Case studies
Real finance problems, and what fixed them
Seven projects from my client and in-house roles: the situation, what I built and what changed. Figures are anonymised where clients asked.
All case studies
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01Big Bear Vans · Van conversion and manufacturing
Multi-department KPI dashboard
Each department tracked its numbers in its own sheet. Payroll, purchasing and project costs lived in different places, so nobody saw the full picture until the month was already closed.
- Mapped every data source and agreed one set of KPI definitions
- Built a shared model for payroll, budgets, expenses and cash
- Designed the dashboard around the questions managers actually asked
02Vankea · E-commerce, campervan furniture
COGS and inventory valuation model
Product margins were estimated from supplier prices alone. Freight, duties and batch-to-batch price changes were not reaching the cost of goods sold.
- Collected purchase, freight and duty data by shipment
- Built a weighted-average costing model at SKU level
- Reconciled stock movements against sales records
03Intellifyx · Technology services
Financial BI dashboard
Monthly reports were rebuilt by hand from exports, which took days and made it easy for small errors to slip through.
- Wrote SQL queries to pull ledger and billing data
- Cleaned and joined the data with Python
- Built Power BI pages for revenue, costs and margins
04Forecasting project · Small business planning
Revenue forecasting model
Planning relied on last year plus a percentage. Seasonal swings and one-off months made that number unreliable.
- Cleaned and grouped historical sales by month
- Tested seasonal and trend-based forecasting methods
- Presented a base case with low and high ranges
05BBV Group · Manufacturing and operations
Multi-country expense tracking
Expenses from the overseas team arrived through chats and email, in different currencies and formats, which made month-end reconciliation slow.
- Designed an expense list with required fields and categories
- Set up an approval flow with a clear process owner
- Linked the records to monthly reporting
06BBV Group · Teams across Pakistan, India and Vietnam
Leave and payroll tracker
Leave was tracked differently in each country. Payroll deductions depended on messages and memory rather than a single record.
- Built one leave register with country-specific rules
- Added balances, approvals and monthly summaries
- Connected the monthly summary to payroll inputs
07BBV Group · Engineering, marketing and IT teams
Team KPI scorecards
Performance reviews depended on impressions. There was no consistent record of targets, results and follow-ups.
- Agreed KPIs and weights with each team lead
- Built report cards and a scoring method in ClickUp
- Set a monthly routine for updates and reviews
Industries
Where this work comes from
Different industries, the same need: numbers that are ready on time and easy to explain.
How every project runs
From first call to hand-over
Discover
A free call to understand the problem and your data
Map
List every data source, owner and deadline
Build
Reconcile, model or automate, with regular check-ins
Review
Walk through the numbers together and adjust
Hand over
Documentation, training and monthly support if you want it
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