BlueLabel

BACKGROUND

Please describe your company and position.

I am the CEO of Morgan Group

Describe what your company does in a single sentence.

The Morgan Group is a vertically integrated, family-owned real estate investment and development firm specializing in multifamily housing across Texas and Florida.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish?

• Automate repetitive Risk incident intake/review.
• Help leadership and management move from AI interest to practical AI capability.
• Identify and prioritize high-impact workflows through SPRINT-based discovery.
• Build confidence through real pilots, not open-ended experimentation.
• Reduce quarterly Asset Management reporting time by up to 50%.

SOLUTION

How did you find BlueLabel?

Referral

Why did you select BlueLabel over others?

High ratings

How many teammates from BlueLabel were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

BlueLabel led SPRINT-based discovery and enablement to map workflows, surface pain points, assess feasibility, and prioritize use cases. We then co-built two Microsoft-native AI pilots within Morgan Group’s existing environment (Copilot Studio, Power Automate, SharePoint, Outlook, and Teams). Pilot 1 was an Asset Management quarterly reporting assistant that generates structured first drafts from existing inputs and historical examples while preserving familiar formatting. Pilot 2 was a Risk incident processing workflow that extracts key details from incident emails, logs items into a structured register, and improves visibility into items requiring attention. Recurring working sessions supported testing, feedback, refinement, and capability transfer to support future scaling.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Up to 50% reduction in time to produce quarterly Asset Management reports.
• Estimated 10–20 hours/week saved on Risk incident processing.
• Two Microsoft-native pilots delivered in approximately 60 days.
•  Stakeholders trained on use-case selection, feasibility, and data readiness.

Estimated 10–20 hours/week saved on Risk incident processing.

Two Microsoft-native pilots delivered in approximately 60 days.

Stakeholders trained on use-case selection, feasibility, and data readiness.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

BlueLabel's project management was strong throughout the engagement. They delivered on time, maintained a structured cadence through recurring working sessions, and were consistently responsive to our feedback and evolving needs. When adjustments were needed, they incorporated them quickly without disrupting momentum.

What was your primary form of communication with BlueLabel?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most was their ability to move quickly from discovery to working pilots without losing structure. The SPRINT-based methodology gave us a clear, disciplined path forward — rather than open-ended consulting, they came in with a process designed to surface the right problems and build toward real solutions fast. Equally impressive was their insistence on working within our existing Microsoft environment rather than introducing new tools, which made adoption practical from day one. The combination of strategic clarity and technical execution in a single engagement is not something you find often.

Are there any areas for improvement or something BlueLabel could have done differently?

No significant areas for improvement. BlueLabel delivered a well-structured, responsive engagement from start to finish and we were pleased with the process and outcomes.

BACKGROUND

Introduce your business and what you do there.

I’m the director of product design at Zip, a buy now pay later (BNPL) digital financial services company. We provide payment solutions to customers and merchants in Australia, New Zealand, and the US.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish for Zip’s digital financial services?

We hired BlueLabel to reimagine and redesign the Zip app experience as a trust-building, empathy-led, and conversion-optimized platform. The goal was to champion financial flexibility and a new category in the US.

SOLUTION

Can you describe the scope of work BlueLabel handled for this project? Please include the main deliverables if you can.

BlueLabel redesigned three main screens of the app, along with a design system kit. The three screens were onboarding, purchasing, and account management. The design system kit included tokens, variables, and components.

What is the team composition?

We worked with 2–5 teammates from BlueLabel.

How did you come to work with BlueLabel?

We found them through an online search. We chose them over other options because they had high ratings, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

How much have you invested in them?

The project cost is confidential.

What is the status of this engagement?

We worked together from September–November 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We had weekly meetings with our account representative to go over the progress. They also provided an update in Slack.

How did BlueLabel perform from a project management standpoint?

BlueLabel’s project management communicated well. They delivered on time.

What did you find most impressive about them?

BlueLabel aligned very well with embedding with the team and providing a toolkit of design that the internal team could build from. Their process was great, and they asked great questions to get a clearer picture of what we should do and why.

Are there any areas they could improve?

I would have appreciated proactive communication when the team was going over time. We had to flex a little with individuals being sick or taking time away. However, they were very communicative throughout the process.

