This is evidence of breadth, not a menu. Your first result will be scoped around your business, your current systems, and your priority — not selected from a fixed statement of work.
Where a quantified result is not published and approved, we do not attach one.
Activity across webinars, events, subscriptions, and the website resolved into one person-level view, with Polyform operating as an extension of the team.
Order-level and asset-level data came together for the first time, and the operations team got a dependable view of SLA performance.
Focused products conceived, designed, and built by Polyform. Each one begins with a problem people already feel and carries it through to a useful experience.
Anonymised, past tense, and honest about what they were: one problem, the systems involved, and what the customer could do afterwards.
30 completed examples
Startups
A weekly leadership pack combined revenue, pipeline, acquisition, product activity, activation, retention, and current risks.
Finished resultOne current operating pack replaced cross-team spreadsheet reconciliation.
Discuss this exampleStartups
Polyform compared first-touch, last-touch, multi-touch, and weighted-touch attribution against actual customer paths.
Finished resultA defensible attribution definition supported reporting and budget decisions without false precision.
Discuss this exampleStartups
Polyform gave sellers an up-to-date summary of a customer's website, product, purchase, and support history before outreach.
Finished resultCurrent behavioral context appeared in the seller's existing workspace.
Discuss this exampleStartups
Polyform notified the responsible owner when a churned customer returned, with recent activity and relationship context.
Finished resultA timely, explainable re-engagement opportunity replaced late dashboard discovery.
Discuss this exampleStartups
Polyform moved relied-on Looker dashboards into a smaller reporting estate while preserving trusted outputs during transition.
Finished resultA controlled reporting migration reduced repeated logic without a risky switch-over.
Discuss this exampleMedia
Polyform created a searchable customer history from web, subscriptions, purchases, email, webinars, and Salesforce.
Finished resultEditorial, events, sales, and success teams shared one inspectable customer history.
Discuss this exampleMedia
Polyform continuously refreshed audiences based on reading, purchases, attendance, subscriptions, and engagement.
Finished resultReusable behavior-based audiences replaced manual CSVs and isolated sending-tool rules.
Discuss this exampleMedia
Polyform prepared pre-event briefs with relationship history, content interests, prior events, purchases, and conversation context.
Finished resultThe commercial team received a useful preparation artifact rather than a registration list.
Discuss this exampleMedia
Polyform delivered a permissioned API that responded to customer requests with proprietary audience and content context.
Finished resultA media company turned proprietary context into a governed data product.
Discuss this exampleMedia
Polyform unified multiple payment, subscription, and ERP sources into customers, invoices, payments, refunds, and revenue.
Finished resultFinance and commercial teams reused one customer and revenue foundation.
Discuss this exampleE-commerce
Polyform ranked first purchases by downstream repeat purchase, category expansion, and realized customer value.
Finished resultMerchandising and acquisition teams saw which entry products led to stronger downstream behavior.
Discuss this exampleE-commerce
Polyform tracked whether newer customer cohorts were becoming more or less valuable and which products, discounts, or sources explained it.
Finished resultA cohort trend distinguished customer-quality change from short-term order-volume movement.
Discuss this exampleE-commerce
Polyform compared coupon types and values against repeat behavior without claiming causal lift from simple correlation.
Finished resultA practical promotion recommendation rested on downstream behavior, not redemption alone.
Discuss this exampleE-commerce
Polyform found first-purchase combinations and sequences that led to a second category and continued repeat purchasing.
Finished resultSpecific sequences informed bundle, merchandising, and post-purchase tests.
Discuss this exampleE-commerce
Polyform provided lifecycle tools with structured next-best-product and message context grounded in customer behavior.
Finished resultLifecycle flows used current customer context without rebuilding logic inside the sending platform.
Discuss this exampleBrick-and-mortar
Polyform created one explainable customer record from store transactions, kiosks, Shopify, memberships, loyalty, and marketing systems.
Finished resultTeams gained a visible customer identity without discarding source identities.
Discuss this exampleBrick-and-mortar
Polyform compared kiosk, store, referral, paid, and online acquisition by first spend, repeat visits, retention, and long-term value.
Finished resultOperators could prioritize channels with stronger downstream behavior instead of the cheapest signup.
Discuss this exampleBrick-and-mortar
Polyform identified members whose visits or bookings dropped and gave the responsible team a prioritized, contextual queue.
Finished resultThe team knew who needed attention and why before churn became a lagging report.
Discuss this exampleBrick-and-mortar
Polyform delivered a weekly pack covering sales, visits, memberships, labor, local marketing, mix, repeat behavior, and contribution margin.
Finished resultThe customer received a repeatable explanation of location health and its drivers.
Discuss this exampleBrick-and-mortar
Polyform migrated loyalty and membership reporting to a new operating model while preserving customer history and working reports.
Finished resultA controlled migration maintained historical continuity and a rollback path.
Discuss this exampleOperational AI
Polyform delivered a Slack-triggered workflow that retrieved candidates against an approved role definition, explained fit, and prepared outreach for recruiter review.
Finished resultA recruiter received an inspectable shortlist in the workflow they already used.
Discuss this exampleOperational AI
Polyform prepared evidence-backed purchasing recommendations and routed incomplete or high-risk cases to the appropriate human.
Finished resultA faster decision packet preserved a visible approval boundary.
Discuss this exampleOperational AI
Polyform connected agent activity to business outcomes alongside volume, failures, escalation, latency, and cost.
Finished resultThe customer received an outcome view instead of token and demo metrics alone.
Discuss this exampleOperational AI
Polyform compared current and proposed agent versions across outcome, quality, latency, cost, failure type, and review burden before release.
Finished resultA repeatable go/no-go packet replaced anecdotal prompt testing.
Discuss this exampleOperational AI
Polyform prioritized low-confidence, policy-sensitive, contradictory, or consequential AI outputs for human review.
Finished resultA visible boundary recorded what was reviewed and what happened next.
Discuss this examplePrivate Equity
Polyform unified finance, customer, pipeline, and operating data across ERPs, CRMs, Stripe, and acquired-company systems.
Finished resultOwners and management shared a traceable view without pretending every portfolio company was identical.
Discuss this examplePrivate Equity
Polyform replaced a manual weekly executive-reporting process with refreshed PDF and editable PowerPoint outputs.
Finished resultLeadership received a consistent operating package while analysts avoided repetitive chart and table assembly.
Discuss this examplePrivate Equity
Polyform traced expensive transformations, datasets, materializations, and repeated queries, then redesigned the highest-cost processing paths.
Finished resultCost became more predictable without blindly deleting assets or breaking business outputs.
Discuss this examplePrivate Equity
Polyform assessed revenue durability through reconciled cohorts, concentration, discounting, expansion, contraction, churn, refunds, and revenue type.
Finished resultThe customer received source-grounded diligence rather than headline-growth interpretation.
Discuss this examplePrivate Equity
Polyform turned a material application inventory into explicit invest, tolerate, migrate, future-migrate, delete, or rethink decisions with owners and next steps.
Finished resultA static inventory became an accountable modernization workflow.
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