Selected work
A selection of engagements across industries. Client names are withheld by agreement — outcomes are real.
Featured engagement
Digital Transformation / Associations
The challenge
A global financial services association was operating on disconnected legacy systems with no unified view of member behavior. Data moved manually between platforms. Personalization was impossible. Service staff juggled multiple systems to answer a single member question. Leadership had no real-time picture of engagement or performance.
What we did
We led a five-year, end-to-end transformation of the association’s entire data and engagement ecosystem. This included a unified real-time data platform, CRM and service system consolidation, AI-powered member personalization, single sign-on, eCommerce integration, and a 24/7 AI member support tool. Every capability was designed around two principles: members feel recognized and understood, and engaging with the association is effortless.
Outcomes
Platforms unified into one real-time data ecosystem
AI-powered member support deployed and live
Member data available to staff instantly vs. days of manual work
Foundation now powering AI, automation, and personalization at scale
Key capabilities delivered
The challenge
A national industrial manufacturer and distributor with 15 distribution centers and over 3,000 employees had built its technology stack through two decades of acquisitions. Six mission-critical systems operated in near-total isolation: a 20-year-old warehouse management system running batch processing with no real-time inventory visibility, a homegrown order management platform with brittle EDI integrations to hundreds of trading partners, a monolithic ERP that could not consolidate financials across four acquired business units, and field service technicians dispatched by phone and tracked on whiteboards. There was no unified customer record across sales, service, and order history. Month-end close required 14 days of manual reconciliation. The organization had outgrown its systems completely.
What we did
We led a $125M, three-year enterprise transformation spanning six interconnected platforms: a modern warehouse management system, an order management system with EDI modernization, a consolidated ERP, a CRM, an ITSM platform, and a field service management system. Our team served as the program management and integration architecture backbone across 12 vendors, 300+ stakeholders, and eight parallel workstreams. We sequenced delivery to protect operational continuity: ERP and WMS first to stabilize the operational core, order management and CRM next to unify the customer layer, then field service and ITSM to close the loop on service and support operations. Data migration, integration architecture, change management, and end-user training ran as continuous workstreams throughout.
Program outcomes
Platforms delivered
The challenge
The distributor’s legacy WMS processed inventory in overnight batch cycles, meaning a pick ticket printed in the morning reflected stock counts from the night before. Receiving teams scanned product onto paper manifests; warehouse associates picked from static, intuition-based slotting built years earlier with no velocity data. Inventory accuracy sat at 83% across the network, annual physical counts pulled every DC offline for a week, and mispicks were generating $2M+ in annual returns and reships.
What we did
We implemented a modern WMS with real-time RF-directed operations across all 15 DCs simultaneously. Wave and batch picking replaced static pick-and-pass. A slotting optimization engine repositioned the top 2,000 SKUs by velocity and cube, cutting average pick path length by 31%. Labor management with engineered standards gave supervisors real-time productivity visibility by associate and shift. Perpetual cycle counting — triggered by transaction exceptions rather than a calendar — replaced the annual physical count entirely. Cartonization logic automated box selection and integrated carrier rate shopping at pack time.
Outcomes
The challenge
The company’s 400+ field service technicians operated without a connected system. Dispatch happened by phone; technicians received job details by text message and carried paper work orders on clipboards. Parts availability was unknown in the field — technicians either over-stocked their vans or drove back to a branch for a part mid-job. SLA compliance was tracked in spreadsheets updated after the fact. On the sales side, account managers had no visibility into service history or open cases when calling on a customer, and the quote-to-order process involved emailing PDFs back and forth through four approval steps.
What we did
We implemented a field service management platform with mobile work orders on technician tablets, AI-assisted dispatch and route optimization, and real-time van inventory tracking integrated with the ERP parts catalog. Technicians could validate warranty coverage, check parts pricing, and generate a customer invoice on-site before leaving the job. Preventive maintenance schedules auto-generated work orders based on contract SLAs and equipment service intervals. In parallel, we implemented a CRM connecting every customer’s account, order history, service tickets, and open opportunities in a single view — with a streamlined CPQ process that reduced quote cycle time from days to under two hours.
