Case Studies
Real results from real engagements
Every project started with a business problem — here's how I solved them.
147,000 contacts migrated — from a stalled Keap instance to a modern HubSpot CRM
The Keap Max Classic (Infusionsoft) platform had become a bottleneck: slow performance, outdated automation, and cumbersome integrations were limiting conversions and productivity. Migrated the full CRM operation to HubSpot — including 147,000 contacts, 19 lead magnets, and rebuilt automation workflows — without disrupting ongoing sales activity.
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18% productivity boost — modernizing collaboration tools for 50 employees on a limited budget
A 50-person organization was relying on long email threads and a central file server that nobody used consistently. Leveraged existing Microsoft 365 licenses — Teams, SharePoint, and OneDrive — to replace outdated workflows with a unified, cloud-based collaboration platform, delivering measurable gains without new software spend.
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$50K in annual energy savings — transforming a chaotic R&D lab into a high-efficiency data center
A telecommunications company's R&D lab had grown into a liability: cluttered space, failing cooling infrastructure, unmanaged assets, and energy costs spiraling out of control. Executed a full operational transformation — reorganizing 42,000 sq ft of space, redesigning cooling airflow, and implementing asset lifecycle management — without displacing ongoing R&D work.
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