Measurable Results, Not Vague Promises
Real implementations with real numbers. From $8.5M in managed spend to $3.7M+ in annual savings—here's what happens when we get to work.
Full-Stack Enterprise Capabilities
Every implementation draws from deep expertise across 8 capability domains, 8+ industries, and 10+ technology platforms.
Procurement & S2P
Source-to-pay, PO management, vendor onboarding, invoice processing
ERP & Finance
GL management, financial reporting, tax compliance, asset lifecycle
Automation & AI
Document extraction, workflow automation, AI-powered processing
Integration & iPaaS
Cross-platform orchestration, API management, real-time data sync
CRM & Field Services
Case management, field operations, route optimization, SLA tracking
Analytics & BI
Dashboards, reporting, data consolidation, self-service analytics
Digital Platforms
Corporate websites, DAM, content management, investor portals
Safety & Compliance
EHS automation, incident management, SOX audit trails, governance
Industries Served
Technology Platforms
Case Studies
23 detailed breakdowns spanning ERP, CRM, procurement, integration, analytics, safety, and digital platforms — across industries and departments, with the numbers to prove it.
Field Services Implementation
Implemented field services for a large oil & gas company handling all third-party collections. Retired an out-of-support legacy application with no documentation.
Challenges Solved
- Out-of-support / EOL application and infrastructure
- No documentation on business processes
- Differing processes by location
Results Achieved
Standardized & streamlined processes across all terminal locations with clear definition of owners and embedded compliance.
Expense Transformation
Implemented a complex expense transformation from Coupa to ERP for a large logistics provider, handling multiple expense categories.
Categories Transformed
- Non-Reimbursables: Corporate card company expenses
- Reimbursables: Personal card/cash company expenses
- Employee Reimburses Company: Accidental personal expenses
Results Achieved
MSA Automation
Implemented a process to automatically kick off MSA execution for any new suppliers during the onboarding stage with DocuSign integration.
Process Flow
- Auto kicks off with vendor onboarding process
- DocuSign requests automatically sent to vendors
- 30-day compliance window enforced automatically
Results Achieved
Fully automated MSA execution—zero manual intervention required for new supplier onboarding.
Utility Bill Automation
Implemented our Utility Bill Automation Solution for a large real estate company managing thousands of properties with complex GL coding requirements.
Capabilities Delivered
- Auto-ingests and creates invoices and lines
- Smart GL coding based on property status
- Auto-creates invoices in Coupa with remit-to codes
Results Achieved
$3.7M+ annual savings from billing error identification across the entire property portfolio.
Source-to-Pay Workflow Implementation
Delivered comprehensive end-to-end ERP and procurement platform integration for the complete Source-to-Pay process—suppliers, requisitions, work orders, invoices, payments, and purchase orders.
Scope Delivered
- Bi-directional PO changes and invoice processing
- Service entry sheet automation
- 60/40 services to materials split management
Results Achieved
Automated Expense + ERP Integration
Comprehensive procurement platform and ERP integration for expense management with sophisticated data summarization and anonymization capabilities.
Automation Delivered
- Receipt capture with automatic GL coding
- Approval routing and journal entries to ERP system
- Summarization by billing date and GL account
Results Achieved
0.5+ FTE reduction through complete automation—end-to-end expense-to-accounting workflow.
Document Extraction & Standardization
Comprehensive document extraction solution that processed business documents with unprecedented organization, accessibility, and regulatory compliance.
Documents Processed
- 5,700+ invoice attachments reformatted
- 1,000+ contract attachments organized
- 500+ SIM attachments (W9, W8) categorized
Results Achieved
Zero manual document processing—full regulatory compliance across all document types.
Adobe DAM Implementation
Designed and implemented the complete Digital Asset Management lifecycle for a large technology company, enabling streamlined content operations.
Capabilities Delivered
- Full DAM lifecycle design and implementation
- Asset metadata and taxonomy structure
- Workflow automation for content approval
Impact Delivered
Enterprise-scale DAM deployment
Serving a large technology company's digital asset needs
Streamlined content operations
Centralized asset management with governance controls
Bill of Lading Digital Platform
Built a full-stack Bill of Lading management platform for an energy company, replacing manual paper-based shipping workflows with a modern, multi-tenant web application connected to Microsoft 365.
