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Case Studies
Real examples of how I have helped growing companies fix broken processes, connect systems, reduce manual work, and build operations that can scale.
Some details are anonymized because of NDAs, but the business problems, changes, and outcomes are real.
Case Studies
Each of these started as a different business problem. The common thread is that the right systems made the work clearer, faster, and easier to scale.
Business Process
CoastFi had demand and growth momentum, but the system behind the business had become too brittle to trust. We simplified a fragile mix of spreadsheets and automations into a cleaner operating system.
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Marketplace Operations
Customer acquisition was working. Supply-side operations were not keeping up. This case study shows how better data hygiene, clearer stages, and practical automation turned a growth bottleneck into a scalable system.
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Support Operations
Gmail was not a support system. This case study shows how moving Tend into Front, wiring up SMS, and building a custom plugin made support faster by bringing the right context directly into the inbox.
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Growth exposes operational fragility. The exact workflow changes from company to company, but the goal stays the same: clearer systems, less manual chaos, faster execution, and a team that can actually run the process.
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Start with a free 30-minute diagnostic. You walk me through what feels broken, and I will help you get clearer on what is actually going on and what the best next move is.
Book a Free 30-Minute Diagnostic