Case
Studies

Real clients. Real challenges. Real results.

From rescuing a broken CRM to launching a first mobile app, Paragon9 has partnered with businesses across industries to deliver software that works — and partnerships that last.

Dynamics 365 / CRM

CRM Rescue

The challenge: Oatey's Dynamics 365 CRM developed critical routing and functionality failures that brought their customer service department to a halt. The team couldn't process requests, and the business needed a resolution fast.

The solution: Paragon9 diagnosed the root cause of the configuration failures and restored full system operation within days, then transitioned into an ongoing Dynamics 365 support relationship to keep the CRM running reliably.

"Within a few days, Gwen and her team were able to diagnose our core routing and functionality issues bringing our system back to operations… Without their energy and support, we would not have a working CRM tool for our customer service department."

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Custom Software / Mobile

Compliance App

The challenge: SecureClose needed a custom compliance application built from concept to prototype, targeting multiple platforms with complex audio and video integration requirements — and a partner who could engage from the very first design conversation.

The solution: Paragon9 partnered from the earliest design phase through working prototype, engineering the multi-platform architecture and solving the audio/video integration challenges at the core of the compliance workflow.

"We engaged Paragon9 to assist in the design of our custom compliance application, SecureClose, and provide programming services from concept to the prototype stage…Paragon9's commitment was critical to our success during development stage."

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Microsoft 365 / SharePoint

M365 Migration

The challenge: After two Microsoft Certified Partners failed to engage with their small-business needs, Burger Carroll still needed a full Microsoft 365 migration with customized SharePoint configured for their clients — and they needed a partner who would actually show up.

The solution: Paragon9 handled the full Microsoft 365 migration and SharePoint configuration, providing responsive guidance within 24 hours whenever questions arose and staying available as an ongoing partner well after go-live.

"After being ignored by two other Microsoft certified partners, Paragon9 came to the rescue!… very accommodating and understood our needs, and the needs of our clients' specific SharePoint requirements."

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Web Design & Development

Business Website

The challenge: AES needed a website that was visually compelling enough to impress customers, easy enough for their own team to update, and backed by a partner who would stay engaged after launch — not disappear once the site went live.

The solution: Paragon9 translated AES's vision into a custom site balancing visual impact and ease of use, then delivered the training and ongoing support that keeps AES self-sufficient and their site current.

"It was very refreshing to have a team dedicate themselves to us and make sure we have everything we need…They took our vision and created something not only visually stimulating, but also user friendly."

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iOS & Android

Mobile App Launch

The challenge: Health Endeavors had the concept for their first mobile app but lacked in-house technical expertise to navigate the development lifecycle and launch successfully on both iOS and Android.

The solution: Paragon9 guided the full mobile development lifecycle — scoping, design, cross-platform development, and App Store launch — providing both the technical experience and creative direction needed to get from idea to shipped product.

"Paragon9 helped our team develop our first iPhone and Android App. We could not have succeeded in our App launch without Paragon9's experience and creativity."

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Client Portal / Ongoing Partner

Client Portal

The challenge: On The Mark needed a technology partner who could deliver a client portal and grow with them over time — not a vendor who disappears after go-live and leaves them on their own.

The solution: Paragon9 built the OTM client portal and established a deeply collaborative, ongoing support relationship, embedding as an extension of their business rather than a transactional vendor.

"Your business has become a valuable part of our business we greatly rely on. We value your skill sets, problem solving abilities and willingness to offer us the best customer service."

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