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A law firm's numbers looked healthy at 56.8% profit margin, until I dug into who was actually doing the work. Partners were carrying nearly 3x the workload of Associates, not because they worked harder, but because of how cases were assigned. I also found €773M sitting uncollected and seven of the firm's ten highest-revenue clients flying under the radar because they weren't flagged as strategic. Built in Power BI across 15,000 cases, 200 lawyers, and 800 clients.
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174 on Contra. Top 1%.
I’ve spent the past few months refining my portfolio, case studies, and services, and I’m happy to see the effort showing up in my Discovery Score.
Let’s see what happens next. 🎉
If you run a busy team, I’m an operations and automation specialist.
I help small businesses eliminate manual admin by turning repetitive tasks (like tracking forms, student/staff records, or timesheets) into automated background flows using Microsoft 365 tools they already pay for.
If your team is wasting hours copying data between Excel files or chasing updates, I’d be happy to build a quick, simple proof-of-concept flow for you.
Worth a quick 5-minute chat?
good luck craig!
I designed a Business Intelligence and financial reporting solution that transforms scattered data from multiple sources into centralized, validated, and decision-ready information.
The solution automates the complete reporting workflow: connecting and consolidating data, cleaning and standardizing information, applying business rules, building a structured data model, calculating financial KPIs, and generating executive dashboards and recurring reports.
Instead of manually combining spreadsheets and preparing reports every reporting period, the workflow creates a repeatable data pipeline that reduces manual work while improving consistency, traceability, and visibility.
Key capabilities include:
Multi-source data consolidation
Automated ETL and data transformation
Data validation and quality controls
Power Pivot data modeling
Financial KPI calculations
Interactive executive dashboards
Automated and scheduled reporting
Exception and duplicate detection
Audit trails and process traceability
Technologies: Excel, Power Query, Power Pivot, VBA, DAX, SQL/CSV data sources and automated reporting workflows.
The goal of the project is not simply to create a dashboard, but to build the automated data process behind it — turning raw information into reliable insights that can support faster business decisions.
All information, companies and metrics displayed in this case study are fictional demo data created exclusively for portfolio purposes.
