Sample Case Study 1

sites • March 28, 2022

Client Type –  Growing CPA firm that spun off half the company


Challenge – Needed a full technical strategy to divide the firm, this included infrastructure review, data review, and applications review. Strategy was then implemented within 1 month to not impact tax busy season.


Our Approach – We consolidated multiple data sources into a single database, cleaned and validated historical data, and performed structured analysis. We then built a dynamic dashboard that highlighted key financial and operational metrics, allowing the client to monitor performance in real-time and make informed decisions.


Outcome –  The client reduced manual reporting time by 70%, gained immediate visibility into profit margins per project, and improved forecasting accuracy. Management could now focus on strategic planning rather than data wrangling.

Sample Case Study 2

By sites • March 28, 2022
Client Type – Local construction firm in need of custom reporting Challenge – The finance team wanted more detailed reporting, created reports within their ERP system that provided complete job details. Our Approach – We implemented standardized reporting templates, automated data integration from multiple sources, and conducted analytics to identify trends, inefficiencies, and opportunities for optimization. Training was provided to ensure the client could maintain and update reports independently. Outcome – The business achieved consistent, accurate reporting across all departments, identified key operational bottlenecks, and increased efficiency. Executives were empowered to make proactive decisions, and department leads had actionable insights at their fingertips.

Sample Case Study 3

By sites • March 28, 2022
Client Type – Small business preparing for growth Challenge – The business lacked a formal data strategy to support scaling. Decisions were made based on intuition, and there was no clear system to monitor performance or measure the impact of initiatives. Our Approach – We conducted a full data audit, assessed the current tools, and created a comprehensive data strategy aligned with growth goals. Custom dashboards and KPI tracking systems were implemented to measure operational, financial, and customer metrics. Ongoing support was provided to refine processes as the business scaled.  Outcome – The client now had a scalable data framework, enabling data-driven decision-making, improved resource allocation, and confident strategic planning. Growth initiatives were measured and optimized, leading to higher profitability and operational efficiency.