Projects & Case Studies

1. Case Study: Operational Scalability & Financial Turnaround

Engineered a 350% Operational Turnaround & Multi-Six-Figure Profitability

The Challenge

A critical repair division suffered from systemic process inefficiencies, resulting in long customer wait times (3-6 months), poor morale, and an unsustainable $500K annual operating deficit.

My Role

As the operational leader, I architected a complete overhaul of the division's processes and financial model. I defined the strategic roadmap for workflow redesign and implemented new metrics-driven targets.

The Solution

Implemented a new operational framework, streamlining workflows, introducing process automation, and restructuring billing protocols to capture non-warranty revenue effectively.

Impact

Transformed the division's finances, converting the $500K annual deficit into a $120K annual profit. Scaled average monthly repair capacity by over 350% (from 550 to over 2,500+) while reducing average repair times to less than one month.

2. Case Study: Revenue Growth & System Implementation

Architected a Centralized CRM Platform to Drive Revenue Scalability

The Challenge

Rapid company growth required a scalable operational backbone. Fragmented ordering processes and decentralized data created bottlenecks that limited sales efficiency and revenue potential.

My Role

Co-designed and led the implementation of a new CRM platform and centralized database. My primary focus was on ensuring the platform's architecture aligned with long-term revenue and reporting objectives.

The Solution

The new system automated ordering processes, centralized customer data, and generated real-time reports, creating a consistent and scalable operational backbone for the sales team.

Impact

The streamlined system contributed directly to an annualized increase in Year-over-Year revenue from $20MM to $80MM.

3. Case Study: Risk Mitigation & Process Automation

Secured $1.2MM in Financial Risk Mitigation through Process Redesign

The Challenge

Recurring product defects led to frequent, undocumented repair work and financial losses. The lack of a formal tracking process meant the company was absorbing significant costs that were rightfully the factory partner's liability.

My Role

Architected a new, formal risk mitigation process. My primary strategic objective was to identify systemic failure points and implement a documented process to successfully recover costs from external partners.

The Solution

Designed and implemented a system to rigorously track and document all necessary repairs related to defects. This system included automated reporting and digital workflow transition (moving from paper-based to digital) to ensure data integrity and compliance.

Impact

The new process successfully secured $1.2MM in factory chargebacks for repairs, directly mitigating financial risk. The automated digital system also reduced processing times by up to 4.5 hours per workflow, delivering immediate efficiency gains.

4. Case Study: Architecting Scalable, Hands-Off Workflows

Architecting a Scalable, Hands-Off Workflow for Product Line Profitability

The Challenge

A high-volume product line lacked standardized operational procedures, requiring excessive manual oversight that jeopardized slim profit margins and created a bottleneck for scaling project execution (managing 59 projects in 8 months).

My Role

Spearheaded a full operational revamp to ensure long-term profitability. I led the design and formalization of cross-departmental SOPs and process flows, moving the team toward a system-driven, rather than people-driven, operational model.

The Solution

Implemented a structured, hands-off workflow that defined clear roles, automated data hand-offs, and provided a replicable framework for project execution, ensuring the process was robust enough to handle high volume without constant intervention.

Impact

Successfully managed 59 complex projects from order to installation in 8 months. The operational revamp secured the product line's financial viability by establishing a foundation for sustainable margin preservation and future growth.

5. Case Study: Bridging Engineering and Project Strategy

Bridging Engineering Requirements with Strategic Project Management

The Challenge

A portfolio of 30 complex projects required integrating the abstract principles of mechanical and electrical engineering with practical project management execution. This translation gap often leads to budget overruns and timeline delays.

My Role

Functioned as the strategic intermediary, translating complex mechanical and electrical engineering requirements into clear, actionable project scopes and milestones. I was responsible for ensuring the technical vision aligned with the project's financial and timeline objectives.

The Solution

Established a new communication and documentation protocol that standardized the process of capturing and validating engineering requirements before initiation, creating a shared language between technical and project teams.

Impact

Successfully managed a portfolio of 30 projects of varying complexity, with 10 projects completed to date, by mitigating communication risk and ensuring technical fidelity was maintained within the operational and budgetary constraints of the project schedule.

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