Case Studies
Real engagements, anonymized. We publish named case studies only with written client permission, so until then the work speaks without the logo.
Each study below describes a real problem, the data-engineering approach we took, and the outcome. Client names, portal identifiers, and source-system details are deliberately removed.
Workflow consolidation in a 189-automation portal
Sector: B2B SaaS (anonymized)
Problem: An accumulated 189 active workflows that the operating team could no longer fully explain, with multiple automations writing the same lifecycle stage field.
What we did: Inventoried every workflow, built a property write map to surface conflicts, and produced a kill list of orphaned automations with no current owner.
Outcome: A documented, single-owner-per-workflow estate and a quarterly governance cadence to keep sprawl from returning.
13-phase CRM migration, 11.8k records, 679 merges
Sector: Professional services (anonymized)
Problem: A migration into HubSpot at risk of orphaned records and fragmented activity history from duplicate contacts.
What we did: Sequenced loads in dependency order, treated deduplication as a planned phase with a survivorship rule, and checkpointed after every phase for recoverability.
Outcome: A recoverable migration where activity history consolidated onto surviving records instead of splitting across duplicates.
Funnel reporting rebuilt after lifecycle stage drift
Sector: B2B services (anonymized)
Problem: Quarter-over-quarter conversion swings that turned out to be definition changes, not performance changes, because stage meanings had drifted.
What we did: Audited the value-to-label mapping, reconstructed stage transition history, and built a translation layer so legacy values reported forward correctly.
Outcome: Funnel conversion reports that compare like populations and a written definition per stage to prevent re-drift.
Want a named reference?
We are happy to arrange direct references once an engagement is complete and permission is in place. Start with a Data Foundation Audit or read the field notes to see how we work.