Professional business case study presentation

Case Studies

Two‑lane proof: Find your buyer type, see your results

Workforce Development

Connecting learning to opportunity

WHOW Google Career Certificate Cohort (in progress)

Butterfly logo in magenta and teal with Learn Grow and Empowering People text below

WHOW Organization

Grow with Google Partner

30 participants
10–12 week cohort model

Challenge:

Replace an unsupported self‑paced Google Career Certificate experience with structured, facilitated learning for women in the Tulsa community.

Result:

A cohort model pairing credential access with weekly live facilitation, guided discussion, and applied workplace scenarios. Metrics in progress.

SaaS Ops & Community Adoption

Diagnosing adoption before prescribing fixes

PodGround (18/30 maturity score → prioritized roadmap)

PodGround logo with white text and sound wave icon on teal background

PodGround.io

Adoption Strategy Assessment

18/30
Verified Maturity Score
7
Friction Points Mapped
7
Prioritized Opportunities

Challenge:

PodGround had strong brand positioning and a clear niche audience, but new members were not experiencing value quickly enough to build participation habits or convert to paid subscriptions. There was no guided first-week experience, no clear paid vs. free value distinction, and no way to measure adoption behavior across the member journey.

Result:

A structured assessment using the DPC Adoption Maturity Framework™ produced a verified score of 18/30, identified seven friction points across the member journey, and delivered a prioritized roadmap of seven opportunities with eight quick wins executable within 30 days. PodGround left the engagement with a clear picture of exactly what to fix, in what order, and why, without guessing.

Implementation & Change

Cleaner go‑lives and faster value realization

Transcendent (6→3 months), Runwayz (AI‑assisted marketing enablement), Midtown (0→100% adoption)

Transcendent Asset Management Logo

Transcendent Asset Management

Implementation Acceleration

6→3 months
50% faster implementation

Challenge:

6-month implementation timelines and slow support response damaging customer satisfaction and delaying revenue recognition.

Result:

50% faster implementation with 58% faster support response, eliminated backlog and scalable training framework.

Runwayz logo featuring bold dark blue uppercase text on a light beige background

RUNWAYZ

AI‑Assisted Marketing Enablement

8 weeks
Engagement period
50 hours
Project budget
5
Core deliverables
4
AI workflow frameworks applied

Challenge:

Build repeatable AI‑assisted marketing infrastructure within a fixed 50‑hour budget, including a brand voice system, content production workflow, reusable prompts, workflow documentation, and an RFP/proposal drafting capability, without direct access to Runwayz's paid production tooling.

Result:

A 12‑month content calendar, three prompt‑library spreadsheets, four workflow maps, a brand voice review package, a tested RFP/Claude Skill, and a validated social content workflow (5.7% → 14.2% engagement rate across June–August).

Midtown Chimney Sweeps Logo

Midtown Chimney Sweeps

CRM Migration & Change Management

0→100%
Complete franchise adoption

Challenge:

Migrate entire franchise network from one CRM to another while maintaining operations.

Result:

100% adoption across all franchise locations with maintained service quality during transition.

SaaS Ops & Support

Fewer tickets and faster responses within one release cycle

ProfitSword (7→4 hrs), ALICE (5→3.5 hrs)

ProfitSword Logo

ProfitSword

Backlog Resolution & Support

7 → 4 hours
43% faster first response

Challenge:

50+ customers stuck in implementation backlog with 7-hour average support response times.

Result:

Complete backlog resolution in 6 months with 43% faster response times.

ALICE Hotel Operations Logo

ALICE Hotel Operations

Support Optimization Program

5 → 3.5 hours
30% faster first response

Challenge:

5-hour average response times disrupting hotel operations during peak periods.

Result:

30% reduction in response time with mobile-optimized support for hotel staff.

Program Build

Standing up programs that scale, with governance

Credable (0→1 LMS + 26‑week program), Markle (workforce program support)

Credable Learning Logo

Credable Learning

LMS Implementation & Program Development

0 → Complete
LMS + 26‑week program

Challenge:

Launch 26-week certification program from scratch with no existing learning infrastructure.

Result:

Successfully launched Phase 1 certification with scalable infrastructure for course expansion.

The Markle Foundation Logo

Markle Foundation

Workforce Program Support

ICF CE‑Credit
Aligned program support with governance

Challenge:

Align program to industry continuing‑education standards with stable e‑learning integrations.

Result:

Industry standards‑aligned support with established quality framework and scalable delivery.