Case studies
Some of my work.
Showing all 31 case studies.
Head of Technology — MeadowBrook Construction
Sole technology leader for a 29-year, multi-site, $50M+ revenue construction firm. Run all IT operations, cybersecurity, ERP, and engineering for 50+ staff across corporate offices and active job sites. Cut ticket resolution time 40%, eliminated 100% of duplicate CRM/ERP records, automated compliance to 98% completion, and reduced new-hire onboarding from 3 days to same-day. Zero security breaches since the program launched.
- IT Leadership
- Cybersecurity
- ERP
- $50M+
- 50+ staff
PolarPath Website and Operations Platform
Built PolarPath's public website and its multi-tenant operations app, connecting marketing, CRM, field service, HR, finance, and reporting in one product ecosystem. Outcome: a branded front door plus an operational command center built to scale by tenant. Shipped the public site with dynamic service, industry, blog, and product routing backed by a reusable content pipeline. Published 21 landing pages, 38 blog posts, and 1 product page while migrating legacy WordPress content and assets into the new stack. Built the PolarPath app as a multi-tenant workspace for contacts, companies, opportunities, quotes, tickets, dispatching, projects, work orders, contracts, equipment, vendors, and timesheets. Added HR, finance, and automation layers covering recruitment, training, time off, invoicing, collections, bank flows, permits, Google integrations, and PolarSign contract workflows.
- Next.js
- Multi-Tenant
- Operations
- CRM
- Publishing
Internal Sales Operations Platform
Built a protected internal platform for business accounts, contacts, communication workflows, and data cleanup around live CRM operations. Outcome: one workspace for sales, CRM, and data quality teams. Delivered searchable accounts and contacts views with inline editing, record creation, and stale-write protection. Added map view, Gmail-backed mail workflows, and meeting and opportunity creation tied to account records. Built call analytics dashboards, task queues, and data quality tools for duplicates, missing fields, and assignment gaps. Added audit logging plus scheduled deletion and merge workflows for safer internal operations.
- Internal Tool
- CRM Ops
- Data Quality
- Mail Workflows
- Call Analytics
Acumatica and HubSpot Full Lifecycle Integration
Designed bidirectional data flow between HubSpot and Acumatica, defined ERP as the system of record, and eliminated duplicates with hierarchy mapping. Outcome: faster sales velocity and restored accounting trust.
- Acumatica
- HubSpot
- ERP
- CRM
- Automation
Sales to Estimating to Operations Workflow Redesign
Rebuilt the sales pipeline around estimating readiness, automated opportunity-to-quote triggers, and clarified ownership across teams. Outcome: faster estimates and predictable handoffs.
- Workflow
- Estimating
- Automation
- Sales Ops
Google Sheets Pricing Books to ERP Quote Engine
Built structured pricing books with cost code validation and role-based protection, syncing outputs into ERP quotes and change requests. Outcome: faster, consistent, auditable estimating.
- Google Sheets
- Pricing
- ERP
- Cost Codes
Change Order and Change Request Automation
Automated change request imports into ERP with validation, approvals, and linked backup documentation. Outcome: change orders became controlled and low-risk.
- Change Orders
- ERP
- Validation
- Approvals
Vendor Compliance Automation
Generated compliance requirements by vendor class, tracked WSIB/insurance/safety docs, and surfaced status to accounting and PMs. Outcome: reduced risk and removed bottlenecks.
- Compliance
- WSIB
- Insurance
- Automation
Health and Safety Training Automation
Automated toolbox talk distribution with reminders, escalation paths, and tracking. Outcome: completion rates rose without extra admin load.
- Safety
- Automation
- Training
Fleet and Driver Behavior Analytics
Integrated Linxup tracking to detect speeding, generate notices, and report idle and fuel impact. Outcome: severe incidents dropped to double digits.
- Linxup
- Fleet
- Analytics
- Operations
Executive and Operational Reporting Automation
Built automated Google Docs reports from live Sheets data and Looker dashboards. Outcome: leadership visibility without manual report creation.
- Reporting
- Looker
- Google Docs
- Automation
Workforce Time Off and HR Automation
Integrated HR tools with time-off workflows, approvals, and audit-friendly logs. Outcome: cleaner records and fewer disputes.
