Cases
Case Studies
Real projects for Greater Vancouver businesses.
tl;dr — Eleven anonymised cases from real work: a three-clinic medical aesthetics group (website, CRM, managed IT), a family clinic's EMR automation, a private school's AP registration platform, an AP prep platform, a tutoring school's operations system, a freight forwarder's AI mail sorting, an immigration firm's four-language site, an accounting firm's platform, our own SEO content engine and a portfolio of 20+ websites.
Clinics and medical aesthetics
Clinic Group Website, SEO and AI CRM
For a three-clinic medical-aesthetics group in Richmond, Burnaby and North Vancouver: a rebuilt website with SEO/GEO work (daily search clicks up 32% after the redesign), integration with the clinics' Zenoti booking system, and a custom AI-assisted CRM. Client anonymized.
Clinic EMR AI Automation
A modern automation layer built around a family clinic's open-source EMR (electronic medical record) production system: nightly incremental AI summary reports for 4,000+ patients, a PDF requisition auto-fill microservice, fully automated lab-result and fax in/out flows, and multi-tier backups with daily off-site restore drills. No downtime, no data migration. Client identity anonymized.
Clinic Group Managed IT
Full managed IT for a medical-aesthetics and clinic group with three locations in Richmond, Burnaby and North Vancouver: about 30 servers, backups, security checks, the phone system, OSCAR EMR operations, and a daily compliance-monitoring email. Client anonymized.
Schools and tutoring
AP Exam Registration Platform
For a BC private school: one platform for AP exam registration, payment and Join Codes, which handled about 690 registrations in a single season with payment reconciliation. Related work for the school and other education clients: an admissions application system, an AP prep platform with automatically generated explanation videos, and a tutoring school's teaching platform. Client anonymized.
AI-Driven School Course Operations
An AI-driven course operations system for a private education provider. AI handles generation, pre-grading, anomaly detection, reminders, and reporting at the operations layer — while teachers review, sign off, and stay accountable for every released grade. Client identity intentionally anonymized.
Tutoring School Operations System
A custom operations system for a three-campus tutoring chain, replacing a per-seat SaaS: student and family records, course catalog, recurring scheduling with conflict detection, attendance tracking, tuition packages/invoices/payments — with teacher hours pushed automatically to an employee-management system for payroll over versioned APIs. Client identity anonymized.
Freight, immigration and accounting
Accounting Firm Website and AI Content
A bilingual website and content platform for a Greater Vancouver CPA firm: an AI content engine fetches tax and finance news daily and rewrites it into original articles, a CPA reviews and signs off in a dedicated publishing desk before anything goes live, and an embeddable support chatbot catches visitor inquiries. Client identity anonymized.
Freight Forwarder Email Triage
For a Greater Vancouver freight forwarder: AI sorting of the shared info@ mailbox, run first in shadow mode next to staff (85% agreement with their own sorting), plus a back-office data-layer design that connects the forwarding software and Microsoft 365 while staff keep the tools they use. Client anonymized.
Immigration Firm Four-Language Website
For a BC immigration firm: emergency response after its old website was hacked, then a new four-language site (Chinese, English, Korean, French) with content automation and instant push notifications to staff. A client and case CRM is planned next. Client anonymized.
Websites and SEO/GEO
Autonomous SEO Content Engine
The blog and SEO of nextagent.ca run on a fully automated pipeline: daily AI-industry news ingestion, writing across 6 content pillars, a quality-scoring gate deciding what may publish, post-publish self-optimization of titles/FAQ/internal links, rewriting of underperformers, search-performance sync, and a daily ops report. We run on ourselves what we sell to clients.
Multi-Industry Website Portfolio
NextAgent has delivered and operates 20+ websites on its own multi-server fleet: clinic platforms, a private high school site with an online classroom, brand e-commerce, local-service lead-gen sites, an alumni platform, and more. One containerized zero-public-port deployment pattern, with AI content or AI support on most sites. Clients anonymized.
FAQ
Questions About Our Case Studies
How are these case studies selected?
Each case study is a completed NextAgent engagement — a full-stack build, AI integration or operational automation.
Can I request a reference call with a past client?
Yes — for qualified prospects we can arrange reference calls. Contact us and mention you'd like to speak with a past client.
Do you share ROI metrics?
We publish representative metrics for each case. Detailed financials are shared under NDA for serious prospects evaluating an engagement.
How long do NextAgent engagements typically take?
A paid proof of concept runs 2 weeks and is credited in full if you continue; the timeline after that depends on scope. Ongoing retainers are available for continuous AI operations.
Your case study next?
Tell us about your business and we'll scope a paid proof of concept, credited in full if you continue.