Case studies
Some of my work.
Showing all 29 case studies.
PolarPath Field Service Management
Defined the blueprint for a unified CRM, HRIS, FSM, and project management platform that replaces four tools with one command center. The goal is an unfair operational advantage: faster response times, tighter accountability, and a value stack so strong it makes the decision feel obvious.
- CRM
- HRIS
- FSM
- Project Management
- Platform
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