BACKGROUND

Please describe your company and position.

 I am the VP of Manufacturing of a manufacturing company 

Describe what your company does in a single sentence.

We manufacturer products. 

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish?

• Create a reusable AI and data foundation that can support future manufacturing, service, and operations use cases.
• Build and launch an AI digital assistant on top of a legacy manufacturing ERP to speed quoting, service, and internal decision-making.
• Modernize high-friction workflows such as quoting, order intake, and production data entry to reduce manual effort and errors.
• Turn decades of operational history into a real-time, searchable knowledge source for frontline teams and leaders.
• Capture expert playbooks from long-tenured specialists so the organization can scale knowledge beyond a few individuals.
• Strengthen onboarding and remote readiness by giving new hires an always-on guide for standard and mid-complexity tasks.

SOLUTION

How did you find BlueLabel?

Online Search

Why did you select BlueLabel over others?

• Great culture fit
• Company values aligned

How many teammates from BlueLabel were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

 Build and launch an AI digital assistant on top of a legacy manufacturing ERP to speed quoting, service, and internal decision-making.
Modernize high-friction workflows such as quoting, order intake, and production data entry to reduce manual effort and errors.
Turn decades of operational history into a real-time, searchable knowledge source for frontline teams and leaders.
Capture expert playbooks from long-tenured specialists so the organization can scale knowledge beyond a few individuals.
Strengthen onboarding and remote readiness by giving new hires an always-on guide for standard and mid-complexity tasks.
Create a reusable AI and data foundation that can support future manufacturing, service, and operations use cases.
Describe key metrics or indicators of success resulting from this project:

• Cut expert lookup time by about 75% for core workflows like order tracking and status checks, freeing senior staff for complex cases and coaching.
• Connected and indexed 40+ years of ERP and operational data, making it searchable in seconds instead of requiring multi-system navigation.
• Unified historical records spanning ~390,000 orders, ~9,400 clients, and ~3,700 products, giving teams immediate context during quoting and support.
• Reduced reliance on tribal knowledge by embedding a 40-year expert’s playbooks, memo patterns, and troubleshooting steps into the assistant.
• Improved time-to-answer by shifting routine and mid-complexity questions from expert queues to self-serve AI support for frontline reps.
• Accelerated ramp-up for new and remote employees by providing guided, repeatable AI support inside daily tools and workflows.

Describe the scope of work performed in this project (1000 characters max):

BlueLabel partnered with a manufacturing firm to modernize legacy ERP-driven workflows and unlock decades of operational knowledge. The team built an AI assistant that integrates directly with the client’s ERP and data sources to support quoting, order tracking, troubleshooting, and executive insights. 
BlueLabel captured senior specialist playbooks and encoded them into assistant behavior, reducing reliance on a small expert group. In parallel, BlueLabel implemented a modern data layer that unified more than 40 years of records, including roughly 390,000 orders, 9,400 clients, and 3,700 products. The solution now surfaces history and guidance in seconds, strengthens onboarding, supports remote roles, and establishes a scalable AI platform for additional manufacturing use cases.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Connected and indexed 40+ years of ERP and operational data, making it searchable in seconds instead of requiring multi-system navigation.

Unified historical records spanning ~390,000 orders, ~9,400 clients, and ~3,700 products, giving teams immediate context during quoting and support.

Reduced reliance on tribal knowledge by embedding a 40-year expert’s playbooks, memo patterns, and troubleshooting steps into the assistant.

Improved time-to-answer by shifting routine and mid-complexity questions from expert queues to self-serve AI support for frontline reps.

Accelerated ramp-up for new and remote employees by providing guided, repeatable AI support inside daily tools and workflows.

Cut expert lookup time by about 75% for core workflows like order tracking and status checks, freeing senior staff for complex cases and coaching.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Bluelabel is extremely responsive to our needs.  Overall we are very satisfied with the urgency behind our requirements. 

What was your primary form of communication with BlueLabel?

• In-Person Meeting
• Virtual Meeting

What did you find most impressive or unique about this company?

