Projects
Policy Product Life Cycle Management
PROJECT TYPE
Product
2/1/22
Sep 13, 2025
Policies are often written in silos, inconsistently applied, slow to update, and disconnected from business processes. This leads to compliance risk, operational inefficiency, and a lack of trust in governance.
Without a disciplined life cycle, policies become static documents instead of tools that shape behavior and enable accountability.
A digitally enabled, enterprise-wide policy life cycle that ensures every policy is operationalized and actionable.
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Supply Chain FSMA
PROJECT TYPE
B2B B2C
9/1/2024
Sep 10, 2025
Foodborne illness and supply chain disruptions pose risks not just for companies, but for consumers, regulators, and the entire food ecosystem. The Food Saftey Modernization Act was designed to address these gaps, yet many organizations lacked the systems and processes to comply effectively.
Traceability failures create delays in recalls, higher costs, and exposure to reputational damage that impacts all stakeholders. Without digitized compliance, businesses struggle to protect both their customers and their long-term growth.
A compliant and digitized supply chain where every handoff is fully traceable and trackable—both forward and backward—enabling real-time recalls and strengthening consumer trust through transparency.
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Frictionless Renewal
PROJECT TYPE
B2B
DATE
Sep 2, 2018
Many insurance organizations struggle to capture maximum revenue from renewals due to inefficient processes, friction in workflows, and poor customer experience.
With fragmented renewal operations and a lack of streamlined processes, many organizations, experience up to 20% attrition rates in insurance renewals. Efficiency is truly achieved by optimizing workflows and enhancing the customer experience.
Maintaining scalable and sustainable renewal processes that enhance the user journey, to improve retention.
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Sam's Data Club
PROJECT TYPE
Data
DATE
Dec 31, 2024
A lack of data isn’t the biggest barrier to retail intelligence, it’s the governance needed to trust, activate, and scale it across every shelf and channel. The demand for trusted, accessible data across the retail value chain is outpacing traditional governance systems, creating a major barrier to scalable insights and execution. Sam’s Data Club emerged as a unified, enterprise-grade solution—integrating policy, process, and platform to deliver data clarity and control from supplier to shelf.
Maintaining scalable and sustainable renewal processes that enhance the user journey, to improve retention.
Transforming operations by optimizing staffing, reducing abandonment rates, and boosting both employee retention and customer satisfaction.
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Smart Governance
PROJECT TYPE
Data
DATE
Aug 30, 2024
At the enterprise level, managing data entry and ensuring data accuracy at scale presents a significant challenge, often leading to high costs and inefficiencies.
Confronted with a $5M annual SaaS spend, low user engagement, and poor data accuracy, we led the development of an intelligent CRUD intake form. This solution reduced costs, enhanced data accuracy, and streamlined data management at the enterprise level.
Empowering teams with a more efficient, customizable, and scalable way to manage data at scale through AI.
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Contract Renewal Velocity
PROJECT TYPE
B2B
DATE
Jun 15, 2017
Disconnected systems and manual workflows turned every contract into a bottleneck—slowing revenue, straining compliance, and frustrating clients. The Company reimagined its contract lifecycle to turn lag into leverage.
Improving client experience isn’t just about better service—it’s about removing the operational drag hidden in manual processes. The Company automated its O2C journey to convert complexity into clarity.
Revenue delays and compliance risks don’t start at the bottom line—they start at signature. The Company rebuilt its contract execution process to move at the speed of decision-making.
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100% Retail Assortment
PROJECT TYPE
B2C
DATE
Jun 13, 2025
The real challenge for retailers isn’t having inventory—it’s managing channel complexity and rising member expectations by knowing, in real time, what’s available and where, so every member can shop with confidence across every touchpoint.
Managing multiple channels and rising member expectations requires more than just stocking products—it demands real-time visibility, trusted inventory data, and operational precision. The 100% Assortment Strategy met this challenge by aligning systems, data, and execution to ensure every item can be purchased, shopped, and fulfilled in the member’s channel of choice.
Delivering seamless omni-channel fulfillment requires more than just inventory—it demands an end-to-end integrated ecosystem and governance to ensure accuracy, availability, and trust.
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Proposal Intelligence
PROJECT TYPE
B2B
DATE
Feb 8, 2024
Managing vendor proposals and repair work orders manually in a high-volume environment leads to delays, inefficiencies, and missed cost-saving opportunities.
Retail club operations must automate vendor proposal reviews with AI to eliminate inefficiencies, cut unnecessary costs, and drive smarter, faster decisions across the business.
Empowering teams with a more efficient, customizable, and scalable way to manage data at scale through AI.
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Evidence of Insurability
PROJECT TYPE
B2C
DATE
Oct 1, 2016
Insurance companies often struggle with inefficient, paper-based processes that lead to long cycle times, missed opportunities, and poor coordination, hindering overall business performance.
Facing 45-day cycle times and a lack of ownership in the EOI process, the organization struggled with inefficiencies, missed sales opportunities, and poor coordination, significantly impacting both customer experience and sales performance.
Transforming fintech by automating workflows, improving coordination, and reducing cycle times and enabling faster decision-making.
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Seamless Satisfaction
PROJECT TYPE
B2C
DATE
Oct 20, 2015
Many call centers face operational inefficiencies, including high abandonment rates, employee attrition, and low customer satisfaction, all of which hinder overall service performance and increase costs.
With high call abandonment rates, operational bottlenecks, and significant employee turnover, the company struggled to manage peak demand, leading to customer dissatisfaction and escalating costs.
Transforming operations by optimizing staffing, reducing abandonment rates, and boosting both employee retention and customer satisfaction.
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Evergreen Role Management
PROJECT TYPE
Data
DATE
Apr 15, 2024
Without a structured approach to managing data governance roles, organizations face gaps in accountability, operational inefficiencies, and delays in decision-making.
Evergreen management of data governance roles is essential to avoid accountability gaps, ensure timely decision-making, and eliminate operational inefficiencies.
Revenue delays and compliance risks don’t start at the bottom line—they start at signature. The Company rebuilt its contract execution process to move at the speed of decision-making.
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Conversion Optimization
PROJECT TYPE
B2C
DATE
Oct 30, 2015
Financial institutions often face revenue losses due to inefficiencies in loan application processes, including low approval rates and poor conversion of approved applicants.
Financial institutions often lose significant revenue due to inefficiencies in the loan application process, but optimizing approval workflows and improving conversion rates can capture more potential revenue.
Strategically setting new standards for efficiency, cost control, and decision-making in retail operations.
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Password Reset Experience
PROJECT TYPE
B2C
DATE
Sep 4, 2015
The real challenge in customer support isn’t just answering calls—it’s addressing the cyclical burden of password resets, which account for an average of 13% of inquiries and surge as high as 20%. This demand consumes valuable capacity and signals friction in a process that should be simple and self-directed.
Reducing this unnecessary call volume requires more than staffing phone lines—it demands a streamlined, intuitive password reset experience that empowers customers to self-serve with ease. By simplifying the reset process, we can deflect cyclical demand, lower operational costs, and improve both efficiency and customer satisfaction.
Driving the future of customer care with secure, intuitive, and self-directed password resets.
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Metadata Automation Management
PROJECT TYPE
Data
DATE
Aug 30, 2024
Managing vast amounts of technical data without adequate metadata descriptions is a significant barrier to efficiency, requiring extensive resources to validate and utilize data effectively.
Leveraging AI to automate metadata generation, greatly enhancing data usability and decision-making.
Delivering seamless omni-channel fulfillment requires more than just inventory—it demands an end-to-end integrated ecosystem and governance to ensure accuracy, availability, and trust.
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