Challenges Solved
- Paper-based BOL processes with no centralized tracking or audit trail
- Manual data entry across disconnected spreadsheets and email chains
- No visibility into shipping volume, carrier performance, or bottlenecks
Results Achieved
Zero manual data re-entry — single source of truth in SharePoint with digital signatures, NLP search, and enterprise-grade audit compliance.
Spend Analysis Solution
Delivered visibility into organizational spend for Accounting, Finance, and Procurement teams—enabling data-driven decision making across the enterprise.
Insights Delivered
- Spend visibility by category, supplier, and department
- Trend analysis and anomaly detection
- Actionable dashboards for strategic sourcing
Business Impact
Cross-functional visibility
Accounting, Finance, and Procurement aligned on spend data
Data-driven decision making
Business insights used directly for strategic sourcing decisions
Manage Threats & Opportunities (MTO)
Replaced a fragmented, spreadsheet-driven risk management process with an enterprise-grade digital platform — giving a major industrial organization centralized visibility, automated scoring, and stage-gated governance across all business units.
Challenges Solved
- Risk data scattered across spreadsheets, email, and local drives — no single source of truth
- Manual risk scoring across 5 consequence categories — error-prone and inconsistent
- No lifecycle governance — initiatives stalled with zero visibility into blockers
- No mobile access for field operations teams at remote sites
Core Modules Delivered
- 6-stage initiative lifecycle with enforced governance transitions
- Automated 5×5 Risk Assessment Matrix with color-coded scoring engine
- Production impact calculator with financial summary auto-computation
- Role-based access control across 4 user roles with granular permissions
Results Achieved
Spreadsheets eliminated
All threats and opportunities across business units in a single platform with real-time status
Zero manual scoring errors
Composite risk scores auto-calculated across People, Environment, Reputation, Asset, and Financial categories
Executive dashboards auto-refresh via BI integration — leadership gets real-time visibility into organizational risk posture without waiting for manual reports.
AP Automation Portal
Replaced manual spreadsheet-based AP workflows with a role-based Power Apps portal — structured invoice entry, multi-line GL distribution, configurable approval routing, and full SAP integration for automated journal posting.
Challenges Solved
- Invoice data in multiple Excel files with no version control
- Manual GL coding frequently incorrect, causing reconciliation failures
- No centralized approval workflow or complete audit trail for SOX
Results Achieved
100% SOX-compliant audit trails — every action logged with timestamp and user identity.
Coupa Expense Processing Pipeline
End-to-end expense automation transforming Coupa CSV exports into SAP journal entries — intelligent routing by approval status, multi-level summarization by cost center, and automated compliance archiving.
Challenges Solved
- CSV exports with inconsistent formatting and missing fields
- Error-prone manual mapping of expenses to SAP cost centers and GL accounts
- No audit trail — difficult to track approval-for-payment status
Results Achieved
200+ expense reports processed monthly with 100% complete and traceable compliance audit trail.
Bi-Directional Coupa–SAP S2P Integration
Comprehensive bi-directional integration automating the full source-to-pay process — POs, vendor master data, goods receipts, contracts, materials, work orders, and CSP approval workflows across four operational facilities.
Challenges Solved
- Parallel data entry in both SAP and Coupa creating duplication and sync errors
- Vendor master maintained separately, causing invoice mismatches and payment delays
- No centralized approval process for Coupa Supplier Portal requisitions
Results Achieved
PO creation syncs within 2 minutes — vendor master in real-time with zero discrepancies across four facilities.
EHS & Operational Safety Apps
Suite of safety automation tools across four refinery facilities — EHS file automation with folder mapping, facility incident management with export, and centralized HSE data management on SharePoint.
Challenges Solved
- EHS files scattered across shared drives with inconsistent organization
- Incident tracking manual using email and paper logs — no centralized database
- Safety data required manual consolidation from multiple facilities
Results Achieved
Scalable multi-facility architecture — new facilities onboard with configuration only, zero code changes required.
