Example projects

The problems we've solved, without the client names.

Every story here is anonymized. Some come from Nick's prior leadership roles, and we say so where they do.

Data & analytics

A marketing agency moves its reporting warehouse from SQL Server to Snowflake

Client
Marketing agency serving several enterprise brands
Services
Fractional CIO, Data & analytics
Engagement
Fractional retainer plus a migration project

The situation

Client reporting ran on an ageing SQL Server virtual machine reached over VPN. Every dashboard depended on one server and a set of hand-maintained views, and no one could say with confidence that the numbers were right.

What we did

  • Chose dbt running inside Snowflake, with Power BI reading governed reporting tables
  • Rebuilt every staging and reporting view as a tested dbt model
  • Reconciled each model against the legacy system on every row and column, then turned the checks into automated tests
  • Built a cost model and a phased plan with a parallel run before cutover

Stack

  • SQL Server
  • Azure Blob Storage
  • Snowflake
  • dbt
  • Power BI

ERP & business systems

Setting one ERP standard across a private equity portfolio

Client
Private equity firm and its portfolio companies
Services
Fractional CIO, ERP & business systems
Engagement
Advisory

The situation

The firm's portfolio companies ran on a mix of finance systems. Each new acquisition added another, making consolidated reporting, integration and support harder with every deal.

What we did

  • Set the evaluation criteria with the firm: functional fit, total cost of ownership and scalability
  • Evaluated NetSuite, Microsoft Dynamics 365, Acumatica and Sage Intacct against them
  • Built a comparison the firm can apply company by company as it standardizes

Platforms evaluated

  • NetSuite
  • Dynamics 365
  • Acumatica
  • Sage Intacct

Security & compliance · Prior leadership role

Building a security and compliance program from the ground up

Company
Multi-site ecommerce operations company
Role
Head of IT
Scope
Infrastructure, security, service providers and end-user technology

The situation

IT had grown site by site without a security function of its own. Customers expected documented controls and audit-ready answers, and the business was heading toward an acquisition.

What we did

  • Reorganized a 23-person IT team into a scalable, audit-ready function
  • Built the information security practice from the ground up
  • Moved every system onto current, supported and secure infrastructure
  • Stood up on-site technology teams and an internal helpdesk for daily operations
  • After the acquisition, worked with the acquirer's infrastructure and security teams to meet public-company reporting and compliance requirements

AI-driven application development

Taking AI-assisted development from “vibe coding” to enterprise-grade delivery

Clients
Growth-stage companies under fractional CIO engagements
Services
Fractional CIO, AI-driven application development
Engagement
Fractional retainer

The situation

Teams were adopting AI coding tools fast. Code was reaching production without consistent requirements, testing, review or security checks, and no one could show what had changed or why.

What we did

  • Put product intake and written requirements in front of every change
  • Added automated testing and verification that every change must pass
  • Made code review and regular security and quality audits standard gates
  • Shipped production applications on GitHub CI/CD with cloud hosting

Stack

  • GitHub CI/CD
  • Railway
  • Cloudflare
  • SwiftUI

AI-driven application development

A privacy-first consumer iOS app for families

Client
Consumer app for families
Services
AI-driven application development
Engagement
Product build

The situation

An app used by children has to meet COPPA and earn parents' trust, while still shipping like a modern consumer product.

What we did

  • Designed for privacy from the start, collecting only the data the app needs
  • Built the app in SwiftUI with automated builds and tests on every change
  • Ran the backend on Railway and Cloudflare (edge, DNS and storage)

Stack

  • SwiftUI
  • GitHub CI/CD
  • Railway
  • Cloudflare R2

Data & analytics · Prior leadership role

A consumer brand's first data warehouse and technology team

Company
Direct-to-consumer footwear and apparel brand
Role
First head of technology
Scope
Infrastructure, security, compliance and back-office systems

The situation

A fast-growing brand had no technology function and no single view of its data. Reporting lived in separate platforms and spreadsheets.

What we did

  • Built the IT organization from scratch, covering infrastructure, security, compliance and NetSuite
  • Designed and delivered the company's first data warehouse on Snowflake and Tableau
  • Used bronze, silver and gold layers so every team reports from one governed source

Stack

  • Snowflake
  • Tableau
  • NetSuite

Data & identity migrations · Prior leadership role

Integrating people and systems across five-plus acquisitions

Company
Commerce technology company
Role
Head of enterprise IT, business systems and security
Scope
NetSuite, Salesforce, Workday, Coupa, IT and security

The situation

The company was growing at a high double-digit rate and buying businesses along the way. Each acquisition arrived with its own people, identities, sites and systems.

What we did

  • Led a 34-person organization across business systems, IT and information security
  • Ran employee migration and systems integration for each acquisition onto a common platform
  • Rebuilt the NetSuite integration layer for a larger, more complex business
  • Kept the IT environment SOC 2 compliant throughout