Case Studies

Proof of work, not a portfolio of slides.

Every project below was delivered in a live operating environment. Client names are withheld for confidentiality; the scope and outcomes are described as they happened.

Selected case studies

CRM & RevOps

Dual-pipeline CRM architecture for a multi-country B2B SaaS platform

18+

automated workflows shipped

  • •Two pipelines built from scratch: new business and post-sale/renewal
  • •Custom properties designed for multi-country reporting
  • •Native invoicing added for accurate commission tracking
  • •A CSV-based migration strategy to move existing data cleanly

Business Intelligence

Multi-country financial reporting consolidation for a publishing company

100

Excel files consolidated

  • •Consolidated files spanning 2020–2025 across 20 countries
  • •Dynamic Top-N DAX measures built in Power BI
  • •SharePoint integration for ongoing, self-updating reporting

Cloud & Security

IAM security hardening for CI/CD pipelines in a production SaaS environment

3

AWS services hardened with least-privilege IAM

  • •Least-privilege IAM policies designed for CircleCI pipelines
  • •Coverage across Elastic Beanstalk deployments
  • •Coverage across S3 and CloudFront distribution

IT Operations

Help desk migration to a modern ticketing system

  • •Migrated support intake from Microsoft 365 distribution lists
  • •Moved to a structured, trackable ticketing system
  • •Reduced dropped or lost support requests

Data Integrity

Validating the numbers before they reach leadership

  • •Builds Excel and Power BI models that cross-check calculated fields against source data before a report ships
  • •Treats multi-country consolidation as a reconciliation exercise, not just a rollup — catching mismatches before they become decisions
  • •Documents the validation logic so errors are traceable, not just fixed and forgotten

Want results like these?

Let's talk about what's slowing your revenue engine down.

Get in touch