Custom operational software/ New York, NY
When off the shelf software stops fitting your business, we build what's missing.
Cass & York designs and builds software for complex workflows, disconnected systems, and processes that have outgrown spreadsheets, PDFs, and manual work.
[01] Where software breaks
Your business shouldn't have to bend around its software.
Today
5 tools · 4 manual handoffs
Spreadsheet
A quote starts in a spreadsheet.
Email + PDF
A PDF arrives by email.
CRM
Someone copies information into the CRM.
Slack
An approval happens in Slack.
Accounting
Accounting enters it again.
Eventually, the workaround becomes the workflow.
With Cass & York
1 system · 0 re entries
Quote
Created once, in one system
Documents
Extracted into validated data
CRM
Updated automatically
Approval
Routed and recorded in the workflow
Accounting
Receives the same data, once
We build the missing software layer around how your business actually operates.
[03] Selected work
We don't start with technology. We start with the workflow.
[04] What we build
The workflows that usually don't come in a box.
If an important process depends on people moving information manually between systems, there is probably something worth fixing.
[05] Best fit
Built for operationally complex businesses.
We work best with companies where software is part of the operation, but building software is not the core business.
Construction & Field Services
Estimating, project intake, documents, approvals, field to office workflows, and customer portals.
B2B & Service Operations
Customer onboarding, provisioning, account workflows, CRM integrations, billing, and internal tools.
Data & Membership Platforms
Directories, provider networks, search, data synchronization, member management, and discovery experiences.
[06] How we work
Understand the operation before building the software.
Map the workflow
We learn how the process works today, where information originates, who touches it, and where the work breaks down.
Design the system
We determine what should be automated, integrated, rebuilt, or left alone, then shape the software around the operation.
Build and integrate
We design, develop, test, and connect the system to the tools your business already relies on.
Improve
We refine the software based on real usage, exceptions, changing requirements, and new opportunities for automation.
◆ Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →