Case studies

What the work
looks like.

A selection of engagements across technology leadership, print automation, RFID inventory, ERP implementation, and ongoing support. Client names are withheld for privacy.

Healthcare organization

Modernizing systems while daily operations continue.

Fractional CTO · Cloud · Security · Communications

The situation

Legacy infrastructure, specialized applications, self-hosted communications, and multiple providers had become closely connected. The organization needed a coordinated plan that accounted for regulated workflows and daily operations.

The work

Lead a broad modernization program: assess the environment, set the roadmap, coordinate the MSP and specialist vendors, design identity and device controls, lead cloud-file testing, and modernize voice and messaging. The scope also included specialized fax, call recording and analysis, payment workflows, and legacy-system retirement.

The approach

Sequence the changes in controlled stages, with one technology strategy across cloud, security, communications, and vendors. Testing and operational requirements guide the timing of the transitions.

Commercial printing company

Replacing a failed print system under a contract deadline.

Print automation · Legacy modernization · Project delivery

The situation

An unsupported print solution failed at a commercial printing company. Multiple customer contracts depended on that system, and the business had a short window to move to a modern solution or risk losing those contracts.

The work

Replace the failed legacy solution with a modern print workflow, carrying forward the production requirements tied to the company’s contracts. The project had to address the immediate failure and the need to move away from an unsupported system.

The priority

Keep the required print work and contract deadlines at the center of the replacement. The business needed a usable modern solution within the time available.

Lumber company

Tracking lumber from grading into the mill.

RFID · Inventory · Custom automation

The situation

A lumber company needed a better way to track inventory as material moved from grading into production. The inventory record needed to reflect when a log had entered the mill for processing.

The work

Apply RFID tags as lumber was graded, then use readers at the mill to detect a tagged log entering for processing. Connect that read to the inventory system so the log’s status changed to “in process.”

The result

Mill-entry reads moved tagged logs into an in-process inventory status, connecting the physical movement of material with its inventory record.

Industrial organization

Moving to an industry-specific ERP and a consistent workplace foundation.

ERP implementation · Microsoft 365 · Windows 11 · Endpoint security

The situation

The organization needed to move from an out-of-the-box accounting system to a full industry-specific ERP platform. Growing device and user needs also called for clearer standards for Microsoft 365, Windows, identity, encryption, and device setup.

The work

Lead the software implementation and the move to an ERP designed for the company’s industry. Alongside that work, align Microsoft 365 and Entra ID, enroll devices, migrate user profiles, standardize Windows 11, enable BitLocker, and document a repeatable setup process.

The direction

Industry-specific business software supported by a more consistent workplace environment, with an established process for onboarding, replacing devices, and managing access.

Long-term technology relationships

Keeping core systems and users supported.

Managed hosting · Customized VPN · Help desk · Continuity

The situation

Core applications, remote access, and daily operations depend on infrastructure that needs ongoing maintenance and support.

The work

Host and maintain systems, provide customized VPN access, support users through the help desk, coordinate changes, monitor health, protect data, and assist with recovery needs.

The focus

Continuity, secure access, and technical ownership over time, with support for both the infrastructure and the people who use it.

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