Case Studies

Outcomes our clients actually feel

Selected projects across BI, automation and predictive analytics.

National retail chain

Sales Analytics Dashboard

Challenge

Sales leaders were stuck in weekly Excel cycles with no visibility into real-time performance.

Solution

Unified Power BI dashboard pulling from POS, CRM and ERP with row-level security per region.

Impact
  • +32% pipeline visibility
  • 5 hrs/week saved per manager
  • Region-level drilldowns in seconds
Power BI · Azure SQL · Power Automate
Mid-market e-commerce

Inventory Forecasting Model

Challenge

Stock-outs and overstocks were eating into margin every quarter.

Solution

ML forecasting pipeline using historical sales, seasonality and marketing signals.

Impact
  • −28% stock-outs
  • −15% holding cost
  • Weekly re-order recommendations
Python · Snowflake · Prophet
Financial services firm

Automated Executive Reporting

Challenge

Executive deck took 12 hours every Monday to assemble manually.

Solution

Automated data flows + branded report generation delivered to leadership inbox.

Impact
  • 12 hrs/week reclaimed
  • Zero manual errors
  • Same-day insight delivery
Power BI · Fabric · Power Automate
B2B SaaS startup

CRM Analytics Platform

Challenge

Sales pipeline data lived in Salesforce with no actionable visualization.

Solution

Tableau analytics layer with funnel, cohort and rep-performance views.

Impact
  • +24% win rate
  • Forecast accuracy ±5%
  • Adopted by full sales org
Tableau · Salesforce · dbt
Manufacturing group

Finance KPI Monitoring

Challenge

Month-end close was opaque to leadership outside finance.

Solution

Real-time finance KPI cockpit connected to SAP with drill-through capability.

Impact
  • Real-time close
  • 100% KPI coverage
  • Faster board reporting
Power BI · SAP · Azure Data Factory
Subscription business

Customer Churn Prediction

Challenge

Churn was a lagging indicator with no early warning system.

Solution

ML churn model + AI-driven retention recommendations delivered to CS team.

Impact
  • −18% churn
  • Higher CSAT
  • Proactive retention plays
Python · OpenAI · AWS

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