelligence with reusable KPI and performance logic
  • Custom Retool dashboards with dynamic filters and drilldowns
  • A scalable analytics architecture built to evolve alongside the business

Business impact

  • Eliminated repetitive manual reporting workflows
  • Surfaced answers to important business questions that were previously unknown
  • Improved visibility into operational and financial performance
  • Enabled faster, more confident data-driven decisions
  • Created a scalable foundation for future reporting and analysis
Lifecycle Insights Logo

Custom Survey Analytics Workflow Tool

Lifecycle Insights

Overview

We helped an engineering research company replace a costly, slow, and manual survey analysis process with a fully automated Python-based analysis system.

The solution transforms raw survey exports into clean, structured, and crosstabbed Excel outputs—automatically categorizing open-ended responses and breaking results down by variables such as country, user type, and business type.

What previously took multiple analysts and 1–2 days per survey can now be completed by the client in 30–45 minutes, entirely self-serve.

What we built

  • Automated survey data cleaning and parsing
  • Dynamic crosstab generation based on user-defined variables
  • Open-ended text categorization at scale
  • Excel outputs ready for reporting and presentation
  • A reusable, repeatable analysis pipeline

Business impact

  • Reduced survey analysis time from 1–2 days to under 1 hour
  • Saved thousands of dollars per survey in analyst costs
  • Eliminated repetitive manual work
  • Enabled internal teams to self-serve their own analysis
  • Created a scalable system that improves with every new survey
Project Foodbox Logo

Custom Healthcare Insurance Billing Tool (Retool)

Project Foodbox

Overview

We partnered with Project Foodbox to build and expand a custom Retool application that automates complex healthcare billing, reporting, and accounting workflows.

The platform brings together operational data from multiple sources, cleans and transforms incoming files, and gives the team a centralized system for managing insurance billing and internal reporting.

What began as an initial Retool implementation has grown into a broader operational platform as Project Foodbox continues to move additional business processes into the system.

What we built

  • Healthcare billing automation with structured exports for insurance providers
  • Full CSV import and data processing with validation before downstream workflows
  • Complex SQL data transformation and reconciliation across datasets
  • Automated reporting and export generation for billing and operations
  • Role-based user permissions for controlled access to sensitive data

Business impact

  • Saved hundreds of thousands of dollars in misbilled claims
  • Faster processing of insurance data
  • More reliable accounting reconciliation
  • Improved control over complex healthcare data
  • A scalable platform for adding additional business processes
Swiss Barca Academy Logo

Custom Website for Barca Academy

Barca Academy

Overview

Tropic Flare designed and developed a modern, multilingual website for Swiss Barça Academy, built with WordPress and Elementor, to establish a strong digital presence aligned with FC Barcelona's global training philosophy.

The site was designed to clearly communicate the academy's programs, values, and credibility, while providing parents and players with an intuitive way to explore offerings, locations, and enrollment information.

What we built

  • Custom WordPress website built with Elementor
  • Multilingual site structure
  • Mobile-responsive design across all pages
  • Clear program and academy content hierarchy
  • Optimized layouts for speed and performance
  • Easy content updates via Elementor's visual editor

Business impact

  • Established a professional, credible online presence
  • Improved clarity for parents and prospective players
  • Reduced reliance on developers for content updates
  • Created a scalable foundation for future growth and marketing
  • Strengthened brand alignment with FC Barcelona's global academy standards
Bluecrew logo

Low-code App Migration to Retool

Bluecrew Jobs

Overview

We worked with Bluecrew Jobs' VP of National Support and Operations and employee onboarding team to migrate a legacy Amazon Honeycode application into a more streamlined and capable Retool environment.

When Amazon phased out Honeycode, Bluecrew needed to move quickly to preserve a critical internal workflow used to manage applicant and onboarding data.

Rather than simply recreate the old application, we used the migration as an opportunity to improve the system—building a Retool app natively connected to Bluecrew's SQL database and reducing unnecessary manual steps throughout the hiring workflow.

What we built

  • Full migration of legacy Honeycode workflows into Retool
  • Live SQL and AWS data integration for current applicant information
  • Hiring workflow automation that removed redundant data entry
  • Improved internal tool functionality beyond the original Honeycode app

Business impact

  • Successful replacement of a discontinued Honeycode application
  • Reduced risk of workflow disruption during the migration
  • Faster access to live applicant data
  • Improved onboarding workflow efficiency
  • A more scalable internal application architecture
Cenegenics Logo

Healthcare Data Dashboarding

Cenegenics

Overview

We worked with Cenegenics' Chief Data Officer to design and automate data pipelines, reporting workflows, and dashboards using DOMO.

The goal was to give teams across the organization faster access to reliable business data without relying on repetitive manual reporting processes.

Using DOMO's native ETL, data transformation, and visualization capabilities, we built a centralized reporting environment supporting departments ranging from business development to accounting, while implementing appropriate safeguards for sensitive data.

What we built

  • Automated ETL data pipelines with standardized business logic
  • Departmental dashboards tailored to different business functions
  • Data transformation combining multiple sources into reporting-ready datasets
  • Sensitive data protections with restricted access for HIPAA-protected information

Business impact

  • Less manual effort required to prepare recurring reports
  • Faster access to business and financial information
  • More consistent reporting logic across departments
  • Improved visibility into key organizational metrics
  • A scalable foundation for expanding analytics and reporting over time

Improve your business today!​

Contact us today to schedule a consultation and discover how our business consulting services can help you unlock your business’s full potential.