Case studies
Proof patterns
Anonymized examples from analytics, systems, and CRM work. Expand any card to see the challenge, what we delivered, and the measurable result.
Microsoft Fabric · SQL · Power BI
Client: Anonymized — national insurer
Portfolio exposure analytics at scale
Automated Fabric pipelines reduced manual processing; SQL validation routines stabilized 500K+ row datasets; Power BI dashboards with custom DAX gave leadership AAL, NCOR, and capital views they could act on.
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Challenge
Catastrophe and severe-storm exposure models required validated datasets across accounts worth billions in insured value, with manual prep slowing underwriting decisions.
Outcome
Automated Fabric pipelines reduced manual processing; SQL validation routines stabilized 500K+ row datasets; Power BI dashboards with custom DAX gave leadership AAL, NCOR, and capital views they could act on.
Manual data prep materially reduced; executive metrics refreshed on a defined cadence.
Explore dashboard strategy →Azure · SQL · Python
Client: Anonymized — property operator
Business-critical systems reliability
Documented deployment and preventive maintenance protocols; maintained high uptime for business-critical systems and cut recurring support issues.
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Challenge
A growing real estate operator needed dependable network and workstation infrastructure without constant firefighting that pulled leaders out of client work.
Outcome
Documented deployment and preventive maintenance protocols; maintained high uptime for business-critical systems and cut recurring support issues.
99% uptime target for critical systems; ~30% reduction in recurring issues.
Explore workflow optimization →Salesforce · Excel / VBA
Client: Anonymized — field operations program
Salesforce inventory and compliance tracking
Salesforce became the inventory source of truth with documented fields and ownership; supervisors gained a single view for fleet status and audit requirements.
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Challenge
Fleet and field teams tracked hundreds of assets across spreadsheets; compliance and handoffs stalled when records drifted from the system of record.
Outcome
Salesforce became the inventory source of truth with documented fields and ownership; supervisors gained a single view for fleet status and audit requirements.
300+ assets tracked in CRM with compliance fields enforced.
Explore workflow optimization →