Case Studies & Portfolio

Explore proof points of our work. We provide clear, anonymized summaries of delivered products and measurable returns.

Power Apps + Automate Professional Services

Valuation Process Automation

Replaced manual Excel-based valuations for a professional services client. Built an integrated canvas app mapped to custom SharePoint list libraries. Automated document package compiles and compliance checks.

Efficiency: 70% decrease in manual valuation report compilation times, zero missing compliance signatures.
Power Automate RPA Healthcare / Pharmacy

HR & Prior Auth Document Routing

Configured an automated doc routing bot for a multi-department medical clinic. The script processes prior authorization requests from carrier desks, classifications, and assigns tasks across departments.

Efficiency: Reduced medical insurance authorization backlogs to zero, keeping patient prescription lags under 2 hours.
Power Apps Canvas Transportation & Logistics

Fleet Management & Dispatch Portal

Built a custom asset tracking and proposal application. Organizes field driver checklists, odometer logs, safety audits, and mechanical service requests on a mobile interface.

Efficiency: Unified regional dispatcher dashboard with automatic safety compliance warnings, preventing late scheduling.
Power BI Dashboard Luxury Goods Retail

Luxury Retail Analytics

Connected multi-channel retail store sales and inventories into consolidated Power BI dashboard models. Designed custom calculated DAX measures for product-segment margins.

Efficiency: Instant executive reports showing stock turnarounds, margin trends, and peak sales metrics weekly.
Power Apps (Model-Driven) Construction & HR

Fixed-Scope Talent Assessment

Deployed a customized model-driven application for subcontractor skill profiling, licensing validation, and safety training tests. Project delivered on a fixed-scope deadline.

Efficiency: Centralized portal for safety tracking, ensuring 100% compliant subcontractor site deployment.
Power BI Modeling Internal Operations

Operational Analytics Dashboard

Centralized data model tracking consulting revenue, expenses, resource billable hours, and payroll allocations. Linked securely to SQL databases.

Efficiency: Replaced monthly operational reports with dynamic dashboards, saving 15 hours of manager bookkeeping.

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