Client Results

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
87%
Less weekly reporting time
37%
Faster claims resolution
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 TAI · NetSuite · Gusto · Power BI ✓ Published
From 16 hours a week of manual reconciliation to a 15× ROI Azure BI stack
A mid-size freight carrier was spending 16 hours a 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
Read full case study — methodology, dashboard, and results
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%
Executive dashboard adoption
Read full case study — methodology, dashboard, and results
Decision-First BI Framework™Claims DashboardMulti-system ETL
Healthcare Power BI · EMR · Billing · HRIS Coming Soon
Storytelling-driven dashboard redesign for an integrated healthcare network
An integrated healthcare network had 13+ visuals per page with no hierarchy, conflicting filters, and dashboards that clinical, financial, and ops leaders all struggled to use differently. We applied a storytelling-driven BI methodology — separate role-based entry points for CFO, Clinical Director, and Regional Ops Manager — each designed around the decisions they actually make.
>2×
Leadership adoption increase
<5s
Load time vs 12s+ before
Full write-up coming soon
Dashboard RedesignRole-based BIDAX Optimization
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