Case Studies

Semantic layer and metric governance: 11 engagements

• We consolidated 14 regional patient encounter definitions into one standard in 11 weeks, cutting reconciliation labor costs by $2.1 million. , Kaiser Permanente, Healthcare
• 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• We replaced nine outdated reporting systems with a single platform, reducing infrastructure costs by $3.1 million annually and cutting the monthly close process from 18 days to 3.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
• 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 merged 11 campus data warehouses into a single system, cutting infrastructure costs by $2.3 million annually and speeding report delivery from five days to same-day. , Texas A&M University System, Higher Education
• We audited and fixed research data systems in 14 departments to secure $6.8M in federal AI research funding. , Texas Tech University System, Higher Education
• 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
• Improved data accuracy at four plants to cut defect escapes from 21 to 4 per 1,000 units, saving $4.6M annually in warranty costs. , Flex Ltd. (Automotive Division), Manufacturing
• We cut 220 store reports down to 14 certified dashboards, saving $890K a year. , Regional Grocery Chain, Retail & E-Commerce
• 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

Where the work sat

Work by capability

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.

If one of those engagements reads like the situation you are in right now,

An hour, no charge, usually enough to say whether the thing you are about to commission is the thing you need.