Work

The work, anonymized and described by role

Client names stay confidential. Each engagement states the situation, our role, and what we did. Figures appear only where a client has cleared them.

Anonymized

A lender-backed turnaround in temperature-controlled logistics

Situation: A temperature-controlled third-party logistics company in a lender-backed turnaround, with much of its operation still run on paper.
Mandate: Run the technology and commercial workstreams in the turnaround.
Our role: Technology and commercial workstreams, reporting to the interim CEO.
What we did: Rebuilt a paper-run operation on Salesforce, as the system of record.Phase II

Optimized the delivery network with custom models.Operational lane

Ran the operating cadence through the sale of the company.Phase V
Outcome: The paper-run operation moved onto one system of record, and the operating cadence ran until the sale.
What it meant for the owner and lender: The turnaround ended in a sale of the company.

Anonymized

Situation: A pharmaceutical outsourcing facility moving its commercial work onto one system.
Mandate: Implement Salesforce, build quoting on top of it, and modernize how the commercial team works.
Our role: Led the Salesforce implementation, the quoting system, and the process changes, with a developer and admin team.
What we did: Implemented Salesforce as the system of record for the commercial team.Phase II

Built a quoting system on top of it.Software and agents

Redesigned the commercial processes around the new system.Phases I and II
Outcome: Sales and quoting moved into one system.
What it meant for the owner: The commercial team works from one record of each customer and each quote.

Sample deliverables

Every number in these samples is synthetic. Each shows the kind of artifact a phase produces.

Next step

If one of these looks like your company, the next step is a call with a principal.