Power BIBeauty / DTC Skincare
From spreadsheet chaos to a single source of truth
Migrated a 14-spreadsheet weekly reporting workflow — Shopify DTC, Amazon, Sephora/Ulta retail, and wholesale — into a single Power BI data model with permissions by channel and self-serve analytics.
- Challenge
- Channel managers were reconciling 14 different Excel workbooks every Monday — Shopify DTC orders, Amazon Vendor Central, Sephora and Ulta sell-through, Faire wholesale, and finance — to produce one weekly business review with numbers that rarely matched.
- Approach
- We built a single Power BI data model for sales and inventory, connected it to Shopify, Amazon, the retail-partner portals, Faire, and NetSuite, added permissions by channel, and shipped twelve role-tailored dashboards in two-week sprints.
- Outcome
- Monday close-to-report dropped from five days to under an hour, and every channel works from the same numbers — with self-serve analysis now standard across the commercial team.
- 5 days → 1 hour
- weekly close-to-report cycle
- 12
- executive dashboards delivered
- 100%
- self-serve adoption across channels
$100M+ DTC beauty brand
Power BIConsumer FinTech
Growth dashboard that finance, growth, and ops all trust
Unified GA4, HubSpot, ad platforms, and transaction-warehouse data into a single Power BI report — with shared CAC, LTV, and revenue definitions on a daily refresh.
- Challenge
- Growth, finance, and ops each ran their own numbers from different tools, so the monthly business review consistently turned into a debate about whose CAC, LTV, and revenue figures were right.
- Approach
- We built a shared data layer on top of GA4, HubSpot, the ad platforms (Meta, Google, TikTok), and the transaction warehouse — with agreed metric definitions, automated daily refresh, and one dashboard the leadership team adopted as the source of truth.
- Outcome
- Monthly reporting cycles are now 3x faster, and CAC and revenue numbers reconcile across growth, finance, and ops — without monthly arguments.
- 1
- shared source of truth
- 3x
- faster monthly reporting
- 9
- data sources unified
Late-stage consumer rewards fintech
Marketing AutomationProduct Analytics SaaS
HubSpot rebuild that cut sales-cycle time by a third
Funnel rebuild with lead scoring tuned to the mid-market and enterprise accounts that actually closed, automated lead routing to sales reps, and a single Power BI report that ties marketing back to revenue.
- Challenge
- HubSpot lifecycle stages didn't reflect reality — marketing-qualified-lead counts looked great on paper but didn't translate into closed deals, mid-market trial signups waited days for a sales follow-up, and the sales team had stopped trusting any number marketing produced.
- Approach
- We rebuilt the lifecycle stages, defined a lead-scoring system that combined company fit with real product engagement, automated lead routing to reps with response-time guarantees, connected CRM activity into the data warehouse, and built one revenue and attribution report in Power BI.
- Outcome
- Marketing-to-sales conversion doubled inside one quarter, lead routing to reps dropped from days to under five minutes, and the average mid-market sales cycle shrank by 33% — with marketing and finance finally quoting the same revenue number.
- 2x
- marketing-to-sales conversion in one quarter
- <5min
- lead routing to sales reps
- -33%
- average sales-cycle time
Mid-market product analytics SaaS
BI AdvisoryP&C Insurtech
BI roadmap finance and the board both stood behind
Replaced a stalled AI-first underwriting-and-attribution program with a 6-month BI strategy: KPI hierarchy, governance, and a phased roadmap built on the policy admin, CRM, ad-platform, and claims-warehouse data the carrier actually had.
- Challenge
- A previous engagement had sold an ambitious AI-first underwriting and growth-attribution program. It stalled at month nine, the board was tightening data spend as combined-ratio pressure built, and the in-house data team had no clear answer on what to ship next.
- Approach
- Six-week advisory engagement: maturity assessment, a KPI hierarchy across direct, agent, and embedded distribution channels, and a governance model spanning growth and underwriting data. The deliverable was a re-sequenced 6-month roadmap with three focused phases — foundations, executive growth-and-finance reporting, then self-serve plus attribution and loss-ratio modeling on top.
- Outcome
- The CFO presented the new plan to the board, the data team shipped phase one in 10 weeks, and the carrier is now mid-phase-two with weekly channel-CAC and combined-ratio reporting leadership uses to make growth and underwriting decisions.
- 6mo
- re-sequenced BI roadmap
- 1
- governance model adopted org-wide
- 10wk
- from strategy to first phase shipped
Direct-to-consumer P&C insurtech carrier
Microsoft FabricMedTech / Diagnostics
Microsoft Fabric migration that retired the legacy stack
Migrated three aging Microsoft data models and a legacy warehouse onto Microsoft Fabric — unifying the lab system, CRM, and commercial data on one foundation.
- Challenge
- Three aging Microsoft data models and a legacy warehouse were burning capacity, refreshing slowly, and couldn't support the real-time clinical and commercial visibility the COO had been asking for.
- Approach
- We designed a Microsoft Fabric lakehouse, migrated the data models onto it, wired in feeds from the lab system, ERP, and CRM, and added real-time operational and commercial dashboards.
- Outcome
- Sub-second dashboard load times, a 35% capacity cost reduction, and operations dashboards that update in near real time — with a single Microsoft Fabric foundation the data engineering, clinical, and commercial analytics teams now share.
- <1s
- dashboard query response
- 35%
- capacity cost reduction vs prior stack
- 1
- Microsoft Fabric foundation, every workload
Public MedTech diagnostics company
SEOMulti-location Healthcare
Local SEO program that tripled new-patient calls
Technical SEO overhaul, location-page architecture, and a Google Business Profile program across a regional North Carolina family dentistry network with practices in the Raleigh-Durham, Charlotte, and coastal metros.
- Challenge
- A regional NC family dentistry network had nearly 50 practices, inconsistent Google Business Profiles, near-duplicate location pages with no rankings, and a paid-search bill rising every quarter to compensate.
- Approach
- We rebuilt the location-page architecture with unique content and structured data per practice, ran a citation cleanup and Google Business Profile optimization program across all three regions, launched a review-generation flow, and added call tracking by practice.
- Outcome
- Local Pack placement reached top three for primary categories in every metro, organic new-patient calls tripled within nine months, and paid spend was reduced by 28% with no drop in bookings.
- 3x
- organic new-patient calls in 9 months
- Top 3
- Local Pack placement in every metro
- -28%
- paid search spend at the same booking volume
Regional multi-location dental network
Web DesignB2B SaaS
Headless rebuild that doubled qualified inbound
Rebuilt a slow WordPress site as a Next.js + headless CMS marketing platform with built-in SEO, analytics, and a conversion-rate experimentation layer.
- Challenge
- A four-year-old WordPress stack was capping page speed, blocking SEO, and turning every landing-page tweak into an engineering ticket. Marketing had stopped shipping campaign pages, paid traffic was bouncing on slow mobile loads, and the CMO needed a site that could keep up with a Q4 demand-gen plan.
- Approach
- We rebuilt the marketing site on Next.js with a headless CMS, migrated 80+ legacy URLs with redirects that preserved organic rankings, baked SEO, structured data, and page-speed best practices into the design system, and added a conversion-rate experimentation layer plus a component library marketing can compose campaign pages from without engineering.
- Outcome
- Mobile page loads dropped under one second across the top 20 templates, Lighthouse performance hit 98, and qualified inbound nearly doubled within the first quarter post-launch.
- 98
- Lighthouse performance score
- 2x
- qualified inbound leads at 90 days
- <1s
- mobile page load time
Growth-stage B2B SaaS platform