Real Results for Real Businesses
A selection of project outcomes across analytics, AI automation, reporting, and AppSheet development.
Executive Dashboard Build for a Growth Team
The Challenge
The leadership team was spending 6+ hours per week manually compiling data from multiple sources into spreadsheets for weekly reviews. Reporting was inconsistent and decisions were being made on stale data.
The Solution
We designed and built a live executive dashboard connecting their CRM, financial data, and operations tools into a single Power BI environment. The dashboard included revenue trends, pipeline visibility, team KPIs, and automated weekly report delivery to stakeholders.
Results
- Reduced reporting time by 80%
- Live data updated every 15 minutes
- Dashboard deployed within 3 weeks
- Leadership team adopted it within the first week
Tools Used
AI Workflow Automation for an Operations Process
The Challenge
A service business was manually processing client intake forms, routing tasks to team members, sending follow-up emails, and updating their CRM — a process consuming over 20 hours per week across the team.
The Solution
We mapped the end-to-end workflow and built an AI-powered automation using OpenAI and Zapier. Intake forms now trigger intelligent routing, automated follow-ups, CRM updates, and task assignments — all without human intervention.
Results
- Saved 20+ hours per week
- 90% reduction in manual data entry
- Response times improved by 60%
- Zero missed follow-ups since launch
Tools Used
White Label Reporting System for an Agency
The Challenge
A digital marketing agency was delivering performance reports to 12 clients using a mix of manually updated PDFs and spreadsheets. The process was time-consuming, inconsistent, and difficult to scale as they grew.
The Solution
We designed a fully white-labelled, automated reporting suite using Looker Studio and Google Sheets. Each client has their own branded dashboard populated by live data. The agency now delivers reports in minutes rather than days.
Results
- Deployed to all 12 clients within 4 weeks
- Reporting time cut from 3 days to under 1 hour
- Agency retained 100% of clients post-launch
- New clients now onboarded to reporting in 48 hours
Tools Used
AppSheet Internal Tool for Field Operations
The Challenge
A field service company was managing job scheduling, engineer assignments, parts tracking, and customer sign-offs using paper forms and WhatsApp. Data was being lost and jobs were occasionally being double-booked.
The Solution
We built a custom Google AppSheet application for their field operations team. Engineers receive daily job lists on their phones, capture sign-offs digitally, log parts used, and submit job reports — all syncing back to a central management dashboard in real time.
Results
- Eliminated paper-based processes entirely
- Double-booking incidents reduced to zero
- Job completion reporting improved by 95%
- Management dashboard gives live field visibility
Tools Used
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