Representative Engagements
Illustrative of the problems we solve and how we approach them. These reflect real work from our principal's 20-year career in data and automation; client names are withheld under confidentiality.
BI Consolidation & Reporting Automation
Challenge
Fragmented reporting across multiple source systems, heavy manual effort, slow and inconsistent numbers.
Approach
Consolidated sources into a clean data model, automated the ETL and refresh, rebuilt reporting in Power BI and Qlik Sense.
Outcome (illustrative)
Up to 40% faster reporting, 35% better query performance, manual reporting hours removed.
Technologies
Financial Planning & EPM Automation
Challenge
Manual, error-prone planning and close processes built on spreadsheets and disconnected tools.
Approach
Automated core Planning and Essbase processes with EPM Automate and MAXL scripting; migrated on-prem environments to EPM Cloud.
Outcome (illustrative)
Streamlined dimension builds, provisioning, and data loads; lower infrastructure cost and faster close.
Technologies
Home Care Operations Automation
Challenge
Manual referral routing, documentation burden, billing denials from incomplete notes.
Approach
Designed and built a working blueprint that triages referrals, checks documentation quality before submission, and surfaces operational bottlenecks in real time.
Status
Built and proven. Seeking home care operators as deployment partners.
Technologies
We're taking on a small number of design partners to deploy this work and build the measured track record together, on terms that reward going first. If you'd rather see proof before you commit, start with the blueprint or a free workflow audit.
Have a problem that looks like one of these?
Book a free consultation. We'll walk through how we'd approach your specific situation — no sales script.
Get a Free Strategy Call