Bluelabel's customer service is exceptional. It's genuinely refreshing to work with a company that cares deeply about their work and mission—something that feels increasingly rare today. From the ownership team to every team member, everyone is engaged and responsive to our needs. We feel fortunate to have found such a dedicated partner.

Are there any areas for improvement or something BlueLabel could have done differently?

no 

BACKGROUND

Introduce your business and what you do there.

I’m an executive sponsor at a software development company.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Blue Label?

We needed help simplifying the workflow process for our field technicians working in the telecommunications space. Many of our customers are cable subscribers, and our technicians were taking up a lot of time calling internally when they went out to help them. We wanted to automate this process as much as possible because a lot of the work was repetitive.

SOLUTION

What was the scope of their involvement?

Blue Label provides us with AI consulting and development services. Initially, we worked for a few weeks on understanding the entire workflow process of what was currently happening in the field. After that, we started working in sprints and iterating piece by piece to see what we could automate.

Blue Label has used OpenAI software to develop AI-powered automation of our processes. The team is also responsible for post-implementation support, including monitoring and optimization.

What is the team composition?

We've worked with a project/product manager, an AI engineer, and an architect. Additionally, we've had a chief of product, BlueLabel's CTO, and a few other teammates involved in the project.

How did you come to work with Blue Label?

Our internal team was evaluating 10–15 different vendors and found Blue Label through a referral or Google. The team seemed to have the best approach and had a lot of experience based on the examples they showed us. We thought BlueLabel would be the best fit and help us reduce costs and headcounts.

How much have you invested with them?

We've spent around $350,000.

What is the status of this engagement?

We started working with them in May 2025, and our relationship is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Our original goal was to reduce dispatch calls by 30%–70% by the end of the year, and we're currently at the higher end of that, over 50%. We've also reduced costs and headcount. We used to spend $11,000 a month on salaries, and now we're spending $11,000 less per month. It's costing us around $1,000 per month, so we'll easily recoup the cost in the long term.

BlueLabel's work quality has met our expectations.

How did Blue Label perform from a project management standpoint?

We've had no problems with the budget. Blue Label has been very transparent about how they work and how much they're going to charge us. We work in an Agile, sprint-based process and are probably ahead of schedule by two months. We could have stopped at some point, but we've decided to keep going to experiment a little bit more.

Not every software development project gets completed ahead of time, but since it happened, we're using the planned budget to complete more than we initially expected. We use Slack for communication, Zoom for video calls, and Miro for collaboration.

What did you find most impressive about them?

The most impressive thing about Blue Label is the results. We've used very new technology in a way that isn't just flashy but has positive results.

Are there any areas they could improve?

No, there aren't any. BlueLabel is easy to work with. We like them.

Do you have any advice for potential customers?

Have a specific problem in mind. We knew BlueLabel was competent and would get excellent results because I found an issue, and the team helped us identify it. BlueLabel gave us a well-documented course of action. If you don't know what you want, you won't get excellent results with anyone. 

BACKGROUND

Introduce your business and what you do there.

I’m the SVP and CIO of Assurity Group, Inc., a life and health voluntary insurance carrier.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BlueLabel?

We needed a solution to help with some of our claims adjudication. Our volume was going up, so we needed a solution that could allow us to handle that increased volume without needing to add staff. We needed AI integrations to be able to do some matching, but we didn’t have that expertise in-house with our existing IT staff.

SOLUTION

What was the scope of their involvement?

BlueLabel provides AI development for us. We initially gave them a high-level overview of what we were looking for, and within a couple of days, they came back with a working POC. We then set up a full engagement, and we started meeting immediately to work through all the specs.

We’re using several AI solutions in this project. We’re using an LLM to assist with OCR and the extraction of images and text from the images to be able to do document classification. The AI behind that uses Gemini and Llama Cloud as the engines. The LLM interprets the extracted text and matches it with some of the things in our actual policies. BlueLabel also provides post-implementation support, monitoring, and optimization.

What is the team composition?

They've pulled together a team of two developers, a project manager, a business analyst, and a solutions architect.

How did you come to work with BlueLabel?

I belong to a professional organization that BlueLabel also belongs to, so we had an in-person introduction.

How much have you invested with them?

We’ve spent around $300,000–$350,000.

