Case Studies
Real problems. Real Spreadsheets. Real Solutions.
The three-question framework isn’t just a clever construct. It’s a practical design philosophy used in actual solutions. Take a closer look at how the framework holds up on real engagements, from a field tool used on-site in minutes to a system that runs a client’s monthly billing today.
An Auto-Expanding Field Assessment Tool
A remediation contractor gave up paper worksheets for a rules-based pricing engine — consistent quotes, provided instantly, on-site.
Two-Sided Payroll & Billing Reconciliation
Medical case reviews were manually tabulated for monthly billing and payroll. Now the system is fully automated and self-cross-checked, with final figures available at a glance.
Automated Ride-Share Driver Payroll
A driver-payroll system for a ride-share company, replacing a two-day manual process with a fifteen-minute automated run each pay period.
Centralized Project Tracking & Reporting
A general contractor juggled spreadsheets, emails, and paper notes to track meetings, action items, and scope changes — until that was centralized in an Excel database with one-click board reports.
Automated Real Estate Lead Processing
A real estate lead-processing system that imports raw property and skip-tracing exports and routes standardized data into CRM and dispo platforms, in continuous use since December 2022.
Automated Budgeting Template
A self-expanding budgeting template with automated reporting for a property management portfolio, delivered May 2026 and in active use.