Case Studies

Results from the field.

Anonymized engagements showing how the Intelligence Department framework identifies operational waste and installs the systems to recover it.

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Sample Deliverable — Executive Dashboard

Example executive dashboard showing KPIs, margin trends, system adoption, and project status

CONSTRUCTION

$183K in Annual Margin Leakage Identified in Two Weeks

Specialty mechanical contractor, 62 employees, $14.6M revenue

Situation

Growing steadily but actual margins consistently ran 5–7 points below bid margins. Nobody could explain the variance.

What We Found

Three operational blind spots: labor variance on rough-in phases invisible at the project level, change orders executed before pricing, and small-works markup that did not cover actual overhead.

What We Installed

Real-time margin dashboard, phase-level labor tracking with automated alerts, change order workflow with mandatory pricing gates, corrected overhead allocation model, automated WIP report generation.

Results

$127K recovered in year one. PM reporting time reduced from 11.4 to 3.1 hours per week. WIP generation reduced from 2 days to 3 hours per month.

PROFESSIONAL SERVICES

Reporting Lag Cut from 18 Days to 3 Days

Regional engineering consultancy, 85 employees, $22M revenue

Situation

Monthly financial close took 18 days. Project profitability was unknown until completion. Utilization tracking was manual and unreliable.

What We Found

Four disconnected systems with no integration layer. Time tracking in one platform, project management in another, accounting in a third, and resource planning in spreadsheets.

What We Installed

Unified reporting dashboard pulling from all four systems. Automated utilization tracking. Real-time project margin visibility. Weekly flash reports for leadership replacing the monthly close dependency.

Results

Monthly close reduced to 3 days. Project profitability visible in real-time. $890K in underperforming projects identified and corrected within first quarter.

MULTI-LOCATION SERVICES

Executive Visibility Built From Scratch Across 4 Locations

Multi-location facilities management company, 140 employees, $31M revenue

Situation

CEO had no consolidated view across locations. Each location ran its own reporting. Performance comparison was impossible. Overhead allocation was a guess.

What We Found

No standardized reporting. No cross-location KPIs. Manager dashboards that showed activity, not performance. $420K in annual overhead misallocation.

What We Installed

Consolidated executive dashboard across all 4 locations. Standardized KPI framework. Automated P&L rollup. Manager scorecards with real-time performance benchmarking.

Results

First-ever cross-location visibility for the CEO. Two underperforming locations identified and restructured. $310K in overhead reallocated within 6 months.

Every business has an intelligence gap. We find it, quantify it, and fix it.

The diagnostic puts a dollar figure on every operational gap. Most findings surprise even experienced operators.

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