Sector: Commercial Construction
Engagement: 60-day process rollout
Service: Operational Transformation
$200K
Annual waste eliminated (Phase 1)
Eliminating $175-500K in annual procurement waste for a $30M commercial contractor
Uncontrolled purchasing by field crews was generating hundreds of thousands in annual waste. No job costing. No procure-to-pay process. We designed and rolled out the company's first structured procurement system from scratch.
Sector: Field Service / Operations
Engagement: Enterprise CRM implementation, Internal Business Lead
Service: Salesforce CRM & Field Service Transformation
30
Costly rework, business-approved design before configuration
Salesforce CRM and Field Service transformation, from disconnected systems to a unified operational platform
The organization needed to implement Salesforce across sales, service, and field operations. The biggest risk was building the wrong system. We led the internal transformation to make sure the build matched the business before a single field was configured.
Taking a finance team's monthly close from three weeks to three days
A distribution organization's finance team was spending three weeks every month manually reconciling invoices across twelve vendor streams. We rebuilt their data model and automated the entire process in Power BI.
Sector: Distribution
Engagement: 60-day engagement
Service: Analytics & Power BI Reporting
Sector: Workforce Development
Engagement: 60-day engagemen
Service: Analytics & Power BI Reporting
Master scheduling and capacity visibility for a 200+ project organization
Leadership was managing over 200 concurrent projects with no centralized visibility. Scheduling decisions were made on informal knowledge and outdated spreadsheets. We built the system that changed that.
85%
Milestone hit rate (up from 61%)
Sector: Operations / Service
Engagement: Process + Dashboard build
Service: Operational Transformation & Analytics
20%
Drop-through rate eliminated (hit target)
Eliminating a 20% service request drop-through rate across operations
Requests were falling through the cracks. A growing backlog made it impossible to prioritize. Leadership set a clear target: reduce the drop-through rate by 20%. We hit it and built a permanent system to keep it there.
Sector: Commercial Construction
Engagement: 8 -week build
Service: Analytics & Operations Consulting
$28.2M
Backlog captured and modeled
Building a revenue forecast from scratch for a $30M commercial contractor
The CEO had no way of knowing what revenue was coming next month, let alone next quarter. Everything lived on a project manager's desktop. We built a full 18-month rolling forecast from ERP data in 8 weeks.
Sector: Logistics / Fleet Operations
Engagement: Analytics build
Service: Analytics & Power BI
SAT%
Automated trailer tracking rate, visible for the first time
Trailer GPS automation dashboard, bridging live and manual tracking during system transition
During a GPS transition, data was coming from two sources simultaneously, live signals and manual files. Leadership had no clear picture of automation progress. We built the dashboard that showed them exactly where they stood.
Sector: Technology / SaaS
Engagement: Analytics Build
Service: Analytics & Power BI
5
Data sources integrated into one model
Sales pipeline dashboard, Closed Won, Lost, and Pipeline comparative analysis across five data sources
A sales organization needed deep visibility into pipeline performance across geography, industry, and partnership impact. Data was spread across five separate tables. We unified it and built the comparative analysis leadership needed.