Proven Results
Case Studies
Real results from real engagements. Every project starts with a problem worth solving — here's how we solved them.
GEAR UP Future Forward Dashboard
Supportive Ed / ESC Region 1 — GEAR UP: Future Forward
The Challenge
A federally funded education initiative serving thousands of students across South Texas relied on manual spreadsheets and disconnected data sources for grant compliance, student tracking, and federal APR reporting — consuming weeks of staff time each cycle.
Our Solution
Designed and built a comprehensive Microsoft-based reporting platform in 7 weeks: four integrated dashboards powered by Microsoft Fabric and Power BI with automated data ingestion, real-time analytics, and FERPA-compliant role-based security.
Results
7-Week Delivery
End-to-end platform build
Real-Time Dashboards
Replaced manual spreadsheets
FERPA-Compliant RLS
Automated access enforcement
Automated APR Reporting
Minutes instead of weeks
Tax Workflow Automation
Regional CPA Firm
The Challenge
A mid-size CPA firm's tax preparation process consumed over 60% of staff time on manual data entry, document sorting, and repetitive review tasks — limiting capacity during peak filing season and driving burnout.
Our Solution
Implemented automated data extraction from client documents, intelligent workflow orchestration for return preparation, and automated quality review checkpoints — freeing staff to focus on advisory and complex returns.
Results
40% Time Reduction
In tax prep workflows
3x Filing Capacity
During peak season
99.2% Accuracy
On automated extractions
2-Week Implementation
Minimal disruption
AI-Powered Document Processing
Financial Services Firm
The Challenge
A financial services firm processed thousands of documents monthly — loan applications, compliance forms, and client onboarding packets — with a manual review bottleneck that created 3-5 day processing delays.
Our Solution
Built an intelligent document processing pipeline with ML-powered classification, automated data extraction, and exception-based human review — reducing the review queue by 85% and cutting processing time from days to hours.
Results
85% Faster Processing
Documents cleared in hours
92% Auto-Classification
ML-powered document routing
$180K Annual Savings
Reduced manual labor costs
4-Week Rollout
Phased implementation
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