Energy Corporate Website & Investor Hub
Corporate website with real-time stock ticker, SEC filing feeds, press release synchronization, and ESG content — plus server optimization that eliminated chronic 504 gateway timeouts and reduced page load by 53%.
Challenges Solved
- Stock ticker and SEC filings required manual updates, often hours out-of-date
- Frequent 504 gateway timeouts during peak traffic with 94% uptime
- Content publication required developer involvement — 4+ hour turnaround
Results Achieved
60% reduction in developer dependency via ACF Pro — content editors manage complex data structures without code.
Enterprise Integration Hub
Centralized iPaaS platform connecting SAP, Coupa, Salesforce, Great Plains, and multiple SaaS applications — replacing fragmented point-to-point integrations with unified multi-platform orchestration and centralized error handling.
Challenges Solved
- Point-to-point integration sprawl creating maintenance burden
- Inconsistent error handling — integration failures discovered by users
- Duplicated data transformations across integration endpoints
Results Achieved
Unified error queue with automatic retry, dead-letter handling, and email escalation — avg resolution time 4 hours.
Dual IT & HR Service Centers
IT and HR service centers on Salesforce Lightning — case management with SLA tracking, automated onboarding/offboarding workflows, digital document signing, and 20+ Process Builder-to-Flow conversions for SOX compliance.
Challenges Solved
- IT requests tracked in email and spreadsheets with no SLA visibility
- Onboarding/offboarding manual and inconsistent across locations
- SAP user provisioning queue required manual monitoring — new accounts delayed
Results Achieved
Fully automated user provisioning — 100% approval-tracked with SOX-compliant audit trails on all case actions.
AI-Powered Invoice & Vendor Integration
AI-powered vendor invoice processing connecting workforce management with SAP — document recognition trained on 200+ invoices, real-time vendor master lookup via API, and multi-format SFTP integration.
Challenges Solved
- Manual vendor invoice data entry into SAP — error-prone and time-consuming
- Vendor master maintained separately in two systems, causing mismatches
- SFTP-based vendor files processed manually without validation
Results Achieved
Confidence scoring triggers manual review for low-confidence extractions — 70% of manual vendor invoice work eliminated.
ORS Division Field Operations Platform
Comprehensive field ops platform across four facilities — FSL route optimization, work order management with inter-facility transfers, tank inventory tracking, dynamic index pricing, and full legacy system migration of 360+ accounts.
Challenges Solved
- Paper-based work orders and manual Excel tracking across locations
- No route optimization — drivers navigated manually, wasting time and fuel
- Tank inventory spread across spreadsheets — no real-time cross-facility visibility
Results Achieved
99.2% work order completion accuracy — FSL dynamically reassigns work orders in real-time when priorities change.
Operations Analytics & Power BI Suite
15+ interactive dashboards tracking financial, operational, and HSE metrics — consolidated data from SAP, Excel, and operational databases into a unified data model with self-service analytics for all business units.
Challenges Solved
- Monthly reporting required 2–3 days of manual data consolidation
- No single source of truth — departments used different metric versions
- HSE safety metrics tracking incomplete, lacking rolling average calculations
Results Achieved
Report generation went from 3 days to real-time — self-service analytics enabled for every business unit.
Refinery Metrics App
Power Apps CRUD application for refinery production data — unit feed rates, budgets with Percent Dry Yield calculations, inventory levels, and collection metrics with SharePoint backend and automated Power BI dashboard sync.
Challenges Solved
- Production metrics manually entered into Excel with no validation
- Multiple users editing same spreadsheet — version conflicts and data loss
- No audit trail — impossible to determine when data changed or who changed it
Results Achieved
Real-time dashboard integration — data entered in the app reflects in Power BI within 5 minutes, closing the feedback loop on quality.
SAP Admin & Financial Reporting Automation
Advanced SAP reporting suite — profitability analysis, auto-generated financial statements, tax reporting, LIS/SIS analytics, and P06 exception monitoring with automated batch job scheduling and GL governance controls.