What is the status of this engagement?

We started working with them in March 2025, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve seen improvements in efficiency and automation. Tasks that normally took 40–45 minutes have either been eliminated due to automation or reduced to 10–12 minutes.

How did BlueLabel perform from a project management standpoint?

BlueLabel's project management is excellent; they meet deadlines and stay on budget. We have three stand-up meetings a week with their team and our team. We also share documents and statuses between the two of us.

What did you find most impressive about them?

BlueLabel goes fast. One of the things we weren’t prepared for was that sometimes we were the reason we slowed down, because they went faster than we were used to working with vendors. They’re very professional. They’ve taken a knowledge domain that they knew very little about and gone very deep into it. They’ve learned all the details, which is above and beyond just developing a software solution. They’ve actually partnered with us to come up with the best solution. Their knowledge of how to apply these newer technologies is impressive.

Are there any areas they could improve?

They’re working with some pretty leading-edge technologies, which is what we’re asking them to do. However, when they’re communicating with our in-house users, they could do a better job of translating the technical aspects to add more business acumen so it’s more understandable by the users.

Do you have any advice for potential customers?

Be prepared to go into the project already having all your resources ready for them to work on it immediately. Any delays you have in-house will slow them down. Be prepared for a fast project.

BACKGROUND

Please describe your company and position.

 I am the IT Director of an agriculture company 

Describe what your company does in a single sentence.

Agriculture j- Chemical

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish?

• Transform Customer Engagement Experience
• Initiate New Mobile Experience

SOLUTION

How did you find BlueLabel?

• Online Search
• Clutch Site

Why did you select BlueLabel over others?

• Great culture fit
• Company values aligned
• Approach to solutioning

How many teammates from BlueLabel were assigned to this project?

6-10 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Blue Label supported setting a product vision, user experience, mobile solution design, and development and delivery. Throughout the lifecycle they supported partner development, ensuring we understood the development patterns with the endgoal of transitioning ownership in-house. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Successful delivery of a new customer mobile solution that was first-to-market for our industry. Customer engagement and feedback exceeded expectations and is transforming the overall digital customer experience strategy and expectations for our company.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We followed an agile approach throughout delivery lifecycle. Blue Label was able to challenge and adapt to changing expectations as we delivered incremental value and features during the course of the project.

What was your primary form of communication with BlueLabel?

Virtual Meeting

What did you find most impressive or unique about this company?

Culture fit and their approach to understand our business objectives and outcomes first. Blue Label separated themselves from other vendors by connecting to our business and partnering with our delivery teams...essentialy becoming an extension of our internal delivery team. Their ability to challenge, align with our culture, and deliver successfully on a complex and new-to-our-company solution was most impressive.

If you are looking for a partnership and vendor that will challenge your internal teams along the way...BlueLabel is a great company that I would highly recommend.

Are there any areas for improvement or something BlueLabel could have done differently?

Improved communications on scope changes and impacts in an agile project methodology is challenging. BlueLabel has an opportunity to be more proactive in sharing options and impacts along the way during an agile methodology.

BACKGROUND

Introduce your business and what you do there.

I'm the CPO of a link management platform.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with BlueLabel?

We needed help with mobile app development.

SOLUTION

What was the scope of their involvement?

BlueLabel is developing a mobile app for iOS and Android. We want to offer this app as a free, standalone app. Before we agreed to move forward with the project, BlueLabel received some requirements. After signing the contract, we've had some kickoff calls where we made sure we were in alignment.

What is the team composition?

We work with an account manager, a lead engineer, and other engineers.

How did you come to work with BlueLabel?

We found BlueLabel through a personal contact. We really liked the introductory call we had with the team. They took our project very seriously and did a wonderful job describing the value they offered and how they managed their projects.

How much have you invested with them?

We've spent around $57,000.

What is the status of this engagement?

We've been working together since January 2025, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

The quality of BlueLabel's work has met our expectations.

How did BlueLabel perform from a project management standpoint?

I've been very impressed with the timeliness of everything. We meet every week, and they seem to be absolutely on top of the project and what we need week to week. We primarily communicate using a shared Slack channel, email, and Zoom.

What did you find most impressive about them?

