02Selected work

Selected work

A collection of transformation stories exploring how better decisions, technology and operational thinking create measurable business impact.

03 stories · read in order or pick one

MATTERS INMANUAL CHECKSEARCHABLEMATTER DBPARTNER DECISIONCONFLICT? Y / N

01Law firm

Accelerating legal client intake

Manual conflict checks were holding new matters for days, so time-sensitive work went elsewhere.

Business challenge

Manual conflict checks delayed new client intake by several days, causing the firm to lose time-sensitive work.

Approach

Built a searchable matter database with AI-assisted conflict search, while keeping final conflict decisions with partners.

Outcome

Conflict checks fell from two or three days to under four hours, removing the intake delays that had been costing the firm instructions.

Conflict checks, down from 2–3 days

4h

Conflict checks, down from 2–3 days

Estimated additional annual billings

$310K

Estimated additional annual billings

Intake delays on time-sensitive work

0

Intake delays on time-sensitive work

AVAILABLEAVAILABLEAVAILABLEAVAILABLESKILL MATCHEMERGENCY JOBDASHED = REPEAT VISITS

02HVAC services

Improving dispatch decisions

Emergency jobs were assigned on availability alone, producing repeat visits and slow response times.

Business challenge

Emergency jobs were assigned based solely on technician availability, resulting in repeat visits and slow response times.

Approach

Redesigned the dispatch SOP to incorporate technician skill matching and geographic routing, then trained dispatch staff on the new process.

Outcome

First-time fix rate rose to 86% and emergency response dropped by half an hour, recovering capacity the business was already paying for.

First-time fix rate, up from 71%

86%

First-time fix rate, up from 71%

Emergency response, down from 94

61 min

Emergency response, down from 94

Estimated annual operational impact

$135K

Estimated annual operational impact

“QUALIFIED” A“QUALIFIED” B“QUALIFIED” CONE WEIGHTED FRAMEWORKAI SCORINGPARKED

03B2B SaaS

Preventing an unnecessary AI project

The founder wanted AI lead scoring before the sales team agreed on what a qualified lead was.

Business challenge

The founder wanted to build an AI lead-scoring system before the sales team had a shared definition of what made a qualified lead.

Approach

Facilitated alignment between the sales team, created a weighted lead qualification framework, and validated it through a one-month pilot before recommending any automation.

Outcome

A single qualification standard, proven in a one-month pilot, delivered the intended gain without any AI build at all.

Additional customer wins from the pilot

3

Additional customer wins from the pilot

Estimated new ARR

$40K

Estimated new ARR

Spent on automation before the fundamentals

$0

Spent on automation before the fundamentals

Where it starts

Most of these started as a different problem.

Every one of these engagements began with a founder describing a symptom rather than a cause. Forty-five minutes is usually enough to tell the difference.