Case Studies

Impact. Not theatre.

A sample of the work our advisors have led across Fortune 100 enterprises, high-growth SaaS, global logistics, and specialty retail. Every engagement below is anonymized to protect client confidentiality—a non-negotiable part of how we work.

Client names, exact dates, and identifying details have been removed. The challenges, approaches, and outcomes are otherwise documented exactly as delivered.

Cybersecurity · SaaSHigh-growth global cybersecurity firm

Turning fragmented data into a governance engine.

The Challenge

Duplicative software spend, brittle strategic reporting, and no clear ownership of the firm's data assets. Leadership couldn't trust the numbers and teams were quietly building shadow dashboards to cover the gap.

The Approach
  • Stood up the company's first-ever Data Governance Council with executive sponsorship and clear data ownership across finance, product, and operations.
  • Architected a unified enterprise product categorization framework that finally made revenue reporting and product lifecycle management reconcilable.
  • Installed automated user provisioning via Okta, retiring manual access tickets and closing security gaps at the same time.
The Outcome

$500K

Software cost avoided

50% faster

Strategic reporting cycle

Fully automated

User provisioning

Retail · $7B+ EnterpriseMulti-brand specialty retailer, 5,000+ stores

From legacy mainframes to an omni-channel operating model.

The Challenge

A $7B+ multi-brand specialty retailer was running mission-critical finance and merchandising on aging mainframes. Projects were firefighting across five brands with no unified PMO, no common operating model, and no clean path to modern commerce.

The Approach
  • Built the enterprise PMO from zero into a 50-person function delivering IT solutions across the portfolio, with a customer-oriented business analysis team embedded inside it.
  • Led an enterprise Agile transformation that incorporated DevOps concepts into the delivery model and moved the organization from quarterly releases to continuous delivery.
  • Spearheaded the implementation of a $75M Oracle ERP, an omni-channel e-commerce system, and a $100M supply chain and merchandise platform—impacting 3,000+ users across the business.
  • Chartered a centralized vendor management program and renegotiated offshoring BPO and ITO contracts to improve governance and leverage.
The Outcome

$10M+

Annual savings

$175M+

Platform investment

3,000+

Users impacted

50

PMO headcount built

Tech · Fortune 100Fortune 100 networking & cybersecurity leader

Integrating five acquisitions without losing the synergies.

The Challenge

A Fortune 100 networking and cybersecurity leader was closing acquisitions faster than its procurement function could absorb them. Supplier duplication, contract sprawl, and slow post-close integration were quietly eroding deal economics.

The Approach
  • Led the end-to-end procurement integration process for five high-profile mergers, aligning suppliers, contracts, and category strategy under a single playbook.
  • Designed a standardized framework for assessing and integrating procurement functions during M&A activity—turning a bespoke exercise into a repeatable capability.
  • Consolidated suppliers and renegotiated terms to capture deal synergies in year one rather than year three.
The Outcome

5+

Mergers integrated

20%

Year-one cost synergies

30% faster

Integration time

Enterprise Software · GlobalGlobal open-source enterprise software leader

A cloud-native marketplace and a 92% partner retention rate.

The Challenge

A global open-source enterprise software leader had fragmented partner tooling, eight legacy Salesforce instances, and a signal-to-noise problem that was quietly hurting partner confidence in the program.

The Approach
  • Launched the company's first Cloud Native marketplace, delivering entitlements on a major container platform and opening a new channel for partner-led growth.
  • Decommissioned eight Salesforce instances and migrated them into a single Tableau authoritative data repository, cutting reporting cycle time.
  • Implemented Zachman and EA3 enterprise architecture frameworks as a shared language for planning, ideation, and delivery—cutting program planning time by more than 30 days.
  • Rebuilt the partner program initiative to reduce signal-to-noise and surface the partners who were actually shipping.
The Outcome

92%

Partner retention

+28%

New business growth

+18%

Accessibility lift

30+ days

Planning time saved

Logistics · $16B · 180K EmployeesGlobal 3PL & supply chain leader

An innovation framework at enterprise scale.

The Challenge

A $16B global supply chain and 3PL leader needed to translate emerging technology into operating-model advantage across hundreds of warehouses. Innovation scouting was fragmented by region and there was no shared framework for evaluating drones, robotics, ML, AR/VR, or IoT.

The Approach
  • Reorganized the application design and development organization into a full-stack agile function, managing a 25-person onshore/offshore team across application engineering, development, and business analysis.
  • Defined a global framework for technology scouting and innovation—evaluating drone and cognitive technologies, machine learning, robotics, AR/VR, process automation, and IoT against a common scorecard.
  • Partnered with universities in North America and Europe on machine learning algorithms focused on supply chain optimization problems.
  • Managed a rolling portfolio of 5–10 active POCs from initial idea through feasibility, proof of concept, and global deployment across regions.
The Outcome

Global

Countries operated

25 engineers

Org built

5–10 concurrent

Active POC portfolio

ML · Robotics · IoT · AR/VR

Focus areas

Threat Intelligence · SaaSLeading threat-intelligence platform

Three initiatives. $6M+ in annual value.

The Challenge

A leading threat-intelligence SaaS platform was carrying aging infrastructure, unclaimed R&D tax credit revenue, and compounding technical debt—while leadership lacked real-time visibility into delivery health.

The Approach
  • Deployed the company's first on-premises Hybrid Cloud system, retiring costly legacy workloads and consolidating the infrastructure footprint.
  • Led an R&D tax credit initiative using disciplined engineering data analysis to surface qualifying work that had gone unclaimed for years.
  • Directed a corporate technical debt reduction program, prioritizing the work by actual dollar impact instead of loudest voice.
  • Installed a real-time program tracking dashboard giving executives status, health, and delivery cycle data they could actually act on.
The Outcome

$1.5M/yr

Hybrid Cloud savings

$2.5M+/yr

R&D tax credit

$2M

Tech debt reduction

+30%

Delivery cycle

Logistics · 35 CountriesGlobal logistics services company

Consolidating 25 corporate entities into a single financial view.

The Challenge

A global logistics services company operating in 35 countries had grown through acquisition—twenty-five corporate entities, fragmented financial reporting, runaway telecom contracts, and no executive-level visibility across the portfolio.

The Approach
  • Directed seamless technology integrations following acquisitions in Latin America and China—from due diligence through process reengineering, system conversion, and rollout.
  • Designed a global Business Intelligence solution on MS-SQL Server and Cubeware, delivering dashboards that finally gave the executive team line-of-sight into corporate performance.
  • Negotiated global service contracts and defined SLAs, including a 15% cost reduction on global telecommunications services.
  • Configured and implemented a global Microsoft Navision platform to enable consolidated financial reporting and reconciliation across all 25 entities.
The Outcome

25

Entities consolidated

15%

Telecom cost reduction

35 countries

Global footprint

Unified

Reporting

Private Consultation

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