What the work
actually delivers

Every engagement starts with a business outcome — not a data request. These case studies show the methodology, the stack, and the verified results that followed.

15×

Best annualized ROI

$1.2M

Largest annual savings

100%

Adoption track record

Failed engagements

Financial Services Power BI · Personify · MS Dynamics GP · Excel ✓ Published

From fragmented financials to real-time CFO dashboards

A fast-growing financial organization had data across three systems, manual reconciliation extending close by days, and no real-time visibility into whether they'd hit their annual revenue target. The CFO was making strategic calls on month-old numbers. We applied the Decision-First BI Framework™ — starting with the business outcome before opening Power BI.

100%

Dashboard adoption at 30 days

3→1

Systems unified into single source of truth

Real-time

Financial visibility replacing month-end discovery

Read full case study — methodology, storyboard & results

Decision-First BI Framework™CFO DashboardMulti-system ETL

Freight & Logistics Azure Data Factory · Azure SQL · Power BI · Power Automate Coming Soon

From 48 hrs of weekly spreadsheets to a 15× ROI Azure BI stack

A mid-size freight carrier was losing 48 hours per week reconciling TAI, NetSuite, and Gusto in Excel. A 10-14 day reporting lag created margin blind spots and over $200K in receivables aging with no automated follow-up. We built the Azure data warehouse first — the 87% reduction in reporting time paid for the engagement in weeks.

15×

Annualized ROI on $60K engagement

87%

Reduction in weekly reporting time

Full write-up coming soon

Azure BI StackETL AutomationAR Optimization

Construction Procore · Primavera P6 · Sage 300 · Power BI ✓ Published

From claims chaos to a single source of truth — $1.2M saved, 37% faster resolution

A $100M general contractor had claims in Excel, schedules in Primavera P6, and costs in Sage 300 — no unified view and no executive visibility. Disputes were aging past 90 days before leadership could intervene. We built a four-tab Power BI Claims Dashboard connecting all three systems, with role-based views for executives, managers, analysts, and owners' reps.

$1.2M

Annual savings delivered

80%