Case studies
What changes when the parts fit
Six projects, written the same way each time. What the business said was wrong, what we built, what changed.
Anonymised, illustrative engagement profiles. They show the shape of the work, not audited client results.
01 · Manufacturing & Distribution
Four entities, one close process
Regional distribution group
Challenge
Four trading entities on separate systems, one finance team. Month-end took nearly three weeks. Most of that was matching stock and intercompany balances by hand.
Solution
We moved all four onto Business Central with one chart of accounts. Item and customer records were cleaned on the way in. Intercompany postings now run themselves, with Power BI over the top.
- 3 wks → daysMonth-end close
- 4 → 1Finance systems
- DailyStock visibility
Stack
02 · Professional Services
A pipeline leadership could forecast against
B2B services firm
Challenge
Sales worked out of a CRM nobody trusted. Stages meant different things to different reps. Half the pipeline had no next action, and the forecast was rebuilt in a spreadsheet weekly.
Solution
We redefined the stages: what has to be true to enter one, and who owns it. Then rebuilt it in HubSpot and cleaned out the duplicates. Routing, logging and follow-up are now automatic.
- WeeklyAutomated forecast
- SingleDefined pipeline
- MinutesLead response time
Stack
03 · Real Estate & Construction
Getting site data off paper
Multi-site operations business
Challenge
Site inspections went on paper, then a photo, then an email, then a spreadsheet days later. Nobody could see outstanding issues without rebuilding the picture by hand.
Solution
A Power Apps mobile app that works with no signal, with photos and checked fields. Exceptions route for approval automatically. Completed records reach reporting the same day.
- Same-dayData availability
- OfflineField capture
- ZeroRe-keying steps
Stack
04 · Financial Services
Invoice handling without the re-typing
Finance operations team
Challenge
Supplier invoices arrived as PDFs across several mailboxes. A small team opened each one, read it, and typed it into the finance system.
Solution
Documents now come in automatically. AI pulls the fields out and checks them against the purchase order, then posts to finance. Only the uncertain ones reach a person.
- AutomatedFirst-pass handling
- ExceptionOnly review model
- 24/7Processing window
Stack
05 · Retail & E-Commerce
Ending the two-versions-of-revenue problem
Multi-channel retailer
Challenge
Commercial and finance reported different revenue every month. Each pulled from a different system, and each meant something different by a completed order.
Solution
We built one model over the ERP, storefront and CRM data. Every number got a written definition and a named owner. Executive reporting was rebuilt in Power BI on top of it.
- OneRevenue definition
- AutomatedDaily refresh
- 3 systemsUnified in reporting
Stack
06 · Professional Services
A site the marketing team could actually run
Technology services company
Challenge
The site was slow on mobile and badly structured for search. Every copy change needed a developer ticket and a deployment.
Solution
A rebuild on a CMS-driven stack with a component library and a speed budget. Marketing owns the content now. Every enquiry lands in the pipeline with its source attached.
- CMSMarketing-owned content
- StructuredSEO & schema markup
- CRMConnected lead capture
Stack
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