Case studies
Real projects, real complexity, real outcomes. These companies transformed their operational data work from fragile to dependable.
Northline Cold Chain
Regional cold-storage logistics
Challenge
Northline operates six distribution centers across the region, each with its own inventory system, temperature monitoring network, and claims tracking tool. When a shipment arrived late or temperature was lost, staff manually cross-referenced three systems to figure out who was responsible and how to file claims. Exception processing took 3-5 days and was error-prone.
Approach
We designed a unified ingestion layer that pulled shipment, temperature, and claims data from all sources into a single schema. We implemented freshness monitoring on each upstream source and automated alerts for anomalies (late arrivals, temperature excursions). We built a dashboard that cross-referenced data to flag which shipments needed claims work and why.
Results
- ✓ Manual exception sorting cut from 2 weeks to 3 days
- ✓ Claim filing accuracy improved from 87% to 99%
- ✓ Early detection of shipper performance issues (temperature trends, repeat late arrivals)
- ✓ Operations team trained to maintain and expand the system independently
Client quote:
"We went from reactive firefighting to seeing problems before they became customer issues. The team knows who's responsible, we're filing claims 10x faster, and we can actually negotiate with underperforming shippers because we have the data."
— Lisa Chen, Director of Operations, Northline Cold Chain
Cedar & Pike Supply Co.
Industrial distributor
Challenge
Cedar & Pike's ERP system calculated margin one way; their BI tool calculated it another. Finance said one number, operations trusted a different one. Pricing decisions got second-guessed. Audits took weeks because no one agreed on definitions.
Approach
We unified inventory, cost, and sales data into a single semantic layer with agreed-upon metric definitions. We documented every calculation and created an audit trail. We built dashboards for different audiences—product profitability for the CFO, channel margin for the VP of Sales, customer ROI for account teams.
Results
- ✓ Month-end close-to-reporting time cut from 2 weeks to 2 days
- ✓ Single source of truth for margin metrics across all teams
- ✓ Audit preparation simplified with full lineage documentation
- ✓ Pricing strategy discussions now grounded in real data
Client quote:
"For the first time, everyone agrees on the numbers. Finance trusts the BI tool, operations uses it to make decisions, and we can close the books without arguments about methodology. That's worth everything we paid."
— Robert Martinez, CFO, Cedar & Pike Supply Co.
Harborwell Care Network
Multi-location outpatient care group
Challenge
Referral intake at Harborwell involved paper forms, phone calls, and manual routing. Staff manually read each referral and decided which clinic should handle it. Urgent cases sometimes got stuck in the wrong queue for days. There was no audit trail if something went wrong.
Approach
We built a document processing workflow using LLM-based classification. The system reads referral summaries and routes them to the appropriate clinic with 94% accuracy. Uncertain cases go to a human review queue. Every decision is logged with the classification confidence score and the model version, creating an audit trail.
Results
- ✓ Referral intake automation removed bottleneck, reducing queue time by 70%
- ✓ Staff redirected from routing to patient outreach and care coordination
- ✓ Misrouting incidents cut by 90%; full audit trail for compliance review
- ✓ System continuously improves based on feedback from review queue
Client quote:
"Our clinical staff now focuses on patient care instead of paperwork routing. The system catches 94% of cases correctly, and for the rest, reviewers have context to make good decisions. We're auditable, we're faster, and our team is happier."
— Dr. Sarah Kim, Operations Director, Harborwell Care Network
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