Our Impact
Real results from real engagements. Every number here represents a client who trusted us with their hardest data problems, and a team that delivered.
0+
Projects delivered
0+
Clients served
0M+
Data rows analyzed
$0B+
Largest client AUM
Featured Engagements
Commercial Data Infrastructure for a $100M Product Launch
PharmaceuticalBuilt a HIPAA-compliant Azure data warehouse, ETL pipelines integrating three data sources (Veeva Compass, Symphony Health, ASPN), and role-based Power BI dashboards for a leading pharmaceutical company launching its first dermatology product. The full build was delivered within a 60-day window, serving 66 end users from field reps to the C-suite.
$100M+
Annual product revenue supported
60 days
End-to-end delivery
66
End users across 3 role types
Featured Engagement
Incentive Compensation Redesign for a 1,500-Person Salesforce
Building Materials & DistributionPartnered with a leading global consultancy to redesign the incentive compensation structure for a $5B+ North American building materials distributor. Conducted 15+ stakeholder interviews across Sales, Finance, and HR, integrated 70+ data sources including 30M+ rows of SAP commissions data, and built a simulation engine enabling leadership to test payout scenarios before committing to a plan.
1,500+
Sales professionals covered
30M+
SAP commission rows analyzed
70+
Data sources integrated
Featured Engagement
Unlocking Advisor Outreach for a $9B+ Asset Manager
Financial ServicesAn asset management client needed reliable advisor contact data to improve outreach effectiveness, especially for ultra-high and high-value advisor segments. Conducted an extensive vendor evaluation, selected ZoomInfo for its superior direct-dial coverage, implemented automated data enrichment processes, and seamlessly integrated enriched data into Salesforce to strengthen client segmentation and sales enablement.
$9B+
Client AUM
3
Advisor segments targeted
1
Unified Salesforce integration
Other Recent Projects
$500B+
Assets under management
Asset ManagementInstitutional Dataset Integration for a $500B+ Asset Manager
Unified fragmented institutional client data from Brightscope, Salesforce, and consultant databases into a single prioritized model, with Tableau dashboards enabling the sales team to identify growth opportunities and improve cross-functional collaboration.
$250B+
Assets under management
Financial ServicesMarketing & Sales Analytics for a $250B+ Asset Manager
Integrated fragmented marketing and sales data into a unified Google BigQuery model, applied R-based statistical analysis to identify advisor engagement patterns, and built Power BI dashboards for targeted, data-driven commercial decisions.
2025
Revenue projection horizon
Media & PublishingSubscription Analytics & Revenue Forecasting for an Online Publisher
Built a recurring revenue projection model for 2024 to 2025, analyzed subscriber retention by monthly cohort and membership tier, evaluated free trial conversion effectiveness, and automated daily data refresh via Stripe, giving leadership a live view of subscription health.
Additional Work
A sample of the range of work we take on, from strategic alignment workshops to hands-on data builds.
Conference & Event Strategy for a Fortune 50 Pharma Company
Mapped national and regional industry events by strategic focus (public health, advocacy), and built a cross-departmental decision dashboard to coordinate conference ROI and resource allocation across marketing and medical teams.
Sales Enablement Overhaul for a $7B Donor-Advised Fund Provider
Strengthened CRM data accuracy, built a segmented advisor model, and introduced a tiered engagement framework for 2025 rollout, improving cross-team coordination and driving measurable asset growth.
Marketing Budget Tracking for a Multi-Brand Consumer Services Org
Designed a standardized Excel budgeting tool and brand-level dashboards for a $50M+ annual marketing operation, consolidating multiple brands into one management view and dramatically reducing month-end reconciliation time.
HNW Planning Alignment Workshop
Developed a comprehensive pre-read for a large strategic alignment workshop, incorporating Cerulli-based market research, deep-dives into broker-dealer, RIA, and wirehouse channels, and a curated analysis of wealth tiers and pricing models to drive organizational consensus on HNW strategy.
U.S. Market Opportunity Assessment
Analyzed Census income and population data across U.S. zip codes to identify the 30 highest-potential markets for expansion, ranking by median income growth, population growth, and wealth concentration across California, Virginia, the Pacific Northwest, Florida, and Texas.
Email Campaign Performance Analytics
Standardized email performance tracking across local brands using ServiceTitan and Mailchimp. Automated data aggregation with Power Query and built Excel-based visuals surfacing open rates, click-throughs, and best practices by brand.
Where We Work
We specialize in data-complex industries where getting the analytics right isn’t optional. It’s the difference between good decisions and expensive guesses.
Let’s talk about your data challenges.
Every engagement starts with a conversation. Tell us what you’re working on, even if it’s messy or undefined. That’s usually when we do our best work.