Sector: Manufacturing
Engagement: 90-day transformation
Service: Salesforce & Systems Alignment
$200K+
Operational waste eliminated annually
Eliminating $200K in annual operational waste for an enterprise field service operation
40%
Reduction in duplicate work orders
6 wks
From scoping to production
A manufacturing organization with 600+ field technicians was operating on disconnected scheduling systems. Work orders were regularly duplicated across teams. Capacity was invisible to dispatch and leadership alike. The operations team was spending significant energy reacting to problems that better visibility would have prevented entirely.
We led a full Salesforce Field Service transformation, beginning with a two-week operational audit that documented the specific failure points in the scheduling and dispatch workflow. From that diagnostic, we designed a new work order architecture, implemented real-time capacity dashboards, and rebuilt the dispatch logic to reflect how field teams actually operated. Rollout included structured change management and hands-on training for field operations leadership.
Within six weeks of production deployment, the organization had eliminated the duplicate work order problem entirely, recovering $200K+ in annual operational waste. Field capacity became visible in real time for the first time, enabling proactive dispatch decisions instead of reactive corrections.
Sector: Distribution
Engagement: 60-day engagement
Service: Analytics & Power BI Reporting
70%
Reduction in reconciliation effort
Taking a finance team's monthly close from three weeks to three days
3 days
Monthly close (was 3 weeks)
100%
Audit trail coverage
A distribution organization's finance team was spending three full weeks every month manually reconciling invoices across twelve vendor streams. There was no consolidated audit trail. Payment errors were recurring. And leadership was making month-end decisions based on financial data that was already weeks old by the time it reached them.
We rebuilt the procurement data model from scratch, consolidating twelve vendor data streams into a single normalized structure. On top of that foundation, we automated the reconciliation logic in Power BI and built an executive financial control dashboard with full drill-through capability, from raw transaction data to leadership summary in a single view.
The monthly close cycle dropped from three weeks to three days. Reconciliation effort fell by 70%. Leadership gained access to financial data within days of month-end for the first time, with a complete audit trail behind every number.
Sector: Workforce Development
Engagement: 45-day engagement
Service: Operational Transformation
200+
Projects under a single dashboard
Master scheduling and operational capacity visibility for a 200-project organization
85%
Milestone hit rate (up from 61%)
Real-time
An operations director was managing 200+ concurrent workforce development projects with no centralized visibility into resource capacity or milestone status. Scheduling decisions were made on informal knowledge and spreadsheets that were never fully current. Missed milestones were discovered after the fact, not anticipated in advance.
We built a master scheduling framework connected to the organization's existing project management system, providing daily capacity views, milestone risk flags, and executive-ready reporting. The architecture was designed to require minimal manual data entry so adoption would stick without adding administrative burden.
All 200+ projects moved under a single dashboard with real-time capacity visibility. The milestone hit rate improved from 61% to 85% within the first full quarter of use, as the operations director could now see risk before it became a miss.
Capacity visibility achieved