🗺️ Transformation Stories

Customer Journeys

Every organization has a story. These are the journeys of real customers who went from chaos to clarity—from stuck to unstuck.

🧭 Our Methodology

Each journey follows a proven transformation framework:

1
Stuck
Where they were trapped
2
Creator
Who stepped in to help
3
Proposed Solution
The path forward
4
Unstuck
The transformation
Solution Path Depiction
Healthcare
Atlanta Co: From Spreadsheet Chaos to Clinical Clarity

How a healthcare organization unified their financial reporting across 12 facilities

12 Facilities
Departments
8 weeks
Time to Value
HealthcareD365 F&OMulti-Facility
Technology / SaaS
Seattle Co: Debugging the Data Pipeline

Seattle Co: Debugging the Data Pipeline

Seattle Co

How a SaaS company unified their subscription metrics and financial reporting

5 Product Lines
Departments
7 weeks
Time to Value
TechnologySaaSD365 F&O
Public Sector
Will County: 45 Departments, One Version of Truth

How a public sector organization unified their reporting chaos into clarity

45
Departments
4 weeks
Time to Value
Public SectorD365 F&OGovernment
Hospitality
Orlando Co: Checking In to Better Insights

How a hospitality group unified revenue management across their properties

9 Properties
Departments
5 weeks
Time to Value
HospitalityD365 F&ORevenue Management
Retail & Distribution
Oklahoma City Co: Stocking Up on Insights

Oklahoma City Co: Stocking Up on Insights

Oklahoma City Co

How a regional distributor gained control of their inventory and margins

4 Distribution Centers
Departments
6 weeks
Time to Value
RetailDistributionD365 F&O
Discrete Manufacturing
Houston Co: Engineering Precision in Reporting

How a discrete manufacturer unified shop floor and financial data

6 Production Cells
Departments
4 weeks
Time to Value
Discrete ManufacturingD365 F&OShop Floor
Food & Beverage
Chicago Co: Recipe for Reporting Success

Chicago Co: Recipe for Reporting Success

Chicago Co

How a food & beverage manufacturer gained visibility across their supply chain

8 Production Lines
Departments
7 weeks
Time to Value
Food & BeverageD365 F&OManufacturing
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