Client Company

Engineering design firm specializing in large residential, commercial, and photovoltaic (PV) system design.


  • The client firm recognized the need to improve operational efficiency and enhance financial performance.
  • They aimed to understand engineers’ productivity and utilization rates, as well as forecast short and long-term cash requirements.
  • In pursuit of these goals, they sought advisers who could lead their efforts and implement tailored solutions.


  • Focused on developing and implementing an earned value management system to optimize project performance.
  • As part of the strategic initiative, created a comprehensive company health dashboard providing insights into financials and overall performance.
  • Owners were able to make informed decisions for sustainable growth and be better positioned for exit.









Relational Database Design


Sales Pipeline and Cash Flow Forecasting


Predictive Modeling



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Sample Case Studies


Advised a Leading Bank in Enhancing its Competitive Edge by Understanding Customer Needs and Delivering Innovative Financial Solutions.


Empowered a Communication Agency to Thrive in a Dynamic Landscape and Capture the Hearts of Clients Seeking Effective Messaging and Connection.

Consumer goods

Assisted a Consumer Goods Company in Enhancing Market Position to Attract Discerning Shoppers Seeking Quality and Innovation.


Guided an Engineering Consultancy Firm in Navigating the Competitive Landscape to Attract Clients Seeking Innovative Solutions.


Guided a Fashion Tech and Direct-to-Consumer (DTC) Brand to Navigate the Competitive Terrain and Attract Trend-Seeking Shoppers.


Assisted a Children's Entertainment Company in Excelling within a Competitive Market to Delight Young Audiences and Families.


Guided a Software Development Firm in Navigating Market Dynamics to Attract Tech-Savvy Clients Seeking Cutting-Edge Solutions.

SaaS Software

Assisted a SaaS Software Company Specializing in the Creator Economy and Social Media Management to Stand Out in a Competitive Space and Attract Content Creators and Marketers.

Travel & Tourism

Helped a Resort Operator in Africa understand the competitive landscape and identify ways to win over customers seeking luxury expedition experiences.

AI Applied to Internal Finance/Sales Data

Transformed a high-growth consulting firm's financial forecasting using AI-driven insights, integrating with NetSuite and Zoho CRM for accurate cash flow predictions and sales pipeline forecasting.