- HR
- Workflows
- Approvals
- Audit Logs
PolarPath Consulting Platform Foundation
Defined outcomes-driven service offerings and public-safe case studies for PolarPath. Outcome: clear go-to-market narrative for SMB and enterprise buyers.
- Positioning
- Consulting
- Case Studies
- GTM
PolarSign SaaS Product
Built a Google Workspace add-on with Stripe subscriptions, licensing logic, and a Cloud deployment pipeline. Outcome: production-ready SaaS foundation.
- SaaS
- Google Workspace
- Stripe
- GCP
ContextAI Email Intelligence Tool
Designed a Gmail add-on for executive-friendly summaries with privacy-safe processing. Outcome: clear AI use case grounded in daily workflows.
- AI
- Gmail
- Productivity
- Privacy
Google Cloud Run Microservices
Designed stateless Cloud Run microservices with auth, secrets, and CI-friendly deployments. Outcome: scalable, low-cost infrastructure.
- Cloud Run
- Microservices
- Auth
- CI/CD
Data Architecture and Standardization
Standardized thousands of Canadian business addresses and schemas across CRM, ERP, and analytics. Outcome: reusable, trustworthy data.
- Data
- Standardization
- CRM
- Analytics
Cross Department Process Design
Translated technical systems into SOPs, flowcharts, and role definitions. Outcome: higher adoption with less resistance.
- Process Design
- Change Mgmt
- SOPs
- Operations
Toll Cost Attribution and Cost Leakage Analysis
Automated Highway 407 toll aggregation by department and tied vehicle use to cost centers with totals embedded in executive reports. Outcome: hidden costs became visible and defensible.
- Tolls
- Cost Centers
- Reporting
- Finance
Fuel Consumption and Idle Time Cost Modeling
Normalized fuel usage across vehicles, flagged idle-time outliers, and turned telematics into management KPIs. Outcome: cost decisions moved from opinion to evidence.
- Telematics
- Fuel
- KPIs
- Analytics
Duplicate Data Risk Mitigation Program
Audited CRM and ERP duplication, built deterministic matching with address normalization, and enforced creation rules. Outcome: reduced financial and legal risk.
- Data Quality
- CRM
- ERP
- Governance
Role Based Access and Screen Governance in ERP
Scoped ERP screens by role, reduced accidental edits, and lowered training time. Outcome: teams trusted the system instead of fearing it.
- ERP
- Access Control
- Training
- UX
Google Forms to Operations Pipelines
Designed mobile-friendly request forms, automated routing by type, and logged submissions for audit and follow-up. Outcome: field requests became structured inputs.
- Google Forms
- Routing
- Operations
- Audit
Android App Prototype for Operations Intake
Built a lightweight Android intake app wired to Google Forms to validate workflows before heavier engineering. Outcome: faster validation and lower risk.
- Android
- Prototype
- Intake
- Low Code
Automated Formal Letter Generation
Generated disciplinary and compliance letters with data-backed evidence and consistent tone. Outcome: sensitive communications became controlled and repeatable.
- Compliance
- Docs
- Automation
- Governance
Tactical Empathy Based Internal Messaging
Rewrote operational emails for clarity and compliance with a standardized leadership tone. Outcome: fewer follow-ups and faster alignment.
- Communication
- Operations
- Leadership
- Consistency
AI Positioning for Non Technical Stakeholders
Translated AI capabilities into concrete outcomes, avoided hype, and built trust with before-and-after demos. Outcome: AI felt useful, not risky.
- AI
- Strategy
- Demos
- Stakeholders
Contextual AI for Daily Workflows
Focused AI on email, reporting, and summarization with privacy-safe guardrails. Outcome: adoption felt practical and valuable.
- AI
- Privacy
- Workflows
ERP Go Live Readiness Program
Defined team-specific responsibilities, communications, and readiness plans. Outcome: go-live became a transition, not a disruption.
- ERP
- Go Live
- Readiness
- Change Mgmt
Technology as Cultural Change
Positioned systems as support tools, balanced structure with flexibility, and reduced resistance. Outcome: adoption sustained over time.
- Adoption
- Culture
- Change Mgmt
- Leadership
Confidential Case Study Abstraction
Reframed internal systems into public-safe narratives without exposing IP. Outcome: a portfolio that attracts clients without burning bridges.
- Narrative
- IP Safe
- Case Studies
- Consulting