Case Studies
Real analytics and AI consulting outcomes across healthcare, financial services, manufacturing, education, and government. See what changed when we shipped it.
Automated executive reporting: 14 engagements
- We identified inconsistencies across six revenue metrics and created one certified ARR definition, resolving a $1.4M reporting gap between finance and sales. , Enterprise SaaS Company, Technology & SaaS
- We replaced nine outdated reporting systems with a single platform, reducing infrastructure costs by $3.1 million annually and cutting the monthly close process from 18 days to 3. , Lumen Technologies Division, Technology & SaaS
- Implemented a data governance framework for four product lines that cut audit prep time from six weeks to four days and prevented $1.8 million in regulatory fines. , Informatica, Technology & SaaS
- We helped 67 school districts replace manual IPEDS reporting with one platform in 14 weeks, cutting $1.9M in yearly labor costs. , Florida Department of Education, Government
- Replaced a slow 4GB Access database with real-time Snowflake in three months, unlocking $1.4M in new slot revenue. , Jamul Casino, Gaming & Hospitality
- Deployed revenue analytics on 8 vessels to uncover $2.1M in upsell opportunities and cut inventory waste by $380K annually. , Gulf Coast Cruise Line, Gaming & Hospitality
- Automated call report preparation cut compliance labor from three weeks to two days and eliminated $680K in annual costs, resulting in zero MRAs in the next exam cycle. , Frost Bank, Financial Services
- We built an AI tool that 42 advisors use to profile client risk. It cut portfolio review time from 3 hours to 22 minutes and uncovered $14.2M in rebalancing opportunities. , Raymond James Affiliate, Financial Services
- We implemented a university-wide data governance program that fixed four years of inconsistent enrollment and research data and automated $2.8M in federal reporting. , Baylor University, Higher Education
- Cut NAIC statutory reporting from 6 weeks to 4 days by automating processes, saving $1.1M in yearly compliance labor costs. , National Life Insurance Carrier, Insurance
- Deployed loss ratio analytics to 42 underwriters, cutting combined ratio by 3.2 points in six months. , Regional Commercial Lines Insurer, Insurance
- We developed R&D portfolio analytics covering 8 programs to give the board a clear, consolidated view of pipeline value. , Clinical-Stage Biotech, Life Sciences
- Built a reliable ESG data system that cut sustainability report prep time from 18 weeks to 3 weeks. , Investor-Owned Utility, Energy & Utilities
- Aligned ARR, NRR, and churn data across finance, product, and sales to resolve a $2.1M reporting gap for the board , Growth-Stage SaaS Platform, Technology & SaaS
Sixty-four engagements, each recorded with the question it existed to answer, the situation it arrived in, and what the work produced. Filter by stage, industry or question type.
Sixty-four engagements and the question each one was answering.
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Every entry records the question the work existed to answer, the situation it arrived in, the roadmap that answered it, and what that produced. Filter by the stage the work sat in, by industry, or by the kind of question.
A question rarely turns into one kind of work, and the stage an engagement started in is usually not the stage the client expected it to. Select one to narrow the library.
Build is the largest of these because it is where clients arrive. Seven of sixty-four started at Assess, and every one of those seven cost less than the engagement the client came in asking for.
That ratio is the thing the first movement exists to change.
An hour, no charge, usually enough to say whether the thing you are about to commission is the thing you need.