Case Studies

Work that made a measurable difference.

A selection of engagements across data pipeline engineering, analytics, and machine learning — each scoped around a specific business problem.

01

Client

Series B SaaS Company

Industry

Revenue Intelligence

Engagement

Data Pipeline & GTM Analytics

SnowflakedbtFivetranLookerPython

The challenge

The revenue team had no reliable view of pipeline health. Data lived in five disconnected systems — CRM, product, billing, support, and marketing — and every weekly report required manual reconciliation in spreadsheets.

The work

Designed and built a unified data model in Snowflake pulling from all five source systems via Fivetran. Developed dbt transformations to produce a clean, tested layer for GTM analytics. Built Looker dashboards for pipeline coverage, stage conversion, and rep performance.

The outcome

The revenue team moved from weekly manual reports to daily self-serve dashboards. Pipeline review meetings went from two hours of data prep to fifteen minutes of actual discussion.

02

Client

Growth-Stage SaaS Platform

Industry

Customer Success

Engagement

Churn Prediction & Health Scoring

Pythonscikit-learnSQLDatabricksSalesforce

The challenge

Customer success managers were working from gut feel. There was no systematic way to identify at-risk accounts before they churned, and the team was too large to give every account equal attention.

The work

Built a customer health scoring model using product usage, support ticket history, billing signals, and engagement data. Developed a churn prediction model in Python (scikit-learn) trained on 18 months of historical data. Delivered scores into the CRM so CSMs could prioritize their book of business.

The outcome

The CS team identified and saved several high-value accounts in the first quarter after launch. Churn in the model's target segment declined meaningfully in the following two quarters.

03

Client

Enterprise Data Platform

Industry

Data Strategy

Engagement

Analytics Infrastructure Assessment

SnowflakedbtDatabricksLookerStrategy

The challenge

The company had grown through acquisition and inherited three separate data stacks. Leadership needed an independent view of what to consolidate, what to retire, and what to build — before committing to a multi-year platform investment.

The work

Conducted a structured assessment of all three stacks: data sources, transformation layers, BI tooling, and team workflows. Interviewed stakeholders across engineering, analytics, finance, and product. Delivered a prioritized roadmap with build-vs-buy recommendations and a migration sequencing plan.

The outcome

The company used the roadmap to make a confident platform decision, avoiding a costly parallel build. The assessment also surfaced two quick wins that reduced reporting latency by several days.

A note on confidentiality

Client names and identifying details are kept confidential by default. The engagements above are described with permission and with details adjusted to protect sensitive business information. References are available on request.

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