AccAnalysisAccAnalysis
Case studies

Work we've delivered, described plainly

Digital-transformation engagements across ERP, process redesign, data and intelligent automation — set out as the problem we were handed, what we built, how it was sequenced, and what it changed. Client names are withheld by default.

33
Engagements documented
12
Industries served
8
Transformation domains
Industry
03
ERP Replacement for a Debt-Recovery Operation
Revenue Cycle & Financial Operations · United States

A mid-sized recovery business was running on a legacy application suite whose workflows had been fixed since 2013. We replaced it with a tailored, multi-tenant platform.

04

A multi-branch fast-food chain running online ordering, point of sale, kitchen, inventory, vendors and accounting as separate concerns. We connected them into one flow.

05

A third-party maintenance provider serving fuelling stations was running work orders, stock, billing and accounts as four disconnected activities. We delivered them as one.

06

A supplier to independent hospitality businesses needed a better way to serve its trade customers and reach more of them. We delivered a B2B platform and companion app on its existing ERP.

07

A retailer's support team needed a working helpdesk fast, then needed it to grow into roles, permissions and ticket workflows for internal and external users.

08
Client Self-Service Reporting Portal
Revenue Cycle & Financial Operations · United States

Healthcare clients had no secure way to see their own collection performance, so every question became an email and a manual export. We built a multi-tenant analytics portal.

09

A B2B supply-chain vendor planned its delivery fleet once a week and then had very little idea what happened next. We delivered a driver mobile app and management-side tour planning.

10

A care provider coordinated support teams, volunteers and patients by hand, then translated that into a government funding claim. We delivered AI-supported scheduling with compliant billing exports.

11

An oil distributor with more than 150 tankers wanted to hold driver behaviour to actual road limits rather than a general policy. We built the device layer, the data path and the dashboard.

12

Hospital clients received static reports from a legacy platform — inconsistent between facilities and impossible to tailor. We rebuilt thirty-plus reports, then automated their production and delivery.

13
Commercial and Financial Performance BI Platform
Professional Services & Staffing · United States

A staffing group tracked commissions and branch financial performance in disconnected systems, so comparing offices was guesswork. We built the pipeline and reporting layer behind a single view.

14

Hospital insurance data arrived weekly in raw form and needed manual extraction, analysis and charting. We automated the pipeline end to end and published the results to a portal.

15
File-Delivery Assurance for Data Operations
Revenue Cycle & Financial Operations · United States

Hundreds of files moved daily over secure file transfer, and a missing one only surfaced downstream as an escalation. We built the watcher and dashboard that turn that into an alert.

16

An analytics team was spending its week on repetitive preprocessing, report generation and distribution. We automated twenty-five-plus workflows so its capacity went back to analysis.

17

Payment differences between hospitals and the collection operation went undetected until someone reconciled by hand. We built automated reconciliation flows for twelve facilities.

18
Invoice Generation and Distribution at Scale
Revenue Cycle & Financial Operations · United States

Generating, formatting and emailing invoices to more than three hundred hospital facilities was consuming days of every month. We automated the full lifecycle on monthly and weekly cadences.

19
Scheduled Data Redaction for Retention Compliance
Revenue Cycle & Financial Operations · United States

Personal data in aged accounts had to be redacted monthly for compliance, and doing it by hand across more than twenty tables was slow and risky. We made it a scheduled, evidenced process.

20

A research programme connecting an operational CRM to locally hosted AI models, structured so competing architectures could be compared on evidence rather than argued about.

21

Non-technical staff could not query account data without writing SQL or waiting on the data team. We built a natural-language interface on a locally hosted model — because the data could not leave the building.

22
Predictive Account Prioritisation
Revenue Cycle & Financial Operations · United States

A recovery operation was prioritising thousands of accounts using a generic credit-rating signal. We built a self-learning model scored on the operation's own outcomes.

23

A disability support centre was running assessments, support planning and evaluation sessions on paper, then typing them up. We built the workflow that captures the session and populates the record.

24

A software company needed to capture and work event and field leads on its own infrastructure. We built on-premise lead management with card digitisation and prioritised follow-up.

25

Sales teams were assembling prospect context by hand from job boards, directories and industry databases. We built a research portal and an agent that produce the same picture in seconds.

26

Role-play training was hard to schedule, inconsistent between managers, and never quite reproduced the objections a rep actually meets. We built a simulator inside the tools the team already uses.

27

Progress, blockers and next steps were scattered across meetings and tools. We built an assistant that reads the knowledge base, attends the meetings, and answers the status question directly.

28

A platform where repetitive knowledge work — email triage, CV screening, meeting notes, security scanning, outreach — is handled by a specific agent rather than a general-purpose assistant.

29

An organisation bridging labour markets between countries needed care-skills and language training at scale. We built a learning platform with assisted content generation and approval built in.

30

Onboarding involved manual handoffs between HR, IT and the new hire, and performance check-ins happened when someone remembered. We automated both, with proper access control on the records.

31

The client's operational systems ran on servers controlled by a vendor, limiting control over infrastructure, data and release timing. We moved them to the client's own environments, as code.

32

A group of companies was managing multiple websites, blogs, event pages and engagement forms separately. We built a shared content platform on serverless infrastructure.

33

A company had built a good internal system, but its simple authentication made multi-tenancy impossible — so it could not be sold as a service. We modernised the identity layer and supported the launch.

01

A programme to move an eleven-company telecoms group off a heavily customised ERP three major versions behind, without a big-bang weekend.

02
Custom Business Platform on Open-Source ERP
Media, Marketing & Communications · Pakistan

A programme to replace a vendor-hosted product with an on-premises platform covering HR and payroll, finance, resource planning and IT administration for two related entities.

Some of this work is recent enough that its long-run effect isn't visible yet. Where that's true, we say so rather than filling the gap with an adjective.

Tell us what your current system can't do, and we'll tell you what it would take to change that.