Challenges Solved
- Manual financial statement generation requiring 8 hours monthly
- Tax reporting with complex custom SQL queries subject to calculation errors
- No centralized P06 exception monitoring — issues found post-close
Results Achieved
Automated month-end close produces audit-ready reports within 4 hours — 100% tax compliance with zero discrepancies.
Cross-Platform Expertise.
Proven Across Every System.
Hundreds of completed implementations across ERP systems, CRM platforms, integration middleware, and cloud applications — from same-day critical fixes to year-long platform rollouts spanning multiple verticals and departments.
Tax Engine Implementation & Multi-State Compliance
Year-long implementation of a third-party tax engine across the ERP landscape with multi-state tax compliance, pricing procedure configuration, and post-go-live optimization.
- Tax calculation schemas and condition types configured across all environments
- Multi-state excise tax conditions for sales and purchasing
- Customer and material master refactoring for 120K+ records
ERP-to-Procurement Platform Integration
End-to-end integration between ERP and cloud procurement platform — from pilot testing to full enterprise rollout of expense management, invoice processing, and vendor workflows.
- Expense pilot through company-wide rollout with credit card integration
- Invoice attachment automation and service entry processing
- PO synchronization, freight invoicing, and UOM conversion logic
Financial Operations & Controls
Comprehensive financial system management including asset lifecycle operations, banking interfaces, GL tooling, and multi-entity accounting controls.
- Mass asset revaluation for 1,500+ production assets
- Custom GL upload tool with multi-document batch processing
- Vendor payment automation and bank account configuration
System Infrastructure & Disaster Recovery
Mission-critical infrastructure management including full data center migration, disaster recovery testing, kernel upgrades, and environment lifecycle management.
- Full data center migration with VPN cutover — zero unplanned downtime
- DR failover and failback testing with 20-point validation script
- Kernel upgrades, security patches, and environment refreshes
Governance, Security & Access Management
Identity governance platform implementation, user access review automation, SOX audit compliance, and multi-company security role architecture.
- Full identity governance platform rollout with automated access reviews
- Period-close authorization controls and SOX audit reporting
- Legacy platform decommissioning and account lifecycle policies
Invoice & Document Output Management
Custom invoice form development, bill of lading automation, SmartForm refactoring across business entities, and print infrastructure management.
- Invoice layouts redesigned and separated by business entity
- Multi-recipient email distribution for customer invoices
- Label printing with Zebra printers and centralized BOL forms
Reporting & Business Intelligence
Custom reporting and dashboards spanning spend analysis, AR aging, vendor compliance, and operational reconciliation — built on BI tools integrated with ERP data.
- Spend analysis dashboards via middleware-to-BI pipeline
- Profitability analysis enhanced with shipping and logistics fields
- Vendor compliance and license audit reporting
Plant & Master Data Configuration
New plant creation for multi-state operations, material master management, cost center hierarchies, customer account groups, and pricing integration.
- New plants created with full material extension and costing
- Ship-to customer account groups with bulk data loading
- External pricing file integration and DTN connectivity
Terminal Management & Rack Operations
TMS-to-ERP interface development, intracompany stock transport automation, rack pricing programs, and real-time reconciliation reporting.
- Terminal management system upgrade and ERP interface redesign
- Automated intracompany stock transport for internal fuel usage
- Banking interface for direct customer billing at terminals
Ongoing Operational Support & Service
Day-to-day enterprise system operations across ERP, CRM, and cloud platforms — including access management, batch job monitoring, issue resolution, print infrastructure, and cross-module service requests.
- User provisioning, password management, and access troubleshooting
- Batch job optimization, monitoring, and automated scheduling
- Root cause analysis, duplicate document prevention, and email flow resolution
Training, Payroll Integration & Knowledge Transfer
Module-specific training programs across ERP, CRM, and enterprise platforms — payroll system integration, staff transition knowledge transfer, and LMS course development.
- Tailored training by module (SD, FICO) with transaction-level scope
- Payroll-to-ERP integration with liability mapping and automated posting
- Knowledge transfer documentation and process SOPs
All case studies anonymized — no company names, system instances, personnel, or infrastructure details disclosed.
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