The Challenge
Creative Display Works had outgrown its tooling. Operations spanned seven separate SaaS systems — order planning in one tool, engineering specs in another, installation tracking in a third, fleet/route data in a fourth, inventory in a fifth, project management in a sixth, reporting pieced together from CSV exports. Data lived in silos. Every cross-functional decision required manual reconciliation across tools. The cost wasn't just the subscription fees; it was the lag between operational reality and leadership visibility.
The founder, Tim Miloserny, had already priced out traditional consulting firms and custom dev shops. The quotes came back at six figures and 6–12 month timelines — neither of which fit the pace of the business.
The Solution
Aries Consulting Group deployed the full Custom Platform Build engagement, replacing the entire stack with a single AI-native operating system spanning three connected apps:
- Office OS — the back-office workspace covering Quotes, Build Requests, Production Planning, Engineering, Install/Installation History, Parts, Inventory, Customers, Expenses, Reports, and Analytics. One sidebar, one login, one data layer.
- Field Check-In — a mobile-first, PWA-installable app for install crews. PIN-protected sign-in, live job lookup, on-site sign-offs, and push notifications when routes change.
- Inventory — a mobile-first PWA for warehouse staff. Branded QR labels generated in bulk; each QR deep-links to an update form so any team member with a phone can move inventory in seconds.
- 5 warehouse-floor TV dashboards — TVDashboard, TVShipping, TVStations, TVPerformance, and a custom layout view. Real-time shop-floor visibility for the production team without anyone touching a keyboard.
AI embedded from day one. Two production AI workflows (powered by Gemini 2.5 Flash via Lovable AI):
- Daily route optimization — every install crew's day is sequenced by an AI agent that weighs stop locations, weather, install duration estimates, and crew assignments. No more whiteboard scheduling.
- Dynamic re-routing — when a stop is added, cancelled, or runs long, the route is re-optimized in real time and pushed to the field crew's Check-In app. Dispatchers stop reacting; the system reacts for them.
Beyond AI, the platform integrates address geocoding/validation, route matrix lookups, weather data, ERP order import (with rollback), an automated daily ops digest, and push notification infrastructure across 26 backend functions.
Ongoing Growth Retainer. New modules added monthly as the business evolves. Platform is owned by Creative Display Works — code, data, and roadmap.
The Results
- Replaced seven disconnected tools with one unified platform across three connected apps
- Real-time operational visibility across all departments — Office, Field, Inventory, and the warehouse floor (via 5 always-on TV dashboards) — previously required manual exports and reconciliation
- AI-powered daily route optimization and dynamic re-routing eliminate manual dispatch work and surface the highest-value stop sequence automatically
- Field crews work from a mobile PWA with push notifications — no SaaS seats, no per-installer license fees, no third-party app vendor
- Platform live and actively maintained — new modules deployed on the client's roadmap, not a vendor's
- Brand rebuild, modern B2B website, and strategic plan for a new sales team delivered in parallel with the platform build
- Delivered faster and at lower cost than traditional consulting or dev-shop alternatives the founder had quoted