Outcomes
The challenge
A national trade association with 15,000+ members was operating with member data spread across their AMS, LMS, events platform, and email system. Staff were manually reconciling spreadsheets to answer basic membership questions, and board dashboards took weeks to produce.
What we did
We connected all four systems into a unified member data layer, built engagement scoring, renewal risk dashboards, and trained the membership team to maintain everything independently.
Outcomes
The challenge
A national financial association had accumulated 15 disconnected data sources across their AMS, accounting platform, event management tools, regulatory reporting systems, and a tangle of spreadsheet workflows that had grown over a decade. Staff spent days each month reconciling figures that never quite agreed, and leadership had no reliable, real-time view of organizational or financial performance.
What we did
We audited all 15 sources, designed a centralized cloud-based data architecture, and built automated pipelines to consolidate everything into a single source of truth. A data quality framework with continuous monitoring replaced the manual reconciliation process. A self-service analytics layer then put trusted, governed data directly in the hands of staff and leadership.
Outcomes
The challenge
An international professional society was delivering the same content experience to every member regardless of their interests, career stage, or location. Content teams curated resources manually and had no feedback loop on what was resonating. Members were disengaging because the experience felt generic.
What we did
We built an AI-powered recommendation engine that surfaces personalized content based on topics a member follows, their career stage, location, membership tier, and the behavior of similar members. Carousels autoplay the next most relevant resource after a video or podcast. Engagement signals feed back into the model continuously, improving recommendations over time.
Outcomes
The challenge
A global association’s member service team was handling high volumes of repeat questions that required navigating multiple systems to resolve. Members waited hours or days for answers to questions that had simple answers — because no self-service option existed and staff were stretched thin across time zones.
What we did
We built and deployed an AI-powered member support tool trained on the association’s knowledge base, membership data, and content library. The tool’s accuracy depended entirely on the quality of the underlying data ecosystem — five years of data normalization and aggregation work made it possible. Members can now get answers instantly, 24 hours a day, without opening a case or waiting for a reply.
Outcomes
The challenge
A large professional association’s service team was resolving member questions by toggling between multiple disconnected systems, often re-verifying the same information in each one. Response times were slow, context was lost between interactions, and there was no single view of a member’s history, status, or engagement.
What we did
We implemented a unified CRM and service platform connecting member records, case history, engagement data, and communication history into a single interface. Automated routing directed inquiries to the right team instantly. Staff could see a complete member picture from the moment a conversation started — no switching systems, no re-asking questions the member had already answered.
Outcomes
The challenge
A regional health system with 8 facilities had clinical and operational data spread across 14 disparate systems. Reporting was manual, delayed by weeks, and inconsistent across facilities. Leadership had no reliable view of operational performance.
What we did
We consolidated all 14 data sources into a single lakehouse architecture, built automated pipelines, and delivered real-time operational dashboards accessible to clinical and administrative leadership.
Outcomes
The challenge
A national retail group was managing inventory across 200+ SKUs using spreadsheet-based demand planning. Overstock was costing millions annually and stockouts were damaging customer satisfaction scores.
What we did
We built and deployed ML forecasting models integrated directly into their ERP and merchandising systems. Went from pilot to production in 10 weeks with full MLOps monitoring and retraining pipelines.
Outcomes
The challenge
A mid-market financial services firm knew AI was a strategic priority but had no clear picture of where to start. Previous consultants had delivered generic frameworks that didn’t account for their specific data maturity, regulatory environment, or organizational constraints.
What we did
We assessed their data maturity, governance gaps, and AI opportunity landscape, then delivered a prioritized 18-month roadmap grounded in their actual business context. Presented directly to the board.
Outcomes
The challenge
A professional society with 8,000 members was outgrowing their legacy AMS but had a board divided on which platform to move to. Three vendors had pitched competing solutions and the staff had no framework for evaluating them objectively.
What we did
We ran an independent vendor evaluation, built a data migration strategy, and helped the association negotiate their contract. We then oversaw the first phase of migration and data cleanup.
Outcomes
The challenge
A regional logistics provider had operational data locked in their TMS and ERP with no way for operations managers to answer questions without going through IT. Every report took days and the backlog was growing.
What we did
We built a self-service analytics layer on top of their existing systems using dbt and Metabase. Operations managers could answer their own questions within a week of go-live.
Outcomes
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