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Case Studies
community Healthcare Organization
Financial strategy, operational clarity & sustainable growth
About
This community-based maternal and child healthcare organization was entering a critical transition point, where existing financial and operational systems no longer matched the complexity of its services. While program outcomes were strong, leadership lacked the clarity needed to evaluate future business models, staffing capacity, and system sustainability in a regulated environment.
SCOPE
Services Industry
Healthcare
HIPAA regulated environment serving underserved communities with rapidly evolving technology needs
Engagement Focus
Systems Strategy
Financial and operational assessment, translating complex data into reusable tools to support leadership decision making
Company Size
75+ Employees
75+ employees across expanding programs, requiring scalable
systems without increasing administrative burden or burnout.
Results
Clarity & savings
Replaced inefficient software, $10,000+ per year savings, reusable interactive dashboards and automated operations tools for real-time KPIs, long term planning
Our Approach
We translated financial and operational complexity into clear, reusable decision making systems through a structured, outcomes driven framework.
pHASE 1
Assessment
a deep review of the organization’s financial, operational, and technical environment to identify gaps and risks.
Validated program financial data and identified
reporting gaps
Reviewed tracking documents, forms, spreadsheets,
and SOPs​​
Assessed software fit, workflows, and operational bottlenecks
pHASE 2
Strategic planning
This phase focused on ensuring the program could grow without increasing burnout or administrative strain.
Developed a staffing plan aligned with capacity
and burnout prevention
Redesigned data collection documents, operational
tracking tools
Defined KPIs, reporting structures, system
improvement priorities
pHASE 3
System Handoff
Findings were delivered and translated into practical, usable systems.
Delivered multi-year financial projection tools for leadership planning
Implemented streamlined operational workflows and automation foundations
Conducted focused leadership handoff sessions to support internal adoption
community Development Authority|Land Bank
Systems Modernization, Digital Marketing Infrastructure, and
Scalable growth
About
This newly established community development authority was entering a growth stage where outreach and operational systems had yet to match the complexity of its mission. While redevelopment goals and funding were secured, leadership lacked the marketing infrastructure needed to engage stakeholders, generate leads, and coordinate events effectively.
SCOPE
Redevelopment Industry
Real Estate
Operating across real estate,
public policy, and community development, this organization coordinates contracts, buyers, contractors, municipal partners.
Engagement Focus
Outreach Systems
Outreach systems assessment, engagement strategy design, implementation of reusable digital and operational infrastructure to support scalable engagement.
Structure
Civic Authority
Established through an inter governmental agreement,
this organization operates as
an independent, government
affiliated public authority.
Results
Measurable growth
Modernized automation, digital marketing, scalable real estate
workflows, with a 250% increase
in event attendance, and 7 strategic partnerships secured.
pHASE 1
Assessment
A strategic review of the organization’s outreach, digital presence, and engagement systems to identify gaps, risks, and opportunities.
Audited social media channels, content performance,
and digital presence​
Identified gaps in outreach strategy, marketing
infrastructure, and lead management
Reconciled existing leads, contacts, and email data
across systems
Our Approach
We transformed fragmented exhaustive outreach into simple, reusable engagement systems aligned with public interest goals and organizational capacity.
pHASE 2
Strategic planning
Developed a scalable outreach and engagement strategy aligned with publicinterest goals, organizational capacity, and growth priorities.
Defined outreach objectives and priority stakeholder audiences
Designed structured marketing workflows, review
processes, and documentation
Planned lead generation, event strategy, and partner engagement systems
pHASE 3
System Handoff
Implemented reusable, automated systems to support sustainable outreach, coordination, and measurable community engagement.
Launched automated digital and email outreach
campaigns to build and segment audiences
Exceeded targeted attendance benchmarks through repeatable streamlined event workflows
Supported partner acquisition through structured engagement processes
Global UX Research & Analytics Company
Large Scale Field Operations, Data Integrity & Quality Control
About
Between 2020 and 2021, this enterprise research organization faced heightened operational risk and evolving safety mandates. Leadership required centralized oversight of multi-region field assessments and scalable systems to ensure data integrity, compliance, and decision-grade insights across a rapidly changing environment.
SCOPE
Data Tech Industry
Quality Control
International research firm
supporting fortune 500 brands
with large-scale UX research
performance analytics, and
quality assurance
Engagement Focus
Quality at Scale
Operational oversight, data validation frameworks, and quality control systems to support high volume, multi-region field execution with elevated risk conditions.
Company Size
92+ Employees
With rapid changes to safety mandates, leadership needed scalable systems to oversee hundreds of critical locations
across multiple U.S. regions
Results
Verified Outcomes
Delivered enterprise grade research across 500+ locations, 7,200+ assessments for reliable decision ready insights during high risk operational period.
pHASE 1
Assessment
Evaluated large, unstructured datasets and field operations to determine scalability thresholds, system requirements, and compliance risks.
Analyzed datasets to define scope, volume, and software requirements
Assessed field equipment and tooling to establish scalable operational capacity
Identified constraints impacting data consistency, media quality, and compliance at scale
Our Approach
Designed scalable field assessment systems that adapted to changing safety and compliance requirements while maintaining consistent, reliable data across regional operations.
pHASE 2
Strategic planning
Designed scalable operational and quality frameworks aligned with demand, cost efficiency, and compliance requirements
Designed optimized routing and regional coverage
plans aligned with cost and demand
Defined standardized tools, workflows, and data capture requirements
Established quality and compliance standards to support independent contractor execution
pHASE 3
System HANDOFF
Implemented reusable, automated systems to support sustainable outreach, coordination, and measurable community engagement.
Built and enabled a distributed contractor network
across multiple U.S. regions
Scaled operations from ~150 to 500+ locations per
month using validated systems
Delivered enterprise grade field assessments exceeding industry accuracy benchmarks
