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Portfolio Case Studies (CEO View)

Problems leaders actually care about — and the deliverables that solve them.

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What you’re evaluating

These case studies are written to show signal: the business problem, the operational risk, the system I implement, and the concrete assets you receive. All examples are client-safe.

Founder-led advisory Executive-ready deliverables Multi-state aware Adoption-first systems

Case Study 1 — “Onboarding is inconsistent and managers do their own thing.”

Problem

  • New hires ramp slowly; critical steps get missed.
  • Managers deliver different messages across teams.
  • Multi-state compliance tasks are handled ad hoc.

Solution

  • Standardize Day 0 → Week 4 onboarding rhythm.
  • Define owner matrix (HR / Manager / IT / Employee).
  • Implement a repeatable 30/60/90 structure.

Deliverables

  • Onboarding Framework (multi-state)
  • Employee lifecycle SOP alignment
  • Manager touchpoints + checklists
View: Onboarding Framework View: Employee Lifecycle SOPs

Case Study 2 — “Policies exist, but decisions are inconsistent and risky.”

Problem

  • Managers interpret policy differently.
  • HR becomes a bottleneck for repeat questions.
  • Risk increases due to inconsistent discipline.

Solution

  • Translate policies into plain language decision support.
  • Define escalation thresholds and documentation rules.
  • Create manager-ready playbooks for common scenarios.

Deliverables

  • Policy Toolkit (decision matrix + manager FAQ)
  • HR intake + routing rules for escalations
  • Optional AI FAQ governance (if desired)
View: Policy Toolkit View: HR Workflow Intake View: AI HR FAQ Assistant

Case Study 3 — “Benefits communication is messy; employees don’t read it.”

Problem

  • Employees ask the same questions repeatedly.
  • Enrollment errors drive rework and dissatisfaction.
  • Leadership lacks a clean, shareable overview.

Solution

  • Redesign benefits content with clear hierarchy.
  • Build an enrollment dashboard view for leadership checks.
  • Standardize employee-facing “Plan at a Glance.”

Deliverables

  • Benefits Overview Redesign
  • Benefits Enrollment Dashboard
  • Manager/employee FAQ structure
View: Benefits Overview Redesign Open: Benefits Enrollment Dashboard

Case Study 4 — “HR requests interrupt work all day and nothing is trackable.”

Problem

  • No single intake path; everything is Slack/email.
  • Urgent vs important is unclear; SLAs slip.
  • Leadership cannot see volume, aging, or risk.

Solution

  • Create a structured intake + triage rubric.
  • Define routing rules and SLA targets.
  • Build an HR Ops dashboard for visibility.

Deliverables

  • HR Workflow Intake (form + triage)
  • HR Ops Platform Dashboard
  • Weekly operating rhythm
View: HR Workflow Intake Open: HR Ops Platform Dashboard

Case Study 5 — “Leadership wants business visibility, not spreadsheet chaos.”

Problem

  • KPIs live in different places.
  • No shared definitions; reporting changes weekly.
  • Decisions feel reactive without a control panel.

Solution

  • Design a modern Sales & Ops dashboard experience.
  • Define KPI dictionary + drill-down views.
  • Build “all buttons lead somewhere” navigation.

Deliverables

  • Sales & Ops Dashboard (high-tech)
  • Operating rhythm + action tracker
  • Executive readout template
Open: Sales & Ops Dashboard View: Operating Rhythm (HR Tasks)