BlueLabel's biggest strength is that they make us feel valued as a client.

Are there any areas they could improve?

When we were given the app, it could have been tested more thoroughly before we got it. There were a lot of bugs that we had to report, and we're still trying to fix them.

BACKGROUND

Please describe your company and position.

I am the COO of a retirement planning company

Describe what your company does in a single sentence.

Provide retirement planning to clients in the mass affluent segment.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish?

• Reduce manual data entry and improve speed and accuracy in generating retirement plans
• Improve advisor adoption of the plan tools
• Provide AI-driven insights that enhance decision making

SOLUTION

How did you find BlueLabel?

Clutch Site

Why did you select BlueLabel over others?

• High ratings
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from BlueLabel were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The scope of the project was to create a proof of concept of the financial plan for testing before conducting productization planning.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The project plan, including regular review of conceptual design and initial build of the proof of concept.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Yes, they did deliver on time. There were some longer timelines, but that was based on turn around time in getting items to them in order to support discovery and verification.

What was your primary form of communication with BlueLabel?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• BlueLabel was prompt, professional, and focused. 
• Their approach to working relatively quickly on design and discovery was helpful. 
• Their engagement with similar types of use cases in the industry was very important.
• Their ability to do the development onshore was important to us.

Are there any areas for improvement or something BlueLabel could have done differently?

The proof of concept had some aspects that were not clean enough to really get a strong feel from the users about potential adoption. This could have been a little cleaner before launching.

BACKGROUND

Please describe your company and position.

I am the Co-Founder of a navigation app company. 

Describe what your company does in a single sentence.

Mobile apps for custom navigation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BlueLabel to accomplish?

• Improve the existing app architecture through refactoring to make future development smoother and reduce potential crashes.
• Implement Clean Architecture to enhance the appʼs scalability and maintainability (e.g., separation of concerns, easier testing, and adding new features without breaking existing functionality).
• Assist with Android project management with task definition and breakdown based on Figma designs and project goals.
• Enhance UI to match Figma designs, ensuring consistency across screens.
• Integrate critical functionalities, such as user groups and home screen sections, to support the appʼs future monetization strategy.
• Set up unit testing to ensure thorough coverage and long-term stability of the app.

SOLUTION

How did you find BlueLabel?

In Person Event

Why did you select BlueLabel over others?

• Pricing fit our budget
• Skill Level of Developer

How many teammates from BlueLabel were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

The project involved refactoring the Android appʼs architecture to implement Clean Architecture, which significantly improved code maintainability and scalability. Major tasks included removing the Room local database, resolving app crashes, and establishing comprehensive unit testing coverage. 

The BlueLabel developer implemented essential features such as user groups and sections, which were critical for both user experience and future monetization. Additional work included integrating Google Billing for in-app purchases and handling account-related functionality (password reset, account deletion). The developer collaborated closely with the client to ensure alignment with the appʼs goals and addressed technical challenges as they arose.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Successful refactoring to Clean Architecture, leading to smoother app performance and easier feature development.
• Elimination of known app crashes, resulting in a more stable user experience.
• Full implementation of unit testing, increasing the appʼs test coverage and reducing future bugs.
• Completion of key features (Sections, Groups, Account Management) necessary for future monetization.
• Integration of Google Billing, allowing the app to process subscription purchases through Google Play.
• Assistance outlining and applying tech lead level knowledge to our Android app and development processes. 
• Ensuring best practices would continue after contract end.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Our project was self-managed and we simply treated their lead Android developer as a team member. This was a highly collaborative experience where Blue Label's developer was able to make signficant contributions to our app for the duration of the contract. Outside of just accomplishing coding tasks, their developer brought deep Android and Android project management knowledge to our small team. 

This set us up on the right foot both with work completed, our app architecture and our processes for moving forward after contract completion.

What was your primary form of communication with BlueLabel?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

It's not often when working with an agency that you have access to topic specific mentorship for the duration of the contract. Blue Label's skilled Android developer not only contributed to our project, but made a substantial impact in our future by providing useful mentorship to our team in their area of expertise.

Are there any areas for improvement or something BlueLabel could have done differently?

Nothing comes to mind. BlueLabel exceeded our expectations.