Case Studies

Engagements documented the way we run them: situation, constraint, architecture, build, outcome.

We document engagements the way we run them: situation, constraint, architecture, build, outcome. The architecture diagram is the centerpiece — because the system, not any single tool, is what moves the numbers.

About the examples below These case studies are representative examples built on real patterns from our engagement history. Client names, and any figures shown, are withheld or marked as pending validation until the client has confirmed the numbers and approved publication. We publish nothing we cannot stand behind.

CS.01 Example — pending validation

Multi-Location Wellness Group: One Ledger of Truth

Six systems disagreed about who the customers were. One architecture answers that question now.

WEB → CRM → SCHEDULING → POS → PAYMENTS → EMAIL → REPORTING

CS.02 Example — pending validation

Home Services Company: Lead-to-Dispatch in Seconds

Marketing was buying leads the operation was quietly losing. One intake pipeline fixed the leak.

WEB → CALL TRACKING → CRM → ROUTING → DISPATCH → PAYMENTS → ATTRIBUTION

CS.03 Example — pending validation

Professional Services Firm: From Monthly Ritual to Monday Dashboard

Four systems told four stories. A reporting architecture made the numbers one fact.

CRM → PROJECTS → ACCOUNTING → MARKETING → DATA STORE → DASHBOARDS

Next step

Start with the architecture.

A systems assessment maps how your business actually operates, where it leaks, and what should exist — before you commit to building anything.

Request a systems assessment

Prefer email? rob@oller.me