Case Studies

Case Studies.

Deep dives into how we approach specific transformations. Each one walks through the thinking, the pitfalls and the decisions that determine whether the work produces a return.

AI & Automation

Building an AI Strategy That Connects to Business Outcomes

Build an AI strategy tied to business outcomes: use case prioritization, data readiness, governance, and executive alignment, with a manufacturing case study.

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AI & Automation

From AI Tool to AI Teammate: Implementing Agentic Workflows

See how agentic workflows move AI beyond the chat window to execute multi-step operations, with a real purchase-to-production automation case study.

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AI & Automation

AI Governance That People Actually Follow

Why AI policies get ignored and how to build governance employees actually follow, using a tiered framework that manages risk without killing productivity.

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AI & Automation

The Synthetic Resource Playbook: Identifying High-Value Automation Candidates

A practical playbook for finding automation candidates: five criteria that separate tasks ready for synthetic resources from work that needs humans.

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Technology & Systems

Cloud Migration Without the Chaos

Plan a cloud migration that cuts costs instead of creating chaos: discovery, workload-level architecture, phased execution, and right-sized infrastructure.

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Technology & Systems

Escaping Legacy System Purgatory

Trapped by an aging system nobody fully understands? Assess what you have, preserve the business logic, and modernize without betting the company on ERP.

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Technology & Systems

Custom ERP: The Middle Path Between Spreadsheets and SAP

Custom ERP gives mid-market companies integrated operations built around their workflows, at a fraction of the cost and timeline of NetSuite or SAP.

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Technology & Systems

Building Software That Competitors Can't Buy

When custom software beats off the shelf: proprietary platforms and client portals that turn your way of working into durable competitive advantage.

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Technology & Systems

Making Your Systems Actually Talk to Each Other

Disconnected CRM, ERP, and scheduling tools cost real hours every week. How targeted integration eliminates manual data entry and reconciliation work.

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Commerce

Unified Commerce: One Business, One View

Unified commerce connects e-commerce, retail, and marketplace channels into one view of inventory, customers, and orders. See how one retailer did it.

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Operations & Process

Process Optimization Before Automation

Automating a broken process only speeds up the waste. See why optimization must come first, and how one company cut fulfillment from four days to one.

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Technology & Systems

The Integration Roadmap: Connecting Your Tech Stack

Disconnected systems drain hours and hide the full picture. An integration roadmap connects your existing tech stack without replacing platforms.

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Data & Analytics

Building a Data Foundation You Can Actually Trust

Conflicting reports and dirty data push leaders back to gut instinct. Here is how a trusted data foundation restores one version of the truth.

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Data & Analytics

From Spreadsheet Chaos to Real Reporting

When critical reporting lives in Excel, errors and key-person risk pile up. How one firm replaced 47 spreadsheets with automated, unified reporting.

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Data & Analytics

Data Migration Without Losing Your History

Data migration sinks more modernization projects than any other step. A practical approach to moving fifteen years of history without losing it.

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Data & Analytics

Dashboards That Answer Business Questions

Dashboards fail when built around data instead of decisions. See how five business questions replaced a 40-page executive report with real clarity.

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Commerce

Commerce Strategy: Before You Pick a Platform

Choosing Shopify or BigCommerce before validating your commerce strategy invites expensive mistakes. Work out the model first, then pick the platform.

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Commerce

Platform Implementation That Doesn't Fall Apart After Launch

Why e-commerce implementations fall apart after launch, and how operations-first design, documentation, and resilient integrations keep stores working.

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Commerce

Replatforming Without Losing Your SEO or Your Mind

How to replatform an e-commerce site without losing SEO: URL mapping, 301 redirects, content preservation, and monitoring that protect organic traffic.

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Commerce

The Creator Commerce Playbook: Monetizing Audience Beyond Sponsorships

A creator commerce playbook for monetizing beyond sponsorships: products, subscriptions, and memberships built on commerce infrastructure you own.

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Strategy & Planning

The Operational Assessment: Finding What's Actually Broken

What an operational assessment reveals: how work actually flows, where time and money leak, and the root causes behind the symptoms teams have normalized.

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Strategy & Planning

Strategic Roadmaps That Survive Contact with Reality

Why strategic plans stall and how executable roadmaps with sequenced initiatives, honest resourcing, and clear ownership turn vision into results.

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Commerce

Experience Design That Converts: UX as a Revenue Lever

How conversion-focused experience design lifts revenue: user research, friction reduction, mobile-first flows, and A/B testing that turn visitors into buyers.

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Strategy & Planning

When to Build, When to Buy, When to Partner

A practical framework for build vs buy vs partner technology decisions: strategic importance, fit, resources, speed, total cost of ownership, and control.

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Strategy Built on Return.  Grow Revenue. Expand Margin. Generate Cash.