The work speaks for itself.
Anonymized case studies from recent engagements. Real problems, real approaches, real outcomes.
Non-Operated E&P Company — JIB Processing and Financial Systems Implementation
The Client
A non-operated E&P company with working interests in 300+ wells across three basins. A back-office team of four: controller, revenue accountant, land administrator, and a part-time bookkeeper. Running on QuickBooks and approximately 40 spreadsheets.
The Problem
Monthly JIB reconciliation consumed 60% of the controller's time. Over 200 JIBs arrived each month from 18 different operators — most as PDFs, some as paper. Each had to be manually keyed, checked against the AFE or operating agreement, coded to the correct well, and approved. Revenue allocation was a similar manual process. The annual audit was a three-week ordeal.
What We Did
- Implemented Business Central with oil and gas dimensions (well, AFE, working interest owner, cost category)
- Built an AI document processing pipeline that extracts JIB line items from PDF and scanned documents
- Created automated matching rules that flag exceptions (charges above AFE authority, rates outside COPAS guidelines, incorrect working interest allocations)
- Built Power BI dashboards for JIB exceptions, revenue by well, and monthly financial performance
- Migrated historical data from QuickBooks and consolidated the spreadsheet universe into the financial system
The Results
"For the first time in ten years, I am not dreading month-end." — Controller, non-operated E&P company (anonymized)
Financial Services Firm — Reporting Modernization
The Client
A regional asset management firm with $1.2B AUM. A finance team of six managing portfolio reporting, investor communications, and regulatory filings.
The Problem
Investor reporting was a two-week manual process every quarter. Portfolio data lived in three systems: the trading platform, the custodian's portal, and the firm's internal database. The finance team exported data from each, reconciled in Excel, and manually built reports in PowerPoint. Errors were inevitable. The firm's growth meant more investors, more portfolios, and more reports — with the same team.
What We Did
- Built automated data pipelines from the trading platform, custodian, and internal systems into a centralized data warehouse
- Developed a custom investor reporting portal with branded templates, performance attribution, and benchmark comparisons
- Created Power BI dashboards for internal portfolio monitoring and risk analytics
- Implemented automated NAV reconciliation between the custodian and internal records
The Results
Mid-Market Company — Cloud Migration and IT Modernization
The Client
A 200-person company with offices in three states. Running on aging on-premise infrastructure: physical servers, legacy Active Directory, local file shares, and a VPN that was the single point of failure for remote work.
The Problem
The infrastructure was fragile. A server failure six months earlier had caused a two-day outage. The backup system had not been tested in three years. Remote workers relied on a VPN that dropped connections daily. The IT team of two spent 90% of their time on maintenance and firefighting. A recent insurance audit had flagged the company as high-risk.
What We Did
- Full Azure migration: compute, storage, identity (Entra ID), and endpoint management (Intune)
- Implemented zero-trust security framework with conditional access policies and MFA
- Migrated file shares to SharePoint with proper permissions and retention policies
- Deployed modern device management — company-owned and BYOD policies
- Built disaster recovery plan with tested failover procedures
- Documented the entire environment for the internal IT team