Case Studies

Real work, real outcomes.

Anonymized examples of engagements across executive reporting, AI automation, advertising analytics, and integrations. Every project is scoped to a measurable business result.

Reporting

Automated Executive Reporting System

Mid-market services company · ~150 employees
Challenge

Leadership was spending 20+ hours a week manually pulling data from six systems into slide decks. Numbers rarely reconciled between reports, and the exec team couldn't trust the weekly snapshot they were reviewing.

Solution

Designed a unified data model, built pipelines from the source systems into a warehouse, and shipped an executive dashboard with a defined KPI framework. Automated the weekly board pack generation on top of the same source of truth.

Outcome

Manual reporting effort dropped by more than 90%, executive numbers now reconcile end-to-end, and leadership makes weekly decisions from a live dashboard instead of stale slides.

Manual hours saved / week
18+
Systems unified
6
Time to weekly numbers
Minutes
AI Sprint

AI Workflow Automation Sprint

Growing agency · client operations team
Challenge

The operations team was manually processing hundreds of client briefs, campaign requests, and internal documents each week. Turnaround was slow and error-prone, and the team was blocking new client onboarding.

Solution

Ran a focused four-week sprint to identify the three highest-leverage workflows, then built AI-assisted internal tools for document parsing, brief classification, and structured intake generation. Wired the tools into the team's existing project management stack.

Outcome

Cut per-brief handling time by roughly 70%, freed the operations team to take on new clients without adding headcount, and gave leadership a repeatable pattern for finding future AI wins.

Per-brief time reduction
~70%
Workflows automated
3
New hires avoided
2+
AdTech

Advertising Analytics & Measurement Dashboard

Media company · advertising & revenue team
Challenge

Campaign performance data lived in five ad platforms and one internal system. Attribution was inconsistent, sales couldn't defend ROI to advertisers, and the finance team was rebuilding numbers from scratch every month.

Solution

Consolidated ad platform data into a warehouse, defined a shared attribution model with the revenue team, and built a measurement dashboard covering delivery, pacing, revenue, and campaign-level ROI. Documented the methodology so sales could speak to it confidently.

Outcome

One trusted view of advertising performance across all platforms, faster monthly close, and a measurement story the sales team can bring directly into client conversations.

Ad platforms unified
5
Monthly close acceleration
~2 weeks
Stakeholders on shared view
Sales · Finance · Ops
Integrations

API Integration & Data Pipeline Build

B2B SaaS company · revenue operations
Challenge

CRM, billing, product usage, and support systems were disconnected. Account managers were pulling data manually, churn signals were being missed, and finance was reconciling revenue by hand.

Solution

Built API integrations between the four core systems, designed an event-driven pipeline into the warehouse, and delivered a unified customer view with product usage, billing status, support health, and account activity in one place.

Outcome

Account managers now see a single customer picture, churn risk is surfaced automatically, and the finance team eliminated its manual monthly revenue reconciliation.

Systems connected
4
Manual reconciliation removed
100%
Churn signals surfaced
Automatically
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