Case Studies

Proof,not promises.

Recent engagements across Canberra government, federal contracting, and professional services. What the problem was, what we built, what changed, and by how much.

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Case studies
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  • Technology-agnostic. Best fit, not highest margin.
Financial services
Sydney, NSW

CRM Transformation for a Sydney Financial Services Firm

Replaced a fragmented stack of Outlook, spreadsheets, and a legacy ACT! database with Microsoft Dynamics 365 Sales + Customer Insights. ASIC-aligned interaction capture, advisor dashboards with portfolio alerts, and Xero integration for billing reconciliation.

Client onboarding time: 3 weeks to 3 daysASIC interaction log capture: Manual and ad-hoc to 100% automatedAdvisor admin time: ~40% of week to ~15% of week
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Federal government contracting
Canberra, ACT

Power Platform Automation for a Canberra Federal Contractor

Automated Commonwealth contract reporting, portal submissions, and approval workflows with Power Automate and Power Apps. Reclaiming around 60 hours per month of senior engineer and compliance officer time.

Senior engineer / compliance time reclaimed: ≈60 hours / monthCommonwealth report preparation time: 5 days → same dayCompliance checks with documented audit trail: Ad-hoc → 100%
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Construction
Brisbane, QLD

ERP Implementation for a Brisbane Construction Group

Replaced MYOB plus project-manager Excel with Dynamics 365 Business Central configured for construction. Job costing tied to project WBS, automated progress claim generation, retention tracking, subcontractor variation workflows, and Power BI project dashboards.

Monthly progress claim preparation per project: 4 days to 0.5 daysPreviously unclaimed retentions recovered: $1.2M identified and claimed within 6 monthsSubcontractor variation disputes: ~8 per quarter to 1 per quarter
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Professional services
Canberra, ACT

CRM Rollout for a Canberra Professional Services Firm

Replaced a disconnected stack of Outlook contacts, an Excel matter log, and a legacy billing tool with Microsoft Dynamics 365. Full conflict-check workflow, matter-linked iManage integration, and partner-level utilisation reporting in Power BI.

Conflict check turnaround at intake: 48 hours → under 1 hourEngagements lost due to slow intake: 3 per quarter → 0Month-end billing reconciliation time: 3 days → 0.5 day
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Wine and agriculture
Adelaide, SA

Wine Industry ERP for a Barossa Producer

Replaced a spreadsheet-plus-Vintrace-plus-MYOB combination with Vintrace integrated to Business Central. Block-to-bottle traceability, automated Wine Australia Export Approval workflows, vintage cost rollup, allocation management, and cellar door point of sale in one source of truth.

Export Approval preparation per market release: 2 days to 2 hoursVintage cost per label visibility: 3 months after bottling to live at each tank movementDouble-allocation incidents: ~3 per vintage to 0
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Government contracting
Canberra, ACT

ERP Rollout for an ACT Government Contractor

Replaced a patchwork of spreadsheets and a legacy accounting package with Microsoft Dynamics 365 Business Central. Tied to AusTender contract IDs, Essential Eight ML2 controls, and zero data loss on migration.

Monthly Commonwealth reporting time: 5 days → 0.5 daysBilling accuracy on contract variations: ~96% → 100%Essential Eight documented controls: 2 of 8 → 8 of 8
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